Polen Capital Portfolio Holdings

Polen Capital Management LLC

  • $38.7 Billion
  • Q3 2024

Polen Capital Management LLC, under direction of Polen Capital has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $38.7 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $4.8B, Microsoft Corp with a value of $3.02B, Alphabet Inc. with a value of $2.14B, Visa Inc. with a value of $2B, and Service Now, Inc. with a value of $1.99B.

Examining the 13F form we can see an decrease of $1.12B in the current position value, from $39.9B to 38.7B.

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 $38.7 Billion
Technology: $15.7 Billion
Healthcare: $7.42 Billion
Consumer Cyclical: $6.12 Billion
Financial Services: $5.55 Billion
Communication Services: $3.73 Billion
ETFs: $97.2 Million
Industrials: $93.6 Million
Consumer Defensive: $25 Million
Other: $5.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.07 Million 0.0% of portfolio
1,863
Q3 2024 New
$17.4B
$768,000 0.0% of portfolio
4,722
Q3 2024 New
$96.9B
$1.35 Million 0.0% of portfolio
15,237
Q3 2024 Reduced 99.83%
$324M
$991,000 0.0% of portfolio
41,186
Q3 2024 Reduced 10.75%
$7.38B
$1.23 Million 0.0% of portfolio
12,608
Q3 2024 Reduced 1.5%
$13B
$0 0.0% of portfolio
-
Q3 2024 Reduced 13.58%
$1.45B
$421,000 0.0% of portfolio
10,634
Q3 2024 New
$0
$990,000 0.0% of portfolio
26,300
Q3 2024 New
$101B
$687,000 0.0% of portfolio
8,813
Q3 2024 Reduced 30.99%
$9.45B
$1.08 Million 0.0% of portfolio
5,504
Q3 2024 Reduced 3.69%
$13.8B
$1.38 Million 0.0% of portfolio
3,672
Q3 2024 Added 5.37%
$53.1B
$1.78 Million 0.0% of portfolio
7,239
Q3 2024 Reduced 82.81%
$0
$1.87 Million 0.0% of portfolio
18,526
Q3 2024 Added 79.27%
$16.2B
$1.79 Million 0.0% of portfolio
7,483
Q3 2024 Reduced 24.05%
$5.89B
$442,000 0.0% of portfolio
5,004
Q3 2024 Reduced 75.92%
$993M
$1.9 Million 0.0% of portfolio
44,812
Q3 2024 Reduced 27.47%
$60.5B
$492,000 0.0% of portfolio
5,268
Q3 2024 Added 31.7%
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 118
  • Current Value $38.7 Billion
  • Prior Value $39.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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