POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings104 positions
AMAZON COM INC | 34.4M | $6.2B | 14.3% | $138.45 | +30.29% | 13 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 9.7M | $4.1B | 9.4% | $191.42 | +115.59% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 18.1M | $2.8B | 6.4% | $59.11 | +155.16% | 22 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 8.4M | $2.3B | 5.4% | $174.11 | +57.30% | 22 qtrssince 2018-Q4 | Increased 71 |
NETFLIX INC. | 3.8M | $2.3B | 5.4% | $38.01 | +59.79% | 13 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 4.5M | $2.2B | 5.0% | $260.57 | +82.10% | 22 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE INC | 7M | $2.1B | 4.8% | $172.25 | +72.10% | 18 qtrssince 2019-Q4 | Decreased 0 |
SERVICENOW INC | 2.7M | $2B | 4.7% | $69.10 | +120.66% | 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% | $83.93 | +27.75% | 19 qtrssince 2019-Q3 | Increased 69 |
AIRBNB INC | 10.7M | $1.8B | 4.1% | $168.32 | -2.00% | 11 qtrssince 2021-Q3 | Increased 59 |
ACCENTURE PLC IRELAND | 4.6M | $1.6B | 3.7% | $149.39 | +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 | 3.7M | $1B | 2.3% | $226.88 | +20.22% | 4 qtrssince 2023-Q2 | Decreased 0 |
NOVO-NORDISK A S | 7.8M | $997.5M | 2.3% | $83.45 | +42.08% | 3 qtrssince 2023-Q3 | Decreased 0 |
NIKE INC | 9.5M | $890.1M | 2.1% | $81.67 | +8.07% | 22 qtrssince 2018-Q4 | Increased 79 |
GARTNER INC | 1.7M | $833.6M | 1.9% | $133.30 | +257.58% | 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 Score: 1.5/5.0.
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
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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
Verify source filings on SEC EDGAR