POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings94 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 44.9M | $4.6B | 12.2% | $108.98 | -6.40% | 9 qtrssince 2021-Q1 | Increased 77 |
MICROSOFT CORP | 9.2M | $2.7B | 7.0% | $121.78 | +128.38% | 18 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 7M | $2.4B | 6.3% | $38.10 | -11.18% | 9 qtrssince 2021-Q1 | Increased 62 |
ALPHABET INC-CL C | 21.3M | $2.2B | 5.8% | $95.45 | +5.37% | 18 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 10.5M | $2.1B | 5.5% | $174.39 | +11.38% | 14 qtrssince 2019-Q4 | Increased 62 |
SERVICENOW INC | 4.4M | $2.1B | 5.4% | $69.38 | +26.74% | 14 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INC - A | 5.2M | $1.9B | 4.9% | $261.89 | +34.81% | 18 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 4.9M | $1.9B | 4.9% | $314.88 | +22.39% | 18 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 8.1M | $1.8B | 4.8% | $159.05 | +38.03% | 18 qtrssince 2018-Q4 | Decreased 0 |
AUTODESK INC | 7.9M | $1.6B | 4.3% | $211.87 | -4.84% | 13 qtrssince 2020-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 5.3M | $1.5B | 4.0% | $150.59 | +78.34% | 18 qtrssince 2018-Q4 | Decreased 0 |
AIRBNB INC-CLASS A | 11.9M | $1.5B | 3.9% | $168.37 | -26.12% | 7 qtrssince 2021-Q3 | Increased 59 |
ABBOTT LABORATORIES | 14.2M | $1.4B | 3.8% | $79.83 | +18.01% | 15 qtrssince 2019-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.3M | $1.3B | 3.5% | $546.23 | +2.22% | 2 qtrssince 2022-Q4 | Increased 61 |
UNITEDHEALTH GROUP INC | 2.7M | $1.3B | 3.4% | $290.60 | +53.67% | 11 qtrssince 2020-Q3 | Decreased 0 |
ILLUMINA INC | 5.1M | $1.2B | 3.1% | $272.15 | -19.49% | 11 qtrssince 2020-Q3 | Increased 59 |
PAYPAL HOLDINGS INC | 12.5M | $950.8M | 2.5% | $122.12 | -39.22% | 17 qtrssince 2019-Q1 | Increased 56 |
ZOETIS INC | 5.5M | $921M | 2.4% | $97.35 | +63.38% | 18 qtrssince 2018-Q4 | Decreased 0 |
GARTNER INC | 2.7M | $882M | 2.3% | $131.95 | +142.28% | 18 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 6.5M | $794.1M | 2.1% | $79.48 | +43.72% | 18 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $37.9B across 94 positions as of Q1 2023. Top holdings: AMZN (12.2%), MSFT (7.0%), NFLX (6.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 8 new positions, 7 exits, 20 increased. Top move: AMZN (INCREASED, conviction 77). Portfolio: $37.9B across 94 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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