POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings72 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.2M | $3.4B | 7.8% | $109.95 | +93.46% | 9 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC-CLASS A | 12.3M | $3.4B | 7.8% | $159.14 | +69.65% | 9 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL C | 1.7M | $3B | 7.0% | $55.81 | +54.69% | 9 qtrssince 2018-Q4 | Increased 63 |
ADOBE INC | 5.9M | $3B | 6.9% | $267.15 | +87.21% | 9 qtrssince 2018-Q4 | Increased 64 |
ABBOTT LABORATORIES | 20.5M | $2.2B | 5.2% | $76.46 | +28.45% | 6 qtrssince 2019-Q3 | Increased 66 |
VISA INC-CLASS A SHARES | 9.6M | $2.1B | 4.9% | $139.66 | +50.13% | 9 qtrssince 2018-Q4 | Increased 60 |
MASTERCARD INC - A | 5.8M | $2.1B | 4.8% | $228.71 | +50.89% | 9 qtrssince 2018-Q4 | Increased 61 |
ACCENTURE PLC-CL A | 7.8M | $2B | 4.7% | $142.98 | +66.61% | 9 qtrssince 2018-Q4 | Increased 60 |
AUTODESK INC | 6.4M | $2B | 4.5% | $188.73 | +58.64% | 4 qtrssince 2020-Q1 | Increased 59 |
ZOETIS INC | 11.3M | $1.9B | 4.4% | $90.56 | +72.02% | 9 qtrssince 2018-Q4 | Increased 60 |
PAYPAL HOLDINGS INC | 8M | $1.9B | 4.3% | $110.98 | +108.13% | 8 qtrssince 2019-Q1 | Increased 59 |
SERVICENOW INC | 3.3M | $1.8B | 4.2% | $59.76 | +83.20% | 5 qtrssince 2019-Q4 | Increased 60 |
SALESFORCE.COM INC | 7M | $1.6B | 3.6% | $160.05 | +37.29% | 5 qtrssince 2019-Q4 | Increased 61 |
STARBUCKS CORP | 13.8M | $1.5B | 3.4% | $60.80 | +54.42% | 9 qtrssince 2018-Q4 | Increased 61 |
ALIGN TECHNOLOGY INC | 2.6M | $1.4B | 3.2% | $230.13 | +127.84% | 9 qtrssince 2018-Q4 | Increased 58 |
DOLLAR GENERAL CORP | 5.8M | $1.2B | 2.8% | $110.04 | +76.15% | 9 qtrssince 2018-Q4 | Increased 56 |
UNITEDHEALTH GROUP INC | 3.5M | $1.2B | 2.8% | $279.95 | +13.59% | 2 qtrssince 2020-Q3 | Increased 55 |
NIKE INC -CL B | 7.3M | $1B | 2.4% | $70.77 | +86.29% | 9 qtrssince 2018-Q4 | Increased 56 |
GARTNER INC | 6.3M | $1B | 2.4% | $128.08 | +23.79% | 9 qtrssince 2018-Q4 | Increased 55 |
REGENERON PHARMACEUTICALS | 2M | $967.6M | 2.2% | $392.22 | +21.27% | 9 qtrssince 2018-Q4 | Increased 57 |
POLEN CAPITAL MANAGEMENT LLC manages $43B across 72 positions as of Q4 2020. Top holdings: MSFT (7.8%), META (7.8%), GOOG (7.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 11 new positions, 4 exits, 58 increased. Top move: ABT (INCREASED, conviction 66). Portfolio: $43.0B across 72 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