POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings56 positions
Microsoft Corp. | 15.6M | $2.1B | 10.1% | $96.24 | +30.45% | 3 qtrssince 2018-Q4 | Increased 64 |
Meta Platforms Inc | 9.4M | $1.8B | 8.8% | $141.26 | +35.34% | 3 qtrssince 2018-Q4 | Increased 72 |
Visa Inc | 9.5M | $1.7B | 8.0% | $127.81 | +28.97% | 3 qtrssince 2018-Q4 | Increased 65 |
Alphabet Inc. | 1.3M | $1.4B | 6.9% | $52.00 | +2.95% | 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 Incorporated | 4.4M | $1.2B | 5.6% | $211.04 | +20.31% | 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 | 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 | 10.2M | $855.5M | 4.1% | $67.48 | +14.16% | 3 qtrssince 2018-Q4 | Decreased 0 |
Oracle Corp. | 14.4M | $822.9M | 4.0% | $41.20 | +24.49% | 3 qtrssince 2018-Q4 | Increased 60 |
PAYPAL HLDGS INC | 7.2M | $821M | 4.0% | $103.93 | +9.88% | 2 qtrssince 2019-Q1 | Increased 60 |
DOLLAR GEN CORP NEW | 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% | $130.32 | +23.49% | 3 qtrssince 2018-Q4 | Increased 60 |
Automatic Data Processing, Inc. | 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. | 385,932 | $417.9M | 2.0% | $52.12 | +2.89% | 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 Score: 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
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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