POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings91 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 13.2M | $4.5B | 8.2% | $171.20 | +96.99% | 12 qtrssince 2018-Q4 | Increased 63 |
ALPHABET INC-CL C | 1.6M | $4.1B | 7.6% | $57.06 | +133.99% | 12 qtrssince 2018-Q4 | Increased 63 |
AMAZON.COM INC | 1.2M | $3.8B | 7.0% | $158.50 | +4.14% | 3 qtrssince 2021-Q1 | Increased 91 |
ADOBE INC | 5.7M | $3.3B | 6.0% | $281.99 | +104.16% | 12 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 10M | $2.8B | 5.2% | $117.71 | +133.02% | 12 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 7.6M | $2.7B | 4.9% | $257.41 | +33.66% | 12 qtrssince 2018-Q4 | Increased 71 |
SALESFORCE.COM INC | 9.8M | $2.7B | 4.9% | $175.62 | +52.17% | 8 qtrssince 2019-Q4 | Increased 59 |
ABBOTT LABORATORIES | 22M | $2.6B | 4.8% | $78.45 | +36.63% | 9 qtrssince 2019-Q3 | Increased 58 |
VISA INC-CLASS A SHARES | 10.9M | $2.4B | 4.5% | $148.79 | +44.14% | 12 qtrssince 2018-Q4 | Increased 62 |
ACCENTURE PLC-CL A | 6.7M | $2.2B | 3.9% | $149.69 | +96.74% | 12 qtrssince 2018-Q4 | Decreased 0 |
AUTODESK INC | 6.9M | $2B | 3.6% | $206.14 | +39.70% | 7 qtrssince 2020-Q1 | Increased 67 |
SERVICENOW INC | 3.1M | $1.9B | 3.5% | $63.14 | +95.75% | 8 qtrssince 2019-Q4 | Decreased 0 |
ZOETIS INC | 9.6M | $1.9B | 3.4% | $94.05 | +95.15% | 12 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 6.9M | $1.8B | 3.3% | $121.68 | +112.35% | 11 qtrssince 2019-Q1 | Increased 60 |
AIRBNB INC-CLASS A | 9.5M | $1.6B | 2.9% | $167.75 | 0.00% | 1 qtr | New 83 |
NETFLIX INC | 2.6M | $1.6B | 2.9% | $51.99 | +15.24% | 3 qtrssince 2021-Q1 | Increased 59 |
ALPHABET INC-CL A | 575,265 | $1.5B | 2.8% | $67.79 | +96.72% | 12 qtrssince 2018-Q4 | Increased 56 |
UNITEDHEALTH GROUP INC | 3.8M | $1.5B | 2.7% | $287.25 | +29.87% | 5 qtrssince 2020-Q3 | Increased 56 |
STARBUCKS CORP | 13M | $1.4B | 2.6% | $63.33 | +54.72% | 12 qtrssince 2018-Q4 | Decreased 0 |
GARTNER INC | 4.5M | $1.4B | 2.5% | $128.10 | +140.32% | 12 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $54.5B across 91 positions as of Q3 2021. Top holdings: META (8.2%), GOOG (7.6%), AMZN (7.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 13 new positions, 3 exits, 63 increased. Top move: AMZN (INCREASED, conviction 91). Portfolio: $54.5B across 91 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