POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings91 positions
Meta Platforms Inc | 13.2M | $4.5B | 8.2% | $170.28 | +97.42% | 12 qtrssince 2018-Q4 | Increased 63 |
Alphabet Inc. | 1.6M | $4.1B | 7.6% | $57.00 | +131.60% | 12 qtrssince 2018-Q4 | Increased 63 |
Amazon.com, Inc. | 1.2M | $3.8B | 7.0% | $159.25 | +3.14% | 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% | $118.18 | +128.94% | 12 qtrssince 2018-Q4 | Decreased 0 |
MasterCard Incorporated | 7.6M | $2.7B | 4.9% | $256.16 | +31.77% | 12 qtrssince 2018-Q4 | Increased 71 |
SALESFORCE COM INC | 9.8M | $2.7B | 4.9% | $173.67 | +53.51% | 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 | 10.9M | $2.4B | 4.5% | $148.79 | +44.14% | 12 qtrssince 2018-Q4 | Increased 62 |
Accenture PLC | 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% | $63.27 | +96.69% | 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 HLDGS INC | 6.9M | $1.8B | 3.3% | $121.68 | +112.35% | 11 qtrssince 2019-Q1 | Increased 60 |
AIRBNB INC COM CL A | 9.5M | $1.6B | 2.9% | $167.75 | 0.00% | 1 qtr | New 83 |
Netflix, Inc. | 2.6M | $1.6B | 2.9% | $52.79 | +15.63% | 3 qtrssince 2021-Q1 | Increased 59 |
Alphabet Inc. | 575,265 | $1.5B | 2.8% | $67.66 | +95.71% | 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% | $129.45 | +134.75% | 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 Score: 2/5.0.
Active quarter - 13 new positions, 3 exits, 63 increased. Top move: AMZN (INCREASED, conviction 91). Portfolio: $54.5B across 91 positions.
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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