David M. Polen - Polen Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 12, 2025 | |
| Total Stocks | 117 | |
| Portfolio Value | $31.85B |
Polen Capital Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 3.1 years | Style | Average duration positions are maintained |
| Position Count | 146 | Style | Number of active positions in portfolio |
| Position Size | 2.0% | Risk | Typical allocation per position |
| Win Rate | 51.2% | Performance | Percentage of profitable positions |
| Average Return | 1927.5% | Performance | Mean return across positions |
| Sharpe Ratio | 0.15 | Performance | Return per unit of risk taken |
Investment Case Study: AMAZON COM INC (AMZN)
3/31/2021 - 8/4/2025
Performance Metrics
Total Return: 70,193.79%
Holding Period: 1587 days
Max Position Size: $6,207,099,652.00
Position Weight: 10.55%
Key Events
3/31/2021: ENTRY(645,536.00 shares) @ $3.09
6/30/2021: INCREASE(51,347.00 shares) @ $3.44
9/30/2021: INCREASE(456,024.00 shares) @ $3.29
12/31/2021: INCREASE(320,440.00 shares) @ $3.33
3/31/2022: DECREASE(-31,255.00 shares) @ $3.26
6/30/2022: INCREASE(36,118,513.00 shares) @ $0.11
9/30/2022: DECREASE(-322,748.00 shares) @ $0.11
12/31/2022: DECREASE(-2,089,456.00 shares) @ $84.00
3/31/2023: INCREASE(9,734,356.00 shares) @ $103.29
6/30/2023: DECREASE(-2,638,569.00 shares) @ $130.36
9/30/2023: DECREASE(-4,846,037.00 shares) @ $127.12
12/31/2023: DECREASE(-1,124,266.00 shares) @ $151.95
3/31/2024: DECREASE(-1,862,644.00 shares) @ $180.38
6/30/2024: DECREASE(-4,787,351.00 shares) @ $193.25
9/30/2024: DECREASE(-3,879,033.00 shares) @ $186.33
12/31/2024: DECREASE(-6,198,245.00 shares) @ $219.39
3/31/2025: DECREASE(-1,799,217.00 shares) @ $190.26
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure