David M. Polen profile

Polen Capital Management Llc (David M. Polen)

Basic Stats

Market Value

40.33B

Top 10 (%)

62.30%

Portfolio Size

100 (6)

Avg. Holding Period

12 years

Turnover

0.10%

Industry Breakdown

Services-prepackaged Software

26.46%

Services-business Services, Nec

17.35%

Retail-catalog & Mail-order Houses

13.67%

Services-video Tape Rental

7.22%

Services-computer Programming, Data Processing, Etc.

6.79%

Pharmaceutical Preparations

6.05%

Services-to Dwellings & Other Buildings

3.67%

Hospital & Medical Service Plans

3.17%

Measuring & Controlling Devices, Nec

2.90%

Services-computer Processing & Data Preparation

2.67%

AMZN(14%)NFLX(7%)NOW(6%)MA(5%)V(5%)$40.30B (100%)Market Value
Amazon Com Inc Website

Amazon Com Inc

AMZN5.51B13.65%42.24M

-5.88%

-2.64M$130.360.41%
Netflix Inc Website

Netflix Inc

NFLX2.91B7.22%6.61M

-5.03%

-350.21K$440.491.48%
Microsoft Corp Website

Microsoft Corp

MSFT2.53B6.27%7.42M

-19.66%

-1.82M$340.540.10%
Alphabet Inc Website

Alphabet Inc

GOOG2.46B6.10%20.33M

-4.59%

-978.73K$120.970.16%
Servicenow Inc Website

Servicenow Inc

NOW2.37B5.87%4.21M

-4.48%

-197.79K$561.972.08%
Adobe Systems Incorporated Website

Adobe Systems Incorporated

ADBE2.26B5.62%4.63M

-4.51%

-218.59K$488.991.01%
Mastercard Incorporated Website

Mastercard Incorporated

MA1.96B4.86%4.98M

-3.44%

-177.37K$393.300.52%
Visa Inc Website

Visa Inc

V1.87B4.63%7.86M

-2.64%

-212.81K$237.480.42%
Salesforce Inc Website

Salesforce Inc

CRM1.67B4.14%7.91M

-24.75%

-2.60M$211.260.81%
Accenture Plc Ireland Website

Accenture Plc Ireland

ACN1.59B3.95%5.16M

-3.48%

-186.29K$308.580.82%
Abbott Labs Website

Abbott Labs

ABT1.51B3.75%13.86M

-2.72%

-387.59K$109.020.80%
Airbnb Inc Website

Airbnb Inc

ABNB1.48B3.67%11.55M

-2.92%

-348.07K$128.161.82%
Paypal Hldgs Inc Website

Paypal Hldgs Inc

PYPL1.48B3.67%22.16M

77.02%

9.64M$66.731.96%
Unitedhealth Group Inc Website

Unitedhealth Group Inc

UNH1.28B3.17%2.66M

-2.08%

-56.36K$480.640.28%
Thermo Fisher Scientific Inc Website

Thermo Fisher Scientific Inc

TMO1.17B2.90%2.24M

-1.42%

-32.29K$521.750.58%

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