David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $4.52B≈ (+$176M≈)
- Previous value:
- $4.34B≈
- # of changes:
- 24
- New positions:
- 2
- Reported for:
- 31 Dec 2013 (Q4)
- Latest filing date:
- 13 Feb 2014
Polen Capital Management has disclosed a total of 24 changes to the portfolio in the (2013 Q4) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 16 and completely sold out 3 position(s).
What stocks did Polen Capital Management buy in 2013 Q4?
What did Polen Capital Management invest in during 2013 Q4?
In the 2013 Q4 report(s) the following changes have been made to the top investments: (GOOGL) Alphabet Inc, CL-A (reduced shares -3.49%), (V) Visa Inc, CL-A (reduced shares -3.95%), (QCOM) Qualcomm Incorporated (reduced shares -3.23%), (TROW) T. Rowe Price Group Inc (reduced shares -3.45%) and (AGN-OLD) ALLERGAN INC/UNITED STATES (reduced shares -4.24%).
24 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
iShares Russell 1000 Growth ETF
|
new
|
$21.49
|
+479.25%($124.47)
|
0.20%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
The TJX Companies Inc
|
new
|
$31.87
|
+400.08%($159.35)
|
2.04%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
Gartner Inc
|
+48.24%
|
$71.05
|
+162.38%($186.42)
|
3.75%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Oracle Corp
|
+25.82%
|
$38.26
|
+277.78%($144.54)
|
6.48%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Abbott Laboratories
|
+22.39%
|
$38.33
|
+173.02%($104.65)
|
6.48%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Qualcomm Incorporated
|
-3.23%
|
$74.25
|
+112.82%($158.02)
|
6.87%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Accenture plc
|
-3.43%
|
$82.22
|
+107.26%($170.41)
|
5.24%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
T. Rowe Price Group Inc
|
-3.45%
|
$83.77
|
+37.93%($115.54)
|
6.75%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Alphabet Inc, CL-A
|
-3.49%
|
$28.02
|
+1,188.90%($361.12)
|
9.30%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
FactSet Research Systems Inc
|
-3.60%
|
$108.58
|
+155.52%($277.44)
|
3.32%
|
2013 Q2 or earlier
|
≈ 0.75+ 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.
* 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.