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First Pacific Advisors, LPvsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
First Pacific Advisors, LP
First Pacific Advisors, LP
AUM
$7.6B
Positions
63
Shared %
26.4%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
23.4%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockFirst weightPolen weightFirst valuePolen value
AMZN · Amazon Com Inc.4.3%8.5%$326M$2.0B
GOOG · Alphabet Inc.5.6%5.4%$424M$1.3B
AVGO · Broadcom Inc.0.4%5.2%$30M$1.2B
AON · Aon Plc3.0%2.8%$232M$652M
GOOGL · Alphabet Inc.7.9%0.0%$598M$10M
UBER · Uber Technologies Inc.1.0%1.2%$78M$291M
ICLR · Icon Plc2.4%0.1%$179M$19M
TMO · Thermo Fisher Scientific Inc.1.7%0.0%$127M$1M
NFLX · Netflix Inc.0.0%0.1%$2M$16M
922042742 · Vanguard Intl Equity Index F0.0%0.0%$3M$5M
46436E718 · Ishares Tr0.1%0.0%$4M$499K
UPWK · Upwork Inc.0.0%0.0%$1M$854K
Unique to First Pacific Advisors, LP
Top 10 by value held — not in the other's portfolio
StockWeightValue
ADI · Analog Devices Inc.6.7%$508M
META · Meta Platforms, Inc.6.1%$463M
C · Citigroup Inc.5.4%$409M
TEL · Te Connectivity Plc5.3%$405M
BDX · Becton Dickinson & Co.5.0%$379M
459506101 · International Flavors&Fragra4.7%$359M
CMCSA · Comcast Corp. Cl A3.3%$251M
FERG · Ferguson Enterprises2.6%$197M
AMRZ · Amrize Ltd.2.4%$184M
FBIN · Fortune Brands Innovations I2.3%$176M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.1%$1.9B
ORCL · Oracle Corp.6.0%$1.4B
LLY · Eli Lilly & Co.5.7%$1.3B
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