Polen Capital Management
POLEN CAPITAL MANAGEMENT LLC · CIK 0001034524 · BOCA RATON, FL · Dönem sonu: 2026-06-30 · Dosyalama tarihi: 2026-08-04 · SEC kaynağını aç ↗Büyüme Yatırımcısı
Portföy BüyüklüğüFonun SEC’e bildirdiği ABD hisse portföyünün toplam değeri.
$11.61B
2026 Q2
Pozisyon
219
İlk 10 Hissenin AğırlığıPortföyün ne kadarının en büyük 10 hissede toplandığı. Yüksekse fon az sayıda hisseye odaklanıyor.
58.7%
Para Girişi/Çıkışı (Tahmini)
—
2026 Q2
Portföy Büyüklüğü Geçmişi
Çeyreklik Geçmiş · 40 Çeyrek
| Çeyrek | Bildirim | Pozisyon | Toplam Değer | Devir % | İlk 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | 219 | $11.61B | 7.9% | LLY, NVDA, MSFT, GOOG, AVGO, AMZN, V, MA, NOW, ORCL |
| 2026 Q1 | 2026-05-14 | 221 | $14.46B | 4.2% | MSFT, GOOG, LLY, AVGO, AMZN, MA, NOW, SHOP, V, ORCL |
| 2025 Q4 | 2026-02-12 | 231 | $23.42B | 2.2% | AMZN, MSFT, ORCL, LLY, GOOG, AVGO, MA, V, SHOP, NVDA |
| 2025 Q3 | 2025-11-12 | 232 | $30.80B | 10.0% | ORCL, MSFT, AMZN, SHOP, MA, V, AVGO, LLY, NVDA, GOOG |
| 2025 Q2 | 2025-08-13 | 240 | $32.59B | 2.8% | AMZN, MSFT, ORCL, V, SHOP, MA, ABT, LLY, ZTS, ADBE |
| 2025 Q1 | 2025-05-12 | 117 | $31.85B | 3.7% | AMZN, MSFT, V, ORCL, MA, ABT, SHOP, LLY, ZTS, G0403H108 |
| 2024 Q3 | 2025-02-10 | 118 | $38.74B | 1.6% | AMZN, MSFT, GOOG, V, NOW, MA, TMO, ADBE, ABT, AAPL |
| 2024 Q4 | 2025-02-10 | 124 | $37.01B | 10.5% | AMZN, MSFT, GOOG, V, MA, SHOP, ORCL, NOW, AAPL, NFLX |
| 2024 Q2 | 2024-08-12 | 110 | $39.86B | 0.8% | AMZN, MSFT, GOOG, V, NOW, MA, CRM, TMO, ABT, ABNB |
| 2023 Q4 | 2024-05-10 | 107 | $41.49B | 0.2% | AMZN, MSFT, NOW, GOOG, ADBE, NFLX, MA, CRM, V, G1151C101 |
| 2024 Q1 | 2024-05-10 | 104 | $43.32B | 2.0% | AMZN, MSFT, GOOG, V, NFLX, MA, CRM, NOW, TMO, ABT |
| 2023 Q3 | 2023-11-13 | 99 | $38.03B | 3.0% | AMZN, GOOG, NFLX, MSFT, NOW, ADBE, MA, V, CRM, G1151C101 |
| 2023 Q2 | 2023-08-11 | 100 | $40.33B | 2.4% | AMZN, NFLX, MSFT, GOOG, NOW, ADBE, MA, V, CRM, G1151C101 |
| 2023 Q1 | 2023-05-11 | 94 | $37.93B | 0.4% | AMZN, MSFT, NFLX, GOOG, CRM, NOW, MA, ADBE, V, ADSK |
| 2022 Q4 | 2023-02-13 | 93 | $34.28B | 3.7% | AMZN, GOOG, MSFT, ADBE, NFLX, MA, V, NOW, ABT, ADSK |
| 2022 Q3 | 2022-11-04 | 85 | $35.76B | 0.0% | AMZN, GOOG, MSFT, ADBE, V, META, MA, NFLX, CRM, ADSK |
| 2022 Q2 | 2022-08-10 | 84 | $37.93B | 1.1% | AMZN, GOOG, ADBE, V, MSFT, MA, META, ABT, CRM, G1151C101 |
| 2022 Q1 | 2022-05-12 | 91 | $51.27B | 0.2% | AMZN, GOOG, ADBE, MSFT, META, V, MA, ABT, ABNB, CRM |
| 2021 Q4 | 2022-02-11 | 92 | $59.53B | 1.1% | AMZN, GOOG, META, MSFT, ABT, ADBE, MA, G1151C101, CRM, V |
| 2021 Q3 | 2021-11-10 | 91 | $54.49B | 3.2% | META, GOOG, AMZN, ADBE, MSFT, MA, CRM, ABT, V, G1151C101 |
| 2021 Q2 | 2021-08-12 | 81 | $52.22B | 0.2% | META, MSFT, GOOG, ADBE, ABT, G1151C101, V, AMZN, CRM, MA |
| 2021 Q1 | 2021-05-12 | 71 | $44.49B | 12.5% | META, MSFT, GOOG, ADBE, ABT, G1151C101, MA, V, AMZN, CRM |
