Polen Capital
Polen Capital
Polen Capital is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Polen Capital portfolio page tracks Polen Capital holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Polen Capital owns and how disclosed positions change over time. Polen Capital's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Amazon.com Inc (AMZN), Microsoft Corp (2) (MSFT), and Oracle Corp (ORCL). Investors use Polen Capital 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.
Biggest Wins
| Position | Reported Price | Current Price | Est. P/L | Return | Est. Value |
|---|---|---|---|---|---|
| $919.77 | $1,210.50 | +$266M | +31.6% | $1.1B | |
| $287.56 | $359.91 | +$2.0M | +25.2% | $10M | |
| $27.41 | $34.24 | +$87k | +24.9% | $435k | |
| $286.86 | $356.18 | +$204M | +24.2% | $1.0B | |
| $253.80 | $308.63 | +$222k | +21.6% | $1.3M | |
| $302.24 | $362.13 | +$146M | +19.8% | $886M | |
| $208.27 | $242.67 | +$134M | +16.5% | $946M | |
| $309.51 | $360.45 | +$137M | +16.5% | $972M | |
| $650.32 | $744.78 | +$355k | +14.5% | $2.8M | |
| $174.40 | $194.83 | +$84M | +11.7% | $800M | |
| $322.78 | $357.46 | +$47M | +10.7% | $484M | |
| $499.66 | $539.39 | +$61M | +7.95% | $831M | |
| $371.75 | $393.45 | +$160k | +5.84% | $2.9M | |
| $370.17 | $390.49 | +$58M | +5.49% | $1.1B | |
| $572.13 | $582.90 | +$5.1M | +1.88% | $278M |