Polen Capital's top holdings (September 2025) include Amazon.com Inc. (AMZN), a global leader in e-commerce and cloud computing services.

Polen Capital is an investment management firm that focuses on identifying high-quality businesses with sustainable competitive advantages. The firm manages a range of investment strategies, primarily concentrating on growth equity within both domestic and international markets for institutional and individual clients.

Amazon.com Inc. (AMZN)

Amazon.com Inc. stands as a dominant force in both online retail and cloud infrastructure, operating the vast Amazon.com marketplace and Amazon Web Services (AWS). Its services span from digital streaming to artificial intelligence and logistics, serving a global customer base. With a market capitalization of $2.44T, Polen Capital's position in Amazon is currently valued at $3.19B. Analysts have set an average price target of $255.63 for the company, while its discounted cash flow suggests a value of $32.01 per share.
Here's an overview of Polen Capital's trades in Amazon.com Inc.:

Microsoft Corporation (MSFT)

Microsoft Corporation is a technology titan, widely recognized for its diverse suite of software products, including the Windows operating system and Office productivity applications. The company is also a major player in cloud computing through Azure, as well as gaming with Xbox, and various hardware offerings. The company's market cap stands at an impressive $3.77T, and Polen Capital's holding in Microsoft is currently worth $2.75B. Its discounted cash flow analysis points to a value of $387.56 per share, and analysts project an average price target of $612.75.
Here's an overview of Polen Capital's trades in Microsoft Corporation:

Oracle Corp. (ORCL)

Oracle Corp. is a leading provider of enterprise software, specializing in database technology, cloud engineered systems, and enterprise resource planning (ERP) software. Its solutions are integral to businesses worldwide for managing data and operations. Oracle holds a market capitalization of $635.16B, with Polen Capital's investment in the company currently valued at $2.71B. Analysts generally assign a price target of $210.0 for Oracle, and its discounted cash flow value is estimated at $48.01 per share.
Here's an overview of Polen Capital's trades in Oracle Corp.:

Shopify Inc (SHOP)

Shopify Inc. provides a comprehensive e-commerce platform that enables businesses of all sizes to set up, run, and grow their online stores. Its services include website hosting, payment processing, marketing tools, and shipping solutions, catering to a global merchant base. The current value of Polen Capital's position in Shopify is $2.08B. The company maintains a market capitalization of $183.62B. According to discounted cash flow analysis, the stock holds a value of $15.5 per share, with analysts targeting an average price of $141.83.
Here's an overview of Polen Capital's trades in Shopify Inc:

Visa Inc (V)

Visa Inc. is a global leader in digital payments, facilitating transactions between consumers, merchants, financial institutions, and government entities across more than 200 countries and territories. The company operates one of the world's largest retail electronic payments networks. Visa's market capitalization is $677.83B, and this holding in Polen Capital's portfolio is currently worth $1.97B. The average analyst price target for Visa is $412.0, while its discounted cash flow value stands at $267.1 per share.
Here's an overview of Polen Capital's trades in Visa Inc.: