POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings118 positions
AMAZON COM INC | 25.7M | $4.8B | 12.4% | $138.45 | +34.58% | 15 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 7M | $3B | 7.8% | $191.42 | +121.29% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 12.8M | $2.1B | 5.5% | $59.11 | +180.87% | 24 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 7.3M | $2B | 5.2% | $174.11 | +55.57% | 24 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 2.2M | $2B | 5.1% | $69.10 | +158.86% | 20 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 3.8M | $1.9B | 4.9% | $260.57 | +87.26% | 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% | $83.93 | +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 | 19M | $1.5B | 3.9% | $69.41 | +15.46% | 14 qtrssince 2021-Q2 | Increased 73 |
ORACLE CORP | 8.8M | $1.5B | 3.9% | $166.74 | 0.00% | 1 qtr | New 88 |
ACCENTURE PLC IRELAND | 3.9M | $1.4B | 3.6% | $149.39 | +125.83% | 24 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 1.9M | $1.4B | 3.5% | $38.01 | +86.61% | 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 | 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 | 9.2M | $1.2B | 3.0% | $168.32 | -24.66% | 13 qtrssince 2021-Q3 | Decreased 0 |
NOVO-NORDISK A S | 6.9M | $816.2M | 2.1% | $83.45 | +32.25% | 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 Score: 1.5/5.0.
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
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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