POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings110 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 29.6M | $5.7B | 14.4% | $108.98 | +77.33% | 14 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 9M | $4B | 10.1% | $191.85 | +130.38% | 23 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 16.7M | $3.1B | 7.7% | $95.45 | +90.95% | 23 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 8M | $2.1B | 5.3% | $174.11 | +48.21% | 23 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 2.5M | $2B | 4.9% | $69.38 | +126.77% | 19 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INC - A | 4.2M | $1.9B | 4.7% | $261.89 | +66.77% | 23 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 6.7M | $1.7B | 4.3% | $174.39 | +45.85% | 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-CLASS 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% | $38.10 | +77.14% | 14 qtrssince 2021-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 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-SPONS ADR | 7.4M | $1.1B | 2.7% | $87.62 | +57.95% | 4 qtrssince 2023-Q3 | Decreased 0 |
SHOPIFY INC - CLASS A | 14.7M | $972.4M | 2.4% | $64.61 | +2.23% | 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-CLASS A | 3.4M | $766.6M | 1.9% | $226.88 | -1.46% | 5 qtrssince 2023-Q2 | Decreased 0 |
GARTNER INC | 1.7M | $741.3M | 1.9% | $131.95 | +240.32% | 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 Rating: 2.5/5.0.
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
Best and worst performing positions by estimated return
Top Winners
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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