SEC Form 13F

POLEN CAPITAL MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$11,610,786,601
Positions219

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ELI LILLY & COLLYCOM$799,914,391666,912
NVIDIA CORPORATIONNVDACOM$796,047,2693,978,446
MICROSOFT CORPMSFTCOM$782,824,3212,098,613
ALPHABET INCGOOGCAP STK CL C$765,036,3422,165,218
BROADCOM INCAVGOCOM$740,468,9361,960,209
AMAZON COM INCAMZNCOM$669,724,1942,809,953
VISA INCVCOM CL A$619,489,2631,805,617
MASTERCARD INCORPORATEDMACL A$586,509,2751,141,958
SERVICENOW INCNOWCOM$533,150,6415,370,172
ORACLE CORPORCLCOM$523,807,7233,574,259

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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