Polen Capital Management LLCvsChase Coleman

Side-by-side current 13F portfolio comparison · 16 shared positions

Whale A

AUM

$23.4B

Positions

231

Shared %

33.1%

Whale B

Tiger Global Management LLC

AUM

$29.7B

Positions

Shared %

55.3%

Common holdings · 16

Stocks both whales currently hold — sorted by combined value

Stock	Polen weight	Chase weight	Polen value	Chase value
MSFT · Microsoft Corp.	8.1%	8.9%	$1.9B	$2.6B
AMZN · Amazon Com Inc.	8.5%	7.8%	$2.0B	$2.3B
GOOGL · Alphabet Inc.	0.0%	11.2%	$10M	$3.3B
NVDA · Nvidia Corp.	4.2%	6.9%	$994M	$2.1B
AVGO · Broadcom Inc.	5.2%	3.3%	$1.2B	$995M
SE · Sea Ltd.	0.0%	6.6%	$5M	$2.0B
NOW · Servicenow Inc.	3.7%	1.1%	$870M	$326M
TSM · Taiwan Semiconductor Mfg Ltd.	0.3%	3.8%	$61M	$1.1B
SPOT · Spotify Technology S A	0.2%	2.5%	$42M	$733M
CSGP · Costar Group Inc.	1.4%	0.5%	$329M	$152M
UBER · Uber Technologies Inc.	1.2%	0.0%	$291M	$12M
NFLX · Netflix Inc.	0.1%	0.8%	$16M	$229M
WDAY · Workday Inc.	0.0%	0.7%	$2M	$215M
NU · Nu Hldgs Ltd.	0.1%	0.6%	$19M	$185M
UNH · Unitedhealth Group Inc.	0.0%	0.5%	$395K	$139M
FIGR · Figure Technology Solutio	0.0%	0.0%	$523K	$8M

Unique to Polen Capital Management LLC

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

Unique to Chase Coleman

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

Stock	Weight	Value
META · Meta Platforms, Inc.	6.1%	$1.8B
TTWO · Take-Two Interactive Softwar	5.0%	$1.5B
APO · Apollo Global Mgmt Inc.	3.0%	$899M
RDDT · Reddit Inc.	3.0%	$884M
APP · Applovin Corp.	2.9%	$871M
FLUT · Flutter Entmt Plc	2.9%	$861M
LRCX · Lam Research Corp.	2.2%	$668M
GEV · Ge Vernova Inc.	2.1%	$636M
CPNG · Coupang Inc.	2.1%	$620M
VEEV · Veeva Sys Inc.	1.8%	$540M

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