Instuitional Investor - Polen Capital Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Eli Lilly & Co	LLY	666,912	$799,914,391	6.89%
2.	Nvidia Corp	NVDA	3,978,446	$796,047,269	6.86%
3.	Microsoft Corp	MSFT	2,098,613	$782,824,321	6.74%
4.	Alphabet Inc.	GOOGL	2,165,218	$765,036,342	6.59%
5.	Broadcom Inc.	AVGO	1,960,209	$740,468,936	6.38%