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%).

2023 Q3 (104 results)
TSM
buy
+56,381
+0.01%
$86.90
136.54% $205.55
0.01%
LLY
buy
+508,406
+0.88%
$537.13
48.13% $795.67
0.88%
CWAN
buy
+304,600
+0.02%
$19.34
47.47% $28.52
0.02%
XPEL
buy
+61,710
+0.01%
$77.11
47.37% $40.58
0.01%
EXLS
buy
+76,210
+0.01%
$28.04
61.48% $45.28
0.01%
MSCI
buy
+88,420
+0.19%
$513.08
18.48% $607.91
0.19%
NVO
buy
+4,901,878
+1.89%
$90.94
3.93% $87.37
1.89%
MORN
+150.11%
+8,439
+0.01%
$234.24
45.48% $340.77
0.01%
VUG
+147.04%
+4,129
+0.00%
$272.32
56.01% $424.86
0.00%
IWF
+133.80%
+171,395
+0.12%
$265.99
56.13% $415.30
0.21%
ACWI
+119.29%
+20,524
+0.01%
$92.37
29.75% $119.85
0.01%
FICO
+42.09%
+258
+0.00%
$868.53
142.36% $2,104.99
0.00%
PGNY
+25.83%
+43,367
+0.01%
$34.02
57.29% $14.53
0.03%
ACWX
+23.91%
+4,456
+0.00%
$47.01
11.89% $52.60
0.00%
ALIT
+23.11%
+317,960
+0.01%
$7.09
3.53% $6.84
0.03%
BMBL
+20.27%
+72,552
+0.00%
$14.92
46.92% $7.92
0.02%
ETSY
+19.44%
+2,438
+0.00%
$64.58
14.63% $55.13
0.00%
RVLV
+14.59%
+61,499
+0.00%
$13.61
148.42% $33.81
0.02%
DLO
+13.90%
+234,772
+0.01%
$19.17
39.44% $11.61
0.10%
CCCS
+13.21%
+85,370
+0.00%
$13.35
10.94% $11.89
0.03%
MKL
+12.87%
+57
+0.00%
$1,472.49
19.19% $1,755.13
0.00%
WRBY
+12.46%
+40,982
+0.00%
$13.16
95.44% $25.72
0.01%
DOCS
+11.61%
+22,377
+0.00%
$21.22
174.60% $58.27
0.01%
TPLC
+10.18%
+1,480
+0.00%
$34.47
26.17% $43.49
0.00%
TME
+10.07%
+175,403
+0.01%
$6.38
86.36% $11.89
0.06%
PAYC
+8.46%
+1,352
+0.00%
$259.27
19.10% $209.75
0.01%
EL
+6.68%
+8,494
+0.00%
$144.55
48.06% $75.08
0.00%
DT
+6.34%
+6,451
+0.00%
$46.73
17.85% $55.07
0.01%
FIVE
+6.01%
+3,380
+0.00%
$160.90
33.19% $107.50
0.03%
YETI
+4.62%
+10,118
+0.00%
$48.22
18.48% $39.31
0.03%
HDB
+2.49%
+8,320
+0.00%
$59.01
10.47% $65.19
0.07%
UL
+2.27%
+17,335
+0.00%
$49.40
15.81% $57.21
0.10%
ASML
+2.13%
+1,358
+0.00%
$588.66
22.26% $719.71
0.10%
SHOP
+2.04%
+16,046
+0.00%
$54.57
101.91% $110.18
0.12%
WDAY
+2.02%
+78,352
+0.04%
$214.85
25.22% $269.04
2.23%
MDT
+1.65%
+12,876
+0.00%
$78.36
4.06% $81.54
0.16%
AZPN
+1.02%
+76
+0.00%
$204.26
22.78% $250.80
0.00%
MPWR
+1.01%
+25
+0.00%
$462.00
34.11% $619.58
0.00%
CRL
+1.01%
+42
+0.00%
$195.98
4.94% $186.29
0.00%
TTD
+1.00%
+353
+0.00%
$78.15
58.62% $123.96
0.00%
TREX
+1.00%
+292
+0.00%
$61.63
15.38% $71.11
0.00%
ILMN
+0.57%
+29,153
+0.01%
$137.28
1.51% $135.21
1.85%
AON
+0.55%
+4,422
+0.00%
$324.22
11.26% $360.73
0.70%
GLOB
+0.38%
+1,036
+0.00%
$197.85
10.92% $219.46
0.19%
MELI
+0.21%
+102
+0.00%
$1,267.87
37.50% $1,743.29
0.16%
SAP
-0.36%
-4,585
-0.00%
$129.32
95.92% $253.37
0.43%
TYL
-0.80%
-51
-0.00%
$386.14
54.70% $597.35
0.01%
RH
RH
-1.28%
-141
-0.00%
$264.36
56.49% $413.70
0.01%
FOXF
-1.38%
-957
-0.00%
$99.08
70.56% $29.17
0.02%
HLNE
-1.42%
-1,653
-0.00%
$90.44
66.50% $150.58
0.03%
