whalstreet

Henry EllenbogenvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Henry Ellenbogen
Durable Capital Partners LP
AUM
$10.6B
Positions
40
Shared %
23.8%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
5.4%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockHenry weightPolen weightHenry valuePolen value
SHOP · Shopify Inc.3.1%4.9%$329M$1.2B
MELI · Mercadolibre Inc.5.9%0.4%$620M$97M
CVNA · Carvana Co.3.7%0.0%$390M$4M
AYI · Acuity Inc.2.8%0.0%$294M$382K
AFRM · Affirm Hldgs Inc.2.6%0.0%$274M$2M
ULS · Ul Solutions Inc.1.9%0.0%$202M$270K
VSEC · Vse Corp.1.4%0.0%$152M$6M
TWLO · Twilio Inc.1.3%0.0%$137M$435K
YOU · Clear Secure Inc.1.1%0.0%$121M$1M
Unique to Henry Ellenbogen
Top 10 by value held — not in the other's portfolio
StockWeightValue
RBC · Rbc Bearings Inc.10.0%$1.1B
DASH · Doordash Inc.7.7%$811M
CPNG · Coupang Inc.5.5%$577M
APG · Api Group Corp.5.4%$575M
XPO · Xpo Inc.5.1%$537M
CIGI · Colliers Intl Group Inc.4.7%$495M
FOUR · Shift4 Pmts Inc.3.9%$416M
FERG · Ferguson Enterprises3.3%$348M
77311W101 · Rocket Cos Inc.3.2%$338M
MDLN · Medline Inc.2.7%$290M
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
MA · Mastercard Inc.5.2%$1.2B
V · Visa, Inc.5.1%$1.2B
NVDA · Nvidia Corp.4.2%$994M
NOW · Servicenow Inc.3.7%$870M
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★ WatchlistData from SEC EDGAR · whalstreet.com