Polen Capital Portfolio

Polen Capital Management LLC Holdings

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.

$45.1 Billion Total portoflio value
Sort by: Biggest Holdings Latest Trades Biggest Wins Biggest Losses
Stock
% of Portfolio
Average Buy Price The buy price is calculated from the weighted average of all purchases since the last sell-out of the investor. In case the buy price of a purchase wasn't reported, the average price during the reported period is taken.
Current Price
Last Transaction

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!