Polen Capital's top holdings (May 2026) include Amazon.com Inc. (AMZN), a global leader in e-commerce, cloud computing, and digital streaming.

Polen Capital is an investment management firm known for its focus on high-quality growth businesses globally. The firm identifies companies with sustainable competitive advantages, strong financial health, and experienced management teams. Their investment process typically involves in-depth fundamental research to uncover businesses they believe can compound capital over the long term.

Amazon.com Inc. (AMZN)

Amazon.com Inc. is a multinational technology company focusing on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is widely recognized for its vast online retail platform and its Amazon Web Services (AWS) cloud computing division, which serves millions of customers worldwide. The company's market capitalization stands at an estimated $2.84 trillion. Meanwhile, Polen Capital's current holding in Amazon is valued at $2.29 billion. Analysts following the company have set a price target of $284.28.
Here's an overview of Polen Capital's trades in Amazon.com Inc.:

Microsoft Corporation (MSFT)

Microsoft Corporation is a technology giant renowned for its software products, including the Windows operating system and Office suite, and its Xbox gaming consoles. The company is also a major player in cloud computing through its Azure platform and has a growing presence in AI development and enterprise solutions. Microsoft has a market capitalization of approximately $3.15 trillion, with Polen Capital's position currently valued at $1.59 billion. A discounted cash flow analysis suggests a value of $350.57 per share for the company.
Here's an overview of Polen Capital's trades in Microsoft Corporation:

Alphabet Inc (GOOG)

Alphabet Inc. is the parent company of Google, dominating the internet search, online advertising, and mobile operating system markets with products like Google Search, Chrome, and Android. It also operates YouTube, a leading video platform, and has significant investments in artificial intelligence and autonomous technology. The company's market cap is estimated at $4.17 trillion, and the current value of Polen Capital's holding in Alphabet is $1.53 billion. Analysts covering Alphabet have an average price target of $378.71.
Here's an overview of Polen Capital's trades in Alphabet Inc:

Broadcom Inc (AVGO)

Broadcom Inc. is a global infrastructure technology company that designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions. Its products serve markets including data centers, broadband communications, enterprise storage, and industrial applications. This holding in Polen Capital's portfolio is currently worth $1.47 billion, while Broadcom boasts a market capitalization of $2.0 trillion. According to discounted cash flow models, the company's intrinsic value is estimated at $237.75 per share.
Here's an overview of Polen Capital's trades in Broadcom Inc.:

Lilly(Eli) & Co (LLY)

Eli Lilly and Company is a global pharmaceutical company focused on discovering, developing, manufacturing, and marketing human pharmaceutical products. The company develops treatments for a wide range of diseases, including diabetes, oncology, immunology, and neuroscience. Eli Lilly & Co. carries a market capitalization of $835.18 billion. Polen Capital's current position in the company is valued at $1.16 billion. Analysts generally project a price target of $1.27K for Eli Lilly shares.
Here's an overview of Polen Capital's trades in Lilly(Eli) & Co: