Portfolio holdings of Polen Capital Management. Polen Capital Management stock picks:. Stock Holdings page.
Polen Capital Management
Period: Q3 2024
Portfolio date: 30 Sep 2024
No. of stocks: 118
Portfolio value: $38,739,337,000
History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
≡ | AMZN - Amazon.com Inc. | 12.38 | Reduce 13.09% | 25,744,857 | $186.33 | $4,797,039,000 | $202.88 | 8.88% | $141.50 | $215.90 | |
≡ | MSFT - Microsoft Corp. | 7.79 | Reduce 21.96% | 7,012,465 | $430.30 | $3,017,464,000 | $415.49 | -3.44% | $360.21 | $466.57 | |
≡ | GOOG - Alphabet Inc. CL C | 5.53 | Reduce 23.15% | 12,821,010 | $167.19 | $2,143,545,000 | $177.33 | 6.06% | $129.08 | $193.06 | |
≡ | V - Visa Inc. | 5.15 | Reduce 9.25% | 7,257,741 | $274.95 | $1,995,516,000 | $307.39 | 11.80% | $248.13 | $312.41 | |
≡ | NOW - ServiceNow Inc. | 5.13 | Reduce 10.43% | 2,223,744 | $894.39 | $1,988,894,000 | $1022.98 | 14.38% | $637.99 | $1061.66 | |
≡ | MA - Mastercard Inc. | 4.89 | Reduce 9.59% | 3,833,355 | $493.80 | $1,892,911,000 | $512.54 | 3.80% | $401.99 | $534.03 | |
≡ | TMO - Thermo Fisher Scientific | 4.48 | Reduce 9.52% | 2,806,786 | $618.57 | $1,736,194,000 | $512.84 | -17.09% | $475.19 | $627.48 | |
≡ | ADBE - Adobe Inc. | 4.43 | Add 24.26% | 3,311,628 | $517.78 | $1,714,695,000 | $499.50 | -3.53% | $433.97 | $638.25 | |
≡ | ABT - Abbott Labs | 4.10 | Reduce 8.94% | 13,937,610 | $114.01 | $1,589,027,000 | $115.93 | 1.68% | $99.01 | $121.00 | |
≡ | AAPL - Apple Inc. | 4.05 | Buy | 6,736,143 | $233.00 | $1,569,521,000 | $229.00 | -1.72% | $163.48 | $237.23 | |
≡ | SHOP - Shopify Inc. | 3.92 | Add 28.84% | 18,967,838 | $80.14 | $1,520,083,000 | $103.94 | 29.70% | $48.56 | $115.62 | |
≡ | ORCL - Oracle Corp. | 3.86 | Buy | 8,767,967 | $170.40 | $1,494,062,000 | $190.75 | 11.94% | $98.06 | $191.77 | |
≡ | ACN - Accenture | 3.56 | Reduce 9.96% | 3,902,146 | $353.48 | $1,379,331,000 | $357.07 | 1.02% | $276.35 | $382.77 | |
≡ | NFLX - Netflix Inc. | 3.49 | Reduce 9.98% | 1,907,867 | $709.27 | $1,353,193,000 | $883.85 | 24.61% | $445.73 | $890.60 | |
≡ | MSCI - MSCI Inc. | 3.35 | Add 35.01% | 2,228,293 | $582.93 | $1,298,939,000 | $582.00 | -0.16% | $436.11 | $630.03 | |
≡ | ZTS - Zoetis Inc. | 3.21 | Reduce 9.64% | 6,366,653 | $195.38 | $1,243,917,000 | $175.67 | -10.09% | $144.11 | $199.94 | |
≡ | WDAY - Workday Inc. | 3.03 | Add 40.06% | 4,802,526 | $244.41 | $1,173,785,000 | $259.44 | 6.15% | $199.81 | $311.28 | |
≡ | ABNB - Airbnb Inc. | 3.01 | Reduce 9.74% | 9,182,584 | $126.81 | $1,164,443,000 | $135.25 | 6.66% | $110.38 | $170.10 | |
