David M. Polen profile

Polen Capital Management Llc (David M. Polen)

Basic Stats

Market Value

43.32B

Top 10 (%)

63.96%

Portfolio Size

104 (-3)

Avg. Holding Period

13 years

Turnover

0.11%

Industry Breakdown

Services-prepackaged Software

26.72%

Services-business Services, Nec

14.48%

Retail-catalog & Mail-order Houses

14.35%

Pharmaceutical Preparations

10.32%

Services-computer Programming, Data Processing, Etc.

7.10%

Services-video Tape Rental

5.38%

Measuring & Controlling Devices, Nec

4.37%

Services-to Dwellings & Other Buildings

4.09%

Services-computer Processing & Data Preparation

2.84%

Hospital & Medical Service Plans

2.73%

Amazon Com Inc Website

Amazon Com Inc

AMZN6.21B14.33%34.41M

-5.14%

-1.86M$180.970.33%
Microsoft Corp Website

Microsoft Corp

MSFT4.07B9.39%9.67M

-2.92%

-290.88K$424.570.13%
Alphabet Inc Website

Alphabet Inc

GOOG2.75B6.35%18.08M

-3.81%

-716.49K$156.500.15%
Visa Inc Website

Visa Inc

V2.34B5.41%8.39M

15.10%

1.10M$278.280.43%
Netflix Inc Website

Netflix Inc

NFLX2.33B5.38%3.84M

-5.93%

-241.90K$614.310.89%
Mastercard Incorporated Website

Mastercard Incorporated

MA2.15B4.97%4.47M

-3.81%

-177.19K$478.400.48%
Salesforce Inc Website

Salesforce Inc

CRM2.09B4.84%6.95M

-4.41%

-320.63K$302.260.71%
Servicenow Inc Website

Servicenow Inc

NOW2.03B4.69%2.66M

-29.86%

-1.13M$768.371.30%
Thermo Fisher Scientific Inc Website

Thermo Fisher Scientific Inc

TMO1.89B4.37%3.26M

60.29%

1.23M$577.450.85%
Abbott Labs Website

Abbott Labs

ABT1.83B4.24%16.14M

19.67%

2.65M$112.090.93%
Airbnb Inc Website

Airbnb Inc

ABNB1.77B4.09%10.73M

1.59%

167.88K$163.371.68%
Accenture Plc Ireland Website

Accenture Plc Ireland

ACN1.60B3.70%4.63M

-3.58%

-171.98K$339.170.74%
Adobe Inc Website

Adobe Inc

ADBE1.43B3.30%2.84M

-31.75%

-1.32M$502.090.63%
Autodesk Inc Website

Autodesk Inc

ADSK1.29B2.97%4.94M

-3.58%

-183.38K$259.442.31%
Zoetis Inc Website

Zoetis Inc

ZTS1.19B2.74%7.01M

40.90%

2.03M$167.021.53%

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