POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings110 positions
Amazon.com, Inc. | 29.6M | $5.7B | 14.4% | $138.45 | +39.58% | 14 qtrssince 2021-Q1 | Decreased 0 |
Microsoft Corp. | 9M | $4B | 10.1% | $191.42 | +129.44% | 23 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 16.7M | $3.1B | 7.7% | $59.11 | +207.73% | 23 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 8M | $2.1B | 5.3% | $174.11 | +48.21% | 23 qtrssince 2018-Q4 | Decreased 0 |
Servicenow Inc | 2.5M | $2B | 4.9% | $69.10 | +127.68% | 19 qtrssince 2019-Q4 | Decreased 0 |
MasterCard Incorporated | 4.2M | $1.9B | 4.7% | $260.57 | +67.05% | 23 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE COM INC | 6.7M | $1.7B | 4.3% | $172.25 | +46.91% | 19 qtrssince 2019-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 3.1M | $1.7B | 4.3% | $558.17 | -1.41% | 7 qtrssince 2022-Q4 | Decreased 0 |
Abbott Laboratories | 15.3M | $1.6B | 4.0% | $84.45 | +17.37% | 20 qtrssince 2019-Q3 | Decreased 0 |
AIRBNB INC COM CL A | 10.2M | $1.5B | 3.9% | $168.32 | -9.92% | 12 qtrssince 2021-Q3 | Decreased 0 |
Adobe Inc | 2.7M | $1.5B | 3.7% | $314.88 | +76.43% | 23 qtrssince 2018-Q4 | Decreased 0 |
Netflix, Inc. | 2.1M | $1.4B | 3.6% | $38.01 | +77.57% | 14 qtrssince 2021-Q1 | Decreased 0 |
Accenture PLC | 4.3M | $1.3B | 3.3% | $150.59 | +92.99% | 23 qtrssince 2018-Q4 | Decreased 0 |
Zoetis Inc. | 7M | $1.2B | 3.1% | $116.76 | +43.59% | 23 qtrssince 2018-Q4 | Increased 59 |
UnitedHealth Group Inc. | 2.2M | $1.1B | 2.9% | $290.60 | +69.77% | 16 qtrssince 2020-Q3 | Decreased 0 |
NOVO-NORDISK A S | 7.4M | $1.1B | 2.7% | $83.45 | +57.95% | 4 qtrssince 2023-Q3 | Decreased 0 |
Shopify Inc | 14.7M | $972.4M | 2.4% | $66.31 | -0.40% | 13 qtrssince 2021-Q2 | Increased 88 |
MSCI INC | 1.7M | $795.1M | 2.0% | $470.05 | -0.46% | 4 qtrssince 2023-Q3 | Increased 81 |
WORKDAY INC | 3.4M | $766.6M | 1.9% | $226.88 | -1.46% | 5 qtrssince 2023-Q2 | Decreased 0 |
GARTNER INC | 1.7M | $741.3M | 1.9% | $133.30 | +236.87% | 23 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $39.9B across 110 positions as of Q2 2024. Top holdings: AMZN (14.4%), MSFT (10.1%), GOOG (7.7%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 12 new positions, 6 exits, 21 increased. Top move: SHOP (INCREASED, conviction 88). Portfolio: $39.9B across 110 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
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