≡ | UNH - United Health Group Inc. | 3.01 | Reduce 11.23% | 1,996,422 | $584.68 | $1,167,268,000 | $600.50 | 2.71% | $433.00 | $630.73 | |
≡ | NVO - Novo Nordisk A S | 2.11 | Reduce 7.97% | 6,854,659 | $119.07 | $816,184,000 | $105.27 | -11.59% | $93.70 | $147.60 | |
≡ | IT - Gartner Inc. | 1.92 | Reduce 10.99% | 1,469,390 | $506.76 | $744,628,000 | $518.00 | 2.22% | $411.15 | $559.00 | |
≡ | PAYC - Paycom Software Inc. | 1.51 | Add 57.01% | 3,510,896 | $166.57 | $584,810,000 | $219.78 | 31.94% | $139.18 | $233.69 | |
≡ | LLY - Eli Lilly & Co. | 1.12 | Reduce 10.44% | 489,955 | $885.94 | $434,070,000 | $753.41 | -14.96% | $558.01 | $970.92 | |
≡ | ICLR - ICON plc | 0.78 | Reduce 2.88% | 1,053,770 | $287.31 | $302,759,000 | $203.67 | -29.11% | $183.38 | $347.72 | |
≡ | AON - Aon Plc | 0.70 | Reduce 4.93% | 781,489 | $345.99 | $270,387,000 | $380.08 | 9.85% | $266.38 | $388.73 | |
≡ | SAP - SAP SE | 0.63 | Reduce 15.15% | 1,064,415 | $229.10 | $243,857,000 | $235.02 | 2.58% | $146.54 | $243.01 | |
≡ | GOOGL - Alphabet Inc. | 0.55 | Reduce 39.15% | 1,274,326 | $165.85 | $211,347,000 | $175.98 | 6.11% | $127.58 | $191.50 | |
≡ | GLOB - Globant S.A. | 0.32 | Add 32.61% | 632,979 | $198.14 | $125,418,000 | $215.70 | 8.86% | $151.68 | $251.50 | |
≡ | MDT - Medtronic plc | 0.24 | Reduce 2.57% | 1,023,029 | $90.03 | $92,103,000 | $84.11 | -6.58% | $74.58 | $92.68 | |
≡ | MELI - Mercadolibre Inc. | 0.21 | Add 25.69% | 39,015 | $2051.98 | $80,058,000 | $1931.26 | -5.88% | $1324.99 | $2161.73 | |
≡ | IWF - iShares Russell 1000 Growth ETF | 0.16 | Reduce 45.53% | 162,206 | $375.38 | $60,889,000 | $392.76 | 4.63% | $285.41 | $400.85 | |
≡ | ADP - Automatic Data Processing Inc. | 0.14 | Reduce 59.72% | 198,152 | $276.73 | $54,835,000 | $298.59 | 7.90% | $222.40 | $309.37 | |
≡ | ASML - ASML Holding NV | 0.14 | Add 31.75% | 67,283 | $833.24 | $56,063,000 | $658.43 | -20.98% | $645.45 | $1105.47 | |
≡ | HDB - HDFC Bank Ltd. | 0.14 | Reduce 1.69% | 839,039 | $62.56 | $52,490,000 | $63.32 | 1.21% | $51.56 | $66.67 | |
≡ | TME - Tencent Music Entertainment Grp | 0.05 | Add 2.33% | 1,539,938 | $12.05 | $18,556,000 | $11.44 | -5.06% | $7.85 | $15.63 | |
≡ | ONON - On Holding AG | 0.04 | Buy | 295,518 | $50.15 | $14,820,000 | $53.74 | 7.16% | $25.78 | $56.44 | |
≡ | UL - Unilever PLC | 0.04 | Reduce 48.51% | 257,804 | $64.96 | $16,747,000 | $57.55 | -11.41% | $45.25 | $65.34 | |
≡ | ACWI - iShares MSCI ACWI ETF | 0.03 | Reduce 48.13% | 91,122 | $119.55 | $10,894,000 | $119.56 | 0.01% | $95.49 | $121.86 | |
≡ | CRM - Salesforce.com | 0.03 | Reduce 99.47% | 35,710 | $273.70 | $9,774,000 | $325.70 | 19.00% | $211.34 | $348.86 | |
