Polen Capital Portfolio Holdings

Polen Capital Management LLC

  • $39.9 Billion
  • Q2 2024

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109 Million 0.27% of portfolio
297,803
Q2 2024 Added 292.95%
$0
$19.7 Million 0.05% of portfolio
175,686
Q2 2024 Added 909.17%
$0
$8.43 Million 0.02% of portfolio
91,892
Q2 2024 Reduced 63.23%
$0
$3.24 Million 0.01% of portfolio
34,536
Q2 2024 Added 3.82%
$0
$3.65 Million 0.01% of portfolio
55,803
Q2 2024 Added 255.7%
$0
$2.09 Million 0.01% of portfolio
39,371
Q2 2024 Added 18.75%
$0
$2.01 Million 0.01% of portfolio
9,888
Q2 2024 Added 96.19%
$0
$1.04 Million 0.0% of portfolio
10,334
Q2 2024 Added 197.38%
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 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
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