Sarah KetterervsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 14 shared positions

Whale A

Causeway Capital Management LLC

AUM

$7.3B

Positions

108

Shared %

6.3%

Whale B

AUM

$23.4B

Positions

231

Shared %

23.9%

Common holdings · 14

Stocks both whales currently hold — sorted by combined value

Stock	Sarah weight	Polen weight	Sarah value	Polen value
MSFT · Microsoft Corp.	0.0%	8.1%	$467K	$1.9B
GOOG · Alphabet Inc.	1.6%	5.4%	$116M	$1.3B
AVGO · Broadcom Inc.	0.0%	5.2%	$286K	$1.2B
NVDA · Nvidia Corp.	0.0%	4.2%	$701K	$994M
TSM · Taiwan Semiconductor Mfg Ltd.	2.1%	0.3%	$156M	$61M
SAP · Sap Se	0.8%	0.2%	$61M	$57M
464288257 · Ishares Tr	0.0%	0.4%	$2M	$86M
PDD · Pdd Holdings Inc.	0.6%	0.0%	$42M	$4M
TME · Tencent Music Entmt Group	0.4%	0.0%	$30M	$7M
HDB · Hdfc Bank Ltd.	0.2%	0.1%	$15M	$13M
IBN · Icici Bank Limited	0.2%	0.0%	$14M	$4M
TIGO · Millicom Intl Cellular S A	0.2%	0.0%	$12M	$980K
V5633W109 · Makemytrip Limited Mauritius	0.1%	0.0%	$6M	$4M
AAPL · Apple Inc.	0.0%	0.0%	$244K	$2M

Unique to Sarah Ketterer

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
CCL · Carnival Corp.	14.3%	$1.0B
CP · Canadian Pacific Kansas City	12.8%	$929M
SW · Smurfit Westrock Plc	10.2%	$740M
DB · Deutsche Bank A G	7.6%	$552M
06849F108 · Barrick Mng Corp.	3.6%	$264M
BABA · Alibaba Group Holding Limited	2.4%	$176M
CTSH · Cognizant Technology Solutio	1.8%	$129M
MRK · Merck & Co.Inc. New	1.5%	$110M
CARR · Carrier Global Corporation	1.3%	$98M
G · Genpact Limited	1.3%	$97M

Unique to Polen Capital Management LLC

Top 10 by value held — not in the other's portfolio

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★ WatchlistData from SEC EDGAR · whalstreet.com