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 portfolio demonstrates a strategic focus on technology and consumer services, with its top five stock investments in leading-edge companies. Amazon.com Inc., with e-commerce dominance and expanding cloud services, occupies the largest share at 15.2%. Microsoft Corporation follows, accounting for 9.5% of the portfolio; this reflects confidence in its software and cloud computing growth. Alphabet Inc - Ordinary Shares - Class C, representing Google's strong advertising and innovation ventures, comprises 6.7%. ServiceNow Inc, known for digital workflow solutions that enhance enterprise productivity, holds a close 6.6%. Finally, Netflix Inc., which continues to revolutionize the entertainment streaming industry, makes up 5.7%. These holdings indicate Polen Capital’s investment inclination towards firms with robust digital footprints and potential for sustainable growth.
Q4 2023
Sold 36.6% shares
Sold 36.6% in Q4 2023
Q4 2023
Increased shares by 39.2%
Added 39.2% in Q4 2023
Q4 2023
Sold 99.3% shares
Sold 99.3% in Q4 2023
Q4 2023
Sold 3.0% shares
Sold 3.0% in Q4 2023
Q4 2023
Sold 5.0% shares
Sold 5.0% in Q4 2023
Q4 2023
Sold 3.6% shares
Sold 3.6% in Q4 2023
Q4 2023
Sold 5.0% shares
Sold 5.0% in Q4 2023
Q4 2023
Sold 17.9% shares
Sold 17.9% in Q4 2023
Q4 2023
Sold 4.6% shares
Sold 4.6% in Q4 2023
Q4 2023
Sold 3.9% shares
Sold 3.9% in Q4 2023
Q4 2023
Sold 3.7% shares
Sold 3.7% in Q4 2023
Q4 2023
Sold 3.2% shares
Sold 3.2% in Q4 2023
Q4 2023
Sold 5.5% shares
Sold 5.5% in Q4 2023
Q4 2023
Sold 3.8% shares
Sold 3.8% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
Sold 4.1% shares
Sold 4.1% in Q4 2023
Q4 2023
Sold 4.1% shares
Sold 4.1% in Q4 2023
Q4 2023
Sold 5.7% shares
Sold 5.7% in Q4 2023
Q4 2023
Sold 4.3% shares
Sold 4.3% in Q4 2023
Q4 2023
Sold 4.6% shares
Sold 4.6% in Q4 2023
Q4 2023
Increased shares by 38.7%
Added 38.7% in Q4 2023
Q4 2023
Sold 3.7% shares
Sold 3.7% in Q4 2023
Q4 2023
Sold 4.1% shares
Sold 4.1% in Q4 2023
Q4 2023
Sold 4.7% shares
Sold 4.7% in Q4 2023
Q4 2023
Sold -136 Thousand shares
Sold 100% in Q4 2023
Q4 2023
Sold 26.7% shares
Sold 26.7% in Q4 2023
Q4 2023
Increased shares by 23.7%
Added 23.7% in Q4 2023
Q4 2023
Sold 40.2% shares
Sold 40.2% in Q4 2023
Q4 2023
Sold 37.5% shares
Sold 37.5% in Q4 2023
Q4 2023
Sold 26.2% shares
Sold 26.2% in Q4 2023
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