POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings65 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 12M | $3.1B | 8.4% | $155.77 | +66.89% | 8 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 14.7M | $3.1B | 8.3% | $106.91 | +85.52% | 8 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 5.7M | $2.8B | 7.5% | $259.98 | +88.64% | 8 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL C | 1.7M | $2.5B | 6.6% | $55.24 | +32.01% | 8 qtrssince 2018-Q4 | Increased 64 |
ABBOTT LABORATORIES | 19.4M | $2.1B | 5.6% | $75.24 | +29.32% | 5 qtrssince 2019-Q3 | Increased 64 |
MASTERCARD INC - A | 5.6M | $1.9B | 5.1% | $224.84 | +44.98% | 8 qtrssince 2018-Q4 | Increased 63 |
VISA INC-CLASS A SHARES | 9.3M | $1.9B | 5.0% | $137.52 | +39.19% | 8 qtrssince 2018-Q4 | Increased 61 |
ZOETIS INC | 11M | $1.8B | 4.9% | $88.68 | +75.32% | 8 qtrssince 2018-Q4 | Increased 60 |
ACCENTURE PLC-CL A | 7.6M | $1.7B | 4.6% | $140.68 | +45.93% | 8 qtrssince 2018-Q4 | Increased 61 |
SALESFORCE.COM INC | 6.8M | $1.7B | 4.5% | $157.52 | +55.20% | 4 qtrssince 2019-Q4 | Increased 59 |
SERVICENOW INC | 3.2M | $1.5B | 4.1% | $58.77 | +66.08% | 4 qtrssince 2019-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 7.8M | $1.5B | 4.1% | $109.24 | +77.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 6.3M | $1.5B | 3.9% | $187.21 | +24.42% | 3 qtrssince 2020-Q1 | Increased 61 |
DOLLAR GENERAL CORP | 5.7M | $1.2B | 3.2% | $107.89 | +79.10% | 8 qtrssince 2018-Q4 | Increased 60 |
STARBUCKS CORP | 13.2M | $1.1B | 3.0% | $59.18 | +26.80% | 8 qtrssince 2018-Q4 | Increased 60 |
REGENERON PHARMACEUTICALS | 1.9M | $1.1B | 2.9% | $389.42 | +46.49% | 8 qtrssince 2018-Q4 | Increased 58 |
UNITEDHEALTH GROUP INC | 3.4M | $1.1B | 2.9% | $279.34 | 0.00% | 1 qtr | New 83 |
NIKE INC -CL B | 7.2M | $897.8M | 2.4% | $69.51 | +68.92% | 8 qtrssince 2018-Q4 | Increased 55 |
ALIGN TECHNOLOGY INC | 2.6M | $850.4M | 2.3% | $229.96 | +39.23% | 8 qtrssince 2018-Q4 | Decreased 0 |
GARTNER INC | 6.2M | $779.8M | 2.1% | $127.70 | -1.93% | 8 qtrssince 2018-Q4 | Increased 55 |
POLEN CAPITAL MANAGEMENT LLC manages $37.4B across 65 positions as of Q3 2020. Top holdings: META (8.4%), MSFT (8.3%), ADBE (7.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 7 new positions, 5 exits, 50 increased. Top move: UNH (NEW, conviction 83). Portfolio: $37.4B across 65 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