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Polen Capital Management Holdings Activity
Polen Capital Management Portfolio 13F
Polen Capital Management has disclosed a total of 99 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 15, bought 7 totally new, decreased the number of shares of 75 and completely sold out 2 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 22 securities out of which top 5 purchases (by % change to portfolio) are (WDAY) WORKDAY INC-CLASS A (new buy), (PYPL) PAYPAL HOLDINGS INC (added shares +77.02%), (GLOB) GLOBANT SA (added shares +83.04%), (YUMC) YUM CHINA HOLDINGS INC (new buy) and (HDB) HDFC BANK LTD-ADR (added shares +55.85%).
What does Polen Capital Management invest in?
Polen Capital Management's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (13.66%), (NFLX) NETFLIX INC (7.22%), (MSFT) MICROSOFT CORP (6.27%), (GOOG) ALPHABET INC-CL C (6.1%) and (NOW) SERVICENOW INC (5.88%).
In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (reduced shares -5.88%), (NFLX) NETFLIX INC (reduced shares -5.03%), (MSFT) MICROSOFT CORP (reduced shares -19.66%), (GOOG) ALPHABET INC-CL C (reduced shares -4.59%) and (NOW) SERVICENOW INC (reduced shares -4.48%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.