POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings100 positions
Amazon.com Inc | 42.2M | $5.5B | 13.7% | $138.45 | -5.84% | 10 qtrssince 2021-Q1 | Decreased 0 |
Netflix Inc | 6.6M | $2.9B | 7.2% | $38.01 | +15.90% | 10 qtrssince 2021-Q1 | Decreased 0 |
Microsoft Corp | 7.4M | $2.5B | 6.3% | $122.10 | +171.95% | 19 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 20.3M | $2.5B | 6.1% | $59.11 | +102.73% | 19 qtrssince 2018-Q4 | Decreased 0 |
ServiceNow Inc | 4.2M | $2.4B | 5.9% | $69.10 | +62.65% | 15 qtrssince 2019-Q4 | Decreased 0 |
Adobe Systems Inc | 4.6M | $2.3B | 5.6% | $314.88 | +55.30% | 19 qtrssince 2018-Q4 | Decreased 0 |
Mastercard Inc | 5M | $2B | 4.9% | $260.57 | +48.06% | 19 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 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% | $172.25 | +20.56% | 15 qtrssince 2019-Q4 | Decreased 0 |
Accenture PLC | 5.2M | $1.6B | 3.9% | $150.59 | +93.31% | 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 | 11.6M | $1.5B | 3.7% | $168.37 | -23.88% | 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 | 3.9M | $874.6M | 2.2% | $227.12 | 0.00% | 1 qtr | New 82 |
NIKE Inc | 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 Score: 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
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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