POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings63 positions
Microsoft Corp | 17.7M | $3.6B | 10.9% | $107.51 | +79.59% | 7 qtrssince 2018-Q4 | Increased 68 |
Facebook Inc | 11.8M | $2.7B | 8.1% | $153.12 | +46.89% | 7 qtrssince 2018-Q4 | Increased 68 |
Adobe Systems Inc | 5.6M | $2.4B | 7.3% | $253.66 | +71.61% | 7 qtrssince 2018-Q4 | Increased 67 |
Alphabet Inc | 1.6M | $2.3B | 6.9% | $54.55 | +28.36% | 7 qtrssince 2018-Q4 | Increased 69 |
Visa Inc | 9M | $1.7B | 5.2% | $135.44 | +36.31% | 7 qtrssince 2018-Q4 | Increased 68 |
Abbott Laboratories | 18.7M | $1.7B | 5.2% | $74.42 | +9.41% | 4 qtrssince 2019-Q3 | Increased 70 |
Mastercard Inc | 5.5M | $1.6B | 4.9% | $223.11 | +27.89% | 7 qtrssince 2018-Q4 | Increased 65 |
Accenture PLC | 7.3M | $1.6B | 4.7% | $137.89 | +40.94% | 7 qtrssince 2018-Q4 | Increased 64 |
PayPal Holdings Inc | 8.7M | $1.5B | 4.6% | $109.24 | +53.75% | 6 qtrssince 2019-Q1 | Increased 64 |
Zoetis Inc | 10.8M | $1.5B | 4.5% | $87.16 | +47.60% | 7 qtrssince 2018-Q4 | Increased 65 |
Autodesk Inc | 6M | $1.4B | 4.4% | $185.18 | +25.38% | 2 qtrssince 2020-Q1 | Increased 85 |
ServiceNow Inc | 3.4M | $1.4B | 4.2% | $58.91 | +37.52% | 3 qtrssince 2019-Q4 | Increased 64 |
salesforce.com Inc | 6.7M | $1.3B | 3.8% | $154.09 | +19.51% | 3 qtrssince 2019-Q4 | Increased 65 |
Regeneron Pharmaceuticals Inc | 1.8M | $1.2B | 3.5% | $380.28 | +59.75% | 7 qtrssince 2018-Q4 | Increased 63 |
Dollar General Corp | 5.5M | $1.1B | 3.2% | $106.02 | +64.90% | 7 qtrssince 2018-Q4 | Increased 63 |
Starbucks Corp | 12.8M | $939.8M | 2.8% | $58.70 | +8.91% | 7 qtrssince 2018-Q4 | Increased 78 |
Automatic Data Processing Inc | 6.1M | $907M | 2.7% | $116.32 | +12.08% | 7 qtrssince 2018-Q4 | Increased 62 |
Align Technology Inc | 3.3M | $894.2M | 2.7% | $229.96 | +15.88% | 7 qtrssince 2018-Q4 | Increased 59 |
MSCI Inc | 2.4M | $798.2M | 2.4% | $214.87 | +45.36% | 4 qtrssince 2019-Q3 | Increased 60 |
Gartner Inc | 6.1M | $741.7M | 2.2% | $129.13 | -6.04% | 7 qtrssince 2018-Q4 | Increased 59 |
POLEN CAPITAL MANAGEMENT LLC manages $33.1B across 63 positions as of Q2 2020. Top holdings: MSFT (10.9%), META (8.1%), ADBE (7.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Added 5 new positions, exited 5, increased 55, trimmed 3. Top move: ADSK (INCREASED, conviction 85). Portfolio: $33.1B across 63 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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