Polen Capital Management Llc (David M. Polen)
Basic Stats
Market Value
41.49B
Top 10 (%)
63.95%
Portfolio Size
107 (7)
Avg. Holding Period
12 years
Turnover
0.20%
Industry Breakdown
Services-prepackaged Software
30.01%
Services-business Services, Nec
16.94%
Retail-catalog & Mail-order Houses
13.30%
Pharmaceutical Preparations
8.12%
Services-computer Programming, Data Processing, Etc.
7.12%
Services-video Tape Rental
4.79%
Services-to Dwellings & Other Buildings
3.47%
Hospital & Medical Service Plans
3.09%
Services-computer Processing & Data Preparation
2.82%
Measuring & Controlling Devices, Nec
2.60%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Amazon Com Inc | AMZN | 5.51B | 13.29% | 36.27M | -3.01% | -1.12M | $151.94 | 0.35% |
 Microsoft Corp | MSFT | 3.74B | 9.02% | 9.96M | 39.21% | 2.80M | $376.04 | 0.13% |
 Servicenow Inc | NOW | 2.68B | 6.46% | 3.80M | -4.96% | -198.31K | $706.49 | 1.86% |
 Alphabet Inc | GOOG | 2.65B | 6.38% | 18.79M | -3.59% | -699.17K | $140.93 | 0.15% |
 Adobe Inc | ADBE | 2.48B | 5.98% | 4.15M | -3.91% | -169.07K | $596.60 | 0.91% |
 Netflix Inc | NFLX | 1.99B | 4.79% | 4.08M | -36.60% | -2.36M | $486.88 | 0.92% |
 Mastercard Incorporated | MA | 1.98B | 4.78% | 4.65M | -3.16% | -151.60K | $426.51 | 0.50% |
 Salesforce Inc | CRM | 1.91B | 4.61% | 7.28M | -5.03% | -385.01K | $263.14 | 0.75% |
 Visa Inc | V | 1.90B | 4.58% | 7.29M | -3.67% | -277.95K | $260.35 | 0.46% |
 Accenture Plc Ireland | ACN | 1.68B | 4.06% | 4.80M | -3.79% | -189.33K | $350.91 | 0.76% |
 Abbott Labs | ABT | 1.48B | 3.58% | 13.49M | 0.05% | 6.11K | $110.07 | 0.77% |
 Airbnb Inc | ABNB | 1.44B | 3.47% | 10.56M | -4.60% | -509.20K | $136.14 | 1.66% |
 Unitedhealth Group Inc | UNH | 1.28B | 3.09% | 2.44M | -4.06% | -103.06K | $526.47 | 0.26% |
 Paypal Hldgs Inc | PYPL | 1.28B | 3.08% | 20.79M | -4.11% | -891.18K | $61.41 | 1.89% |
 Autodesk Inc | ADSK | 1.25B | 3.01% | 5.12M | -4.26% | -227.96K | $243.48 | 2.39% |
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