POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings63 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 17.7M | $3.6B | 10.9% | $106.91 | +77.21% | 7 qtrssince 2018-Q4 | Increased 68 |
META PLATFORMS INC-CLASS A | 11.8M | $2.7B | 8.1% | $154.02 | +42.26% | 7 qtrssince 2018-Q4 | Increased 68 |
ADOBE INC | 5.6M | $2.4B | 7.3% | $253.66 | +71.61% | 7 qtrssince 2018-Q4 | Increased 67 |
ALPHABET INC-CL C | 1.6M | $2.3B | 6.9% | $54.59 | +26.82% | 7 qtrssince 2018-Q4 | Increased 69 |
VISA INC-CLASS A SHARES | 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 - A | 5.5M | $1.6B | 4.9% | $222.84 | +27.27% | 7 qtrssince 2018-Q4 | Increased 65 |
ACCENTURE PLC-CL A | 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% | $58.77 | +34.27% | 3 qtrssince 2019-Q4 | Increased 64 |
SALESFORCE.COM INC | 6.7M | $1.3B | 3.8% | $156.97 | +15.39% | 3 qtrssince 2019-Q4 | Increased 65 |
REGENERON PHARMACEUTICALS | 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 | 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% | $127.75 | -6.64% | 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 Rating: 2.5/5.0.
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
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