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.
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.
