POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings92 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 1.5M | $4.9B | 8.3% | $160.71 | +4.94% | 4 qtrssince 2021-Q1 | Increased 77 |
ALPHABET INC-CL C | 1.6M | $4.6B | 7.8% | $59.21 | +144.76% | 13 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC-CLASS A | 10.4M | $3.5B | 5.9% | $171.20 | +99.75% | 13 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 10.2M | $3.4B | 5.7% | $120.26 | +173.01% | 13 qtrssince 2018-Q4 | Increased 63 |
ABBOTT LABORATORIES | 22.6M | $3.2B | 5.3% | $79.63 | +60.97% | 10 qtrssince 2019-Q3 | Increased 63 |
ADOBE INC | 5.4M | $3.1B | 5.2% | $281.99 | +101.09% | 13 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 8M | $2.9B | 4.8% | $261.89 | +34.45% | 13 qtrssince 2018-Q4 | Increased 62 |
ACCENTURE PLC-CL A | 6.7M | $2.8B | 4.7% | $150.14 | +154.93% | 13 qtrssince 2018-Q4 | Increased 58 |
SALESFORCE.COM INC | 10.1M | $2.6B | 4.3% | $177.98 | +41.73% | 9 qtrssince 2019-Q4 | Increased 60 |
VISA INC-CLASS A SHARES | 11.5M | $2.5B | 4.2% | $151.85 | +37.65% | 13 qtrssince 2018-Q4 | Increased 62 |
ZOETIS INC | 9.8M | $2.4B | 4.0% | $97.35 | +137.25% | 13 qtrssince 2018-Q4 | Increased 60 |
AUTODESK INC | 7.3M | $2B | 3.4% | $210.16 | +34.04% | 8 qtrssince 2020-Q1 | Increased 62 |
SERVICENOW INC | 3.2M | $2B | 3.4% | $64.97 | +101.49% | 9 qtrssince 2019-Q4 | Increased 60 |
UNITEDHEALTH GROUP INC | 3.9M | $1.9B | 3.3% | $290.60 | +62.25% | 6 qtrssince 2020-Q3 | Increased 60 |
ALPHABET INC-CL A | 592,834 | $1.7B | 2.9% | $70.08 | +107.05% | 13 qtrssince 2018-Q4 | Increased 56 |
AIRBNB INC-CLASS A | 9.9M | $1.7B | 2.8% | $167.70 | -0.72% | 2 qtrssince 2021-Q3 | Increased 57 |
NETFLIX INC | 2.7M | $1.6B | 2.7% | $52.26 | +17.13% | 4 qtrssince 2021-Q1 | Increased 56 |
STARBUCKS CORP | 13.2M | $1.5B | 2.6% | $63.89 | +63.33% | 13 qtrssince 2018-Q4 | Increased 55 |
GARTNER INC | 4.6M | $1.5B | 2.6% | $131.95 | +152.21% | 13 qtrssince 2018-Q4 | Increased 56 |
PAYPAL HOLDINGS INC | 7.5M | $1.4B | 2.4% | $127.23 | +50.47% | 12 qtrssince 2019-Q1 | Increased 60 |
POLEN CAPITAL MANAGEMENT LLC manages $59.5B across 92 positions as of Q4 2021. Top holdings: AMZN (8.3%), GOOG (7.8%), META (5.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Added 5 new positions, exited 4, increased 68, trimmed 14. Top move: AMZN (INCREASED, conviction 77). Portfolio: $59.5B across 92 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