POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings100 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 42.2M | $5.5B | 13.7% | $108.98 | +17.37% | 10 qtrssince 2021-Q1 | Decreased 0 |
NETFLIX INC | 6.6M | $2.9B | 7.2% | $38.10 | +12.39% | 10 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 7.4M | $2.5B | 6.3% | $121.78 | +169.97% | 19 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 20.3M | $2.5B | 6.1% | $95.45 | +24.80% | 19 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 4.2M | $2.4B | 5.9% | $69.38 | +58.00% | 15 qtrssince 2019-Q4 | Decreased 0 |
ADOBE INC | 4.6M | $2.3B | 5.6% | $313.36 | +54.38% | 19 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 5M | $2B | 4.9% | $261.89 | +45.70% | 19 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 7.9M | $1.9B | 4.6% | $159.05 | +45.67% | 19 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 7.9M | $1.7B | 4.1% | $174.39 | +19.22% | 15 qtrssince 2019-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 5.2M | $1.6B | 3.9% | $153.06 | +93.95% | 19 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 13.9M | $1.5B | 3.7% | $79.83 | +27.69% | 16 qtrssince 2019-Q3 | Decreased 0 |
AIRBNB INC-CLASS A | 11.6M | $1.5B | 3.7% | $169.10 | -26.02% | 8 qtrssince 2021-Q3 | Decreased 0 |
PAYPAL HOLDINGS INC | 22.2M | $1.5B | 3.7% | $97.58 | -32.66% | 18 qtrssince 2019-Q1 | Increased 89 |
UNITEDHEALTH GROUP INC | 2.7M | $1.3B | 3.2% | $290.60 | +56.40% | 12 qtrssince 2020-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.2M | $1.2B | 2.9% | $546.23 | -6.54% | 3 qtrssince 2022-Q4 | Decreased 0 |
AUTODESK INC | 5.5M | $1.1B | 2.8% | $211.87 | -2.68% | 14 qtrssince 2020-Q1 | Decreased 0 |
ILLUMINA INC | 5.1M | $955.7M | 2.4% | $271.89 | -33.63% | 12 qtrssince 2020-Q3 | Increased 55 |
ZOETIS INC | 5.4M | $929.6M | 2.3% | $97.35 | +69.41% | 19 qtrssince 2018-Q4 | Decreased 0 |
WORKDAY INC-CLASS A | 3.9M | $874.6M | 2.2% | $227.12 | 0.00% | 1 qtr | New 82 |
NIKE INC -CL B | 6.4M | $701.2M | 1.7% | $79.48 | +36.10% | 19 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $40.3B across 100 positions as of Q2 2023. Top holdings: AMZN (13.7%), NFLX (7.2%), MSFT (6.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 8 new positions, 2 exits, 15 increased. Top move: PYPL (INCREASED, conviction 89). Portfolio: $40.3B across 100 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