POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings93 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 35.1M | $3B | 8.6% | $110.91 | -24.26% | 8 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC-CL C | 26.4M | $2.3B | 6.8% | $95.45 | -7.73% | 17 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 9.5M | $2.3B | 6.6% | $121.78 | +92.33% | 17 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 6.3M | $2.1B | 6.2% | $314.88 | +6.88% | 17 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 6.9M | $2B | 6.0% | $38.12 | -22.63% | 8 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INC - A | 5.3M | $1.8B | 5.4% | $261.89 | +30.27% | 17 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 8.7M | $1.8B | 5.2% | $159.05 | +26.94% | 17 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 4.5M | $1.7B | 5.0% | $69.38 | +11.92% | 13 qtrssince 2019-Q4 | Increased 70 |
ABBOTT LABORATORIES | 14.6M | $1.6B | 4.7% | $79.83 | +27.37% | 14 qtrssince 2019-Q3 | Decreased 0 |
AUTODESK INC | 7.9M | $1.5B | 4.3% | $211.87 | -11.80% | 12 qtrssince 2020-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 5.5M | $1.5B | 4.2% | $150.59 | +65.83% | 17 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.7M | $1.4B | 4.2% | $290.60 | +72.71% | 10 qtrssince 2020-Q3 | Decreased 0 |
SALESFORCE.COM INC | 10.5M | $1.4B | 4.1% | $174.32 | -24.85% | 13 qtrssince 2019-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.2M | $1.2B | 3.5% | $545.80 | 0.00% | 1 qtr | New 88 |
ILLUMINA INC | 5M | $1B | 3.0% | $272.51 | -27.82% | 10 qtrssince 2020-Q3 | Increased 61 |
AIRBNB INC-CLASS A | 11.8M | $1B | 3.0% | $168.65 | -49.30% | 6 qtrssince 2021-Q3 | Decreased 0 |
GARTNER INC | 2.7M | $922.1M | 2.7% | $131.95 | +154.74% | 17 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 12.2M | $872.1M | 2.5% | $123.20 | -42.32% | 16 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 5.6M | $821M | 2.4% | $97.35 | +43.52% | 17 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 6.5M | $763.4M | 2.2% | $79.48 | +39.61% | 17 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $34.3B across 93 positions as of Q4 2022. Top holdings: AMZN (8.6%), GOOG (6.8%), MSFT (6.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 10 new positions, 2 exits, 18 increased. Top move: TMO (NEW, conviction 88). Portfolio: $34.3B across 93 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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