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Investor profile
Polen Capital
Polen Capital Management · Long-term quality growth · Net worth: —
Founded in 1979 by David Polen. One of the most disciplined large-cap quality growth managers — runs a 20-30 stock portfolio with decades-long holding periods. Their Focus Growth strategy has delivered market-beating returns for 25+ years.
"Concentrated quality growth. 20-30 names only. Hold forever."
Tracked positions
6
Top concentration
43%
Longest holding
Microsoft (since 2011)
Realized 10-year track record
Polen Focus Growth strategy
10y CAGR
14.3%
net of fees
Alpha vs S&P
+1.2%
vs 13.1% benchmark
Win rate
60%
years beating S&P
Quality score
5.6
computed 0–10
Best year
+38%
Worst year
-39%
Cumulative 10y
3.8×
Volatility
22%
Recent moves
Manager quality score: 8/10
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| MSFT | Microsoft Core compounder. Decade-long hold. | 9.4% |
| GOOGL | Alphabet Class A Search moat + AI optionality. | 8.1% |
| V | Visa Payment network toll booth. | 7.8% |
| NOW | ServiceNow Enterprise software compounder. | 7.8% |
| MA | Mastercard Payment network. | 5.6% |
| META | Meta Platforms Quality cash flow — trimmed heavily Q4. | 4.1% |
Want Polen move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with Polen's portfolio.
Data sourced from Polen Capital Management 13F filings with the SEC. Approximate snapshot. Not investment advice.