Polen Capital
Polen Capital
Polen Capital is an American investment management firm headquartered in Boca Raton, Florida, known for its focused approach to growth investing. The firm primarily emphasizes a limited number of growth equities, aiming to deliver superior long-term returns. In recent years, Polen Capital has diversified its investment strategies to include credit market opportunities, reflecting a broader scope in its asset management philosophy. The firm operates under a disciplined investment framework, seeking to identify high-quality companies with sustainable competitive advantages. This strategy has garnered attention for its effectiveness in navigating market fluctuations while maintaining a concentrated portfolio. Polen Capital's investment style is characterized by thorough research and a commitment to long-term growth. According to the latest disclosure data, Polen Capital's trading activity reflects a dynamic approach, with 200 reported moves as of May 14, 2026. The firm has engaged in position reductions, increases, and exits, with notable activity in technology and financial services sectors. Their largest disclosed move involved trimming their position in Amazon.com, Inc. (AMZN) by approximately $1.19 billion, highlighting their active management strategy.
Latest Holdings
| Holding | Reported Value | Weight | Shares | Last Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $976k | 0% | 2.3k | $388.95 | $888k | -9.03% | |
| $972k | 0% | 33.4k | $40.69 | $1M | +39.6% | |
| $952k | 0% | 75.7k | -- | -- | -- | |
| $950k | 0% | 20.2k | $92.67 | $2M | +97.5% | |
| $944k | 0% | 6.1k | -- | -- | -- | |
| $932k | 0% | 10.6k | $83.39 | $882k | -5.42% | |
| $927k | 0% | 13.2k | $87.79 | $1M | +24.9% | |
| $913k | 0% | 6.6k | $156.13 | $1M | +12.9% | |
| $902k | 0% | 82.9k | -- | -- | -- | |
| $850k | 0% | 13.2k | -- | -- | -- | |
| $835k | 0% | 58.7k | $13.08 | $767k | -8.08% | |
| $812k | 0% | 1.2k | $715.51 | $853k | +5.05% | |
| $803k | 0% | 14.1k | $51.18 | $723k | -10% | |
| $793k | 0% | 79.1k | -- | -- | -- | |
| $771k | 0% | 30.6k | $22.85 | $700k | -9.18% | |
| $744k | 0% | 30.1k | $40.12 | $1M | +62.6% | |
| $738k | 0% | 7.4k | $75.38 | $559k | -24.2% | |
| $726k | 0% | 25.5k | $19.03 | $485k | -33.2% | |
| $674k | 0% | 3.9k | -- | -- | -- | |
| $664k | 0% | 40.6k | $18.34 | $745k | +12.2% | |
| $595k | 0% | 23.9k | $24.07 | $576k | -3.26% | |
| $577k | 0% | 61.4k | -- | -- | -- | |
| $571k | 0% | 33.4k | $14.49 | $484k | -15.3% | |
| $568k | 0% | 16k | -- | -- | -- | |
| $544k | 0% | 123k | $3.88 | $477k | -12.3% | |
| $542k | 0% | 9.1k | $64.52 | $590k | +8.73% | |
| $537k | 0% | 49.3k | $13.18 | $649k | +20.9% | |
| $515k | 0% | 8.2k | $64.57 | $531k | +3.02% | |
| $504k | 0% | 6.6k | $137.84 | $903k | +79.3% | |
| $493k | 0% | 6.4k | $81.92 | $525k | +6.53% | |
| $477k | 0% | 9.5k | $61.14 | $579k | +21.3% | |
| $469k | 0% | 27.6k | -- | -- | -- | |
| $465k | 0% | 39.9k | $13.21 | $527k | +13.4% | |
| $463k | 0% | 24.9k | $16.16 | $403k | -13.1% | |
| $432k | 0% | 1.8k | -- | -- | -- | |
| $414k | 0% | 1.8k | -- | -- | -- | |
| $414k | 0% | 174.7k | -- | -- | -- | |
| $407k | 0% | 12k | $56.96 | $685k | +68.2% | |
| $390k | 0% | 14.2k | $26.10 | $369k | -5.23% | |
| $389k | 0% | 70.2k | $5.89 | $413k | +6.32% | |
| $380k | 0% | 26.3k | -- | -- | -- | |
| $375k | 0% | 6.8k | $34.52 | $234k | -37.6% | |
| $373k | 0% | 16.6k | $27.33 | $454k | +21.6% | |
| $372k | 0% | 22.1k | -- | -- | -- | |
| $358k | 0% | 2.1k | $224.71 | $475k | +32.9% | |
| $357k | 0% | 26.4k | -- | -- | -- | |
| $351k | 0% | 7.5k | $44.35 | $332k | -5.42% | |
| $349k | 0% | 12.7k | $30.85 | $392k | +12.6% | |
| $346k | 0% | 4.1k | $95.35 | $393k | +13.6% | |
| $341k | 0% | 2.7k | $211.54 | $573k | +68.1% |