POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings85 positions
Amazon.com, Inc. | 37.2M | $4.2B | 11.8% | $148.19 | -23.74% | 7 qtrssince 2021-Q1 | Decreased 0 |
Alphabet Inc. | 28.5M | $2.7B | 7.7% | $59.11 | +61.13% | 16 qtrssince 2018-Q4 | Increased 100 |
Microsoft Corp. | 9.6M | $2.2B | 6.3% | $122.10 | +84.60% | 16 qtrssince 2018-Q4 | Increased 63 |
Adobe Inc | 6.9M | $1.9B | 5.3% | $314.88 | -12.60% | 16 qtrssince 2018-Q4 | Increased 63 |
Visa Inc | 10.2M | $1.8B | 5.1% | $159.05 | +8.30% | 16 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 13.3M | $1.8B | 5.0% | $180.31 | -25.46% | 16 qtrssince 2018-Q4 | Increased 62 |
MasterCard Incorporated | 6.2M | $1.7B | 4.9% | $260.57 | +6.53% | 16 qtrssince 2018-Q4 | Decreased 0 |
Netflix, Inc. | 7.3M | $1.7B | 4.8% | $38.02 | -38.08% | 7 qtrssince 2021-Q1 | Increased 82 |
SALESFORCE COM INC | 11.1M | $1.6B | 4.4% | $172.17 | -17.88% | 12 qtrssince 2019-Q4 | Increased 66 |
Autodesk Inc | 8.4M | $1.6B | 4.4% | $211.87 | -10.58% | 11 qtrssince 2020-Q1 | Increased 58 |
Abbott Laboratories | 15.7M | $1.5B | 4.2% | $79.83 | +11.73% | 13 qtrssince 2019-Q3 | Increased 60 |
Servicenow Inc | 4M | $1.5B | 4.2% | $68.02 | +11.03% | 12 qtrssince 2019-Q4 | Increased 72 |
Accenture PLC | 5.8M | $1.5B | 4.2% | $150.59 | +59.19% | 16 qtrssince 2018-Q4 | Increased 59 |
UnitedHealth Group Inc. | 2.8M | $1.4B | 4.0% | $290.60 | +65.25% | 9 qtrssince 2020-Q3 | Decreased 0 |
AIRBNB INC COM CL A | 12.7M | $1.3B | 3.7% | $168.65 | -37.72% | 5 qtrssince 2021-Q3 | Decreased 0 |
PAYPAL HLDGS INC | 12.7M | $1.1B | 3.1% | $123.20 | -28.17% | 15 qtrssince 2019-Q1 | Decreased 0 |
Zoetis Inc. | 6M | $884.4M | 2.5% | $97.35 | +44.92% | 16 qtrssince 2018-Q4 | Decreased 0 |
ILLUMINA INC | 4.5M | $862.6M | 2.4% | $281.35 | -32.99% | 9 qtrssince 2020-Q3 | Increased 79 |
GARTNER INC | 2.9M | $798M | 2.2% | $133.30 | +107.56% | 16 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC | 8.1M | $673.7M | 1.9% | $79.48 | +13.40% | 16 qtrssince 2018-Q4 | Increased 51 |
POLEN CAPITAL MANAGEMENT LLC manages $35.8B across 85 positions as of Q3 2022. Top holdings: AMZN (11.8%), GOOG (7.7%), MSFT (6.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Added 3 new positions, exited 2, increased 62, trimmed 19. Top move: GOOG (INCREASED, conviction 100). Portfolio: $35.8B across 85 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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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
Verify source filings on SEC EDGAR