POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings71 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 12.5M | $3.7B | 8.3% | $160.94 | +77.71% | 10 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 15.4M | $3.6B | 8.2% | $111.60 | +99.81% | 10 qtrssince 2018-Q4 | Increased 63 |
ALPHABET INC-CL C | 1.6M | $3.2B | 7.2% | $55.81 | +82.79% | 10 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 6.1M | $2.9B | 6.5% | $272.49 | +74.45% | 10 qtrssince 2018-Q4 | Increased 64 |
ABBOTT LABORATORIES | 20.7M | $2.5B | 5.6% | $76.79 | +40.55% | 7 qtrssince 2019-Q3 | Increased 62 |
ACCENTURE PLC-CL A | 7.9M | $2.2B | 4.9% | $145.06 | +74.27% | 10 qtrssince 2018-Q4 | Increased 60 |
MASTERCARD INC - A | 5.9M | $2.1B | 4.7% | $230.26 | +51.19% | 10 qtrssince 2018-Q4 | Increased 59 |
VISA INC-CLASS A SHARES | 9.8M | $2.1B | 4.7% | $141.08 | +44.10% | 10 qtrssince 2018-Q4 | Increased 60 |
AMAZON.COM INC | 645,536 | $2B | 4.5% | $152.76 | 0.00% | 1 qtr | New 88 |
SALESFORCE.COM INC | 9.2M | $2B | 4.4% | $171.28 | +21.13% | 6 qtrssince 2019-Q4 | Increased 74 |
ZOETIS INC | 11.6M | $1.8B | 4.1% | $91.78 | +61.75% | 10 qtrssince 2018-Q4 | Increased 60 |
SERVICENOW INC | 3.4M | $1.7B | 3.8% | $60.88 | +60.16% | 6 qtrssince 2019-Q4 | Increased 60 |
AUTODESK INC | 5.7M | $1.6B | 3.6% | $188.73 | +42.23% | 5 qtrssince 2020-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 6.4M | $1.6B | 3.5% | $110.98 | +112.65% | 9 qtrssince 2019-Q1 | Decreased 0 |
STARBUCKS CORP | 14M | $1.5B | 3.5% | $61.42 | +56.79% | 10 qtrssince 2018-Q4 | Increased 60 |
UNITEDHEALTH GROUP INC | 3.6M | $1.3B | 3.0% | $281.71 | +22.66% | 3 qtrssince 2020-Q3 | Increased 56 |
NETFLIX INC | 2.3M | $1.2B | 2.8% | $51.34 | 0.00% | 1 qtr | New 83 |
GARTNER INC | 6.3M | $1.2B | 2.6% | $128.10 | +41.87% | 10 qtrssince 2018-Q4 | Increased 54 |
NIKE INC -CL B | 7.5M | $993.7M | 2.2% | $72.05 | +72.20% | 10 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL A | 477,409 | $984.7M | 2.2% | $56.56 | +79.56% | 10 qtrssince 2018-Q4 | Increased 57 |
POLEN CAPITAL MANAGEMENT LLC manages $44.5B across 71 positions as of Q1 2021. Top holdings: META (8.3%), MSFT (8.2%), GOOG (7.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 6 new positions, 7 exits, 55 increased. Top move: AMZN (NEW, conviction 88). Portfolio: $44.5B across 71 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