POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings99 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 37.4M | $4.8B | 12.5% | $108.98 | +16.65% | 11 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC-CL C | 19.5M | $2.6B | 6.8% | $95.45 | +37.11% | 20 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 6.4M | $2.4B | 6.4% | $38.10 | -0.89% | 11 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 7.2M | $2.3B | 5.9% | $121.78 | +154.96% | 20 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 4M | $2.2B | 5.9% | $69.38 | +61.13% | 16 qtrssince 2019-Q4 | Decreased 0 |
ADOBE INC | 4.3M | $2.2B | 5.8% | $314.88 | +61.94% | 20 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 4.8M | $1.9B | 5.0% | $261.89 | +49.01% | 20 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 7.6M | $1.7B | 4.6% | $159.05 | +41.35% | 20 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 7.7M | $1.6B | 4.1% | $174.39 | +14.89% | 16 qtrssince 2019-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 5M | $1.5B | 4.0% | $150.59 | +93.09% | 20 qtrssince 2018-Q4 | Decreased 0 |
AIRBNB INC-CLASS A | 11.1M | $1.5B | 4.0% | $168.37 | -18.51% | 9 qtrssince 2021-Q3 | Decreased 0 |
ABBOTT LABORATORIES | 13.5M | $1.3B | 3.4% | $79.83 | +13.98% | 17 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.5M | $1.3B | 3.4% | $290.60 | +66.15% | 13 qtrssince 2020-Q3 | Decreased 0 |
PAYPAL HOLDINGS INC | 21.7M | $1.3B | 3.3% | $97.58 | -40.22% | 19 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 5.3M | $1.1B | 2.9% | $211.87 | -2.34% | 15 qtrssince 2020-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.2M | $1.1B | 2.9% | $546.23 | -7.97% | 4 qtrssince 2022-Q4 | Decreased 0 |
ZOETIS INC | 5.2M | $898.4M | 2.4% | $97.35 | +71.53% | 20 qtrssince 2018-Q4 | Decreased 0 |
WORKDAY INC-CLASS A | 4M | $848.7M | 2.2% | $226.88 | -5.30% | 2 qtrssince 2023-Q2 | Increased 56 |
NOVO-NORDISK A/S-SPONS ADR | 7.9M | $719M | 1.9% | $87.54 | 0.00% | 1 qtr | New 72 |
ILLUMINA INC | 5.1M | $703.8M | 1.9% | $271.10 | -50.74% | 13 qtrssince 2020-Q3 | Increased 50 |
POLEN CAPITAL MANAGEMENT LLC manages $38B across 99 positions as of Q3 2023. Top holdings: AMZN (12.5%), GOOG (6.8%), NFLX (6.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 7 new positions, 8 exits, 38 increased. Top move: NVO (NEW, conviction 72). Portfolio: $38.0B across 99 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