Polen Capital Management (Stan Moss)

Polen Capital Management (Stan Moss) has filed 13F reports from Q2 2013 through Q2 2026. In the most recent quarter, the fund reported $11.6B across 219 positions. The portfolio has returned 0.7% annualized over five years, with 20.0% volatility and a maximum drawdown of 38.0%. Top holdings include LLY, NVDA, MSFT, GOOG, AVGO. Across all filing periods, 3.8% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.