David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $4.20B≈
- # of changes:
- 26
- New positions:
- 26
- Reported for:
- 30 Jun 2013 (Q2)
- Latest filing date:
- 12 Aug 2013
Polen Capital Management has disclosed a total of 26 changes to the portfolio in the (2013 Q2) SEC report(s): bought 26 totally new position(s).
What stocks did Polen Capital Management buy in 2013 Q2?
During 2013 Q2 Polen Capital Management has bought 26 securities out of which top 5 purchases (by % change to portfolio) were (GOOGL) Alphabet Inc, CL-A (new buy), (NKE) Nike Inc (new buy), (V) Visa Inc, CL-A (new buy), (TROW) T. Rowe Price Group Inc (new buy) and (QCOM) Qualcomm Incorporated (new buy).
26 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Abbott Laboratories
|
new or own*
|
$34.88
|
+200.03%($104.65)
|
5.48%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Accenture plc
|
new or own*
|
$71.96
|
+136.81%($170.41)
|
5.43%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
ALLERGAN INC/UNITED STATES
|
new or own*
|
$84.24
|
|
5.93%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Apple Inc
|
new or own*
|
$14.15
|
+2,086.99%($309.37)
|
3.38%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
CH Robinson Worldwide Inc
|
new or own*
|
$56.31
|
+172.46%($153.42)
|
2.51%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Core Laboratories NV
|
new or own*
|
$151.54
|
-92.77%($10.95)
|
0.01%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
eBay Inc
|
new or own*
|
$51.72
|
+106.65%($106.88)
|
3.84%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
FactSet Research Systems Inc
|
new or own*
|
$101.94
|
+172.16%($277.44)
|
3.69%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Fastenal Company
|
new or own*
|
$11.46
|
+337.82%($50.18)
|
1.95%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
|
|
Gartner Inc
|
new or own*
|
$56.99
|
+227.11%($186.42)
|
2.30%
|
2013 Q2 or earlier
|
≈ 0.25+ years
|
||||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.