POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings58 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 16.2M | $2.2B | 10.4% | $97.08 | +34.24% | 4 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC-CLASS A | 9.8M | $1.7B | 8.0% | $144.74 | +21.51% | 4 qtrssince 2018-Q4 | Increased 65 |
VISA INC-CLASS A SHARES | 9.9M | $1.7B | 7.8% | $129.06 | +26.77% | 4 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL C | 1.4M | $1.7B | 7.7% | $52.44 | +15.94% | 4 qtrssince 2018-Q4 | Increased 64 |
ADOBE 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 - A | 4.6M | $1.2B | 5.7% | $212.25 | +22.27% | 4 qtrssince 2018-Q4 | Increased 64 |
ACCENTURE PLC-CL A | 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 -CL B | 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% | $41.55 | +18.49% | 4 qtrssince 2018-Q4 | Increased 61 |
AUTOMATIC DATA PROCESSING | 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% | $128.97 | +10.18% | 4 qtrssince 2018-Q4 | Increased 61 |
STARBUCKS CORP | 7.3M | $646.3M | 3.0% | $54.80 | +38.05% | 4 qtrssince 2018-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 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-CL A | 398,393 | $486.5M | 2.2% | $52.57 | +15.73% | 4 qtrssince 2018-Q4 | Increased 55 |
REGENERON PHARMACEUTICALS | 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 Rating: 2.5/5.0.
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
Top Winners
Top Losers
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