David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $15.34B≈ (-$2B≈)
- Previous value:
- $17.57B≈
- # of changes:
- 60
- New positions:
- 2
- Reported for:
- 31 Dec 2018 (Q4)
- Latest filing date:
- 12 Feb 2019
Polen Capital Management has disclosed a total of 60 changes to the portfolio in the (2018 Q4) SEC report(s): increased the number of shares of 47, bought 2 totally new, decreased the number of shares of 9 and completely sold out 2 position(s).
What stocks did Polen Capital Management buy in 2018 Q4?
During 2018 Q4 Polen Capital Management has bought 49 securities out of which top 5 purchases (by % change to portfolio) were (MSFT) Microsoft Corp (added shares +2.80%), (V) Visa Inc, CL-A (added shares +3.04%), (GOOG) Alphabet Inc, CL-C (added shares +2.47%), (ORLY) OReilly Automotive Inc (added shares +2.04%) and (ADP) Automatic Data Processing Inc (added shares +3.17%).
What did Polen Capital Management invest in during 2018 Q4?
In the 2018 Q4 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (added shares +2.80%), (V) Visa Inc, CL-A (added shares +3.04%), (GOOG) Alphabet Inc, CL-C (added shares +2.47%), (ORLY) OReilly Automotive Inc (added shares +2.04%) and (ADP) Automatic Data Processing Inc (added shares +3.17%).
60 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Floor & Decor Holdings Inc
|
new
|
$25.90
|
+137.58%($61.54)
|
0.00%
|
2018 Q4
|
≈ 0.25 years
|
||||
|
|
Inogen Inc
|
new
|
$124.30
|
-94.51%($6.82)
|
0.00%
|
2018 Q4
|
≈ 0.25 years
|
||||
|
|
iShares Russell 1000 Growth ETF
|
+644.91%
|
$32.73
|
+280.97%($124.68)
|
0.18%
|
2013 Q4
|
≈ 5.25 years
|
||||
|
|
Stamps.com Inc
|
+147.51%
|
$155.64
|
|
0.01%
|
2017 Q4
|
≈ 1.25 years
|
||||
|
|
Ellie Mae Inc
|
+126.23%
|
$62.80
|
|
0.00%
|
2018 Q3
|
≈ 0.50 years
|
||||
|
|
GLOBANT SA
|
+103.70%
|
$56.33
|
-33.64%($37.38)
|
0.01%
|
2018 Q2
|
≈ 0.75 years
|
||||
|
|
Meta Platforms Inc
|
+88.17%
|
$131.09
|
+349.43%($589.16)
|
6.29%
|
2015 Q2
|
≈ 3.75 years
|
||||
|
|
LeMaitre Vascular Inc
|
+87.62%
|
$23.65
|
+343.03%($104.78)
|
0.00%
|
2018 Q1
|
≈ 1.00 year
|
||||
|
|
Masimo Corp
|
+47.73%
|
$107.29
|
|
0.00%
|
2018 Q1
|
≈ 1.00 year
|
||||
|
|
Paycom Software, Inc
|
+47.68%
|
$122.50
|
+40.60%($172.22)
|
0.01%
|
2017 Q4
|
≈ 1.25 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.