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.
Portfolio value
$43.3 Billion
Technology: $15.2 Billion
Consumer Cyclical: $8.99 Billion
Healthcare: $8.45 Billion
Communication Services: $5.44 Billion
Financial Services: $4.93 Billion
Industrials: $153 Million
ETFs: $57.5 Million
Consumer Defensive: $27.4 Million
Other: $6.44 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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.
