Polen Capital Management - Q4 2022 holdings

$34.3 Billion is the total value of Polen Capital Management's 93 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .

 Value Shares↓ Weighting
TMO NewTHERMO FISHER SCIENTIFIC INC$1,208,054,6892,193,711
+100.0%
3.52%
EL NewLAUDER ESTEE COS INCcl a$30,805,710124,162
+100.0%
0.09%
HDB NewHDFC BANK LTDsponsored ads$21,539,983314,866
+100.0%
0.06%
IUSG NewISHARES TRcore s&p us gwt$11,076,041135,869
+100.0%
0.03%
NewOLAPLEX HLDGS INC$4,319,746829,126
+100.0%
0.01%
SITM NewSITIME CORP$2,236,45322,008
+100.0%
0.01%
FSV NewFIRSTSERVICE CORP NEW$1,852,95615,120
+100.0%
0.01%
NewCCC INTELLIGENT SOLUTIONS HL$1,816,795208,827
+100.0%
0.01%
DLO NewDLOCAL LTD$648,64641,660
+100.0%
0.00%
LVS NewLAS VEGAS SANDS CORP$435,0349,050
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-13
Signatures

The EDGAR filing(s) were signed by:

About Polen Capital Management

Polen Capital Management is a Florida-based investment management firm that was founded in 1989 by Dan Davidowitz and Stan Moss. The firm manages over $60 billion in assets for institutional and individual investors. Polen Capital Management is known for its active management style and its focus on high-quality growth companies.

The firm's investment philosophy is centered around the belief that high-quality companies with sustainable competitive advantages will outperform over the long term. Polen Capital Management's investment process involves rigorous fundamental analysis and a focus on companies with strong management teams, high returns on invested capital, and sustainable growth prospects.

The firm's investment team is led by a group of experienced professionals, including CEO and Chief Investment Officer, Damon Ficklin, who has been with the firm since 2003. Other key members of the team include COO, Jeff Mueller, and Senior Portfolio Manager, Daniel Davidowitz.

Polen Capital Management offers a range of investment strategies, including global, international, and U.S. equity strategies. The firm's clients include pension funds, endowments, foundations, and high net worth individuals.

Overall, Polen Capital Management has a strong reputation in the investment management industry, and its focus on high-quality growth companies has led to strong long-term performance for its clients.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Visa Inc Cl A42Q3 20238.6%
ACCENTURE PLC IRELAND42Q3 20235.6%
Nike Inc Cl B42Q3 20238.4%
MASTERCARD INCORPORATED42Q3 20236.4%
GARTNER INC42Q3 20235.0%
Automatic Data Processing Inc41Q3 20236.5%
Ishares Tr Russell 141Q3 20231.6%
STARBUCKS CORP39Q4 20226.6%
ADOBE SYSTEMS INCORPORATED35Q3 20239.9%
META PLATFORMS INC34Q1 20238.8%

View Polen Capital Management's complete holdings history.

Latest significant ownerships (13-D/G)
Polen Capital Management Q4 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
GARTNER INCFebruary 10, 20232,750,7553.5%
PULITZER INCFebruary 10, 2000? ?

View Polen Capital Management's complete significant-ownership history.

Latest filings
TypeFiled
40-APP/A2024-03-08
13F-HR/A2024-02-20
13F-HR2024-02-13
SC 13G2024-02-13
SC 13G/A2024-01-18
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-11
13F-HR2023-02-13
SC 13G/A2023-02-10

View Polen Capital Management's complete filings history.

Compare quarters

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