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%).

2023 Q2 (99 results)
LESL
buy
+262,203
+0.01%
$9.39
46.54% $5.02
0.01%
MORN
buy
+5,622
+0.00%
$196.07
24.24% $243.60
0.00%
MKL
buy
+443
+0.00%
$1,383.18
10.33% $1,526.13
0.00%
YUMC
buy
+220,451
+0.03%
$56.50
1.66% $57.44
0.03%
VUG
buy
+2,808
+0.00%
$282.96
3.65% $272.62
0.00%
IWM
buy
+1,388
+0.00%
$187.29
5.67% $176.67
0.00%
WDAY
buy
+3,871,968
+2.17%
$225.89
2.18% $230.82
2.17%
DLO
+88.02%
+790,467
+0.02%
$12.21
54.61% $18.87
0.05%
MPWR
+87.23%
+1,148
+0.00%
$540.23
16.83% $449.29
0.00%
ALIT
+84.08%
+628,569
+0.01%
$9.24
20.24% $7.37
0.03%
GLOB
+83.04%
+166,539
+0.07%
$179.72
11.10% $199.66
0.16%
PYPL
+77.02%
+9,642,649
+1.60%
$66.73
13.26% $57.88
3.67%
SITM
+64.16%
+13,751
+0.00%
$117.97
9.40% $106.88
0.01%
HDB
+55.85%
+165,422
+0.03%
$69.70
15.54% $58.87
0.08%
EPAM
+31.05%
+13,857
+0.01%
$224.75
16.13% $261.00
0.03%
DCGO
+24.07%
+88,448
+0.00%
$9.37
45.57% $5.10
0.01%
YETI
+7.80%
+16,330
+0.00%
$38.84
22.04% $47.40
0.02%
EL
+5.64%
+6,788
+0.00%
$196.38
24.83% $147.62
0.06%
LVS
+3.01%
+9,745
+0.00%
$58.00
21.05% $45.79
0.05%
TYL
+1.68%
+207
+0.00%
$416.47
6.70% $388.58
0.01%
ADP
+1.47%
+7,879
+0.00%
$219.79
8.90% $239.35
0.30%
ILMN
+0.29%
+14,983
+0.01%
$187.49
29.36% $132.44
2.37%
DOCU
-0.07%
-6,095
-0.00%
$51.09
18.77% $41.50
1.07%
PAYC
-0.56%
-90
-0.00%
$321.24
19.95% $257.16
0.01%
GOOGL
-1.11%
-25,409
-0.01%
$119.70
8.81% $130.25
0.67%
ICLR
-1.39%
-20,693
-0.01%
$250.20
0.08% $250.41
0.91%
TMO
-1.42%
-32,287
-0.04%
$521.75
3.63% $502.79
2.90%
AON
-1.65%
-13,636
-0.01%
$345.20
2.66% $336.02
0.69%
NKE
-1.89%
-122,152
-0.03%
$110.37
17.69% $90.85
1.74%
FIVE
-1.95%
-1,452
-0.00%
$196.54
24.76% $147.88
0.04%
UNH
-2.08%
-56,360
-0.07%
$480.64
5.30% $506.10
3.17%
RVLV
-2.20%
-9,482
-0.00%
$16.40
23.66% $12.52
0.02%
ALGN
-2.43%
-39,338
-0.03%
$353.64
15.58% $298.56
1.39%
ZTS
-2.45%
-135,756
-0.06%
$172.21
2.60% $176.68
2.31%
MDT
-2.55%
-20,461
-0.00%
$88.10
8.89% $80.27
0.17%
V
-2.64%
-212,806
-0.13%
$237.48
1.01% $235.08
4.63%
ABT
-2.72%
-387,593
-0.10%
$109.02
9.97% $98.15
3.75%
ABNB
-2.92%
-348,068
-0.11%
$128.16
3.15% $132.20
3.67%
ALTR
-3.43%
-2,405
-0.00%
$75.84
17.89% $62.27
0.01%
FSV
-3.44%
-1,462
-0.00%
$154.09
2.45% $150.32
0.02%
MA
-3.44%
-177,370
-0.17%
$393.30
2.27% $402.22
4.86%
ACN
-3.48%
-186,287
-0.14%
$308.58
2.43% $316.09
3.95%
AMN
-3.49%
-1,210
-0.00%
$109.12
24.42% $82.47
0.01%
ASML
-3.57%
-2,365
-0.00%
$724.75
18.99% $587.10
0.11%
CCCS
-3.65%
-24,462
-0.00%
$11.21
4.82% $11.75
0.02%
HELE
-3.69%
-861
-0.00%
$108.02
7.39% $116.00
0.01%
SAP
-3.74%
-49,293
-0.02%
$136.81
3.04% $132.65
0.43%
BL
-3.75%
-4,580
-0.00%
$53.82
1.45% $54.60
0.02%
SHOP
-3.77%
-30,781
-0.00%
$64.60
17.83% $53.08
0.13%
UL
-3.79%
-30,132
-0.00%
