POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings56 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.6M | $2.1B | 10.1% | $95.85 | +31.82% | 3 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC-CLASS A | 9.4M | $1.8B | 8.8% | $143.27 | +33.78% | 3 qtrssince 2018-Q4 | Increased 72 |
VISA INC-CLASS A SHARES | 9.5M | $1.7B | 8.0% | $127.81 | +28.97% | 3 qtrssince 2018-Q4 | Increased 65 |
ALPHABET INC-CL C | 1.3M | $1.4B | 6.9% | $52.16 | +2.83% | 3 qtrssince 2018-Q4 | Increased 73 |
ADOBE INC | 4.6M | $1.4B | 6.6% | $230.58 | +27.79% | 3 qtrssince 2018-Q4 | Increased 64 |
MASTERCARD INC - A | 4.4M | $1.2B | 5.6% | $210.39 | +21.09% | 3 qtrssince 2018-Q4 | Increased 91 |
ZOETIS INC | 10.2M | $1.2B | 5.6% | $80.54 | +31.52% | 3 qtrssince 2018-Q4 | Increased 62 |
ACCENTURE PLC-CL A | 5.8M | $1.1B | 5.2% | $128.07 | +28.94% | 3 qtrssince 2018-Q4 | Increased 64 |
STARBUCKS CORP | 11.3M | $947.9M | 4.6% | $54.80 | +30.39% | 3 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 10.2M | $855.5M | 4.1% | $67.48 | +14.16% | 3 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 14.4M | $822.9M | 4.0% | $41.22 | +25.28% | 3 qtrssince 2018-Q4 | Increased 60 |
PAYPAL HOLDINGS INC | 7.2M | $821M | 4.0% | $103.93 | +9.88% | 2 qtrssince 2019-Q1 | Increased 60 |
DOLLAR GENERAL CORP | 6.1M | $819.3M | 4.0% | $97.77 | +26.11% | 3 qtrssince 2018-Q4 | Decreased 0 |
O'REILLY AUTOMOTIVE INC | 2.2M | $799.3M | 3.9% | $22.81 | +7.94% | 3 qtrssince 2018-Q4 | Decreased 0 |
GARTNER INC | 5M | $797.4M | 3.9% | $128.39 | +25.35% | 3 qtrssince 2018-Q4 | Increased 60 |
AUTOMATIC DATA PROCESSING | 4.7M | $773.1M | 3.7% | $111.43 | +29.22% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALIGN TECHNOLOGY INC | 2.6M | $712.5M | 3.5% | $233.83 | +17.05% | 3 qtrssince 2018-Q4 | Increased 61 |
REGENERON PHARMACEUTICALS | 1.6M | $496.1M | 2.4% | $364.11 | -14.51% | 3 qtrssince 2018-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 248,693 | $466.2M | 2.3% | $67.85 | +8.50% | 3 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC-CL A | 385,932 | $417.9M | 2.0% | $52.30 | +2.73% | 3 qtrssince 2018-Q4 | Increased 54 |
POLEN CAPITAL MANAGEMENT LLC manages $20.6B across 56 positions as of Q2 2019. Top holdings: MSFT (10.1%), META (8.8%), V (8.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Added 1 new position, exited 4, increased 49, trimmed 6. Top move: MA (INCREASED, conviction 91). Portfolio: $20.6B across 56 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