whalstreet

Polen Capital Management LLCvsWallace Weitz

Side-by-side current 13F portfolio comparison · 14 shared positions
Whale A
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
47.8%
Whale B
Wallace Weitz
Weitz Investment Management, Inc.
AUM
$1.7B
Positions
44
Shared %
43.7%
Common holdings · 14
Stocks both whales currently hold — sorted by combined value
StockPolen weightWallace weightPolen valueWallace value
AMZN · Amazon Com Inc.8.5%3.0%$2.0B$51M
MSFT · Microsoft Corp.8.1%4.2%$1.9B$71M
ORCL · Oracle Corp.6.0%0.8%$1.4B$14M
GOOG · Alphabet Inc.5.4%6.5%$1.3B$109M
MA · Mastercard Inc.5.2%5.3%$1.2B$89M
V · Visa, Inc.5.1%5.6%$1.2B$95M
AON · Aon Plc2.8%4.6%$652M$77M
IDXX · Idexx Labs Inc.2.8%1.4%$650M$24M
G1151C101 · Accenture Plc Ireland2.2%2.6%$505M$43M
CSGP · Costar Group Inc.1.4%2.9%$329M$48M
MELI · Mercadolibre Inc.0.4%0.4%$97M$7M
TMO · Thermo Fisher Scientific Inc.0.0%4.6%$1M$78M
CRM · Salesforce Inc.0.0%1.4%$684K$23M
IT · Gartner Inc.0.0%0.4%$2M$6M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
LLY · Eli Lilly & Co.5.7%$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
MSCI · Msci Inc.3.3%$764M
ZTS · Zoetis Inc.3.0%$700M
SBUX · Starbucks Corp.2.4%$571M
ABT · Abbott Labs2.1%$496M
ISRG · Intuitive Surgical Inc.2.0%$477M
Unique to Wallace Weitz
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-B · Berkshire Hathaway Inc. Del8.5%$144M
DHR · Danaher Corporation7.0%$118M
META · Meta Platforms, Inc.4.3%$72M
IEX · Idex Corp.4.1%$70M
VMC · Vulcan Matls Co.3.6%$60M
TECH · Bio-Techne Corp.2.8%$47M
EFX · Equifax Inc.2.8%$47M
HEI · Heico Corp. New2.4%$41M
GPN · Global Pmts Inc.2.3%$39M
ADI · Analog Devices Inc.2.1%$36M
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★ WatchlistData from SEC EDGAR · whalstreet.com