POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings58 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 14.2M | $1.4B | 9.4% | $93.93 | 0.00% | 1 qtr | New 98 |
VISA INC-CLASS A SHARES | 8.6M | $1.1B | 7.4% | $124.91 | 0.00% | 1 qtr | New 98 |
ALPHABET INC-CL C | 1M | $1.1B | 7.0% | $51.47 | 0.00% | 1 qtr | New 98 |
O'REILLY AUTOMOTIVE INC | 2.9M | $992.3M | 6.5% | $22.81 | 0.00% | 1 qtr | New 98 |
AUTOMATIC DATA PROCESSING | 7.4M | $967.2M | 6.3% | $111.43 | 0.00% | 1 qtr | New 98 |
META PLATFORMS INC-CLASS A | 7.4M | $964.1M | 6.3% | $132.28 | 0.00% | 1 qtr | New 98 |
ADOBE INC | 4.2M | $952.4M | 6.2% | $226.24 | 0.00% | 1 qtr | New 98 |
NIKE INC -CL B | 11.5M | $850.7M | 5.5% | $66.94 | 0.00% | 1 qtr | New 98 |
STARBUCKS CORP | 12.9M | $830.4M | 5.4% | $54.35 | 0.00% | 1 qtr | New 98 |
ZOETIS INC | 9.6M | $817.2M | 5.3% | $79.55 | 0.00% | 1 qtr | New 98 |
DOLLAR GENERAL CORP | 7.2M | $773.4M | 5.0% | $97.15 | 0.00% | 1 qtr | New 98 |
ACCENTURE PLC-CL A | 5.3M | $749.9M | 4.9% | $124.99 | 0.00% | 1 qtr | New 88 |
ORACLE CORP | 13M | $585.6M | 3.8% | $40.29 | 0.00% | 1 qtr | New 87 |
GARTNER INC | 4.5M | $575.2M | 3.8% | $125.71 | 0.00% | 1 qtr | New 87 |
REGENERON PHARMACEUTICALS | 1.5M | $554.7M | 3.6% | $360.62 | 0.00% | 1 qtr | New 87 |
MASTERCARD INC - A | 2.5M | $474.1M | 3.1% | $178.73 | 0.00% | 1 qtr | New 87 |
BOOKING HOLDINGS INC | 234,731 | $404.3M | 2.6% | $67.63 | 0.00% | 1 qtr | New 81 |
ALPHABET INC-CL A | 359,569 | $375.7M | 2.4% | $51.94 | 0.00% | 1 qtr | New 80 |
ALIGN TECHNOLOGY INC | 1.7M | $358.8M | 2.3% | $208.29 | 0.00% | 1 qtr | New 80 |
NVIDIA CORP | 2.5M | $332.4M | 2.2% | $3.31 | 0.00% | 1 qtr | New 80 |
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 Rating: 2.5/5.0.
Active quarter - 58 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 98). 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