Portfolio holdings of Polen Capital Management. Polen Capital Management stock picks:. Stock Holdings page.
Polen Capital Management
Period: Q1 2025
Portfolio date: 31 Mar 2025
No. of stocks: 117
Portfolio value: $31,845,098,000
| History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
| ≡ | AMZN - Amazon.com Inc. | 10.60 | Reduce 9.20% | 17,747,395 | $190.26 | $3,376,619,000 | $205.17 | 7.84% | $151.61 | $242.52 | |
| ≡ | MSFT - Microsoft Corp. | 7.00 | Reduce 7.33% | 5,941,106 | $375.39 | $2,230,232,000 | $453.13 | 20.71% | $344.16 | $464.79 | |
| ≡ | V - Visa Inc. | 6.63 | Reduce 8.44% | 6,023,710 | $350.46 | $2,111,069,000 | $362.30 | 3.38% | $250.88 | $365.93 | |
| ≡ | ORCL - Oracle Corp. | 5.54 | Add 17.58% | 12,609,101 | $139.81 | $1,762,878,000 | $159.40 | 14.01% | $113.28 | $197.12 | |
| ≡ | MA - Mastercard Inc. | 5.53 | Reduce 8.05% | 3,211,209 | $548.12 | $1,760,128,000 | $582.20 | 6.22% | $426.98 | $583.04 | |
| ≡ | ABT - Abbott Labs | 4.74 | Reduce 10.27% | 11,385,577 | $132.65 | $1,510,297,000 | $133.35 | 0.53% | $98.27 | $140.58 | |
| ≡ | SHOP - Shopify Inc. | 4.58 | Reduce 10.59% | 15,270,075 | $95.48 | $1,457,987,000 | $110.21 | 15.43% | $48.56 | $129.38 | |
| ≡ | LLY - Eli Lilly & Co. | 4.55 | Add 35.45% | 1,754,571 | $825.91 | $1,449,118,000 | $733.29 | -11.21% | $677.09 | $969.25 | |
| ≡ | ZTS - Zoetis Inc. | 4.55 | Add 17.55% | 8,796,847 | $164.65 | $1,448,401,000 | $160.35 | -2.61% | $139.23 | $198.58 | |
| ≡ | AON - Aon Plc | 3.77 | Add 318.13% | 3,007,719 | $399.09 | $1,200,350,000 | $358.59 | -10.15% | $272.93 | $412.10 | |
| ≡ | GOOG - Alphabet Inc. CL C | 3.65 | Reduce 32.88% | 7,434,428 | $156.23 | $1,161,481,000 | $165.40 | 5.87% | $142.66 | $208.46 | |
| ≡ | TMO - Thermo Fisher Scientific | 3.63 | Reduce 5.64% | 2,322,482 | $497.60 | $1,155,667,000 | $404.93 | -18.62% | $390.50 | $626.49 | |
| ≡ | ADBE - Adobe Inc. | 3.39 | Reduce 6.53% | 2,818,625 | $383.53 | $1,081,027,000 | $404.69 | 5.52% | $332.01 | $587.75 | |
| ≡ | MSCI - MSCI Inc. | 3.32 | Reduce 8.07% | 1,868,138 | $565.50 | $1,056,432,000 | $575.41 | 1.75% | $471.23 | $640.43 | |
| ≡ | ACN - Accenture | 3.14 | Reduce 9.02% | 3,208,478 | $312.04 | $1,001,173,000 | $323.21 | 3.58% | $273.65 | $396.38 | |
| ≡ | ABNB - Airbnb Inc. | 2.90 | Reduce 5.97% | 7,726,604 | $119.46 | $923,020,000 | $136.79 | 14.51% | $99.88 | $163.93 | |
| ≡ | WDAY - Workday Inc. | 2.89 | Reduce 8.00% | 3,944,506 | $233.53 | $921,160,000 | $274.71 | 17.63% | $199.81 | $294.00 | |
| ≡ | NFLX - Netflix Inc. | 2.60 | Reduce 48.60% | 888,072 | $932.53 | $828,154,000 | $1177.98 | 26.32% | $587.04 | $1187.80 | |
| ≡ | NOW - ServiceNow Inc. | 2.37 | Reduce 41.90% | 949,728 | $796.14 | $756,116,000 | $1035.18 | 30.02% | $637.99 | $1198.09 | |
