Long-term investor
Polen Capital Management LLC @polencapitalmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001034524).
Record
- Tracked since 2023-06-30 (1207 days), 159 trades recorded
- Returns: week n/a · month n/a · 90 days +5.2% · 6 months +7.6% · 1 year -11.2% · all +22.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 6.9% · long · since 2025-06-30
- NVDA · 6.9% · long · since 2025-06-30
- MSFT · 6.7% · long · since 2025-06-30
- 02079K107 · 6.6% · long · since 2025-06-30
- AVGO · 6.4% · long · since 2025-09-30
- AMZN · 5.8% · long · since 2025-06-30
- V · 5.3% · long · since 2025-06-30
- MA · 5.1% · long · since 2025-06-30
- NOW · 4.6% · long · since 2025-06-30
- ORCL · 4.5% · long · since 2025-06-30
- SHOP · 4.5% · long · since 2025-06-30
- MSCI · 3.2% · long · since 2025-06-30