Polen Capital Management Holdings Activity

Polen Capital Management Portfolio 13F

Polen Capital Management has disclosed a total of 126 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 26, bought 17 totally new, decreased the number of shares of 74 and completely sold out 9 position(s).

What stocks is Polen Capital Management buying now?

In the recent quarter Polen Capital Management has bought 43 securities out of which top 5 purchases (by % change to portfolio) are (AAPL) APPLE INC (new buy), (ORCL) ORACLE CORP (new buy), (SHOP) SHOPIFY INC - CLASS A (added shares +28.84%), (MSCI) MSCI INC (added shares +35.01%) and (WDAY) WORKDAY INC-CLASS A (added shares +40.06%).

What does Polen Capital Management invest in?

Polen Capital Management's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (12.38%), (MSFT) MICROSOFT CORP (7.79%), (GOOG) ALPHABET INC-CL C (5.53%), (V) VISA INC-CLASS A SHARES (5.15%) and (NOW) SERVICENOW INC (5.13%).

In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (reduced shares -13.09%), (MSFT) MICROSOFT CORP (reduced shares -21.96%), (GOOG) ALPHABET INC-CL C (reduced shares -23.15%), (V) VISA INC-CLASS A SHARES (reduced shares -9.25%) and (NOW) SERVICENOW INC (reduced shares -10.43%).

2015 Q4 (29 results)
NVO
buy
+6,499
+0.01%
$58.01
51.10% $87.65
0.01%
BABA
buy
+5,315
+0.01%
$81.28
5.91% $86.08
0.01%
GOOGL
buy
+7,756,160
+4.67%
$38.90
402.82% $195.60
4.67%
BIDU
buy
+2,334
+0.01%
$188.95
53.29% $88.25
0.01%
GOOG
buy
+10,804,660
+6.34%
$37.94
419.45% $197.10
6.34%
IWF
+1,040.21%
+52,718
+0.08%
$99.49
318.26% $416.12
0.09%
CHKP
+97.00%
+2,877
+0.00%
$81.47
134.30% $190.87
0.01%
ADBE
+11.47%
+314,700
+0.46%
$93.94
379.20% $450.16
4.44%
META
+10.90%
+225,245
+0.36%
$104.66
476.49% $603.35
3.71%
ADP
+10.72%
+336,961
+0.44%
$84.72
250.84% $297.23
4.56%
TJX
+10.39%
+842,272
+0.46%
$35.46
252.59% $125.01
4.91%
IT
+10.35%
+232,323
+0.33%
$90.70
439.38% $489.22
3.47%
ORLY
+10.17%
+93,092
+0.36%
$253.42
376.20% $1,206.78
3.95%
V
+10.15%
+594,031
+0.71%
$77.55
313.81% $320.91
7.73%
SBUX
+10.10%
+640,531
+0.59%
$60.03
53.02% $91.86
6.48%
MA
+10.03%
+127,974
+0.19%
$97.36
450.69% $536.15
2.11%
ABT
+10.03%
+723,511
+0.50%
$44.91
156.67% $115.27
5.51%
ACN
+10.02%
+270,649
+0.44%
$104.50
244.91% $360.43
4.80%
NKE
+9.96%
+691,344
+0.67%
$62.50
23.10% $76.94
7.38%
AAPL
+9.79%
+826,820
+0.34%
$26.32
884.30% $259.02
3.77%
PCLN
+9.74%
+23,617
+0.47%
$1,274.95
-
5.25%
ORCL
+9.44%
+673,749
+0.38%
$36.53
369.97% $171.68
4.41%
FAST
+8.95%
+917,224
+0.29%
$20.41
264.63% $74.42
3.53%
REGN
+8.72%
+50,192
+0.42%
$542.87
32.02% $716.68
5.25%
NSRGY
+8.12%
+276,559
+0.32%
$74.42
10.96% $82.58
4.24%
CELG
+7.80%
+131,620
+0.24%
$119.76
-
3.37%
GWW
-100.00%
-1,246
-0.00%
$215.09
403.34% $1,082.63
0.00%
8888000D
-100.00%
-370,416
-3.65%
$637.20
-
0.00%
9999000D
-100.00%
-493,575
-4.64%
$608.42
-
0.00%
29 of 2,747

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.