Stan C. Moss profile
Stan C. Moss profile

Stan C. Moss

Polen Capital Management LLC Holdings Strategy: Growth Investor

Polen Capital is a team of investors and researchers with the goal of providing their clients with a highly-concentrated high-quality portfolio. They believe consistent earnings growth is the main driver of long-term share price appreciation. Additionally, earnings stability acts as a safety buffer during a bear market and results in less volatile stocks. Polen Capital's investment portfolio showcases a strong preference for tech-heavy giants with robust growth potential. Leading their stock investments is Amazon.com Inc., the e-commerce and cloud computing behemoth, which remains a staple for its blend of retail dominance and AWS services.Microsoft Corporation holds a significant position as well, reflecting Polen Capital's confidence in Microsoft's diverse enterprise software solutions, cloud services through Azure, and consistent dividend payouts.Alphabet Inc - Ordinary Shares - Class C represents another core holding within Polen Capital’s strategy, underscoring the firm’s belief in Alphabet's expansive ecosystem, from search engine leadership to innovations in AI and self-driving technology.ServiceNow Inc also figures prominently, with its advanced cloud-based platforms for workflow automation that facilitate digital transformation across various industries, highlighting Polen Capital’s endorsement of companies at the forefront of enterprise technology.Finally, Netflix Inc. rounds up Polen Capital's top five investments. As a leading content streaming platform with a global subscriber base, it reflects an investment ethos that values companies with scalable entertainment models and strong user engagement.Investors tracking Polen Capital’s market approach will recognize a theme centered around scalability, innovation-driven growth, and market-leading positions within the technological sector. These stocks underscore the investor’s strategic commitment to pivotal players defining the digital age.

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Polen Capital Portfolio 2023

Performance

1 Year

+10.22%

3 Years

-10.19%

5 Years

+71.96%

10 years

+284.93%


Sectors

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Largest Holdings

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Trades

  • Amazon.com Inc. Amazon.com Inc. (AMZN)
  • Sector: Electronic Shopping and Mail-Order Houses
  • % of Portfolio: 13.4%
  • (Buy) $144.38 ― +11.5% β†’$161.02 (Now)
  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 9.2%
  • (Buy) $140.67 ― +180.9% β†’$395.15 (Now)
  • Netflix Inc. Netflix Inc. (NFLX)
  • Sector: Internet Publishing and Broadcasting and Web Search Portals
  • % of Portfolio: 5.5%
  • (Buy) $392.20 ― +52.6% β†’$598.55 (Now)
  • ServiceNow Inc ServiceNow Inc (NOW)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 5.0%
  • (Buy) $347.16 ― +125.0% β†’$781.27 (Now)
  • Abbott Laboratories Abbott Laboratories (ABT)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 4.2%
  • (Buy) $92.15 ― +17.9% β†’$108.63 (Now)
  • Salesforce Inc Salesforce Inc (CRM)
  • Sector: Software Publishers
  • % of Portfolio: 4.0%
  • (Buy) $185.04 ― +29.2% β†’$239.01 (Now)
  • Adobe Inc Adobe Inc (ADBE)
  • Sector: Software Publishers
  • % of Portfolio: 3.5%
  • (Buy) $211.91 ― +140.3% β†’$509.32 (Now)
  • Unitedhealth Group Inc Unitedhealth Group Inc (UNH)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: 3.3%
  • (Buy) $317.07 ― +79.8% β†’$569.96 (Now)
  • Autodesk Inc. Autodesk Inc. (ADSK)
  • Sector: Software Publishers
  • % of Portfolio: 2.7%
  • (Buy) $215.21 ― +4.9% β†’$225.72 (Now)
  • Novo Nordisk - ADR Novo Nordisk - ADR (NVO)
  • Sector: Medicinal and Botanical Manufacturing
  • % of Portfolio: 2.4%
  • (Buy) $164.09 ― -23.2% β†’$126.00 (Now)
  • Gartner, Inc. Gartner, Inc. (IT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 1.9%
  • (Buy) $101.51 ― +350.7% β†’$457.47 (Now)
  • Lilly(Eli) & Co Lilly(Eli) & Co (LLY)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 1.1%
  • (Buy) $515.29 ― +50.5% β†’$775.26 (Now)
  • Icon Plc Icon Plc (ICLR)
  • Sector: Research and Development in Biotechnology
  • % of Portfolio: 0.8%
  • (Buy) $209.42 ― +48.3% β†’$310.49 (Now)
  • Sap SE - ADR Sap SE - ADR (SAP)
  • Sector: Software Publishers
  • % of Portfolio: 0.6%
  • (Buy) $115.26 ― +72.7% β†’$199.03 (Now)
  • Align Technology, Inc. Align Technology, Inc. (ALGN)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 0.6%
  • (Buy) $162.15 ― +28.2% β†’$207.94 (Now)
  • Paycom Software Inc Paycom Software Inc (PAYC)
  • Sector: Software Publishers
  • % of Portfolio: 0.6%
  • (Buy) $193.70 ― -18.4% β†’$158.07 (Now)
  • Automatic Data Processing Inc. Automatic Data Processing Inc. (ADP)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.3%
  • (Buy) $100.20 ― +157.6% β†’$258.14 (Now)
  • Globant S.A. Globant S.A. (GLOB)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.2%
  • (Buy) $204.12 ― -10.5% β†’$182.60 (Now)
  • Medtronic Plc Medtronic Plc (MDT)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 0.2%
  • (Buy) $99.80 ― -19.5% β†’$80.33 (Now)
Stock % of
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Average
Buy Price
Current
Price
Position
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Options

