Polen Capital Management LLCvsRuane Cunniff

Side-by-side current 13F portfolio comparison · 12 shared positions

Whale A

AUM

$23.4B

Positions

231

Shared %

16.3%

Whale B

Ruane, Cunniff & Goldfarb L.P.

AUM

$6.4B

Positions

Shared %

35.8%

Common holdings · 12

Stocks both whales currently hold — sorted by combined value

Stock	Polen weight	Ruane weight	Polen value	Ruane value
MSFT · Microsoft Corp.	8.1%	0.0%	$1.9B	$333K
GOOG · Alphabet Inc.	5.4%	5.6%	$1.3B	$358M
G1151C101 · Accenture Plc Ireland	2.2%	4.0%	$505M	$253M
GOOGL · Alphabet Inc.	0.0%	10.6%	$10M	$681M
TSM · Taiwan Semiconductor Mfg Ltd.	0.3%	6.7%	$61M	$432M
ICLR · Icon Plc	0.1%	4.8%	$19M	$306M
UNH · Unitedhealth Group Inc.	0.0%	3.8%	$395K	$246M
SAP · Sap Se	0.2%	0.2%	$57M	$11M
NFLX · Netflix Inc.	0.1%	0.0%	$16M	$489K
922042742 · Vanguard Intl Equity Index F	0.0%	0.0%	$5M	$201K
922908769 · Vanguard Index Fds	0.0%	0.0%	$2M	$898K
AAPL · Apple Inc.	0.0%	0.0%	$2M	$242K

Unique to Polen Capital Management LLC

Top 10 by value held — not in the other's portfolio

Unique to Ruane Cunniff

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
808513105 · Schwab Charles Corp.	8.7%	$559M
FWONA · Liberty Media Corp. Del	8.4%	$541M
COF · Capital One Financial	7.8%	$501M
ELV · Elevance Health Inc. Formerly	7.8%	$499M
ICE · Intercontinental Exchange In	6.8%	$438M
MSA · Msa Safety Inc.	4.5%	$290M
225310101 · Credit Accep Corp. Mich	3.7%	$238M
ALGN · Align Technology Inc.	3.0%	$191M
BRK-B · Berkshire Hathaway Inc. Del	2.5%	$159M
META · Meta Platforms, Inc.	2.5%	$158M

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.

★ WatchlistData from SEC EDGAR · whalstreet.com