David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $19.13B≈ (+$4B≈)
- Previous value:
- $15.34B≈
- # of changes:
- 61
- New positions:
- 3
- Reported for:
- 31 Mar 2019 (Q1)
- Latest filing date:
- 13 May 2019
Polen Capital Management has disclosed a total of 61 changes to the portfolio in the (2019 Q1) SEC report(s): increased the number of shares of 52, bought 3 totally new, decreased the number of shares of 4 and completely sold out 2 position(s).
What stocks did Polen Capital Management buy in 2019 Q1?
During 2019 Q1 Polen Capital Management has bought 55 securities out of which top 5 purchases (by % change to portfolio) were (MSFT) Microsoft Corp (added shares +6.87%), (V) Visa Inc, CL-A (added shares +5.43%), (META) Meta Platforms Inc (added shares +8.40%), (GOOG) Alphabet Inc, CL-C (added shares +6.42%) and (ADBE) Adobe Systems Incorporated (added shares +6.33%).
What did Polen Capital Management invest in during 2019 Q1?
In the 2019 Q1 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (added shares +6.87%), (V) Visa Inc, CL-A (added shares +5.43%), (META) Meta Platforms Inc (added shares +8.40%), (GOOG) Alphabet Inc, CL-C (added shares +6.42%) and (ADBE) Adobe Systems Incorporated (added shares +6.33%).
61 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Altair Engineering Inc
|
new
|
$36.78
|
|
0.00%
|
2019 Q1
|
≈ 0.25 years
|
||||
|
|
MEDIFAST INC
|
new
|
$127.61
|
-89.69%($13.16)
|
0.00%
|
2019 Q1
|
≈ 0.25 years
|
||||
|
|
PayPal Holdings Inc
|
new
|
$103.84
|
-43.92%($58.24)
|
3.77%
|
2019 Q1
|
≈ 0.25 years
|
||||
|
|
Inogen Inc
|
+160.81%
|
$95.32
|
-92.85%($6.82)
|
0.00%
|
2018 Q4
|
≈ 0.50 years
|
||||
|
|
Stamps.com Inc
|
+55.50%
|
$81.38
|
|
0.00%
|
2017 Q4
|
≈ 1.50 years
|
||||
|
|
Blackbaud Inc
|
+52.05%
|
$79.75
|
-43.58%($44.99)
|
0.01%
|
2017 Q4
|
≈ 1.50 years
|
||||
|
|
Align Technology Inc
|
+45.45%
|
$284.33
|
-39.19%($172.89)
|
3.70%
|
2016 Q1
|
≈ 3.25 years
|
||||
|
|
Novo Nordisk A/S
|
+44.88%
|
$52.31
|
-16.03%($43.92)
|
0.01%
|
2015 Q4
|
≈ 3.50 years
|
||||
|
|
Medtronic PLC
|
+34.23%
|
$91.08
|
-5.48%($86.08)
|
0.05%
|
2017 Q4
|
≈ 1.50 years
|
||||
|
|
Alibaba Group Holding Ltd
|
+26.78%
|
$182.45
|
-28.98%($129.58)
|
0.13%
|
2015 Q4
|
≈ 3.50 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.