| ≡ | PAYC - Paycom Software Inc. | 2.13 | Reduce 2.33% | 3,097,854 | $218.48 | $676,819,000 | $256.46 | 17.38% | $138.71 | $261.64 | |
| ≡ | AAPL - Apple Inc. | 1.87 | Reduce 56.54% | 2,681,114 | $222.13 | $595,556,000 | $211.45 | -4.81% | $168.99 | $259.47 | |
| ≡ | UNH - United Health Group Inc. | 1.71 | Reduce 7.82% | 1,037,575 | $523.75 | $543,430,000 | $274.35 | -47.62% | $248.88 | $625.65 | |
| ≡ | CSGP - CoStar Group Inc. | 1.64 | Add 1.61% | 6,601,800 | $79.23 | $523,061,000 | $76.05 | -4.01% | $68.26 | $89.29 | |
| ≡ | SBUX - Starbucks Corp. | 1.58 | Buy | 5,133,440 | $98.09 | $503,539,000 | $87.26 | -11.04% | $70.30 | $117.46 | |
| ≡ | IT - Gartner Inc. | 1.10 | Reduce 7.44% | 835,522 | $419.74 | $350,702,000 | $446.49 | 6.37% | $366.05 | $584.01 | |
| ≡ | SAP - SAP SE | 0.46 | Reduce 45.73% | 542,699 | $268.44 | $145,682,000 | $294.35 | 9.65% | $177.88 | $300.77 | |
| ≡ | IWF - iShares Russell 1000 Growth ETF | 0.44 | Reduce 23.45% | 385,522 | $361.09 | $139,208,000 | $399.23 | 10.56% | $308.67 | $418.65 | |
| ≡ | MELI - Mercadolibre Inc. | 0.42 | Add 87.28% | 68,534 | $1950.86 | $133,700,000 | $2586.49 | 32.58% | $1550.00 | $2610.30 | |
| ≡ | WTW - Willis Towers Watson plc | 0.39 | Add 185.05% | 366,539 | $337.95 | $123,872,000 | $310.01 | -8.27% | $245.15 | $343.20 | |
| ≡ | ICLR - ICON plc | 0.35 | Reduce 10.75% | 635,052 | $174.99 | $111,128,000 | $130.66 | -25.33% | $129.26 | $347.72 | |
| ≡ | GOOGL - Alphabet Inc. | 0.30 | Reduce 50.34% | 610,910 | $154.64 | $94,471,000 | $163.96 | 6.03% | $140.53 | $206.81 | |
| ≡ | GLOB - Globant S.A. | 0.29 | Add 22.05% | 774,418 | $117.72 | $91,164,000 | $132.84 | 12.84% | $96.23 | $238.32 | |
| ≡ | NVO - Novo Nordisk A S | 0.22 | Reduce 84.36% | 1,001,906 | $69.44 | $69,572,000 | $66.15 | -4.74% | $57.00 | $145.25 | |
| ≡ | MDT - Medtronic plc | 0.18 | Reduce 19.55% | 629,483 | $89.86 | $56,565,000 | $86.11 | -4.17% | $74.13 | $95.49 | |
| ≡ | ADP - Automatic Data Processing Inc. | 0.16 | Reduce 7.36% | 166,526 | $305.53 | $50,879,000 | $315.85 | 3.38% | $227.71 | $321.13 | |
| ≡ | ACWI - iShares MSCI ACWI ETF | 0.14 | Add 21.08% | 384,795 | $116.39 | $44,786,000 | $123.45 | 6.07% | $101.25 | $124.15 | |
| ≡ | HDB - HDFC Bank Ltd. | 0.14 | Reduce 15.95% | 651,063 | $66.44 | $43,257,000 | $73.33 | 10.37% | $54.37 | $75.37 | |
| ≡ | ASML - ASML Holding NV | 0.11 | Reduce 15.23% | 52,677 | $662.62 | $34,905,000 | $758.36 | 14.45% | $576.72 | $1099.73 | |
| ≡ | NU - Nu Holdings Ltd | 0.10 | Add 32.37% | 2,969,781 | $10.24 | $30,411,000 | $13.13 | 28.22% | $9.01 | $16.15 | |
| ≡ | TME - Tencent Music Entertainment Grp | 0.09 | Add 86.75% | 1,978,769 | $14.41 | $28,514,000 | $16.36 | 13.53% | $9.29 | $17.05 | |
