POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings104 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 34.4M | $6.2B | 14.3% | $108.98 | +65.52% | 13 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 9.7M | $4.1B | 9.4% | $191.85 | +116.47% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 18.1M | $2.8B | 6.4% | $95.45 | +58.34% | 22 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 8.4M | $2.3B | 5.4% | $174.11 | +57.30% | 22 qtrssince 2018-Q4 | Increased 71 |
NETFLIX INC | 3.8M | $2.3B | 5.4% | $38.10 | +59.40% | 13 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INC - A | 4.5M | $2.2B | 5.0% | $261.89 | +81.80% | 22 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 7M | $2.1B | 4.8% | $174.39 | +70.85% | 18 qtrssince 2019-Q4 | Decreased 0 |
SERVICENOW INC | 2.7M | $2B | 4.7% | $69.38 | +119.78% | 18 qtrssince 2019-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 3.3M | $1.9B | 4.4% | $558.17 | +3.55% | 6 qtrssince 2022-Q4 | Increased 84 |
ABBOTT LABORATORIES | 16.1M | $1.8B | 4.2% | $84.45 | +27.75% | 19 qtrssince 2019-Q3 | Increased 69 |
AIRBNB INC-CLASS A | 10.7M | $1.8B | 4.1% | $168.32 | -2.00% | 11 qtrssince 2021-Q3 | Increased 59 |
ACCENTURE PLC-CL A | 4.6M | $1.6B | 3.7% | $150.59 | +119.62% | 22 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 2.8M | $1.4B | 3.3% | $314.88 | +60.25% | 22 qtrssince 2018-Q4 | Decreased 0 |
AUTODESK INC | 4.9M | $1.3B | 3.0% | $211.87 | +22.92% | 17 qtrssince 2020-Q1 | Decreased 0 |
ZOETIS INC | 7M | $1.2B | 2.7% | $116.46 | +40.11% | 22 qtrssince 2018-Q4 | Increased 73 |
UNITEDHEALTH GROUP INC | 2.4M | $1.2B | 2.7% | $290.60 | +64.22% | 15 qtrssince 2020-Q3 | Decreased 0 |
WORKDAY INC-CLASS A | 3.7M | $1B | 2.3% | $226.88 | +20.22% | 4 qtrssince 2023-Q2 | Decreased 0 |
NOVO-NORDISK A/S-SPONS ADR | 7.8M | $997.5M | 2.3% | $87.62 | +42.08% | 3 qtrssince 2023-Q3 | Decreased 0 |
NIKE INC -CL B | 9.5M | $890.1M | 2.1% | $83.67 | +8.29% | 22 qtrssince 2018-Q4 | Increased 79 |
GARTNER INC | 1.7M | $833.6M | 1.9% | $131.95 | +261.24% | 22 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $43.3B across 104 positions as of Q1 2024. Top holdings: AMZN (14.3%), MSFT (9.4%), GOOG (6.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 4 new positions, 7 exits, 34 increased. Top move: TMO (INCREASED, conviction 84). Portfolio: $43.3B across 104 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