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First Eagle InvestmentvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 27 shared positions
Whale A
First Eagle Investment
First Eagle Investment Management, LLC
AUM
$56.8B
Positions
423
Shared %
19.6%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
24.5%
Common holdings · 27
Stocks both whales currently hold — sorted by combined value
StockFirst weightPolen weightFirst valuePolen value
GOOG · Alphabet Inc.4.1%5.4%$2.3B$1.3B
ORCL · Oracle Corp.2.8%6.0%$1.6B$1.4B
MSFT · Microsoft Corp.0.5%8.1%$270M$1.9B
TSM · Taiwan Semiconductor Mfg Ltd.3.2%0.3%$1.8B$61M
WTW · Willis Towers Watson Plc Ltd.2.5%0.0%$1.4B$9M
CRM · Salesforce Inc.2.0%0.0%$1.1B$684K
MDT · Medtronic Plc1.7%0.0%$939M$8M
WDAY · Workday Inc.1.6%0.0%$932M$2M
SBUX · Starbucks Corp.0.0%2.4%$2M$571M
GOOGL · Alphabet Inc.1.0%0.0%$541M$10M
G1151C101 · Accenture Plc Ireland0.0%2.2%$687K$505M
CECO · Ceco Environmental Corp.0.0%0.0%$22M$4M
BKD · Brookdale Sr Living Inc.0.0%0.0%$21M$2M
GHC · Graham Corp.0.0%0.0%$18M$399K
MAMA · Mamas Creations Inc.0.0%0.0%$17M$445K
ATEC · Alphatec Hldgs Inc.0.0%0.0%$14M$2M
ATRO · Astronics Corp.0.0%0.0%$12M$3M
AORT · Artivion Inc.0.0%0.0%$14M$1M
UNH · Unitedhealth Group Inc.0.0%0.0%$13M$395K
AX · Axos Financial Inc.0.0%0.0%$12M$947K
ASTE · Astec Inds Inc.0.0%0.0%$12M$968K
KTOS · Kratos Defense & Sec Solutio0.0%0.0%$10M$1M
VSEC · Vse Corp.0.0%0.0%$4M$6M
SE · Sea Ltd.0.0%0.0%$4K$5M
HLLY · Holley Inc.0.0%0.0%$2M$318K
CW · Curtiss Wright Corp.0.0%0.0%$913K$668K
FTAI · Ftai Aviation Ltd.0.0%0.0%$496K$541K
Unique to First Eagle Investment
Top 10 by value held — not in the other's portfolio
StockWeightValue
BDX · Becton Dickinson & Co.4.0%$2.3B
META · Meta Platforms, Inc.3.7%$2.1B
WPM · Wheaton Precious Metals Corp.3.2%$1.8B
HCA · Hca Healthcare Inc.3.0%$1.7B
IMO · Imperial Oil Ltd.2.8%$1.6B
CHRW · C H Robinson Worldwide Inc.2.6%$1.5B
ELV · Elevance Health Inc. Formerly2.5%$1.4B
06849F108 · Barrick Mng Corp.2.5%$1.4B
NEM · Newmont Corp.2.4%$1.4B
344419106 · Fomento Economico Mexicano S2.2%$1.3B
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
LLY · Eli Lilly & Co.5.7%$1.3B
AVGO · Broadcom Inc.5.2%$1.2B
MA · Mastercard Inc.5.2%$1.2B
V · Visa, Inc.5.1%$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
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★ WatchlistData from SEC EDGAR · whalstreet.com