POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings118 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 25.7M | $4.8B | 12.4% | $108.98 | +72.49% | 15 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 7M | $3B | 7.8% | $191.85 | +121.02% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 12.8M | $2.1B | 5.5% | $95.45 | +72.30% | 24 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 7.3M | $2B | 5.2% | $174.11 | +55.57% | 24 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 2.2M | $2B | 5.1% | $69.38 | +154.20% | 20 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INC - A | 3.8M | $1.9B | 4.9% | $261.89 | +86.89% | 24 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.8M | $1.7B | 4.5% | $558.17 | +9.61% | 8 qtrssince 2022-Q4 | Decreased 0 |
ADOBE INC | 3.3M | $1.7B | 4.4% | $354.48 | +46.07% | 24 qtrssince 2018-Q4 | Increased 71 |
ABBOTT LABORATORIES | 13.9M | $1.6B | 4.1% | $84.45 | +29.46% | 21 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 6.7M | $1.6B | 4.1% | $231.07 | 0.00% | 1 qtr | New 88 |
SHOPIFY INC - CLASS A | 19M | $1.5B | 3.9% | $67.88 | +16.70% | 14 qtrssince 2021-Q2 | Increased 73 |
ORACLE CORP | 8.8M | $1.5B | 3.9% | $166.26 | 0.00% | 1 qtr | New 88 |
ACCENTURE PLC-CL A | 3.9M | $1.4B | 3.6% | $150.59 | +125.83% | 24 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 1.9M | $1.4B | 3.5% | $38.10 | +85.67% | 15 qtrssince 2021-Q1 | Decreased 0 |
MSCI INC | 2.2M | $1.3B | 3.4% | $495.39 | +14.61% | 5 qtrssince 2023-Q3 | Increased 76 |
ZOETIS INC | 6.4M | $1.2B | 3.2% | $116.76 | +62.21% | 24 qtrssince 2018-Q4 | Decreased 0 |
WORKDAY INC-CLASS A | 4.8M | $1.2B | 3.0% | $231.67 | +5.16% | 6 qtrssince 2023-Q2 | Increased 78 |
UNITEDHEALTH GROUP INC | 2M | $1.2B | 3.0% | $290.60 | +94.66% | 17 qtrssince 2020-Q3 | Decreased 0 |
AIRBNB INC-CLASS A | 9.2M | $1.2B | 3.0% | $168.32 | -24.66% | 13 qtrssince 2021-Q3 | Decreased 0 |
NOVO-NORDISK A/S-SPONS ADR | 6.9M | $816.2M | 2.1% | $87.62 | +34.13% | 5 qtrssince 2023-Q3 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $38.7B across 118 positions as of Q3 2024. Top holdings: AMZN (12.4%), MSFT (7.8%), GOOG (5.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 17 new positions, 9 exits, 26 increased. Top move: AAPL (NEW, conviction 88). Portfolio: $38.7B across 118 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