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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Polen Capital - U.S. SMID Company Growth
Value
$38.5B
Stocks
48 Stocks (1 new)
Turnover
0.0%
Top Holdings
LLY(3.84%) NVDA(3.82%) MSFT(3.76%) AVGO(3.56%) AMZN(3.22%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| LLY | None | Eli Lilly and Company | Health Care | $799.9M | 0 | 3.8% | 0 | No Change |
| NVDA | None | NVIDIA Corporation | Information Technology | $796.0M | 0 | 3.8% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $782.8M | 0 | 3.8% | 0 | No Change |
| AVGO | None | Broadcom Inc. | Information Technology | $740.5M | 0 | 3.6% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $669.7M | 0 | 3.2% | 0 | No Change |
| V | None | Visa Inc. | Financials | $619.5M | 0 | 3.0% | 0 | No Change |
| MA | None | Mastercard Incorporated | Financials | $586.5M | 0 | 2.8% | 0 | No Change |
| NOW | None | ServiceNow, Inc. | Information Technology | $533.2M | 0 | 2.6% | 0 | No Change |
| ORCL | None | Oracle Corporation | Information Technology | $523.8M | 0 | 2.5% | 0 | No Change |
| SHOP | None | Shopify Inc. | Information Technology | $522.7M | 0 | 2.5% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| BKDTBROOKDALE SR LIVING INC | $7.3M | +100.0% | 0.0% | New |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 16 | $4432.4M | 21.3% |
| Consumer Discretionary | 6 | $1386.9M | 6.7% |
| Financials | 5 | $1284.4M | 6.2% |
| Health Care | 4 | $1281.3M | 6.2% |
| Industrials | 9 | $906.8M | 4.4% |
| General | 4 | $635.4M | 3.0% |
| Real Estate | 1 | $248.1M | 1.2% |
| Communication Services | 3 | $233.0M | 1.1% |