Polen Capital's top holdings (May 2025) include Amazon.com Inc. (AMZN), the multinational technology company focusing on e-commerce, cloud computing, online advertising, digital streaming, and artificial intelligence.

Polen Capital is an investment management firm that provides growth equity investment strategies to a range of clients. The firm focuses on investing in a concentrated portfolio of high-quality businesses. Polen Capital manages investments for institutions and individuals.

Amazon.com Inc.

Amazon.com is a global online retailer that offers a vast selection of products and services to consumers. It operates through various segments, including online stores, physical stores, and cloud computing services (Amazon Web Services). The position is currently valued at $3.6B in Polen Capital's portfolio. Amazon's market cap is $2.01T, and analysts have set a price target of $263.33.

Here's an overview of Polen Capital's trades in Amazon.com Inc.:

Microsoft Corporation

Microsoft is a technology company that develops, licenses, and supports a range of software products, services, and devices. Its offerings include operating systems, productivity applications, cloud services (Azure), and gaming consoles (Xbox). Microsoft Corporation has a market capitalization of $2.91T. The current value of Polen Capital's position is $2.53B. Furthermore, the company's discounted cash flow analysis suggests a value of $364.96 per share, and analysts have set a price target of $503.0.

Here's an overview of Polen Capital's trades in Microsoft Corporation:

Visa Inc - Ordinary Shares - Class A

Visa is a global payments technology company that facilitates electronic funds transfers worldwide. It provides transaction processing services to financial institutions, merchants, and consumers. Polen Capital's position in Visa Inc is currently valued at $2.27B. Visa has a market capitalization of $654.78B, and a discounted cash flow value of $257.67 is indicated for the company. The analyst price target is $361.0.

Here's an overview of Polen Capital's trades in Visa Inc - Ordinary Shares - Class A:

Netflix Inc.

Netflix is a leading streaming entertainment service, offering a wide variety of award-winning TV shows, movies, anime, documentaries, and more. The company operates globally, providing its services through internet-connected devices. The current value of Polen Capital's holding is $1.96B. Netflix has a market cap of $468.78B, and analysts have set a price target of $1.08K. The discounted cash flow value for Netflix Inc. is $168.74.

Here's an overview of Polen Capital's trades in NetFlix Inc:

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard is a global technology company in the payments industry. It processes transactions between banks and merchants, offering a wide range of payment solutions and services. Mastercard Incorporated has a market capitalization of $481.46B. This holding in Polen Capital's portfolio is currently worth $1.91B. Analysts have set a price target of $642.17, and the company's discounted cash flow analysis suggests a value of $379.18 per share.

Here's an overview of Polen Capital's trades in Mastercard Incorporated - Ordinary Shares - Class A: