Polen Capital Management LLC, under direction of Polen Capital has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $39.9 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $5.72B, Microsoft Corp with a value of $4.02B, Alphabet Inc. with a value of $3.06B, Visa Inc. with a value of $2.1B, and Service Now, Inc. with a value of $1.95B.

Examining the 13F form we can see an decrease of $3.44B in the current position value, from $43.3B to 39.9B.

Polen Capital Management LLC is based out at Boca Raton, FL

Below you can find more details about Polen Capital portfolio as well as his latest detailed transactions.

Portfolio value $39.9 Billion
Technology: $13.8 Billion
Consumer Cyclical: $8.05 Billion
Healthcare: $7.7 Billion
Financial Services: $5.1 Billion
Communication Services: $4.89 Billion
ETFs: $149 Million
Industrials: $147 Million
Consumer Defensive: $28.8 Million
Other: $5.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
PC

Polen Capital

Polen Capital is a successful investment firm that focuses on value investing. The firm is known for its expertise in value investing and has a reputation for being a disciplined and skilled investor. Polen Capital has generated strong returns for its clients over the long term.
Track Polen Capital's portfolio

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $39.9 Billion
  • Prior Value $43.3 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
Track Polen Capital's Portfolio

Track Polen Capital Portfolio

Follow Polen Capital (Polen Capital Management LLC) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Polen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polen Capital Management LLC and Polen Capital with notifications on news.