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Polen Capital Management Holdings Activity
Polen Capital Management Portfolio 13F
Polen Capital Management has disclosed a total of 114 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 21, bought 12 totally new, decreased the number of shares of 76 and completely sold out 5 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 33 securities out of which top 5 purchases (by % change to portfolio) are (SHOP) SHOPIFY INC - CLASS A (added shares +1672.17%), (MSCI) MSCI INC (added shares +1113.07%), (PAYC) PAYCOM SOFTWARE INC (added shares +47.09%), (IWF) ISHARES RUSSELL 1000 GROWTH (added shares +292.95%) and (ACWI) ISHARES MSCI ACWI ETF (added shares +909.17%).
What does Polen Capital Management invest in?
Polen Capital Management's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (14.36%), (MSFT) MICROSOFT CORP (10.08%), (GOOG) ALPHABET INC-CL C (7.68%), (V) VISA INC-CLASS A SHARES (5.27%) and (NOW) SERVICENOW INC (4.9%).
In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (reduced shares -13.91%), (MSFT) MICROSOFT CORP (reduced shares -7.03%), (GOOG) ALPHABET INC-CL C (reduced shares -7.72%), (V) VISA INC-CLASS A SHARES (reduced shares -4.71%) and (NOW) SERVICENOW INC (reduced shares -6.76%).
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.