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Polen Capital Management Holdings Activity
Polen Capital Management Portfolio 13F
Polen Capital Management has disclosed a total of 107 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 34, bought 4 totally new, decreased the number of shares of 62 and completely sold out 7 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 38 securities out of which top 5 purchases (by % change to portfolio) are (TMO) THERMO FISHER SCIENTIFIC INC (added shares +60.29%), (ZTS) ZOETIS INC (added shares +40.9%), (NKE) NIKE INC -CL B (added shares +60.43%), (V) VISA INC-CLASS A SHARES (added shares +15.1%) and (ABT) ABBOTT LABORATORIES (added shares +19.67%).
What does Polen Capital Management invest in?
Polen Capital Management's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (14.34%), (MSFT) MICROSOFT CORP (9.39%), (GOOG) ALPHABET INC-CL C (6.36%), (V) VISA INC-CLASS A SHARES (5.41%) and (NFLX) NETFLIX INC (5.39%).
In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (reduced shares -5.14%), (MSFT) MICROSOFT CORP (reduced shares -2.92%), (GOOG) ALPHABET INC-CL C (reduced shares -3.81%), (V) VISA INC-CLASS A SHARES (added shares +15.1%) and (NFLX) NETFLIX INC (reduced shares -5.93%).
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.