Polen Capital is a team of investors and researchers with the goal of providing their clients with a highly-concentrated high-quality portfolio. They believe consistent earnings growth is the main driver of long-term share price appreciation. Additionally, earnings stability acts as a safety buffer during a bear market and results in less volatile stocks.
Polen Capital's investment strategy is heavily concentrated in technology and consumer services, as evident from its top five stock holdings. Amazon.com Inc., a global online retail and cloud computing powerhouse, represents the largest share of Polen Capital's portfolio at 14.3%. This signifies their belief in Amazon’s growth potential and e-commerce dominance.
The second most substantial investment is Microsoft Corporation, which accounts for 9.4% of their stocks portfolio. As a leading software and cloud services provider, Microsoft's inclusion underscores Polen Capital's confidence in sustained technological innovation and enterprise solutions.
With ServiceNow Inc. making up 6.5%, Polen Capital places significant value on companies poised to streamline business operations through digital workflows; ServiceNow stands out in this field by providing cloud-based platforms that optimize corporate efficiency.
Alphabet Inc - Ordinary Shares - Class C, the parent company of Google, comprises 6.3% of Polen Capital's investments. The investor's commitment indicates a focus on robust advertising revenue streams and continuous advancements in artificial intelligence and internet-related services.
Lastly, Netflix Inc., with a portfolio weight of 5.7%, reflects an emphasis on entertainment and content distribution. Polen Capital acknowledges Netflix's solid subscriber base and original content creation as key drivers for the streaming service's ongoing success.
This diversified yet tech-centric stock portfolio showcases Polen Capital's strategic bets on industry leaders influencing market trends across technology, digitization, and consumer preferences.
Q4 2023
Increased shares by 0.0%
Added 0.0% in Q4 2023
Q4 2023
Increased shares by 0.7%
Added 0.7% in Q4 2023
Q4 2023
Sold 3.7% shares
Sold 3.7% in Q4 2023
Q4 2023
Sold 4.1% shares
Sold 4.1% in Q4 2023
Q4 2023
Sold 4.7% shares
Sold 4.7% in Q4 2023
Q4 2023
Sold 17.9% shares
Sold 17.9% in Q4 2023
Q4 2023
Increased shares by 23.7%
Added 23.7% in Q4 2023
Q4 2023
Sold 26.7% shares
Sold 26.7% in Q4 2023
Q4 2023
Increased shares by 32.4%
Added 32.4% in Q4 2023
Q4 2023
Sold 30.4% shares
Sold 30.4% in Q4 2023
Q4 2023
Sold 25.4% shares
Sold 25.4% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
Increased shares by 5.9%
Added 5.9% in Q4 2023
Q4 2023
Sold 99.3% shares
Sold 99.3% in Q4 2023
Q4 2023
Increased shares by 0.4%
Added 0.4% in Q4 2023
Q4 2023
Increased shares by 39.2%
Added 39.2% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
Increased shares by 62.2%
Added 62.2% in Q4 2023
Q4 2023
Sold 8.8% shares
Sold 8.8% in Q4 2023
Q4 2023
Increased shares by 83.3%
Added 83.3% in Q4 2023
Q4 2023
Sold 8.9% shares
Sold 8.9% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q2 2022
Sold -128 Thousand shares
Sold 100% in Q2 2022
Q4 2022
Sold -3.9 Thousand shares
Sold 100% in Q4 2022
Q1 2023
Sold -3.01 Thousand shares
Sold 100% in Q1 2023
Q1 2023
Sold -829 Thousand shares
Sold 100% in Q1 2023
Q4 2023
Sold -136 Thousand shares
Sold 100% in Q4 2023
Q2 2023
Sold -150 Thousand shares
Sold 100% in Q2 2023
Q4 2021
Sold -16.1 Thousand shares
Sold 100% in Q4 2021
Q2 2022
Sold -134 shares
Sold 100% in Q2 2022
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