whalstreet

Chuck AkrevsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Chuck Akre
Akre Capital Management LLC
AUM
$9.1B
Positions
18
Shared %
41.6%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
13.4%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockChuck weightPolen weightChuck valuePolen value
MA · Mastercard Inc.18.8%5.2%$1.7B$1.2B
V · Visa, Inc.10.3%5.1%$939M$1.2B
CSGP · Costar Group Inc.7.1%1.4%$647M$329M
ABNB · Airbnb Inc.5.2%1.8%$471M$411M
SOPH · Sophia Genetics Sa0.2%0.0%$17M$102K
Unique to Chuck Akre
Top 10 by value held — not in the other's portfolio
StockWeightValue
BN · Brookfield Corp.13.5%$1.2B
KKR · Kkr & Co. Inc.11.3%$1.0B
MCO · Moodys Corp.9.7%$886M
ORLY · Oreilly Automotive Inc.6.7%$613M
ROP · Roper Technologies Inc.5.4%$492M
FICO · Fair Isaac Corp.5.1%$469M
CPRT · Copart Inc.3.4%$308M
CCC · Ccc Intelligent Solutions Hl2.2%$197M
AMT · American Tower Corp. New0.5%$45M
GSHD · Goosehead Ins Inc.0.3%$27M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.8.5%$2.0B
MSFT · Microsoft Corp.8.1%$1.9B
ORCL · Oracle Corp.6.0%$1.4B
LLY · Eli Lilly & Co.5.7%$1.3B
GOOG · Alphabet Inc.5.4%$1.3B
AVGO · Broadcom Inc.5.2%$1.2B
SHOP · Shopify Inc.4.9%$1.2B
NVDA · Nvidia Corp.4.2%$994M
NOW · Servicenow Inc.3.7%$870M
MSCI · Msci Inc.3.3%$764M
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★ WatchlistData from SEC EDGAR · whalstreet.com