| ≡ | SPOT - Spotify Technology S.A. | 0.07 | Reduce 36.33% | 38,749 | $550.03 | $21,313,000 | $640.18 | 16.39% | $288.07 | $663.55 | |
| ≡ | MNDY - monday.com Ltd. | 0.05 | Add 33.98% | 71,261 | $243.16 | $17,328,000 | $292.97 | 20.48% | $188.01 | $342.64 | |
| ≡ | EXLS - ExlService Holdings Inc. | 0.04 | Reduce 18.61% | 260,017 | $47.21 | $12,275,000 | $46.19 | -2.16% | $28.59 | $52.43 | |
| ≡ | ONON - On Holding AG | 0.03 | Reduce 14.17% | 238,933 | $43.92 | $10,494,000 | $60.25 | 37.18% | $34.59 | $64.05 | |
| ≡ | CCCS - CCC Intelligent Solutions Hldgs Inc. | 0.02 | Reduce 28.55% | 544,653 | $9.03 | $4,918,000 | $8.98 | -0.55% | $8.14 | $12.88 | |
| ≡ | CNM - Core & Main Inc Class A | 0.02 | Reduce 7.94% | 124,953 | $48.31 | $6,036,000 | $52.53 | 8.74% | $37.22 | $62.15 | |
| ≡ | DLO - DLocal Ltd | 0.02 | Add 0.03% | 627,551 | $8.34 | $5,234,000 | $11.24 | 34.77% | $6.57 | $14.26 | |
| ≡ | FSV - Firstservice Corp | 0.02 | Reduce 9.53% | 29,648 | $165.95 | $4,920,000 | $175.61 | 5.82% | $140.41 | $197.24 | |
| ≡ | GSHD - Goosehead Insurance Inc. | 0.02 | Reduce 27.27% | 61,317 | $118.06 | $7,239,000 | $108.90 | -7.76% | $51.87 | $127.99 | |
| ≡ | HLI - Houlihan Lokey Inc. | 0.02 | Reduce 10.29% | 32,295 | $161.51 | $5,216,000 | $180.09 | 11.50% | $125.88 | $190.89 | |
| ≡ | HLNE - Hamilton Lane Inc. CL A | 0.02 | Reduce 5.97% | 52,320 | $148.66 | $7,778,000 | $170.11 | 14.43% | $113.75 | $202.41 | |
| ≡ | LVS - Las Vegas Sands Corp. | 0.02 | Reduce 9.76% | 139,619 | $38.63 | $5,393,000 | $42.14 | 9.09% | $29.98 | $55.91 | |
| ≡ | MEDP - Medpace Holdings Inc. | 0.02 | Add 50.81% | 24,466 | $304.71 | $7,455,000 | $296.41 | -2.72% | $250.05 | $459.77 | |
| ≡ | NSIT - Insight Enterprises Inc. | 0.02 | Add 1.69% | 42,133 | $150.00 | $6,320,000 | $134.60 | -10.27% | $126.10 | $228.07 | |
| ≡ | PCTY - Paylocity Holding Corp. | 0.02 | Add 9.23% | 31,338 | $187.34 | $5,871,000 | $199.21 | 6.34% | $129.94 | $223.80 | |
| ≡ | PDD - Pinduoduo Inc. | 0.02 | Reduce 1.34% | 66,193 | $118.35 | $7,834,000 | $117.84 | -0.43% | $87.11 | $164.69 | |
| ≡ | PGNY - Progyny Inc. | 0.02 | Add 0.31% | 261,506 | $22.34 | $5,842,000 | $21.95 | -1.75% | $13.39 | $30.42 | |
| ≡ | RMBS - Rambus Inc. | 0.02 | Add 9.93% | 109,117 | $51.78 | $5,650,000 | $56.77 | 9.64% | $37.43 | $69.15 | |
| ≡ | VUG - Vanguard Growth ETF | 0.02 | Reduce 62.64% | 14,589 | $370.83 | $5,410,000 | $413.10 | 11.40% | $316.14 | $428.55 | |
| ≡ | AAON - AAON Inc. | 0.01 | Add 56.75% | 49,466 | $78.13 | $3,865,000 | $104.11 | 33.25% | $68.98 | $143.81 | |
| ≡ | ACWX - iShares MSCI ACWI EX U.S. ETF | 0.01 | Reduce 84.55% | 58,768 | $55.46 | $3,259,000 | $58.93 | 6.26% | $48.99 | $58.94 | |
| ≡ | AIT - Applied Industrial Tech. | 0.01 | Add 14.03% | 21,160 | $225.33 | $4,768,000 | $232.12 | 3.01% | $180.09 | $281.92 | |
