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Polen Capital Management Holdings Activity
Polen Capital Management Portfolio 13F
Polen Capital Management has disclosed a total of 132 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 27, bought 15 totally new, decreased the number of shares of 81 and completely sold out 9 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 42 securities out of which top 5 purchases (by % change to portfolio) are (LLY) ELI LILLY & CO (added shares +164.39%), (CSGP) COSTAR GROUP INC (new buy), (ORCL) ORACLE CORP (added shares +22.31%), (ZTS) ZOETIS INC (added shares +17.54%) and (IWF) ISHARES RUSSELL 1000 GROWTH (added shares +210.48%).
What does Polen Capital Management invest in?
Polen Capital Management's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (11.59%), (MSFT) MICROSOFT CORP (7.3%), (GOOG) ALPHABET INC-CL C (5.7%), (V) VISA INC-CLASS A SHARES (5.62%) and (MA) MASTERCARD INC - A (4.97%).
In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (reduced shares -24.08%), (MSFT) MICROSOFT CORP (reduced shares -8.58%), (GOOG) ALPHABET INC-CL C (reduced shares -13.61%), (V) VISA INC-CLASS A SHARES (reduced shares -9.36%) and (MA) MASTERCARD INC - A (reduced shares -8.89%).
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.