POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings63 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 16M | $2.5B | 11.0% | $98.63 | +54.66% | 6 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC-CLASS A | 10.8M | $1.8B | 7.8% | $148.13 | +11.25% | 6 qtrssince 2018-Q4 | Increased 74 |
ALPHABET INC-CL C | 1.5M | $1.7B | 7.4% | $53.06 | +7.26% | 6 qtrssince 2018-Q4 | Increased 65 |
ADOBE INC | 5.1M | $1.6B | 7.1% | $238.19 | +33.61% | 6 qtrssince 2018-Q4 | Increased 64 |
ABBOTT LABORATORIES | 16.7M | $1.3B | 5.7% | $73.56 | -4.87% | 3 qtrssince 2019-Q3 | Increased 97 |
VISA INC-CLASS A SHARES | 8.1M | $1.3B | 5.7% | $130.42 | +17.87% | 6 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 4.9M | $1.2B | 5.2% | $216.05 | +13.32% | 6 qtrssince 2018-Q4 | Increased 65 |
ZOETIS INC | 9.8M | $1.1B | 5.0% | $82.86 | +33.13% | 6 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 6.7M | $1.1B | 4.7% | $132.57 | +10.97% | 6 qtrssince 2018-Q4 | Increased 62 |
SERVICENOW INC | 3.1M | $895.6M | 3.9% | $56.83 | +0.79% | 2 qtrssince 2019-Q4 | Increased 84 |
SALESFORCE.COM INC | 6.1M | $872.9M | 3.8% | $154.37 | -4.10% | 2 qtrssince 2019-Q4 | Increased 93 |
REGENERON PHARMACEUTICALS | 1.7M | $840.3M | 3.6% | $363.97 | +29.24% | 6 qtrssince 2018-Q4 | Increased 60 |
DOLLAR GENERAL CORP | 5.1M | $772M | 3.3% | $100.40 | +34.20% | 6 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 7.9M | $757.5M | 3.3% | $103.74 | -6.68% | 5 qtrssince 2019-Q1 | Increased 60 |
AUTOMATIC DATA PROCESSING | 5.3M | $728.1M | 3.2% | $114.31 | +6.76% | 6 qtrssince 2018-Q4 | Increased 61 |
NIKE INC -CL B | 8.8M | $725.8M | 3.1% | $68.84 | +14.73% | 6 qtrssince 2018-Q4 | Decreased 0 |
MSCI INC | 2.2M | $626M | 2.7% | $204.75 | +31.77% | 3 qtrssince 2019-Q3 | Increased 55 |
AUTODESK INC | 3.7M | $581.6M | 2.5% | $155.91 | 0.00% | 1 qtr | New 81 |
GARTNER INC | 5.6M | $561.3M | 2.4% | $128.46 | -16.08% | 6 qtrssince 2018-Q4 | Increased 57 |
ALIGN TECHNOLOGY INC | 3M | $528.6M | 2.3% | $227.32 | -20.85% | 6 qtrssince 2018-Q4 | Increased 58 |
POLEN CAPITAL MANAGEMENT LLC manages $23.1B across 63 positions as of Q1 2020. Top holdings: MSFT (11.0%), META (7.8%), GOOG (7.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 7 new positions, 6 exits, 47 increased. Top move: ABT (INCREASED, conviction 97). Portfolio: $23.1B across 63 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