whalstreet

John ArmitagevsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
John Armitage
Egerton Capital (Uk) Llp
AUM
$9.2B
Positions
23
Shared %
58.5%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
35.1%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockJohn weightPolen weightJohn valuePolen value
AMZN · Amazon Com Inc.14.8%8.5%$1.4B$2.0B
MSFT · Microsoft Corp.9.2%8.1%$846M$1.9B
V · Visa, Inc.12.5%5.1%$1.1B$1.2B
GOOG · Alphabet Inc.3.7%5.4%$339M$1.3B
MA · Mastercard Inc.2.8%5.2%$262M$1.2B
BSX · Boston Scientific Corp.5.6%1.6%$513M$383M
UBER · Uber Technologies Inc.2.4%1.2%$219M$291M
CRS · Carpenter Technology Corp.5.3%0.0%$489M$2M
EMBJ · Embraer S.A.2.3%0.0%$211M$510K
Unique to John Armitage
Top 10 by value held — not in the other's portfolio
StockWeightValue
COF · Capital One Financial5.5%$501M
APH · Amphenol Corp. New5.4%$501M
IBKR · Interactive Brokers Group In4.9%$446M
MCO · Moodys Corp.4.3%$395M
CME · Cme Group Inc.3.5%$322M
CRH · Crh Plc3.1%$282M
VMC · Vulcan Matls Co.3.0%$274M
WYNN · Wynn Resorts Ltd.2.7%$249M
FERG · Ferguson Enterprises2.4%$224M
STX · Seagate Technology Hldngs Pl2.2%$201M
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
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
IDXX · Idexx Labs Inc.2.8%$650M
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