POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings84 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 37.6M | $4B | 10.5% | $110.91 | -1.79% | 6 qtrssince 2021-Q1 | Increased 100 |
ALPHABET INC-CL C | 1.4M | $3.1B | 8.2% | $59.21 | +88.18% | 15 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 6.9M | $2.5B | 6.6% | $315.32 | +16.09% | 15 qtrssince 2018-Q4 | Increased 64 |
VISA INC-CLASS A SHARES | 12.5M | $2.5B | 6.5% | $159.05 | +19.82% | 15 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 9.5M | $2.4B | 6.4% | $120.26 | +110.32% | 15 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 7.6M | $2.4B | 6.4% | $261.89 | +20.47% | 15 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 13.2M | $2.1B | 5.6% | $182.56 | -10.82% | 15 qtrssince 2018-Q4 | Increased 62 |
ABBOTT LABORATORIES | 15.4M | $1.7B | 4.4% | $79.63 | +25.21% | 12 qtrssince 2019-Q3 | Decreased 0 |
SALESFORCE.COM INC | 9.8M | $1.6B | 4.3% | $177.98 | -5.29% | 11 qtrssince 2019-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 5.8M | $1.6B | 4.2% | $150.14 | +71.70% | 15 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.9M | $1.5B | 3.9% | $290.60 | +66.96% | 8 qtrssince 2020-Q3 | Decreased 0 |
SERVICENOW INC | 3.1M | $1.5B | 3.9% | $66.01 | +44.76% | 11 qtrssince 2019-Q4 | Decreased 0 |
AUTODESK INC | 8.4M | $1.4B | 3.8% | $211.87 | -16.53% | 10 qtrssince 2020-Q1 | Decreased 0 |
AIRBNB INC-CLASS A | 12.8M | $1.1B | 3.0% | $168.65 | -47.18% | 4 qtrssince 2021-Q3 | Decreased 0 |
ZOETIS INC | 6M | $1B | 2.7% | $97.35 | +67.67% | 15 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 13M | $905.8M | 2.4% | $123.20 | -42.12% | 14 qtrssince 2019-Q1 | Increased 55 |
NETFLIX INC | 4.8M | $833M | 2.2% | $45.75 | -61.00% | 6 qtrssince 2021-Q1 | Decreased 0 |
NIKE INC -CL B | 8M | $814.8M | 2.1% | $79.30 | +22.74% | 15 qtrssince 2018-Q4 | Decreased 0 |
GARTNER INC | 3M | $724.3M | 1.9% | $131.95 | +81.99% | 15 qtrssince 2018-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 3.4M | $690.1M | 1.8% | $321.62 | -37.01% | 8 qtrssince 2020-Q3 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $37.9B across 84 positions as of Q2 2022. Top holdings: AMZN (10.5%), GOOG (8.2%), ADBE (6.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 6 new positions, 13 exits, 20 increased. Top move: AMZN (INCREASED, conviction 100). Portfolio: $37.9B across 84 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