POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.6M | $2.5B | 9.7% | $97.08 | +54.12% | 5 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 10.2M | $1.9B | 7.5% | $130.42 | +37.27% | 5 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL C | 1.4M | $1.9B | 7.4% | $52.88 | +25.39% | 5 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC-CLASS A | 9M | $1.8B | 7.2% | $144.74 | +40.25% | 5 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 5M | $1.6B | 6.4% | $235.27 | +40.19% | 5 qtrssince 2018-Q4 | Increased 64 |
ZOETIS INC | 10.8M | $1.4B | 5.6% | $82.86 | +49.49% | 5 qtrssince 2018-Q4 | Increased 64 |
MASTERCARD INC - A | 4.7M | $1.4B | 5.6% | $214.76 | +33.83% | 5 qtrssince 2018-Q4 | Increased 64 |
ACCENTURE PLC-CL A | 6.3M | $1.3B | 5.2% | $131.72 | +43.49% | 5 qtrssince 2018-Q4 | Increased 64 |
NIKE INC -CL B | 10.9M | $1.1B | 4.3% | $68.84 | +35.07% | 5 qtrssince 2018-Q4 | Increased 60 |
O'REILLY AUTOMOTIVE INC | 2.3M | $1B | 4.0% | $23.14 | +26.04% | 5 qtrssince 2018-Q4 | Increased 60 |
DOLLAR GENERAL CORP | 6.4M | $1B | 3.9% | $100.40 | +43.57% | 5 qtrssince 2018-Q4 | Increased 60 |
AUTOMATIC DATA PROCESSING | 5.1M | $861.3M | 3.4% | $113.89 | +31.04% | 5 qtrssince 2018-Q4 | Increased 60 |
PAYPAL HOLDINGS INC | 7.7M | $831.9M | 3.3% | $103.94 | +3.63% | 4 qtrssince 2019-Q1 | Increased 60 |
GARTNER INC | 5.3M | $821.2M | 3.2% | $129.66 | +17.83% | 5 qtrssince 2018-Q4 | Increased 60 |
ALIGN TECHNOLOGY INC | 2.8M | $788.8M | 3.1% | $230.88 | +19.38% | 5 qtrssince 2018-Q4 | Increased 59 |
ABBOTT LABORATORIES | 8.9M | $775.2M | 3.1% | $76.66 | +0.06% | 2 qtrssince 2019-Q3 | Increased 94 |
STARBUCKS CORP | 7.6M | $666.6M | 2.6% | $55.54 | +36.10% | 5 qtrssince 2018-Q4 | Increased 56 |
REGENERON PHARMACEUTICALS | 1.7M | $629.4M | 2.5% | $361.13 | +2.91% | 5 qtrssince 2018-Q4 | Increased 55 |
BOOKING HOLDINGS INC | 267,214 | $548.8M | 2.2% | $68.57 | +17.60% | 5 qtrssince 2018-Q4 | Increased 55 |
SERVICENOW INC | 1.9M | $547.8M | 2.2% | $56.56 | 0.00% | 1 qtr | New 81 |
POLEN CAPITAL MANAGEMENT LLC manages $25.4B across 62 positions as of Q4 2019. Top holdings: MSFT (9.7%), V (7.5%), GOOG (7.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 6 new positions, 2 exits, 51 increased. Top move: ABT (INCREASED, conviction 94). Portfolio: $25.4B across 62 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