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Polen Capital Management LLCvsDaniel Loeb

Side-by-side current 13F portfolio comparison · 9 shared positions
Whale A
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
22.7%
Whale B
Daniel Loeb
Third Point LLC
AUM
$7.3B
Positions
44
Shared %
32.2%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockPolen weightDaniel weightPolen valueDaniel value
AMZN · Amazon Com Inc.8.5%6.9%$2.0B$500M
MSFT · Microsoft Corp.8.1%6.1%$1.9B$447M
NVDA · Nvidia Corp.4.2%7.6%$994M$550M
CSGP · Costar Group Inc.1.4%2.9%$329M$213M
CRS · Carpenter Technology Corp.0.0%3.4%$2M$247M
TSM · Taiwan Semiconductor Mfg Ltd.0.3%1.8%$61M$129M
CEG · Constellation Energy Corp.0.0%2.3%$993K$168M
SPOT · Spotify Technology S A0.2%0.8%$42M$58M
TMO · Thermo Fisher Scientific Inc.0.0%0.4%$1M$29M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
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
NOW · Servicenow Inc.3.7%$870M
MSCI · Msci Inc.3.3%$764M
ZTS · Zoetis Inc.3.0%$700M
Unique to Daniel Loeb
Top 10 by value held — not in the other's portfolio
StockWeightValue
PCG · Pg&E Corp.7.6%$551M
907818108 · Union Pac Corp.5.8%$419M
CRH · Crh Plc4.5%$324M
SGI · Somnigroup International Inc.4.2%$304M
BN · Brookfield Corp.3.9%$285M
NSC · Norfolk Southn Corp.3.9%$282M
TDS · Telephone & Data Sys Inc.3.8%$274M
COF · Capital One Financial3.7%$267M
CASY · Caseys Gen Stores Inc.3.5%$251M
LYV · Live Nation Entertainment In3.4%$246M
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★ WatchlistData from SEC EDGAR · whalstreet.com