POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings85 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 37.2M | $4.2B | 11.8% | $110.91 | +3.51% | 7 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC-CL C | 28.5M | $2.7B | 7.7% | $95.45 | +2.00% | 16 qtrssince 2018-Q4 | Increased 100 |
MICROSOFT CORP | 9.6M | $2.2B | 6.3% | $121.78 | +89.94% | 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-CLASS A SHARES | 10.2M | $1.8B | 5.1% | $159.05 | +8.30% | 16 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 13.3M | $1.8B | 5.0% | $182.28 | -25.69% | 16 qtrssince 2018-Q4 | Increased 62 |
MASTERCARD INC - A | 6.2M | $1.7B | 4.9% | $261.89 | +7.26% | 16 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 7.3M | $1.7B | 4.8% | $38.12 | -37.11% | 7 qtrssince 2021-Q1 | Increased 82 |
SALESFORCE.COM INC | 11.1M | $1.6B | 4.4% | $174.32 | -16.79% | 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% | $68.33 | +12.83% | 12 qtrssince 2019-Q4 | Increased 72 |
ACCENTURE PLC-CL A | 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-CLASS A | 12.7M | $1.3B | 3.7% | $168.65 | -37.72% | 5 qtrssince 2021-Q3 | Decreased 0 |
PAYPAL HOLDINGS 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% | $131.95 | +111.19% | 16 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 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 Rating: 2.5/5.0.
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
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