Polen Capital Management Portfolio Analysis (September 30, 2021)

Famous superinvestor, Polen Capital Management, revealed in a recent regulatory filing his newest positions.  In Polen Capital Management portfolio 2021 analysis, we will go into more detail about top 10 stocks this superinvestor had as of September 30, 2021.

Capital manages his investments via his hedge fund, Polen Capital Management, which holds about $54.5 billion according to the latest available 13F filling.

The most notable stocks in Polen Capital Management’s Q3 portfolio include Alphabet Inc, Facebook Inc, Amazon Com Inc, Adobe Systems Incorporated and Microsoft Corp. In addition to others mentioned in detail below.

We used the Q3 portfolio of Polen Capital Management’s Polen Capital Management to select his top 10 value stocks. We ranked the securities according to Capital’s stake value in each holding.

Summary

• Polen Capital Management’s top 10 securities make up about 59.8% of the entire portfolio.
• Polen Capital Management owns position in 87 holdings with asset under management of $54.5 billion.
• Alphabet Inc, Capital’s largest holding, makes up 10.4% of the total portfolio.

Alphabet Inc (GOOGL)

Polen Capital Management’s stake value: $5.7 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 10.4%

Alphabet Inc does business in All Other Telecommunications industry, which is Information sector and has 135301 employees.

Larry Page and Sergey Brin founded Google in September 1998. Since then, the company has grown to more than 130,000 employees worldwide, with a wide range of popular products and platforms like Search, Maps, Ads, Gmail, Android, Chrome, Google Cloud and YouTube. In October 2015, Alphabet became the parent holding company of Google. Current CEO is Sundar Pichai.

Facebook Inc (FB)

Polen Capital Management’s stake value: $4.5 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 8.2%

Meta Platforms Inc does business in Data Processing, Hosting, and Related Servicesindustry, which is Information sector and has 58604 employees.

Founded in 2004, Facebook’s mission is to give people the power to build community and bring the world closer together. People use Facebook’s apps and technologies to connect with friends and family, find communities and grow businesses. Current CEO is Mark Zuckerberg.

Amazon Com Inc (AMZN)

Polen Capital Management’s stake value: $3.8 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 7.0%

Amazon.com Inc. does business in Electronic Shopping and Mail-Order Houses industry, which is Retail Trade sector and has 1298000 employees.

Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. Customer reviews, 1-Click shopping, personalized recommendations, Prime, Fulfillment by Amazon, AWS, Kindle Direct Publishing, Kindle, Fire tablets, Fire TV, Amazon Echo, and Alexa are some of the products and services pioneered by Amazon. Current CEO is Jeffrey Bezos.

Adobe Systems Incorporated (ADBE)

Polen Capital Management’s stake value: $3.3 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 6.0%

Adobe Inc does business in Software Publishersindustry, which is Information sector and has 22516 employees.

Adobe is changing the world through digital experiences. Current CEO is Shantanu Narayen.

Microsoft Corp (MSFT)

Polen Capital Management’s stake value: $2.8 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 5.2%

Microsoft Corporation does business in Data Processing, Hosting, and Related Servicesindustry, which is Information sector and has 163000 employees.

Microsoft enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. Current CEO is Satya Nadella.

Mastercard Incorporated (MA)

Polen Capital Management’s stake value: $2.7 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 4.9%

Mastercard Incorporated does business in Data Processing, Hosting, and Related Servicesindustry, which is Information sector and has 2020 employees.

Mastercard is a global technology company in the payments industry. Its mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, its innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. The Company’s decency quotient , or DQ, drives its culture and everything it do inside and outside itself. With connections across more than 210 countries and territories, Mastercard is building a sustainable world that unlocks priceless possibilities for all. Current CEO is David Carlucci.

Salesforce Com Inc (CRM)

Polen Capital Management’s stake value: $2.7 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 4.9%

Salesforce.Com Inc does business in Software Publishersindustry, which is Information sector and has 56606 employees.

Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers. Current CEO is Marc Benioff.

Abbott Labs (ABT)

Polen Capital Management’s stake value: $2.6 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 4.8%

Abbott Laboratories does business in Pharmaceutical Preparation Manufacturing industry, which is Manufacturing sector and has 109000 employees.

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Its portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 109,000 colleagues serve people in more than 160 countries. Current CEO is Robert Ford.

Visa Inc (V)

Polen Capital Management’s stake value: $2.4 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 4.5%

Visa Inc does business in Data Processing, Hosting, and Related Servicesindustry, which is Information sector and has 20500 employees.

Visa Inc. (NYSE: V) is the world’s leader in digital payments. Company’s mission is to connect the world through the most innovative, reliable and secure payment network – enabling individuals, businesses and economies to thrive. Its advanced global processing network, VisaNet, provides secure and reliable payments around the world, and is capable of handling more than 65,000 transaction messages a second. The company’s relentless focus on innovation is a catalyst for the rapid growth of digital commerce on any device for everyone, everywhere. As the world moves from analog to digital, Visa is applying our brand, products, people, network and scale to reshape the future of commerce. Current CEO is Charles Scharf.

Accenture Plc Ireland (ACN)

Polen Capital Management’s stake value: $2.2 Billion

Percentage of Polen Capital Management’s 13F Portfolio: 3.9%

Accenture plc does business in Data Processing, Hosting, and Related Servicesindustry, which is Information sector and has 506000 employees.

Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, it offers Strategy and Consulting, Interactive, Technology and Operations services – all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Its 514,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. It embraces the power of change to create value and shared success for its clients, people, shareholders, partners and communities.