Fund

Polen Capital Portfolio

POLEN CAPITAL MANAGEMENT LLC · Growth-stock asset managerSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: V 5.3%, MA 5.1%, MSCI 3.2%, SBUX 3.1%, IDXX 2.4% and 166 more (not traded on the exchange); ORCL 4.5% (on the exchange, not in the app yet).Rebalances after each quarterly 13F filing

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Return · Past 2 years+40.5%$1,000 → $1,405

Nov 15, 2024Nov 12, 2026

Max drawdown−22.7%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/4

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,849+$449 (+18.7%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

7 stocks · filed 8/4

LLY16.7%
NVDA16.6%
MSFT16.3%
GOOGL16.1%
AVGO15.4%
AMZN13.9%
TSM5.0%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/4

08/04

Bought LLY, bought NVDA

Holdings as of 6/30, filed 8/4

Bought LLY 6.9%
Bought NVDA 6.9%
Bought MSFT 6.7%
Bought GOOGL 6.7%
Bought AVGO 6.4%

and 54 more