| ≡ | BDC - Belden Inc. | 0.01 | Add 26.81% | 30,665 | $100.24 | $3,074,000 | $111.91 | 11.64% | $83.18 | $131.70 | |
| ≡ | BL - BlackLine Inc. | 0.01 | Reduce 12.25% | 55,099 | $48.42 | $2,668,000 | $55.04 | 13.67% | $40.82 | $66.25 | |
| ≡ | BROS - Dutch Bros Inc Class A | 0.01 | Reduce 35.13% | 68,124 | $61.74 | $4,206,000 | $71.63 | 16.02% | $26.96 | $86.88 | |
| ≡ | CATH - Global X S&P 500 Catholic Values ETF | 0.01 | Add 11.95% | 53,317 | $67.54 | $3,601,000 | $72.29 | 7.03% | $58.39 | $74.20 | |
| ≡ | CRM - Salesforce.com | 0.01 | Reduce 57.83% | 8,257 | $268.38 | $2,216,000 | $290.76 | 8.34% | $210.77 | $368.00 | |
| ≡ | CWAN - Clearwater Analytics Hds A | 0.01 | Reduce 10.81% | 124,892 | $26.80 | $3,347,000 | $24.01 | -10.41% | $17.63 | $35.71 | |
| ≡ | ELF - e.l.f. Beauty, Inc. | 0.01 | Add 12.77% | 69,325 | $62.79 | $4,353,000 | $78.18 | 24.51% | $49.40 | $219.77 | |
| ≡ | EPAM - EPAM Systems Inc. | 0.01 | Add 22.73% | 16,512 | $168.85 | $2,788,000 | $184.69 | 9.38% | $138.15 | $269.00 | |
| ≡ | FN - Fabrinet | 0.01 | Add 20.98% | 15,249 | $197.52 | $3,012,000 | $223.58 | 13.19% | $148.55 | $281.79 | |
| ≡ | GNRC - Generac Holdings Inc. | 0.01 | Reduce 24.78% | 33,409 | $126.64 | $4,231,000 | $127.46 | 0.65% | $99.50 | $195.94 | |
| ≡ | IBP - Installed Building Products | 0.01 | Reduce 0.65% | 15,650 | $171.44 | $2,683,000 | $162.53 | -5.20% | $151.27 | $276.66 | |
| ≡ | IWM - iShares Russell 2000 ETF | 0.01 | Add 3.55% | 10,362 | $199.48 | $2,067,000 | $208.13 | 4.34% | $171.73 | $243.71 | |
| ≡ | KNSL - Kinsale Capital Group Inc. | 0.01 | Reduce 5.65% | 4,262 | $486.63 | $2,074,000 | $459.57 | -5.56% | $366.55 | $531.57 | |
| ≡ | POOL - Pool Corp. | 0.01 | Reduce 5.79% | 5,617 | $318.32 | $1,788,000 | $313.53 | -1.50% | $283.13 | $392.62 | |
| ≡ | QLYS - Qualys Inc. | 0.01 | Reduce 10.48% | 16,742 | $125.91 | $2,108,000 | $135.90 | 7.93% | $112.61 | $170.00 | |
| ≡ | RGEN - Repligen Corp. | 0.01 | Reduce 23.80% | 30,902 | $127.24 | $3,932,000 | $123.26 | -3.13% | $102.97 | $182.52 | |
| ≡ | ROAD - Construction Partners Inc. CL A | 0.01 | Add 8.70% | 34,795 | $71.88 | $2,501,000 | $99.04 | 37.79% | $51.63 | $104.53 | |
| ≡ | RVLV - Revolve Group Inc. | 0.01 | Reduce 47.37% | 160,282 | $21.49 | $3,444,000 | $20.74 | -3.49% | $14.87 | $39.58 | |
| ≡ | SGOV - Ishares 0 3 Month Treasury B | 0.01 | Add 318.37% | 23,299 | $100.69 | $2,346,000 | $100.51 | -0.18% | $95.92 | $100.52 | |
| ≡ | SITE - SiteOne Landscape Supply Inc. | 0.01 | Reduce 11.61% | 21,338 | $121.43 | $2,591,000 | $122.85 | 1.17% | $101.25 | $160.75 | |
| ≡ | TECH - Bio-Techne Corp. | 0.01 | Add 123.09% | 46,314 | $58.62 | $2,715,000 | $48.24 | -17.71% | $46.01 | $84.33 | |
| ≡ | TREX - Trex Company Inc. | 0.01 | Add 39.94% | 78,742 | $58.10 | $4,575,000 | $60.03 | 3.32% | $49.01 | $91.98 | |
