David M. Polen
Polen Capital Management
Polen Capital Management Portfolio 13F
Polen Capital Management Holdings Activity
- Portfolio value:
- $33.09B≈ (+$10B≈)
- Previous value:
- $23.05B≈
- # of changes:
- 68
- New positions:
- 5
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 13 Aug 2020
Polen Capital Management has disclosed a total of 68 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 55, bought 5 totally new, decreased the number of shares of 3 and completely sold out 5 position(s).
What stocks did Polen Capital Management buy in 2020 Q2?
During 2020 Q2 Polen Capital Management has bought 60 securities out of which top 5 purchases (by % change to portfolio) were (MSFT) Microsoft Corp (added shares +10.03%), (META) Meta Platforms Inc (added shares +9.05%), (ADBE) Adobe Systems Incorporated (added shares +8.52%), (GOOG) Alphabet Inc, CL-C (added shares +10.47%) and (V) Visa Inc, CL-A (added shares +10.20%).
What did Polen Capital Management invest in during 2020 Q2?
In the 2020 Q2 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (added shares +10.03%), (META) Meta Platforms Inc (added shares +9.05%), (ADBE) Adobe Systems Incorporated (added shares +8.52%), (GOOG) Alphabet Inc, CL-C (added shares +10.47%) and (V) Visa Inc, CL-A (added shares +10.20%).
68 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Blackline Inc
|
new
|
$82.90
|
-60.60%($32.66)
|
0.01%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Houlihan Lokey Inc
|
new
|
$55.64
|
+130.59%($128.29)
|
0.01%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Medpace Holdings Inc
|
new
|
$93.01
|
+515.37%($572.34)
|
0.01%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Qualys Inc
|
new
|
$104.03
|
+51.49%($157.60)
|
0.01%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
WD-40 Company
|
new
|
$198.29
|
+17.76%($233.50)
|
0.01%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
HELEN OF TROY LTD
|
+170.25%
|
$188.54
|
-84.91%($28.46)
|
0.01%
|
2020 Q1
|
≈ 0.50 years
|
||||
|
|
Euronet Worldwide Inc
|
+166.32%
|
$95.82
|
-20.44%($76.23)
|
0.01%
|
2018 Q1
|
≈ 2.50 years
|
||||
|
|
Five Below Inc
|
+131.97%
|
$106.93
|
+106.59%($220.90)
|
0.01%
|
2018 Q1
|
≈ 2.50 years
|
||||
|
|
Lendingtree Inc
|
+129.62%
|
$289.52
|
-88.54%($33.19)
|
0.01%
|
2017 Q4
|
≈ 2.75 years
|
||||
|
|
Etsy, Inc
|
+127.79%
|
$106.22
|
-18.44%($86.64)
|
0.02%
|
2020 Q1
|
≈ 0.50 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.