POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings81 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 13M | $4.5B | 8.6% | $168.05 | +107.95% | 11 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 16M | $4.3B | 8.3% | $117.71 | +122.26% | 11 qtrssince 2018-Q4 | Increased 65 |
ALPHABET INC-CL C | 1.5M | $3.8B | 7.3% | $55.81 | +124.12% | 11 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 6.2M | $3.7B | 7.0% | $278.93 | +111.79% | 11 qtrssince 2018-Q4 | Increased 64 |
ABBOTT LABORATORIES | 22M | $2.5B | 4.9% | $78.41 | +33.64% | 8 qtrssince 2019-Q3 | Increased 62 |
ACCENTURE PLC-CL A | 8.2M | $2.4B | 4.7% | $152.13 | +82.54% | 11 qtrssince 2018-Q4 | Increased 61 |
VISA INC-CLASS A SHARES | 10.3M | $2.4B | 4.6% | $144.73 | +55.33% | 11 qtrssince 2018-Q4 | Increased 61 |
AMAZON.COM INC | 696,883 | $2.4B | 4.6% | $154.21 | +11.80% | 2 qtrssince 2021-Q1 | Increased 63 |
SALESFORCE.COM INC | 9.6M | $2.4B | 4.5% | $174.40 | +39.25% | 7 qtrssince 2019-Q4 | Increased 61 |
MASTERCARD INC - A | 6.2M | $2.2B | 4.3% | $236.52 | +51.39% | 11 qtrssince 2018-Q4 | Increased 62 |
ZOETIS INC | 11.9M | $2.2B | 4.2% | $94.05 | +87.09% | 11 qtrssince 2018-Q4 | Increased 60 |
PAYPAL HOLDINGS INC | 6.7M | $1.9B | 3.7% | $117.53 | +148.52% | 10 qtrssince 2019-Q1 | Increased 61 |
SERVICENOW INC | 3.5M | $1.9B | 3.7% | $63.14 | +76.93% | 7 qtrssince 2019-Q4 | Increased 61 |
AUTODESK INC | 6M | $1.8B | 3.4% | $194.25 | +53.27% | 6 qtrssince 2020-Q1 | Increased 62 |
STARBUCKS CORP | 14.8M | $1.7B | 3.2% | $63.33 | +56.22% | 11 qtrssince 2018-Q4 | Increased 62 |
UNITEDHEALTH GROUP INC | 3.7M | $1.5B | 2.9% | $285.63 | +29.40% | 4 qtrssince 2020-Q3 | Increased 57 |
ALPHABET INC-CL A | 565,547 | $1.4B | 2.6% | $66.66 | +82.06% | 11 qtrssince 2018-Q4 | Increased 64 |
NETFLIX INC | 2.4M | $1.3B | 2.5% | $51.42 | +3.76% | 2 qtrssince 2021-Q1 | Increased 57 |
NIKE INC -CL B | 7.9M | $1.2B | 2.3% | $76.19 | +91.37% | 11 qtrssince 2018-Q4 | Increased 58 |
ILLUMINA INC | 2.5M | $1.2B | 2.2% | $346.02 | +34.71% | 4 qtrssince 2020-Q3 | Increased 57 |
POLEN CAPITAL MANAGEMENT LLC manages $52.2B across 81 positions as of Q2 2021. Top holdings: META (8.6%), MSFT (8.3%), GOOG (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 12 new positions, 2 exits, 59 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $52.2B across 81 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