Polen Capital Management LLC
Polen Capital Management LLC, headquartered in Boca Raton, Florida, is a global asset management firm founded in 1979. The firm specializes in growth equity and credit strategies for institutional and individual investors. With approximately 229 employees, Polen Capital manages multiple investment strategies and serves clients worldwide by focusing on high-conviction, long-term investments in quality companies.
Investment Strategy
Polen Capital pursues a high-conviction, concentrated approach with a long-term perspective, investing primarily in high-quality growth companies. The firm focuses on fundamental research, aiming to construct portfolios comprised of businesses with strong balance sheets, robust earnings growth, and sustainable competitive advantages. Polen prioritizes risk management and seeks to deliver consistent, benchmark-beating performance through disciplined security selection and sector diversification in both equity and credit markets.
Top Holdings
Equity Positions (236)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 9.37% | $3.05B | 13,921,840 | $138.45 | $219.39 | -$322.3M |
M MSFT | MICROSOFT CORP | 8.28% | $2.70B | 5,426,123 | $190.97 | $497.41 | +$468.8M |
O ORCL | ORACLE CORP | 8.04% | $2.62B | 11,983,204 | $165.24 | $218.63 | +$857.0M |
V V | VISA INC | 6.11% | $1.99B | 5,611,098 | $151.18 | $355.05 | -$118.8M |
S SHOP | SHOPIFY INC | 5.20% | $1.69B | 14,690,160 | $68.37 | $115.35 | +$236.5M |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
C Christopher Ballard | Research Analyst | Boston, MA , United States | |
 | President | Atlanta, GA , United States | |
 | Research Analyst | Boston, MA , United States | |
 | Research Analyst | Boston, MA , United States | |
 | Co-Lead CLOs, Portfolio Manager | New York, NY , United States | |
B Benjamin Santonelli | Portfolio Manager | Waltham, MA , United States | |
K Kate Austin | Research Analyst | Boston, MA , United States | |
K Kavi Sud | Research Analyst | Boston, MA , United States | |
 | Portfolio Manager and Analyst | Hong Kong | |
 | Research Analyst | London, United Kingdom |