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Polen Capital Management LLCvsNorbert Lou

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
0.0%
Whale B
Norbert Lou
Punch Card Management L.P.
AUM
$301M
Positions
5
Shared %
46.7%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockPolen weightNorbert weightPolen valueNorbert value
46436E718 · Ishares Tr0.0%18.9%$499K$57M
PDD · Pdd Holdings Inc.0.0%15.6%$4M$47M
PYPL · Paypal Holdings, Inc.0.0%12.2%$204K$37M
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
SHOP · Shopify Inc.4.9%$1.2B
NVDA · Nvidia Corp.4.2%$994M
Unique to Norbert Lou
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del36.4%$109M
CROX · Crocs Inc.16.9%$51M
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★ WatchlistData from SEC EDGAR · whalstreet.com