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Polen Capital Management LLCvsDev Kantesaria

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
15.0%
Whale B
Dev Kantesaria
Valley Forge Capital Management, LP
AUM
$4.4B
Positions
9
Shared %
33.7%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockPolen weightDev weightPolen valueDev value
MA · Mastercard Inc.5.2%19.2%$1.2B$849M
V · Visa, Inc.5.1%7.3%$1.2B$321M
MSCI · Msci Inc.3.3%0.8%$764M$35M
INTU · Intuit1.4%3.3%$340M$147M
ASML · Asml Holding N.V.0.1%3.1%$12M$135M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.8.5%$2.0B
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
SHOP · Shopify Inc.4.9%$1.2B
NVDA · Nvidia Corp.4.2%$994M
NOW · Servicenow Inc.3.7%$870M
ZTS · Zoetis Inc.3.0%$700M
Unique to Dev Kantesaria
Top 10 by value held — not in the other's portfolio
StockWeightValue
FICO · Fair Isaac Corp.29.5%$1.3B
SPGI · S&P Global Inc.20.8%$919M
MCO · Moodys Corp.15.3%$673M
EFX · Equifax Inc.0.7%$32M
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★ WatchlistData from SEC EDGAR · whalstreet.com