Polen Capital Portfolio Holdings

Polen Capital Management LLC

  • $37 Billion
  • Q4 2024

Polen Capital Management LLC, under direction of Polen Capital has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $37 Billion distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $4.29B, Microsoft Corp with a value of $2.7B, Alphabet Inc. with a value of $2.11B, Visa Inc. with a value of $2.08B, and Mastercard Inc with a value of $1.84B.

Examining the 13F form we can see an decrease of $1.73B in the current position value, from $38.7B to 37B. Also it can be appreciated an additional of 15 stocks purchases and 9 closed positions.

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 $37 Billion
Technology: $14.9 Billion
Healthcare: $6.29 Billion
Financial Services: $5.54 Billion
Consumer Cyclical: $5.49 Billion
Communication Services: $3.92 Billion
Real Estate: $472 Million
ETFs: $292 Million
Industrials: $96.8 Million
Other: $22.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.38T
$4.29 Billion 11.59% of portfolio
19,546,612
Q4 2024 Reduced 24.08%
$3.07T
$2.7 Billion 7.3% of portfolio
6,410,882
Q4 2024 Reduced 8.58%
$1.15T
$2.11 Billion 5.7% of portfolio
11,076,271
Q4 2024 Reduced 13.61%
$574B
$2.08 Billion 5.62% of portfolio
6,578,733
Q4 2024 Reduced 9.36%
$539B
$1.84 Billion 4.97% of portfolio
3,492,466
Q4 2024 Reduced 8.89%
$140B
$1.82 Billion 4.91% of portfolio
17,079,480
Q4 2024 Reduced 9.96%
$482B
$1.79 Billion 4.83% of portfolio
10,723,731
Q4 2024 Added 22.31%
$206B
$1.73 Billion 4.68% of portfolio
1,634,595
Q4 2024 Reduced 26.49%
$3.66T
$1.54 Billion 4.17% of portfolio
6,169,513
Q4 2024 Reduced 8.41%
$457B
$1.54 Billion 4.16% of portfolio
1,727,862
Q4 2024 Reduced 9.43%
$230B
$1.44 Billion 3.88% of portfolio
12,688,363
Q4 2024 Reduced 8.96%
$210B
$1.34 Billion 3.62% of portfolio
3,015,574
Q4 2024 Reduced 8.94%
$217B
$1.28 Billion 3.46% of portfolio
2,461,195
Q4 2024 Reduced 12.31%
$244B
$1.24 Billion 3.35% of portfolio
3,526,610
Q4 2024 Reduced 9.62%
$46.7B
$1.22 Billion 3.29% of portfolio
2,032,238
Q4 2024 Reduced 8.8%
$80.5B
$1.22 Billion 3.29% of portfolio
7,483,194
Q4 2024 Added 17.54%
$54B
$1.08 Billion 2.92% of portfolio
8,216,914
Q4 2024 Reduced 10.52%
$826B
$1 Billion 2.7% of portfolio
1,295,389
Q4 2024 Added 164.39%
$12.3B
$650 Million 1.76% of portfolio
3,171,660
Q4 2024 Reduced 9.66%
$499B
$569 Million 1.54% of portfolio
1,125,593
Q4 2024 Reduced 43.62%
$189B
$551 Million 1.49% of portfolio
6,405,748
Q4 2024 Reduced 6.55%
$31.3B
$465 Million 1.26% of portfolio
6,497,188
Q4 2024 New
$41.8B
$437 Million 1.18% of portfolio
902,690
Q4 2024 Reduced 38.57%
$79.8B
$258 Million 0.7% of portfolio
719,322
Q4 2024 Reduced 7.95%
$328B
$246 Million 0.67% of portfolio
999,944
Q4 2024 Reduced 6.06%
$1.11T
$233 Million 0.63% of portfolio
1,230,197
Q4 2024 Reduced 3.46%
$15.6B
$149 Million 0.4% of portfolio
711,510
Q4 2024 Reduced 32.48%
$9.03B
$136 Million 0.37% of portfolio
634,524
Q4 2024 Added 0.24%
$121B
$62.5 Million 0.17% of portfolio
782,478
Q4 2024 Reduced 23.51%
$103B
$62.2 Million 0.17% of portfolio
36,595
Q4 2024 Reduced 6.2%
$127B
$52.6 Million 0.14% of portfolio
179,749
Q4 2024 Reduced 9.29%
$112B
$49.5 Million 0.13% of portfolio
774,580
Q4 2024 Reduced 7.68%
$296B
$43.1 Million 0.12% of portfolio
62,141
Q4 2024 Reduced 7.64%
$35.3B
$40.1 Million 0.11% of portfolio
128,586
Q4 2024 New
$123B
$27.2 Million 0.07% of portfolio
60,861
Q4 2024 New
$49.7B
$23.2 Million 0.06% of portfolio
2,243,471
Q4 2024 New
$15.6B
$15.2 Million 0.04% of portfolio
278,383
Q4 2024 Reduced 5.8%
$1.7B
$14.2 Million 0.04% of portfolio
319,490
Q4 2024 Reduced 1.95%
$148B
$13.8 Million 0.04% of portfolio
244,122
Q4 2024 Reduced 5.31%
$11.3B
$12.5 Million 0.03% of portfolio
53,186
Q4 2024 New
$1.19B
$10.2 Million 0.03% of portfolio
304,529
Q4 2024 Reduced 24.4%
$21.1B
$12 Million 0.03% of portfolio
1,059,587
Q4 2024 Reduced 31.19%
$11.8B
$5.72 Million 0.02% of portfolio
28,689
Q4 2024 Added 22.96%
$9.4B
$6.91 Million 0.02% of portfolio
135,737
Q4 2024 Reduced 7.92%
$147B
$6.51 Million 0.02% of portfolio
67,092
Q4 2024 Reduced 28.66%
$31.8B
$7.95 Million 0.02% of portfolio
154,724
Q4 2024 Reduced 23.76%
$5.88B
$6.3 Million 0.02% of portfolio
41,431
Q4 2024 Added 93.99%
$8.96B
$6.25 Million 0.02% of portfolio
35,999
Q4 2024 Reduced 47.3%
$6.24B
$8.24 Million 0.02% of portfolio
55,644
Q4 2024 Reduced 0.33%
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.
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Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $37 Billion
  • Prior Value $38.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 9 stocks
  • Reduced holdings in 81 stocks
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