Polen Capital Portfolio Holdings
Polen Capital Management LLC
- $43.3 Billion
- Q1 2024
Polen Capital Management LLC, under direction of Polen Capital has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $43.3 Billion distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $6.21B, Microsoft Corp with a value of $4.07B, Alphabet Inc. with a value of $2.75B, Visa Inc. with a value of $2.34B, and Netflix Inc with a value of $2.33B.
Examining the 13F form we can see an increase of $1.74B in the current position value, from $41.6B to 43.3B. Also it can be appreciated an additional of 4 stocks purchases and 7 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.