Polen Capital Management LLCvsTorray Investment Partners LLC

Side-by-side current 13F portfolio comparison · 20 shared positions

Whale A

AUM

$23.4B

Positions

231

Shared %

48.0%

Whale B

AUM

$682M

Positions

Shared %

24.4%

Common holdings · 20

Stocks both whales currently hold — sorted by combined value

Stock	Polen weight	Torray weight	Polen value	Torray value
AMZN · Amazon Com Inc.	8.5%	2.2%	$2.0B	$15M
MSFT · Microsoft Corp.	8.1%	4.2%	$1.9B	$29M
LLY · Eli Lilly & Co.	5.7%	0.1%	$1.3B	$366K
GOOG · Alphabet Inc.	5.4%	0.3%	$1.3B	$2M
AVGO · Broadcom Inc.	5.2%	4.5%	$1.2B	$31M
V · Visa, Inc.	5.1%	0.9%	$1.2B	$6M
NVDA · Nvidia Corp.	4.2%	0.1%	$994M	$533K
NOW · Servicenow Inc.	3.7%	0.8%	$870M	$6M
464287614 · Ishares Tr	1.6%	0.1%	$367M	$591K
TSM · Taiwan Semiconductor Mfg Ltd.	0.3%	1.3%	$61M	$9M
CEG · Constellation Energy Corp.	0.0%	3.8%	$993K	$26M
GOOGL · Alphabet Inc.	0.0%	2.0%	$10M	$13M
922908736 · Vanguard Index Fds	0.1%	0.1%	$16M	$802K
BE · Bloom Energy Corp.	0.0%	1.2%	$8M	$8M
AAPL · Apple Inc.	0.0%	1.8%	$2M	$13M
BWXT · Bwx Technologies Inc.	0.0%	0.4%	$8M	$3M
HURN · Huron Consulting Group Inc.	0.0%	0.3%	$3M	$2M
TSLA · Tesla Inc.	0.0%	0.1%	$4M	$465K
NTRA · Natera Inc.	0.0%	0.3%	$315K	$2M
922908769 · Vanguard Index Fds	0.0%	0.0%	$2M	$239K

Unique to Polen Capital Management LLC

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

Unique to Torray Investment Partners LLC

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

Stock	Weight	Value
RPRX · Royalty Pharma Plc	4.5%	$31M
CVX · Chevron Corp. New	4.1%	$28M
PSX · Phillips 66	3.8%	$26M
HPE · Hewlett Packard Enterprise C	3.5%	$24M
TXN · Texas Instrs Inc.	3.5%	$24M
PFE · Pfizer Inc.	3.2%	$22M
CNA · Cna Finl Corp.	3.2%	$22M
OKE · Oneok Inc. New	3.2%	$22M
PEP · Pepsico Inc.	3.1%	$21M
ABBV · Abbvie, Inc.	3.0%	$20M

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★ WatchlistData from SEC EDGAR · whalstreet.com