David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $13.45B≈ (+$1B≈)
- Previous value:
- $12.42B≈
- # of changes:
- 54
- New positions:
- 19
- Reported for:
- 31 Dec 2017 (Q4)
- Latest filing date:
- 09 Feb 2018
Polen Capital Management has disclosed a total of 54 changes to the portfolio in the (2017 Q4) SEC report(s): increased the number of shares of 31, bought 19 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).
What stocks did Polen Capital Management buy in 2017 Q4?
During 2017 Q4 Polen Capital Management has bought 50 securities out of which top 5 purchases (by % change to portfolio) were (ADBE) Adobe Systems Incorporated (added shares +1.17%), (META) Meta Platforms Inc (added shares +1.61%), (GOOG) Alphabet Inc, CL-C (added shares +1.41%), (V) Visa Inc, CL-A (added shares +1.18%) and (ADP) Automatic Data Processing Inc (added shares +1.50%).
What did Polen Capital Management invest in during 2017 Q4?
In the 2017 Q4 report(s) the following changes have been made to the top investments: (ADBE) Adobe Systems Incorporated (added shares +1.17%), (META) Meta Platforms Inc (added shares +1.61%), (GOOG) Alphabet Inc, CL-C (added shares +1.41%), (V) Visa Inc, CL-A (added shares +1.18%) and (ADP) Automatic Data Processing Inc (added shares +1.50%).
54 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alarm.com Holdings Inc
|
new
|
$37.74
|
+48.48%($56.03)
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
AMN Healthcare Services Inc
|
new
|
$49.15
|
-33.82%($32.53)
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
Aspen Technology Inc
|
new
|
$66.10
|
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
Blackbaud Inc
|
new
|
$94.59
|
-51.61%($45.77)
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
ExlService Holdings Inc
|
new
|
$12.08
|
+180.23%($33.86)
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
Grand Canyon Education Inc
|
new
|
$89.63
|
+68.22%($150.78)
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
Healthcare Services Group Inc
|
new
|
$52.78
|
-56.21%($23.11)
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
Lendingtree Inc
|
new
|
$340.84
|
-90.24%($33.28)
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
Littelfuse Inc
|
new
|
$197.82
|
+135.94%($466.75)
|
0.00%
|
2017 Q4
|
≈ 0.25 years
|
||||
|
|
MarketAxess Holdings Inc
|
new
|
$201.54
|
-19.40%($162.45)
|
0.00%
|
2017 Q4
|
≈ 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.
* 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.