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Metrics

Performance

1 Year

+10.22%

3 Years

-10.19%

5 Years

+71.96%

10 years

+284.93%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $1.01 Trillion
  • Dividend Yield 0.47 %
  • Beta 1.1592
  • P/E Ratio 41.33
  • Negative P/E Ratio -15.97
  • Profit Margin 22.67%
  • PEG 154.52
  • Price to Sales Ratio 8.18
  • Price to Book Ratio 14.4
  • Enterprise Value to EBIT: 42.74
  • Enterprise Value to Revenue 8.51
  • Total Debt to Enterprise Value 0.04
  • Debt to Equity 0.5431
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity 35.52%
  • Return on Assets 13.18%
  • Return on Invested Capital 21.68%


About Polen Capital

Polen Capital is a team of investors and researchers with the goal of providing their clients with a highly-concentrated high-quality portfolio. They believe consistent earnings growth is the main driver of long-term share price appreciation. Additionally, earnings stability acts as a safety buffer during a bear market and results in less volatile stocks. Polen Capital's investment portfolio showcases a strong preference for tech-heavy giants with robust growth potential. Leading their stock investments is Amazon.com Inc., the e-commerce and cloud computing behemoth, which remains a staple for its blend of retail dominance and AWS services.Microsoft Corporation holds a significant position as well, reflecting Polen Capital's confidence in Microsoft's diverse enterprise software solutions, cloud services through Azure, and consistent dividend payouts.Alphabet Inc - Ordinary Shares - Class C represents another core holding within Polen Capital’s strategy, underscoring the firm’s belief in Alphabet's expansive ecosystem, from search engine leadership to innovations in AI and self-driving technology.ServiceNow Inc also figures prominently, with its advanced cloud-based platforms for workflow automation that facilitate digital transformation across various industries, highlighting Polen Capital’s endorsement of companies at the forefront of enterprise technology.Finally, Netflix Inc. rounds up Polen Capital's top five investments. As a leading content streaming platform with a global subscriber base, it reflects an investment ethos that values companies with scalable entertainment models and strong user engagement.Investors tracking Polen Capital’s market approach will recognize a theme centered around scalability, innovation-driven growth, and market-leading positions within the technological sector. These stocks underscore the investor’s strategic commitment to pivotal players defining the digital age.


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