$52.13
3.34% $50.39
0.10%
QLYS
-3.84%
-2,397
-0.00%
$129.17
18.54% $153.12
0.02%
BMBL
-4.26%
-15,927
-0.00%
$16.78
12.69% $14.65
0.01%
PGNY
-4.45%
-12,918
-0.00%
$39.34
15.89% $33.09
0.03%
RH
RH
-4.47%
-873
-0.00%
$329.59
19.93% $263.91
0.02%
MELI
-4.48%
-2,268
-0.01%
$1,184.59
7.80% $1,276.96
0.14%
NOW
-4.48%
-197,790
-0.28%
$561.97
1.40% $554.09
5.88%
ADBE
-4.51%
-218,591
-0.27%
$488.99
4.89% $512.90
5.62%
EEFT
-4.51%
-3,603
-0.00%
$117.37
30.77% $81.25
0.02%
ALRM
-4.54%
-6,825
-0.00%
$51.68
18.92% $61.46
0.02%
GOOG
-4.59%
-978,730
-0.29%
$120.97
8.50% $131.25
6.10%
KARO
-4.64%
-5,926
-0.00%
$23.40
7.99% $21.53
0.01%
OLO
-4.64%
-33,761
-0.00%
$6.46
4.80% $6.15
0.01%
WRBY
-4.71%
-16,261
-0.00%
$11.69
5.65% $12.35
0.01%
DOCS
-4.79%
-9,692
-0.00%
$34.02
41.53% $19.89
0.02%
HLNE
-4.83%
-5,916
-0.00%
$79.98
11.58% $89.24
0.02%
HLI
-4.86%
-6,689
-0.00%
$98.31
9.43% $107.58
0.03%
WING
-4.88%
-2,559
-0.00%
$200.16
15.39% $169.36
0.02%
FTCH
-4.94%
-25,268
-0.00%
$6.04
69.87% $1.82
0.01%
FND
-4.97%
-2,305
-0.00%
$103.96
13.91% $89.50
0.01%
NFLX
-5.03%
-350,214
-0.38%
$440.49
13.78% $379.81
7.22%
FOXF
-5.06%
-4,884
-0.00%
$108.51
10.99% $96.58
0.02%
ATHM
-5.46%
-27,300
-0.00%
$29.16
3.57% $30.20
0.03%
AMZN
-5.88%
-2,638,569
-0.85%
$130.36
0.95% $129.12
13.66%
TME
-6.18%
-210,540
-0.00%
$7.38
14.91% $6.28
0.06%
IWF
-6.44%
-8,813
-0.01%
$275.18
2.91% $267.18
0.09%
DAVA
-7.21%
-7,846
-0.00%
$51.79
7.88% $55.87
0.01%
TPLC
-8.75%
-1,394
-0.00%
$35.98
3.60% $34.68
0.00%
CRL
-9.40%
-514
-0.00%
$210.25
5.06% $199.62
0.00%
TTD
-9.64%
-3,746
-0.00%
$77.22
1.13% $76.35
0.01%
TREX
-9.67%
-3,123
-0.00%
$65.56
2.44% $63.96
0.00%
AZPN
-9.74%
-804
-0.00%
$167.61
18.51% $198.64
0.00%
ETSY
-9.92%
-1,726
-0.00%
$84.61
24.60% $63.80
0.00%
CATH
-11.48%
-6,071
-0.00%
$54.44
3.38% $52.60
0.01%
TPIF
-13.33%
-2,415
-0.00%
$25.23
3.53% $24.34
0.00%
MSFT
-19.66%
-1,817,269
-1.54%
$340.54
6.91% $317.01
6.27%
GSHD
-20.86%
-60,666
-0.01%
$62.89
21.51% $76.42
0.04%
SITE
-23.70%
-7,455
-0.00%
$167.36
7.24% $155.25
0.01%
CRM
-24.75%
-2,602,169
-1.36%
$211.26
2.29% $206.43
4.15%
DT
-27.36%
-38,316
-0.00%
$51.47
9.35% $46.66
0.01%
IT
-27.87%
-754,516
-0.66%
$350.31
1.70% $356.26
1.70%
ADSK
-30.34%
-2,386,575
-1.21%
$204.61
0.28% $204.04
2.78%
APPF
-31.12%
-18,030
-0.01%
$172.14
3.89% $178.84
0.02%
CPRT
-42.35%
-15,432
-0.00%
$91.21
52.68% $43.16
0.00%
MYTE
-53.27%
-58,800
-0.00%
$4.00
3.50% $3.86
0.00%
FICO
-75.96%
-1,937
-0.00%
$809.21
9.92% $889.51
0.00%
ACWI
-77.58%
-85,656
-0.02%
$95.94
2.79% $93.26
0.01%
ACWX
-78.56%
-68,293
-0.01%
$49.22
3.13% $47.68
0.00%
FET
-100.00%
-150,393
-0.01%
$25.43
3.66% $24.50
0.00%
META
-100.00%
-2,159
-0.00%
$211.94
41.12% $299.08
0.00%
99 of 2,183

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.