Polen Capital Management Llc (David M. Polen)
Basic Stats
Market Value
39.86B
Top 10 (%)
63.48%
Portfolio Size (Change from Prev.)
110 (6)
Avg. Holding Period
13 years
Turnover
0.16%
Industry Breakdown
Services-prepackaged Software
27.04%
Services-computer Programming, Data Processing, Etc.
16.31%
Services-business Services, Nec
15.47%
Retail-catalog & Mail-order Houses
14.38%
Pharmaceutical Preparations
10.97%
Measuring & Controlling Devices, Nec
4.30%
Services-to Dwellings & Other Buildings
3.87%
Services-video Tape Rental
3.59%
Hospital & Medical Service Plans
2.87%
Services-computer Processing & Data Preparation
2.43%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 AMZN | Amazon Com Inc | 5.72B | 14.36% | 29.62M | -13.91% | -4.79M | $197.20 | 0.28% |
 MSFT | Microsoft Corp | 4.02B | 10.08% | 8.99M | -7.03% | -679.82K | $456.73 | 0.12% |
 GOOG | Alphabet Inc | 3.06B | 7.68% | 16.68M | -7.72% | -1.40M | $184.49 | 0.13% |
 V | Visa Inc | 2.10B | 5.27% | 8.00M | -4.71% | -394.87K | $263.24 | 0.41% |
 NOW | Servicenow Inc | 1.95B | 4.90% | 2.48M | -6.76% | -180.08K | $788.96 | 1.21% |
 MA | Mastercard Incorporated | 1.87B | 4.69% | 4.24M | -5.14% | -229.59K | $437.61 | 0.45% |
 CRM | Salesforce Inc | 1.73B | 4.33% | 6.71M | -3.45% | -240.06K | $256.21 | 0.69% |
 TMO | Thermo Fisher Scientific Inc | 1.72B | 4.30% | 3.10M | -4.82% | -156.92K | $541.72 | 0.81% |
 ABT | Abbott Labs | 1.59B | 3.99% | 15.31M | -5.18% | -835.41K | $103.20 | 0.88% |
 ABNB | Airbnb Inc | 1.54B | 3.87% | 10.17M | -5.18% | -556.29K | $151.63 | 1.59% |
 ADBE | Adobe Inc | 1.48B | 3.71% | 2.67M | -6.03% | -170.94K | $560.01 | 0.59% |
 NFLX | Netflix Inc | 1.43B | 3.59% | 2.12M | -44.80% | -1.72M | $673.61 | 0.49% |
 ACN | Accenture Plc Ireland | 1.31B | 3.30% | 4.33M | -6.38% | -295.40K | $302.55 | 0.69% |
 ZTS | Zoetis Inc | 1.22B | 3.06% | 7.05M | 0.58% | 40.94K | $172.58 | 1.54% |
 UNH | Unitedhealth Group Inc | 1.15B | 2.87% | 2.25M | -6.05% | -144.73K | $494.65 | 0.24% |