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Polen Capital Management LLCvsDavid Rolfe

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 %
26.5%
Whale B
David Rolfe
Wedgewood Partners Inc.
AUM
$535M
Positions
21
Shared %
48.4%
Common holdings · 9
Stocks both whales currently hold — sorted by combined value
StockPolen weightDavid weightPolen valueDavid value
AMZN · Amazon Com Inc.8.5%2.5%$2.0B$13M
MSFT · Microsoft Corp.8.1%7.0%$1.9B$37M
V · Visa, Inc.5.1%5.7%$1.2B$31M
ZTS · Zoetis Inc.3.0%2.5%$700M$13M
464287614 · Ishares Tr1.6%1.1%$367M$6M
TSM · Taiwan Semiconductor Mfg Ltd.0.3%10.5%$61M$56M
GOOGL · Alphabet Inc.0.0%9.6%$10M$51M
AAPL · Apple Inc.0.0%7.3%$2M$39M
PYPL · Paypal Holdings, Inc.0.0%2.4%$204K$13M
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
SHOP · Shopify Inc.4.9%$1.2B
NVDA · Nvidia Corp.4.2%$994M
NOW · Servicenow Inc.3.7%$870M
MSCI · Msci Inc.3.3%$764M
AON · Aon Plc2.8%$652M
Unique to David Rolfe
Top 10 by value held — not in the other's portfolio
StockWeightValue
META · Meta Platforms, Inc.8.5%$46M
BKNG · Booking Holdings Inc.5.8%$31M
MSI · Motorola Solutions Inc.5.1%$27M
TSCO · Tractor Supply Co.4.5%$24M
URI · United Rentals Inc.4.0%$21M
CDW · Cdw Corp.3.9%$21M
CPRT · Copart Inc.3.6%$19M
ODFL · Old Dominion Freight Line In3.5%$19M
SPGI · S&P Global Inc.3.3%$18M
CB · Chubb Limited3.3%$18M
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★ WatchlistData from SEC EDGAR · whalstreet.com