POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.2M | $1.8B | 9.4% | $95.02 | +16.63% | 2 qtrssince 2018-Q4 | Increased 66 |
VISA INC-CLASS A SHARES | 9.1M | $1.4B | 7.4% | $126.10 | +17.46% | 2 qtrssince 2018-Q4 | Increased 65 |
META PLATFORMS INC-CLASS A | 8M | $1.3B | 6.9% | $134.86 | +22.75% | 2 qtrssince 2018-Q4 | Increased 67 |
ALPHABET INC-CL C | 1.1M | $1.3B | 6.8% | $51.88 | +12.24% | 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 -CL B | 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-CL A | 5.7M | $994.9M | 5.2% | $126.83 | +23.02% | 2 qtrssince 2018-Q4 | Increased 66 |
AUTOMATIC DATA PROCESSING | 6.1M | $973.8M | 5.1% | $111.43 | +24.26% | 2 qtrssince 2018-Q4 | Decreased 0 |
DOLLAR GENERAL CORP | 7.6M | $902.4M | 4.7% | $97.77 | +11.02% | 2 qtrssince 2018-Q4 | Increased 62 |
ORACLE CORP | 14M | $752.7M | 3.9% | $40.90 | +18.51% | 2 qtrssince 2018-Q4 | Increased 63 |
GARTNER INC | 4.8M | $728.1M | 3.8% | $127.34 | +19.11% | 2 qtrssince 2018-Q4 | Increased 62 |
PAYPAL HOLDINGS 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 INC - A | 2.6M | $623.4M | 3.3% | $181.16 | +25.00% | 2 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC-CL A | 379,452 | $446.6M | 2.3% | $52.28 | +11.71% | 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 Rating: 2.5/5.0.
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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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