| ≡ | WRBY - Warby Parker Inc. | 0.01 | Reduce 54.01% | 147,071 | $18.23 | $2,681,000 | $17.57 | -3.62% | $12.46 | $28.68 | |
| ≡ | WSC - WillScot Mobile Mini Hldgs Corp. | 0.01 | Reduce 6.48% | 116,917 | $27.80 | $3,250,000 | $29.56 | 6.33% | $21.91 | $43.70 | |
| ≡ | YUMC - Yum China Holdings Inc. | 0.01 | Add 0.05% | 86,045 | $52.07 | $4,480,000 | $44.55 | -14.44% | $28.13 | $53.99 | |
| ≡ | ADSK - Autodesk Inc. | 0.00 | Reduce 52.55% | 2,455 | $261.91 | $643,000 | $295.78 | 12.93% | $195.32 | $326.62 | |
| ≡ | AMN - AMN Healthcare Services | 0.00 | Add 1.11% | 38,564 | $24.45 | $943,000 | $22.38 | -8.47% | $17.45 | $70.07 | |
| ≡ | BIL - SPDR Bloomberg 1 3 Month T B | 0.00 | Buy | 5,242 | $91.76 | $481,000 | $91.56 | -0.22% | $87.45 | $91.57 | |
| ≡ | BLD - TopBuild Corp. | 0.00 | Reduce 5.54% | 4,931 | $305.01 | $1,504,000 | $296.42 | -2.82% | $266.26 | $495.68 | |
| ≡ | BSY - Bentley Systems Inc Class B | 0.00 | Reduce 9.08% | 19,464 | $39.35 | $766,000 | $48.23 | 22.57% | $36.51 | $56.89 | |
| ≡ | BWMN - Bowman Consulting Group Ltd | 0.00 | Reduce 9.11% | 35,417 | $21.83 | $773,000 | $25.42 | 16.45% | $17.90 | $36.65 | |
| ≡ | CIGI - Colliers International Group Inc. | 0.00 | Reduce 3.56% | 7,933 | $121.27 | $962,000 | $128.00 | 5.55% | $100.86 | $156.78 | |
| ≡ | CLBT - Cellebrite Di Ltd | 0.00 | Add 47.09% | 14,849 | $19.46 | $289,000 | $17.27 | -11.25% | $10.25 | $26.30 | |
| ≡ | DT - Dynatrace Inc. | 0.00 | Reduce 7.94% | 26,718 | $47.16 | $1,260,000 | $53.03 | 12.45% | $39.30 | $63.00 | |
| ≡ | ENTG - Entegris Inc. | 0.00 | Add 4.65% | 11,539 | $87.44 | $1,009,000 | $78.53 | -10.19% | $60.67 | $146.98 | |
| ≡ | FIX - Comfort Systems USA Inc. | 0.00 | Buy | 1,166 | $322.47 | $376,000 | $463.37 | 43.69% | $272.11 | $552.40 | |
| ≡ | FND - Floor & Decor Holdings | 0.00 | Reduce 8.94% | 8,924 | $80.46 | $718,000 | $78.40 | -2.56% | $66.01 | $126.24 | |
| ≡ | IOO - Ishares Global 100 ETF | 0.00 | Reduce 63.12% | 2,474 | $123.69 | $306,000 | $102.39 | -17.22% | $82.80 | $105.27 | |
| ≡ | IWO - Ishares Russell 2000 Growth | 0.00 | Buy | 1,528 | $255.89 | $391,000 | $271.98 | 6.29% | $219.19 | $316.07 | |
| ≡ | KARO - Karooooo Ltd | 0.00 | Reduce 48.02% | 6,899 | $42.47 | $293,000 | $50.25 | 18.32% | $25.04 | $51.00 | |
| ≡ | LGIH - LGI Homes Inc. | 0.00 | Reduce 9.80% | 14,523 | $66.45 | $965,000 | $57.21 | -13.91% | $52.48 | $125.83 | |
| ≡ | MANH - Manhattan Associates | 0.00 | Buy | 2,226 | $172.96 | $385,000 | $193.10 | 11.64% | $140.81 | $312.60 | |
| ≡ | MKTX - MarketAxess Holdings Inc. | 0.00 | Reduce 7.14% | 4,046 | $216.26 | $875,000 | $213.53 | -1.26% | $186.84 | $294.70 | |
| ≡ | MORN - Morningstar Inc. | 0.00 | Reduce 9.52% | 3,534 | $299.94 | $1,060,000 | $310.06 | 3.37% | $250.34 | $363.93 | |