≡ | EXLS - ExlService Holdings Inc. | 0.03 | Reduce 0.38% | 325,845 | $38.15 | $12,431,000 | $44.38 | 16.33% | $27.75 | $47.32 | |
≡ | HLI - Houlihan Lokey Inc. | 0.03 | Reduce 17.07% | 68,311 | $158.03 | $10,795,000 | $186.95 | 18.30% | $100.53 | $190.66 | |
≡ | LVS - Las Vegas Sands Corp. | 0.03 | Add 3.34% | 202,934 | $50.34 | $10,216,000 | $49.91 | -0.85% | $36.28 | $54.91 | |
≡ | PDD - Pinduoduo Inc. | 0.03 | Add 71.39% | 94,050 | $134.81 | $12,679,000 | $116.49 | -13.59% | $88.01 | $164.69 | |
≡ | RVLV - Revolve Group Inc. | 0.03 | Reduce 21.32% | 402,820 | $24.78 | $9,982,000 | $33.78 | 36.32% | $13.24 | $35.20 | |
≡ | ALRM - Alarm.Com Holdings | 0.02 | Reduce 7.68% | 118,324 | $54.67 | $6,469,000 | $60.20 | 10.12% | $51.87 | $77.29 | |
≡ | CCCS - CCC Intelligent Solutions Hldgs Inc. | 0.02 | Reduce 6.79% | 796,190 | $11.05 | $8,798,000 | $12.02 | 8.78% | $9.79 | $12.68 | |
≡ | CNM - Core & Main Inc Class A | 0.02 | Reduce 7.29% | 147,407 | $44.40 | $6,545,000 | $44.75 | 0.79% | $33.67 | $62.15 | |
≡ | CWAN - Clearwater Analytics Hds A | 0.02 | Reduce 40.73% | 338,954 | $25.25 | $8,559,000 | $30.90 | 22.38% | $15.62 | $35.71 | |
≡ | DLO - DLocal Ltd | 0.02 | Add 3.52% | 987,283 | $8.00 | $7,898,000 | $10.64 | 33.00% | $6.57 | $19.15 | |
≡ | EEFT - Euronet Worldwide Inc. | 0.02 | Reduce 7.39% | 59,928 | $99.24 | $5,947,000 | $103.43 | 4.22% | $85.89 | $117.66 | |
≡ | ELF - e.l.f. Beauty, Inc. | 0.02 | Buy | 64,126 | $109.04 | $6,992,000 | $119.00 | 9.13% | $98.50 | $221.83 | |
≡ | GNRC - Generac Holdings Inc. | 0.02 | Reduce 18.43% | 57,902 | $158.87 | $9,199,000 | $180.19 | 13.42% | $108.89 | $195.94 | |
≡ | GSHD - Goosehead Insurance Inc. | 0.02 | Reduce 17.97% | 105,858 | $89.30 | $9,453,000 | $120.43 | 34.86% | $50.47 | $124.00 | |
≡ | HLNE - Hamilton Lane Inc. CL A | 0.02 | Reduce 28.63% | 55,830 | $168.39 | $9,401,000 | $194.48 | 15.49% | $91.60 | $203.72 | |
≡ | IVV - Ishares Core S&P 500 ETF | 0.02 | Buy | 10,746 | $576.87 | $6,199,000 | $593.44 | 2.87% | $447.71 | $603.09 | |
≡ | PGNY - Progyny Inc. | 0.02 | Add 3.97% | 362,120 | $16.76 | $6,069,000 | $13.98 | -16.59% | $13.39 | $42.08 | |
≡ | WRBY - Warby Parker Inc. | 0.02 | Reduce 10.66% | 414,405 | $16.33 | $6,767,000 | $23.27 | 42.50% | $10.28 | $23.39 | |
≡ | YUMC - Yum China Holdings Inc. | 0.02 | Add 4.71% | 210,855 | $45.02 | $9,493,000 | $47.38 | 5.24% | $28.36 | $52.00 | |
≡ | AAON - AAON Inc. | 0.01 | Reduce 5.61% | 32,928 | $107.84 | $3,551,000 | $132.05 | 22.45% | $60.91 | $144.07 | |
≡ | ACWX - iShares MSCI ACWI EX U.S. ETF | 0.01 | Add 0.28% | 39,480 | $57.22 | $2,259,000 | $53.61 | -6.31% | $47.48 | $57.96 | |
≡ | ADSK - Autodesk Inc. | 0.01 | Reduce 82.81% | 7,239 | $275.45 | $1,994,000 | $307.84 | 11.76% | $195.32 | $315.73 | |
≡ | AIT - Applied Industrial Tech. | 0.01 | Add 113.35% | 16,204 | $223.15 | $3,616,000 | $265.74 | 19.09% | $154.36 | $276.59 | |
≡ | ALGN - Align Technology Inc. | 0.01 | Reduce 48.94% | 10,215 | $254.33 | $2,598,000 | $223.87 | -11.98% | $196.09 | $335.40 | |
≡ | BL - BlackLine Inc. | 0.01 | Reduce 33.37% | 69,297 | $55.14 | $3,821,000 | $58.53 | 6.15% | $43.37 | $69.31 | |
≡ | CATH - Global X S&P 500 Catholic Values ETF | 0.01 | Reduce 1.89% | 54,750 | $69.39 | $3,799,000 | $71.88 | 3.59% | $54.73 | $72.81 | |
≡ | DT - Dynatrace Inc. | 0.01 | Reduce 24.06% | 38,791 | $53.47 | $2,074,000 | $51.09 | -4.45% | $39.42 | $61.41 | |
≡ | EPAM - EPAM Systems Inc. | 0.01 | Reduce 19.60% | 20,722 | $199.02 | $4,124,000 | $234.50 | 17.83% | $169.43 | $317.50 | |
≡ | FOXF - Fox Factory Holding Corp. | 0.01 | Reduce 14.67% | 68,723 | $41.50 | $2,852,000 | $31.85 | -23.25% | $30.92 | $70.13 | |
≡ | FSV - Firstservice Corp | 0.01 | Reduce 5.54% | 28,137 | $182.46 | $5,134,000 | $188.44 | 3.28% | $140.83 | $192.71 | |
≡ | IBP - Installed Building Products | 0.01 | Add 37.20% | 17,963 | $246.28 | $4,424,000 | $208.53 | -15.33% | $142.07 | $280.57 | |
≡ | IWM - iShares Russell 2000 ETF | 0.01 | Add 35.33% | 13,381 | $220.91 | $2,956,000 | $230.93 | 4.54% | $174.73 | $242.39 | |
≡ | KB - Kb Financial Group Inc ADR | 0.01 | 78,267 | $61.75 | $4,833,000 | $67.92 | 9.99% | $36.57 | $72.89 | ||
≡ | KNSL - Kinsale Capital Group Inc. | 0.01 | Add 80.60% | 4,181 | $465.68 | $1,947,000 | $478.29 | 2.71% | $324.69 | $548.09 | |
≡ | LGIH - LGI Homes Inc. | 0.01 | Reduce 3.35% | 19,430 | $118.53 | $2,303,000 | $101.79 | -14.12% | $84.00 | $136.89 | |
≡ | MEDP - Medpace Holdings Inc. | 0.01 | Reduce 13.71% | 14,964 | $333.80 | $4,995,000 | $326.09 | -2.31% | $268.80 | $459.77 | |
≡ | MKTX - MarketAxess Holdings Inc. | 0.01 | Add 7.24% | 8,669 | $256.20 | $2,221,000 | $265.44 | 3.61% | $191.27 | $295.86 | |
≡ | MORN - Morningstar Inc. | 0.01 | Reduce 23.16% | 6,196 | $319.08 | $1,977,000 | $335.77 | 5.23% | $268.45 | $352.55 | |
≡ | NSIT - Insight Enterprises Inc. | 0.01 | Buy | 21,357 | $215.39 | $4,600,000 | $150.16 | -30.28% | $146.56 | $228.07 | |
≡ | NVEE - NV5 Global Inc. | 0.01 | Buy | 163,232 | $23.37 | $3,815,000 | $21.80 | -6.72% | $21.54 | $28.75 | |
≡ | OPCH - Option Care Health Inc. | 0.01 | Reduce 6.02% | 144,294 | $31.30 | $4,516,000 | $21.88 | -30.10% | $21.39 | $34.63 | |
