Polen Capital Management LLC, under direction of Polen Capital has filed its 13F form on February 20, 2024 for Q4 2023 where it was disclosed a total value porftolio of $41.6 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $5.51B, Microsoft Corp with a value of $3.74B, Service Now, Inc. with a value of $2.68B, Alphabet Inc. with a value of $2.65B, and Adobe Inc. with a value of $2.48B.

Examining the 13F form we can see an decrease of $2.81B in the current position value, from $44.4B to 41.6B.

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 $41.6 Billion
Technology: $16.1 Billion
Consumer Cyclical: $7.74 Billion
Healthcare: $6.8 Billion
Financial Services: $5.55 Billion
Communication Services: $4.96 Billion
ETFs: $208 Million
Industrials: $140 Million
Consumer Defensive: $25.1 Million
Other: $5.94 Million

Stock Holdings Table

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

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.
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  • Portfolio
  • No. of Stocks 107
  • Current Value $41.6 Billion
  • Prior Value $44.4 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 20, 2024
  • Form Type 13F-HR/A
  • Activity in Q4 2023
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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