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 (1161 days), 159 trades recorded
• Returns: week — · month — · 90 days +4.4% · 6 months -12.9% · 1 year -9.9% · all +20.2%
• Max drawdown -16.6% · Sharpe 0.11 · win rate 29% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• LLY · 6.9% · long · since 2023-09-30
• NVDA · 6.9% · long · since 2025-06-30
• MSFT · 6.7% · long · since 2023-06-30
• 02079K107 · 6.6% · long · since 2023-06-30
• AVGO · 6.4% · long · since 2025-09-30
• AMZN · 5.8% · long · since 2023-06-30
• V · 5.3% · long · since 2023-06-30
• MA · 5.1% · long · since 2023-06-30
• NOW · 4.6% · long · since 2023-06-30
• ORCL · 4.5% · long · since 2024-09-30
• SHOP · 4.5% · long · since 2023-06-30
• MSCI · 3.2% · long · since 2023-09-30

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