Polen Capital is a team of investors and researchers with the goal of providing their clients with a highly-concentrated high-quality portfolio. They believe consistent earnings growth is the main driver of long-term share price appreciation. Additionally, earnings stability acts as a safety buffer during a bear market and results in less volatile stocks.
Polen Capital’s investment portfolio highlights a concentrated focus on high-quality large-cap growth stocks and durable market leaders across technology, payments, and healthcare—an approach aligned with long-term compounding potential. Below are five directly held stocks in Polen Capital’s portfolio, reflecting conviction in scalable business models, strong cash generation, and resilient demand.
1) Microsoft Corporation (MSFT) — A core technology investment emphasizing cloud computing (Azure), enterprise software, and subscription-driven recurring revenue.
2) Visa Inc — Ordinary Shares — Class A (V) — A payments investment focused on global card networks, cross-border growth, and secular shift toward electronic transactions.
3) Mastercard Incorporated — Ordinary Shares — Class A (MA) — Another key investment in the global payments ecosystem, benefiting from network effects, expanding acceptance, and increased transaction volumes.
4) Amazon.com Inc. (AMZN) — A technology and commerce investment with exposure to cloud services (AWS), retail logistics scale, and ongoing innovation that supports long-term growth.
5) Lilly (Eli) & Co (LLY) — A healthcare investment centered on innovative pharmaceuticals, pipeline strength, and differentiated treatments with potential durability in demand.
For investors evaluating Polen Capital’s stock selection, the portfolio signal is clear: a diversified set of stocks that combine technology leadership, payments dominance, and healthcare innovation—grounded in a long-term investment thesis built around competitive advantages and steady market momentum.
