whalstreet

Mark MasseyvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Mark Massey
Altarock Partners LP
AUM
$5.1B
Positions
8
Shared %
63.5%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
26.9%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockMark weightPolen weightMark valuePolen value
AMZN · Amazon Com Inc.33.1%8.5%$1.7B$2.0B
MSFT · Microsoft Corp.19.7%8.1%$1.0B$1.9B
MA · Mastercard Inc.6.1%5.2%$309M$1.2B
V · Visa, Inc.3.6%5.1%$181M$1.2B
GOOGL · Alphabet Inc.1.0%0.0%$53M$10M
Unique to Mark Massey
Top 10 by value held — not in the other's portfolio
StockWeightValue
TDG · Transdigm Group Inc.25.3%$1.3B
MCO · Moodys Corp.8.2%$416M
HLT · Hilton Worldwide Hldgs Inc.3.1%$156M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
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
ZTS · Zoetis Inc.3.0%$700M
AON · Aon Plc2.8%$652M
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com