POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings59 positions
Microsoft Corp. | 15.2M | $1.8B | 9.4% | $95.44 | +15.38% | 2 qtrssince 2018-Q4 | Increased 66 |
Visa Inc | 9.1M | $1.4B | 7.4% | $126.10 | +17.46% | 2 qtrssince 2018-Q4 | Increased 65 |
Meta Platforms Inc | 8M | $1.3B | 6.9% | $132.58 | +24.54% | 2 qtrssince 2018-Q4 | Increased 67 |
Alphabet Inc. | 1.1M | $1.3B | 6.8% | $51.71 | +12.40% | 2 qtrssince 2018-Q4 | Increased 66 |
Adobe Inc | 4.5M | $1.2B | 6.2% | $228.64 | +16.56% | 2 qtrssince 2018-Q4 | Increased 66 |
NIKE INC | 12.1M | $1B | 5.3% | $67.48 | +14.19% | 2 qtrssince 2018-Q4 | Increased 66 |
Zoetis Inc. | 10.1M | $1B | 5.3% | $80.33 | +16.78% | 2 qtrssince 2018-Q4 | Increased 66 |
STARBUCKS CORP | 13.6M | $1B | 5.3% | $54.80 | +15.10% | 2 qtrssince 2018-Q4 | Increased 65 |
O'Reilly Automotive Inc. | 2.6M | $995.6M | 5.2% | $22.81 | +13.50% | 2 qtrssince 2018-Q4 | Decreased 0 |
Accenture PLC | 5.7M | $994.9M | 5.2% | $126.83 | +23.02% | 2 qtrssince 2018-Q4 | Increased 66 |
Automatic Data Processing, Inc. | 6.1M | $973.8M | 5.1% | $111.43 | +24.26% | 2 qtrssince 2018-Q4 | Decreased 0 |
DOLLAR GEN CORP NEW | 7.6M | $902.4M | 4.7% | $97.77 | +11.02% | 2 qtrssince 2018-Q4 | Increased 62 |
Oracle Corp. | 14M | $752.7M | 3.9% | $40.89 | +17.73% | 2 qtrssince 2018-Q4 | Increased 63 |
GARTNER INC | 4.8M | $728.1M | 3.8% | $129.34 | +17.28% | 2 qtrssince 2018-Q4 | Increased 62 |
PAYPAL HLDGS INC | 7M | $721.8M | 3.8% | $103.60 | 0.00% | 1 qtr | New 88 |
ALIGN TECHNOLOGY INC | 2.5M | $708.6M | 3.7% | $232.05 | +22.53% | 2 qtrssince 2018-Q4 | Increased 79 |
REGENERON PHARMACEUTICALS | 1.6M | $658M | 3.4% | $364.11 | +12.15% | 2 qtrssince 2018-Q4 | Increased 63 |
MasterCard Incorporated | 2.6M | $623.4M | 3.3% | $182.80 | +23.45% | 2 qtrssince 2018-Q4 | Increased 61 |
Alphabet Inc. | 379,452 | $446.6M | 2.3% | $52.10 | +11.89% | 2 qtrssince 2018-Q4 | Increased 57 |
Booking Holdings Inc | 240,589 | $419.8M | 2.2% | $67.65 | +1.27% | 2 qtrssince 2018-Q4 | Increased 55 |
POLEN CAPITAL MANAGEMENT LLC manages $19.1B across 59 positions as of Q1 2019. Top holdings: MSFT (9.4%), V (7.4%), META (6.9%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Added 3 new positions, exited 2, increased 52, trimmed 4. Top move: PYPL (NEW, conviction 88). Portfolio: $19.1B across 59 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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