whal
street
Bill Ackman
vs
Polen Capital Management LLC
Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Bill Ackman
Pershing Square Capital Management, L.P.
AUM
$15.5B
Positions
11
Shared %
53.7%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
15.2%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
Stock
Bill weight
Polen weight
Bill value
Polen value
AMZN
· Amazon Com Inc.
14.3%
8.5%
$2.2B
$2.0B
GOOG
· Alphabet Inc.
12.5%
5.4%
$1.9B
$1.3B
UBER
· Uber Technologies Inc.
15.9%
1.2%
$2.5B
$291M
HHH
· Howard Hughes Holdings Inc.
9.7%
0.0%
$1.5B
$1M
GOOGL
· Alphabet Inc.
1.4%
0.0%
$212M
$10M
Unique to Bill Ackman
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
BN
· Brookfield Corp.
18.1%
$2.8B
META
· Meta Platforms, Inc.
11.4%
$1.8B
QSR
· Restaurant Brands Intl Inc.
10.0%
$1.6B
HLT
· Hilton Worldwide Hldgs Inc.
5.6%
$870M
SEG
· Seaport Entmt Group Inc.
0.6%
$99M
HTZ
· Hertz Global Hldgs Inc.
0.5%
$78M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
MSFT
· Microsoft Corp.
8.1%
$1.9B
ORCL
· Oracle Corp.
6.0%
$1.4B
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
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Data from SEC EDGAR · whalstreet.com