Polen Capital Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+30.80B
+9,999%+
Winning Positions
+53.68%
219 wins / 408 positions
Average Gain (Winners)
$119.38M
+9,999%+ avg per position
Active Positions
232
103 losing positions
Portfolio Value Over Time
Total Positions Tracked
408
All holdings over time
Win/Loss Ratio
2.13
219 gains / 103 losses
Active vs. Exited
232 / 176
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| ORCL | Oracle Corporation | Technology | Jun 2013 | ACTIVE | $198.48K | $2.61B | $2.61B | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Sep 2017 | ACTIVE | $527.48K | $2.60B | $2.60B | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Mar 2021 | ACTIVE | $2.00M | $2.47B | $2.47B | +9,999%+ |
| SHOP | Shopify Inc. | Technology | Jun 2021 | ACTIVE | $26.15K | $1.64B | $1.64B | +9,999%+ |
| MA | Mastercard Incorporated | Financial Services | Jun 2013 | ACTIVE | $329.00 | $1.56B | $1.56B | +9,999%+ |
| V | Visa Inc. | Financial Services | Jun 2013 | ACTIVE | $317.68K | $1.48B | $1.48B | +9,999%+ |
| NVDA | NVIDIA Corporation | Technology | Sep 2018 | ACTIVE | $703.15K | $1.17B | $1.17B | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $409.97K | $1.13B | $1.13B | +9,999%+ |
| ZTS | Zoetis Inc. | Healthcare | Dec 2017 | ACTIVE | $285.97K | $1.10B | $1.10B | +9,999%+ |
| NOW | ServiceNow, Inc. | Technology | Dec 2019 | ACTIVE | $547.82K | $1.03B | $1.03B | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.