| 2020 Q4 | 2021-02-11 | 72 | $43.04B | 0.1% | MSFT, META, GOOG, ADBE, ABT, V, MA, G1151C101, ADSK, ZTS |
| 2020 Q3 | 2020-11-12 | 65 | $37.39B | 5.8% | META, MSFT, ADBE, GOOG, ABT, MA, V, ZTS, G1151C101, CRM |
| 2020 Q2 | 2020-08-13 | 63 | $33.09B | 0.1% | MSFT, META, ADBE, GOOG, V, ABT, MA, G1151C101, PYPL, ZTS |
| 2020 Q1 | 2020-05-11 | 63 | $23.05B | 2.6% | MSFT, META, GOOG, ADBE, ABT, V, MA, ZTS, G1151C101, NOW |
| 2019 Q4 | 2020-02-06 | 62 | $25.39B | 4.5% | MSFT, V, GOOG, META, ADBE, ZTS, MA, G1151C101, NKE, ORLY |
| 2019 Q3 | 2019-11-12 | 58 | $21.71B | 2.2% | MSFT, META, V, GOOG, ADBE, ZTS, MA, G1151C101, DG, NKE |
| 2019 Q2 | 2019-08-12 | 56 | $20.63B | 0.1% | MSFT, META, V, GOOG, ADBE, MA, ZTS, G1151C101, SBUX, NKE |
| 2019 Q1 | 2019-05-13 | 59 | $19.13B | 6.1% | MSFT, V, META, GOOG, ADBE, NKE, ZTS, SBUX, ORLY, G1151C101 |
| 2018 Q4 | 2019-02-12 | 58 | $15.34B | 0.0% | MSFT, V, GOOG, ORLY, ADP, META, ADBE, NKE, SBUX, ZTS |
| 2018 Q3 | 2018-11-13 | 58 | $17.57B | 4.3% | MSFT, V, GOOG, NKE, ADBE, ADP, SBUX, ORLY, G1151C101, IT |
| 2018 Q2 | 2018-08-09 | 59 | $15.57B | 0.0% | ADBE, MSFT, GOOG, V, NKE, ADP, G1151C101, ALGN, ZTS, ORLY |
| 2018 Q1 | 2018-05-11 | 56 | $14.09B | 7.9% | ADBE, GOOG, MSFT, V, NKE, ADP, G1151C101, ZTS, ORCL, SBUX |
| 2017 Q4 | 2018-02-09 | 53 | $13.45B | 2.3% | ADBE, META, GOOG, V, ADP, NKE, G1151C101, ORCL, SBUX, ORLY |
| 2017 Q3 | 2017-11-13 | 35 | $12.42B | 4.5% | META, ADBE, GOOG, V, CELG, ADP, ORCL, G1151C101, NKE, SBUX |
| 2017 Q2 | 2017-08-10 | 29 | $11.43B | 4.0% | V, META, ADBE, GOOG, REGN, NKE, ADP, SBUX, CELG, ORCL |
| 2017 Q1 | 2017-05-11 | 26 | $10.75B | 0.0% | V, META, GOOG, ADP, NKE, SBUX, ADBE, CELG, REGN, 741503403 |
| 2016 Q4 | 2017-02-13 | 26 | $9.09B | 0.0% | V, GOOG, ADP, META, SBUX, NKE, CELG, REGN, G1151C101, TJX |
| 2016 Q3 | 2016-11-14 | 27 | $8.39B | — | V, META, GOOG, NKE, 741503403, SBUX, G1151C101, ADBE, TJX, ORCL |
Adetler bölünme düzeltmeli (split-adjusted). Elde tutma süresi, en son çeyrekle biten kesintisiz çeyrek sayısından hesaplanır; 10 yıl üstü ">10 Yıl" olarak gösterilir.
Benzer portföyler
Son çeyrekte tutulan hisselerin Jaccard benzerliğine göre en yakın beş usta yatırımcı (gece hesaplanır).
| Fon | Örtüşme | Ortak hisseler |
|---|---|---|
| Sands Capital Management | 14.1% | CRS, CVNA, IWF, LRCX, LLY, MSFT, TSM, V +17 |
| ARK Investment Management (Cathie Wood) | 12.8% | BFLY, LLY, MSFT, PRLB, SNPS, TSM, META, GOOG +21 |
| Baillie Gifford | 12.2% | MSFT, TSM, META, GOOG, ADBE, GOOGL, AAPL, MA +22 |
| Capital Research Global Investors | 10.7% | CVNA, GE, LLY, MSFT, SBUX, SNPS, TSM, V +22 |
| Coatue Management | 10.7% | CVNA, LRCX, MSFT, SNPS, TSM, META, GOOG, GOOGL +11 |
2026-Q2 çeyrek raporunu oku · 13F Bildirim Takvimi
13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.