Polen Capital

growth, quality, concentrated, active

Quarters 52

2024-12-31 $37.01B

Positions 124

Fund Profile

Stored public background and source notes.

Background

Founded 1979 by David Polen as a private wealth firm; institutionalized the Focus Growth strategy in 1989. Best known for the Focus Growth lineup (institutional and 401(k) versions) and a more recent global / international growth franchise.

Key People

Dan Davidowitz Lead PM, Focus Growth
Long-tenured PM on the flagship strategy.
Damon Ficklin Head of Large Company Growth Team
Co-PM on Focus Growth.

Track Record / Style

Focus Growth has been a long-standing top-quartile US large-cap growth strategy, with persistent ownership of Microsoft, Visa, Adobe, Accenture, and similar high-ROE compounders. 2022 was painful as the growth multiple compressed but long-run record remained intact. Concentration plus low turnover makes single-stock decisions consequential.

Profile Sources

Polen Capital

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30

Top 10 $37.01B 124 positions total

Issuer

Value

Weight

Share Δ%

AMAZON COM INC AMZN $4.29B 11.59% -24.08% MICROSOFT CORP MSFT $2.70B 7.30% -8.58% ALPHABET INC GOOG $2.11B 5.70% -13.61% VISA INC V $2.08B 5.62% -9.36% MASTERCARD INCORPORATED MA $1.84B 4.97% -8.89% SHOPIFY INC SHOP $1.82B 4.91% -9.96% ORACLE CORP ORCL $1.79B 4.83% +22.31% SERVICENOW INC NOW $1.73B 4.68% -26.49% APPLE INC AAPL $1.54B 4.17% -8.41% NETFLIX INC NFLX $1.54B 4.16% -9.43% Others (114 positions) $15.57B 42.07%

Total Disclosed Value

2013-06-30 → 2026-03-31 · $4.20B → $14.46B