≡ | PCTY - Paylocity Holding Corp. | 0.01 | Buy | 23,332 | $164.97 | $3,849,000 | $195.28 | 18.37% | $129.94 | $215.68 | |
≡ | QLYS - Qualys Inc. | 0.01 | Reduce 19.81% | 20,504 | $128.46 | $2,634,000 | $147.03 | 14.46% | $119.17 | $206.35 | |
≡ | RGEN - Repligen Corp. | 0.01 | Add 142.81% | 35,383 | $148.83 | $5,266,000 | $138.90 | -6.67% | $113.50 | $211.13 | |
≡ | RMBS - Rambus Inc. | 0.01 | Buy | 56,150 | $42.23 | $2,371,000 | $52.95 | 25.38% | $37.43 | $76.38 | |
≡ | ROAD - Construction Partners Inc. CL A | 0.01 | Add 37.23% | 35,094 | $69.81 | $2,450,000 | $91.31 | 30.80% | $39.79 | $97.26 | |
≡ | SITE - SiteOne Landscape Supply Inc. | 0.01 | Reduce 4.78% | 16,293 | $150.92 | $2,459,000 | $139.54 | -7.54% | $114.60 | $188.01 | |
≡ | TECH - Bio-Techne Corp. | 0.01 | Reduce 22.60% | 27,443 | $79.95 | $2,194,000 | $68.72 | -14.05% | $60.97 | $85.39 | |
≡ | VUG - Vanguard Growth ETF | 0.01 | Buy | 13,814 | $383.96 | $5,304,000 | $403.47 | 5.08% | $292.68 | $410.94 | |
≡ | YETI - YETI Holdings Inc. | 0.01 | Reduce 6.13% | 113,236 | $41.03 | $4,646,000 | $37.23 | -9.26% | $33.41 | $54.16 | |
≡ | AMN - AMN Healthcare Services | 0.00 | Reduce 27.47% | 44,812 | $42.40 | $1,900,000 | $24.80 | -41.51% | $23.37 | $80.22 | |
≡ | AZPN - Aspen Technology Inc. | 0.00 | Reduce 24.05% | 7,483 | $238.81 | $1,787,000 | $245.30 | 2.72% | $171.25 | $249.91 | |
≡ | BAH - Booz Allen Hamilton Hldg Corp. | 0.00 | Buy | 4,722 | $162.85 | $769,000 | $144.19 | -11.46% | $121.49 | $189.96 | |
≡ | BIL - SPDR Bloomberg 1 3 Month T B | 0.00 | Reduce 94.48% | 5,072 | $91.88 | $466,000 | $91.68 | -0.22% | $87.10 | $91.68 | |
≡ | BLD - TopBuild Corp. | 0.00 | Buy | 4,075 | $406.87 | $1,658,000 | $351.10 | -13.71% | $291.98 | $495.68 | |
≡ | BROS - Dutch Bros Inc Class A | 0.00 | Buy | 44,241 | $32.03 | $1,417,000 | $52.62 | 64.28% | $25.46 | $52.98 | |
≡ | BWMN - Bowman Consulting Group Ltd | 0.00 | Reduce 10.75% | 41,186 | $24.09 | $992,000 | $26.49 | 9.96% | $19.93 | $42.90 | |
≡ | CPA - Copa Holdings SA | 0.00 | Reduce 13.79% | 9,628 | $93.79 | $903,000 | $105.81 | 12.82% | $78.59 | $110.16 | |
≡ | CRL - Charles River Labs | 0.00 | Reduce 3.69% | 5,504 | $196.95 | $1,084,000 | $187.90 | -4.60% | $176.48 | $275.00 | |
≡ | DAVA - Endava plc | 0.00 | Reduce 48.36% | 9,776 | $25.57 | $250,000 | $26.74 | 4.58% | $23.28 | $81.06 | |
≡ | ETSY - Etsy Inc. | 0.00 | Reduce 24.87% | 24,738 | $55.54 | $1,374,000 | $50.86 | -8.43% | $47.10 | $89.58 | |
≡ | FIVE - Five Below Inc. | 0.00 | Reduce 75.92% | 5,004 | $88.33 | $442,000 | $83.10 | -5.92% | $64.87 | $216.18 | |
≡ | FND - Floor & Decor Holdings | 0.00 | Reduce 4.83% | 7,266 | $124.14 | $902,000 | $103.48 | -16.64% | $88.53 | $135.67 | |
≡ | KARO - Karooooo Ltd | 0.00 | Buy | 10,634 | $39.59 | $421,000 | $39.79 | 0.51% | $22.66 | $45.99 | |
≡ | KSPI - Jsc Kaspi.kz ADR | 0.00 | Reduce 13.58% | 8,371 | $105.96 | $887,000 | $106.17 | 0.20% | $79.82 | $139.45 | |
≡ | MODG - Callaway Golf Co. | 0.00 | Reduce 37.32% | 95,972 | $10.98 | $1,054,000 | $8.15 | -25.77% | $7.96 | $16.89 | |
≡ | NKE - NIKE Inc. | 0.00 | Reduce 99.83% | 15,237 | $88.40 | $1,347,000 | $73.36 | -17.01% | $70.44 | $121.93 | |
≡ | NTES - NetEase.com Inc. | 0.00 | Add 31.70% | 5,268 | $93.58 | $493,000 | $87.53 | -6.47% | $75.85 | $114.55 | |
≡ | OLLI - Ollie's Bargain Outlet Hldgs | 0.00 | Reduce 1.50% | 12,608 | $97.16 | $1,225,000 | $87.56 | -9.88% | $68.05 | $104.98 | |
≡ | POOL - Pool Corp. | 0.00 | Add 5.37% | 3,672 | $376.91 | $1,384,000 | $360.98 | -4.23% | $291.50 | $417.37 | |
≡ | PYPL - PayPal Holdings Inc. | 0.00 | Reduce 30.99% | 8,813 | $78.07 | $688,000 | $84.74 | 8.54% | $55.28 | $87.92 | |
≡ | SGOV - Ishares 0 3 Month Treasury B | 0.00 | Add 79.27% | 18,526 | $100.72 | $1,866,000 | $100.56 | -0.16% | $95.45 | $100.56 | |
≡ | SKIL - Skillsoft Corp | 0.00 | Reduce 41.54% | 42,744 | $15.51 | $663,000 | $14.55 | -6.19% | $5.09 | $20.20 | |
≡ | SPY - SPDR S&P 500 ETF Trust | 0.00 | Buy | 1,863 | $573.81 | $1,069,000 | $590.50 | 2.91% | $445.93 | $600.17 | |
≡ | TREX - Trex Company Inc. | 0.00 | Reduce 3.53% | 5,189 | $66.49 | $345,000 | $68.88 | 3.59% | $58.68 | $101.91 | |
≡ | TTEK - Tetra Tech | 0.00 | Add 598.82% | 23,124 | $47.18 | $1,091,000 | $40.22 | -14.75% | $30.80 | $51.20 | |
≡ | TYL - Tyler Technologies Inc. | 0.00 | Reduce 22.93% | 2,397 | $583.65 | $1,399,000 | $601.14 | 3.00% | $397.80 | $631.43 | |
≡ | USHY - Ishares Broad Usd High Yield | 0.00 | Buy | 26,300 | $37.64 | $990,000 | $37.25 | -1.04% | $32.87 | $37.43 | |
≡ | VT - Vanguard Tot World Stk ETF | 0.00 | Buy | 4,018 | $119.71 | $481,000 | $119.50 | -0.18% | $95.72 | $121.97 |
* 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
Technology | 24.99 | |
Health Care | 19.14 | |
Information Technology | 18.20 | |
Consumer Discretionary | 15.87 | |
Services | 13.86 | |
Financials | 4.30 | |
Communication Services | 3.06 | |
NA | 0.22 | |
Consumer Cyclical | 0.10 | |
Consumer Goods | 0.09 | |
Industrials | 0.06 | |
Industrial Goods | 0.04 | |
0.03 | ||
Real Estate | 0.01 |
Articles & Commentaries
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
23 Jun 2023 Polen Capital Management: Hidden in Plain Sight - Our Quest for Quality Around the World