POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings58 positions
MICROSOFT CORP | 14.2M | $1.4B | 9.4% | $94.43 | 0.00% | 1 qtr | First report 0 |
VISA INC | 8.6M | $1.1B | 7.4% | $124.91 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 1M | $1.1B | 7.0% | $51.29 | 0.00% | 1 qtr | First report 0 |
OREILLY AUTOMOTIVE INC | 2.9M | $992.3M | 6.5% | $22.81 | 0.00% | 1 qtr | First report 0 |
AUTOMATIC DATA PROCESSING IN | 7.4M | $967.2M | 6.3% | $111.43 | 0.00% | 1 qtr | First report 0 |
META PLATFORMS INC | 7.4M | $964.1M | 6.3% | $129.85 | 0.00% | 1 qtr | First report 0 |
ADOBE INC | 4.2M | $952.4M | 6.2% | $226.24 | 0.00% | 1 qtr | First report 0 |
NIKE INC | 11.5M | $850.7M | 5.5% | $66.94 | 0.00% | 1 qtr | First report 0 |
STARBUCKS CORP | 12.9M | $830.4M | 5.4% | $54.35 | 0.00% | 1 qtr | First report 0 |
ZOETIS INC | 9.6M | $817.2M | 5.3% | $79.55 | 0.00% | 1 qtr | First report 0 |
DOLLAR GEN CORP NEW | 7.2M | $773.4M | 5.0% | $97.15 | 0.00% | 1 qtr | First report 0 |
ACCENTURE PLC IRELAND | 5.3M | $749.9M | 4.9% | $124.99 | 0.00% | 1 qtr | First report 0 |
ORACLE CORP | 13M | $585.6M | 3.8% | $40.30 | 0.00% | 1 qtr | First report 0 |
GARTNER INC | 4.5M | $575.2M | 3.8% | $127.84 | 0.00% | 1 qtr | First report 0 |
REGENERON PHARMACEUTICALS | 1.5M | $554.7M | 3.6% | $360.62 | 0.00% | 1 qtr | First report 0 |
MASTERCARD INCORPORATED | 2.5M | $474.1M | 3.1% | $180.51 | 0.00% | 1 qtr | First report 0 |
BOOKING HOLDINGS INC | 234,731 | $404.3M | 2.6% | $67.63 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 359,569 | $375.7M | 2.4% | $51.76 | 0.00% | 1 qtr | First report 0 |
ALIGN TECHNOLOGY INC | 1.7M | $358.8M | 2.3% | $208.29 | 0.00% | 1 qtr | First report 0 |
NVIDIA CORPORATION | 2.5M | $332.4M | 2.2% | $3.30 | 0.00% | 1 qtr | First report 0 |
POLEN CAPITAL MANAGEMENT LLC manages $15.3B across 58 positions as of Q4 2018. Top holdings: MSFT (9.4%), V (7.4%), GOOG (7.0%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
First quarter we have for this fund: 58 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $15.3B across 58 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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