Polen Capital Management Holdings Activity
Polen Capital Management Portfolio 13F
Polen Capital Management has disclosed a total of 85 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 61, bought 3 totally new, decreased the number of shares of 19 and completely sold out 2 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 64 securities out of which top 5 purchases (by % change to portfolio) are (NFLX) NETFLIX INC (added shares +53.93%), (ILMN) ILLUMINA INC (added shares +62.04%), (NOW) SERVICENOW INC (added shares +26.46%), (CRM) SALESFORCECOM INC (added shares +12.5%) and (SAP) SAP SE-SPONSORED ADR (added shares +74.93%).
What does Polen Capital Management invest in?
Polen Capital Management's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (11.79%), (GOOG) ALPHABET INC-CL C (7.67%), (MSFT) MICROSOFT CORP (6.26%), (ADBE) ADOBE INC (5.34%) and (V) VISA INC-CLASS A SHARES (5.06%).
In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (reduced shares -0.86%), (GOOG) ALPHABET INC-CL C (reduced shares -0.19%), (MSFT) MICROSOFT CORP (added shares +1.39%), (ADBE) ADOBE INC (added shares +1.11%) and (V) VISA INC-CLASS A SHARES (reduced shares -18.54%).
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.