POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings107 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 36.3M | $5.5B | 13.3% | $108.98 | +39.42% | 12 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 10M | $3.7B | 9.0% | $191.85 | +93.13% | 21 qtrssince 2018-Q4 | Increased 82 |
SERVICENOW INC | 3.8M | $2.7B | 6.5% | $69.38 | +103.67% | 17 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET INC-CL C | 18.8M | $2.6B | 6.4% | $95.45 | +46.55% | 21 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 4.2M | $2.5B | 6.0% | $314.88 | +89.47% | 21 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 4.1M | $2B | 4.8% | $38.10 | +27.80% | 12 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INC - A | 4.6M | $2B | 4.8% | $261.89 | +60.76% | 21 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 7.3M | $1.9B | 4.6% | $174.39 | +49.08% | 17 qtrssince 2019-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 7.3M | $1.9B | 4.6% | $159.05 | +60.34% | 21 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 4.8M | $1.7B | 4.1% | $150.59 | +121.54% | 21 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 13.5M | $1.5B | 3.6% | $79.84 | +30.23% | 18 qtrssince 2019-Q3 | Increased 58 |
AIRBNB INC-CLASS A | 10.6M | $1.4B | 3.5% | $168.37 | -19.14% | 10 qtrssince 2021-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.4M | $1.3B | 3.1% | $290.60 | +74.09% | 14 qtrssince 2020-Q3 | Decreased 0 |
PAYPAL HOLDINGS INC | 20.8M | $1.3B | 3.1% | $97.58 | -37.21% | 20 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 5.1M | $1.2B | 3.0% | $211.87 | +14.92% | 16 qtrssince 2020-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2M | $1.1B | 2.6% | $546.23 | -3.43% | 5 qtrssince 2022-Q4 | Decreased 0 |
WORKDAY INC-CLASS A | 3.8M | $1B | 2.5% | $226.88 | +21.68% | 3 qtrssince 2023-Q2 | Decreased 0 |
ZOETIS INC | 5M | $981.3M | 2.4% | $97.35 | +95.06% | 21 qtrssince 2018-Q4 | Decreased 0 |
NOVO-NORDISK A/S-SPONS ADR | 8M | $823.3M | 2.0% | $87.62 | +13.65% | 2 qtrssince 2023-Q3 | Increased 50 |
GARTNER INC | 1.8M | $815M | 2.0% | $131.95 | +241.87% | 21 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $41.5B across 107 positions as of Q4 2023. Top holdings: AMZN (13.3%), MSFT (9.0%), NOW (6.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 14 new positions, 6 exits, 24 increased. Top move: MSFT (INCREASED, conviction 82). Portfolio: $41.5B across 107 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