| ≡ | NKE - NIKE Inc. | 0.00 | Reduce 54.37% | 6,209 | $63.46 | $394,000 | $62.40 | -1.67% | $52.28 | $96.62 | |
| ≡ | NTES - NetEase.com Inc. | 0.00 | Reduce 8.43% | 4,321 | $102.99 | $445,000 | $122.76 | 19.20% | $74.58 | $123.56 | |
| ≡ | OLLI - Ollie's Bargain Outlet Hldgs | 0.00 | Reduce 28.60% | 8,998 | $116.36 | $1,047,000 | $113.87 | -2.14% | $72.19 | $120.03 | |
| ≡ | PSTG - Pure Storage Inc. | 0.00 | Reduce 9.83% | 9,597 | $44.28 | $425,000 | $55.48 | 25.29% | $34.51 | $73.67 | |
| ≡ | PYPL - PayPal Holdings Inc. | 0.00 | Reduce 33.57% | 4,943 | $65.34 | $323,000 | $71.57 | 9.53% | $55.85 | $93.66 | |
| ≡ | SAIA - Saia Inc. | 0.00 | Buy | 2,464 | $349.43 | $861,000 | $279.70 | -19.96% | $229.12 | $624.55 | |
| ≡ | SKIL - Skillsoft Corp | 0.00 | 57,172 | $19.24 | $1,100,000 | $23.18 | 20.48% | $8.05 | $34.43 | ||
| ≡ | SPY - SPDR S&P 500 ETF Trust | 0.00 | Reduce 84.82% | 1,448 | $559.39 | $810,000 | $590.46 | 5.55% | $481.80 | $611.39 | |
| ≡ | TTEK - Tetra Tech | 0.00 | Reduce 67.42% | 14,061 | $29.23 | $411,000 | $35.18 | 20.36% | $27.27 | $51.04 | |
| ≡ | VT - Vanguard Tot World Stk ETF | 0.00 | Reduce 59.10% | 10,959 | $115.98 | $1,271,000 | $123.02 | 6.07% | $100.89 | $123.58 | |
| ≡ | WING - Wingstop Inc. | 0.00 | Buy | 1,476 | $225.61 | $333,000 | $308.48 | 36.73% | $204.00 | $432.97 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
| Health Care | 20.00 | |
| Technology | 18.88 | |
| Information Technology | 17.27 | |
| Services | 15.75 | |
| Consumer Discretionary | 14.79 | |
| Financials | 9.43 | |
| Communication Services | 2.99 | |
| NA | 0.61 | |
| Industrials | 0.08 | |
| Consumer Cyclical | 0.05 | |
| Consumer Goods | 0.04 | |
| Industrial Goods | 0.03 | |
| 0.03 | ||
| Real Estate | 0.02 |
Articles & Commentaries
24 Apr 2025 Polen Focus Growth Q1 2025 Commentary
24 Apr 2025 Polen Global Growth Q1 2025 Commentary
24 Apr 2025 Polen US Small Company Growth Q1 2025 Commentary
31 Jan 2025 Polen Capital Focus Growth Q4 2024 Commentary
30 Oct 2024 Polen Focus Growth Q3 2024 commentary
28 Oct 2024 Polen Capital Global Growth Q3 2024 Commentary
04 Oct 2024 Polen Capital Management: Think twice about passively going along for the ride in a concentrated market
29 Jul 2024 Polen Focus Growth Q2 2024 commentary
25 Jul 2024 Polen Global Growth Q2 2024 Commentary
11 Jul 2024 Polen Capital Management: Global Equity Investing - Opportunities and Outlook for H2 2024
26 Apr 2024 Polen Capital Focus Growth Q1 2024 Webinar
26 Apr 2024 Polen Capital Global Growth Q1 2024 Commentary
24 Apr 2024 Polen Capital Focus Growth Q1 2024 Commentary
30 Oct 2023 Polen Focus Growth Q3 2023 commentary
26 Jul 2023 Polen International Growth Q2 2023 Commentary