POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings58 positions
Microsoft Corp | 16.2M | $2.2B | 10.4% | $97.48 | +34.11% | 4 qtrssince 2018-Q4 | Increased 64 |
Facebook Inc | 9.8M | $1.7B | 8.0% | $142.84 | +23.49% | 4 qtrssince 2018-Q4 | Increased 65 |
Visa Inc | 9.9M | $1.7B | 7.8% | $129.06 | +26.77% | 4 qtrssince 2018-Q4 | Increased 64 |
Alphabet Inc | 1.4M | $1.7B | 7.7% | $52.27 | +15.50% | 4 qtrssince 2018-Q4 | Increased 64 |
Adobe Systems Inc | 4.8M | $1.3B | 6.1% | $232.48 | +18.83% | 4 qtrssince 2018-Q4 | Increased 65 |
Zoetis Inc | 10.5M | $1.3B | 6.0% | $81.72 | +42.51% | 4 qtrssince 2018-Q4 | Increased 64 |
Mastercard Inc | 4.6M | $1.2B | 5.7% | $212.93 | +22.56% | 4 qtrssince 2018-Q4 | Increased 64 |
Accenture PLC | 6.1M | $1.2B | 5.4% | $129.92 | +32.32% | 4 qtrssince 2018-Q4 | Increased 65 |
Dollar General Corp | 6.3M | $993.8M | 4.6% | $99.25 | +47.41% | 4 qtrssince 2018-Q4 | Increased 60 |
NIKE Inc | 10.6M | $990.9M | 4.6% | $68.08 | +24.75% | 4 qtrssince 2018-Q4 | Increased 61 |
O'Reilly Automotive Inc | 2.3M | $899.7M | 4.1% | $22.95 | +14.58% | 4 qtrssince 2018-Q4 | Increased 61 |
Oracle Corp | 15.1M | $828.6M | 3.8% | $41.54 | +19.72% | 4 qtrssince 2018-Q4 | Increased 61 |
Automatic Data Processing Inc | 4.9M | $787.4M | 3.6% | $112.63 | +24.67% | 4 qtrssince 2018-Q4 | Increased 61 |
PayPal Holdings Inc | 7.5M | $776.2M | 3.6% | $103.84 | -1.81% | 3 qtrssince 2019-Q1 | Increased 61 |
Gartner Inc | 5.2M | $740M | 3.4% | $130.86 | +9.27% | 4 qtrssince 2018-Q4 | Increased 61 |
Starbucks Corp | 7.3M | $646.3M | 3.0% | $54.80 | +38.05% | 4 qtrssince 2018-Q4 | Decreased 0 |
Priceline Group Inc/The | 260,988 | $512.2M | 2.4% | $68.28 | +12.86% | 4 qtrssince 2018-Q4 | Increased 56 |
Align Technology Inc | 2.8M | $503.1M | 2.3% | $230.14 | -23.59% | 4 qtrssince 2018-Q4 | Increased 58 |
Alphabet Inc | 398,393 | $486.5M | 2.2% | $52.39 | +15.46% | 4 qtrssince 2018-Q4 | Increased 55 |
Regeneron Pharmaceuticals Inc | 1.6M | $455.5M | 2.1% | $360.91 | -24.65% | 4 qtrssince 2018-Q4 | Increased 56 |
POLEN CAPITAL MANAGEMENT LLC manages $21.7B across 58 positions as of Q3 2019. Top holdings: MSFT (10.4%), META (8.0%), V (7.8%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Added 3 new positions, exited 1, increased 53, trimmed 2. Top move: META (INCREASED, conviction 65). Portfolio: $21.7B across 58 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
Verify source filings on SEC EDGAR