whal
street
Polen Capital Management LLC
vs
Dennis Hong
Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
11.4%
Whale B
Dennis Hong
Shawspring Partners LLC
AUM
$531M
Positions
11
Shared %
30.7%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
Stock
Polen weight
Dennis weight
Polen value
Dennis value
AMZN
· Amazon Com Inc.
8.5%
5.1%
$2.0B
$27M
CSGP
· Costar Group Inc.
1.4%
12.1%
$329M
$64M
INTU
· Intuit
1.4%
6.3%
$340M
$34M
MNDY
· Monday Com Ltd.
0.0%
7.1%
$12M
$37M
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
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
NOW
· Servicenow Inc.
3.7%
$870M
Unique to Dennis Hong
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
OKTA
· Okta Inc.
14.4%
$76M
FOUR
· Shift4 Pmts Inc.
13.6%
$72M
BABA
· Alibaba Group Holding Limited
10.4%
$55M
BRZE
· Braze Inc.
9.5%
$51M
PCOR
· Procore Technologies Inc.
9.3%
$50M
FWONA
· Liberty Media Corp. Del
6.9%
$37M
BLND
· Blend Labs Inc.
5.2%
$27M
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Data from SEC EDGAR · whalstreet.com