ALRM
-1.46%
-2,097
-0.00%
$61.14
1.90% $62.30
0.02%
HLI
-1.47%
-1,925
-0.00%
$107.12
63.73% $175.39
0.04%
WING
-1.55%
-762
-0.00%
$179.84
62.23% $291.75
0.02%
BL
-1.58%
-1,599
-0.00%
$55.47
12.46% $62.38
0.02%
DAVA
-1.59%
-1,603
-0.00%
$57.35
46.22% $30.84
0.02%
HELE
-1.73%
-389
-0.00%
$116.56
47.17% $61.58
0.01%
IT
-1.93%
-37,666
-0.03%
$343.61
42.59% $489.96
1.73%
SITM
-1.97%
-387
-0.00%
$114.25
98.83% $227.17
0.01%
FSV
-2.02%
-826
-0.00%
$145.54
26.76% $184.48
0.02%
QLYS
-2.12%
-1,273
-0.00%
$152.55
7.19% $141.59
0.02%
PYPL
-2.15%
-477,360
-0.07%
$58.46
50.96% $88.25
3.34%
SITE
-2.24%
-537
-0.00%
$163.45
17.70% $134.52
0.01%
EEFT
-2.24%
-1,710
-0.00%
$79.38
33.21% $105.74
0.02%
ADSK
-2.39%
-114,393
-0.07%
$206.91
45.59% $301.23
2.91%
ALGN
-2.40%
-34,873
-0.03%
$305.32
30.07% $213.50
1.24%
AMN
-2.46%
-822
-0.00%
$85.18
72.61% $23.33
0.01%
NFLX
-2.58%
-170,759
-0.17%
$377.60
146.85% $932.12
6.40%
ABT
-2.75%
-362,062
-0.10%
$96.85
18.39% $114.66
3.44%
NKE
-3.08%
-195,813
-0.05%
$95.62
19.69% $76.79
1.55%
CRM
-3.19%
-252,109
-0.13%
$202.78
69.85% $344.43
4.09%
ACN
-3.30%
-170,551
-0.14%
$307.11
17.52% $360.93
4.03%
GSHD
-3.58%
-8,229
-0.00%
$74.53
40.80% $104.94
0.04%
FND
-3.59%
-1,583
-0.00%
$90.50
13.07% $102.33
0.01%
V
-3.66%
-287,355
-0.17%
$230.01
39.41% $320.65
4.58%
MSFT
-3.67%
-177,205
-0.23%
$315.75
39.14% $439.33
5.94%
MA
-3.71%
-122,932
-0.19%
$395.91
35.31% $535.71
5.00%
GOOGL
-3.79%
-85,461
-0.03%
$130.86
49.86% $196.11
0.75%
TMO
-3.91%
-87,621
-0.12%
$506.17
4.51% $528.98
2.87%
GOOG
-4.12%
-836,611
-0.29%
$131.85
49.84% $197.57
6.76%
ABNB
-4.18%
-452,003
-0.17%
$137.21
1.62% $134.99
4.00%
ATHM
-4.25%
-20,084
-0.00%
$30.35
12.85% $26.45
0.04%
ZTS
-4.34%
-234,037
-0.11%
$173.98
5.33% $164.71
2.36%
YUMC
-4.37%
-9,624
-0.00%
$55.72
9.51% $50.42
0.03%
EPAM
-4.38%
-2,560
-0.00%
$255.69
5.17% $242.47
0.04%
UNH
-4.45%
-118,140
-0.16%
$504.19
0.38% $506.10
3.37%
LVS
-4.50%
-10,208
-0.00%
$45.84
13.20% $51.89
0.04%
NOW
-5.23%
-126,748
-0.32%
$558.96
97.79% $1,105.56
5.88%
TPIF
-5.81%
-483
-0.00%
$23.97
10.84% $26.57
0.00%
ADBE
-6.64%
-307,486
-0.41%
$509.90
12.15% $447.94
5.80%
ADP
-8.22%
-44,818
-0.03%
$240.58
23.23% $296.46
0.32%
AMZN
-11.47%
-4,385,663
-1.62%
$127.12
80.18% $229.05
12.51%
APPF
-13.17%
-4,679
-0.00%
$182.63
38.35% $252.67
0.02%
ICLR
-16.58%
-172,572
-0.16%
$246.25
13.40% $213.26
0.79%
KARO
-51.81%
-63,036
-0.00%
$19.91
137.52% $47.29
0.00%
CATH
-85.25%
-39,916
-0.01%
$52.30
39.92% $73.18
0.00%
DOCU
-99.49%
-6,997,437
-0.93%
$42.00
125.83% $94.85
0.00%
ALTR
-100.00%
-64,741
-0.01%
$75.84
43.75% $109.02
0.00%
OLO
-100.00%
-454,573
-0.01%
$6.46
19.50% $7.72
0.00%
IWM
-100.00%
-1,388
-0.00%
$187.29
19.27% $223.39
0.00%
CPRT
-100.00%
-21,011
-0.01%
$91.21
35.19% $59.11
0.00%
LESL
-100.00%
-262,203
-0.01%
$9.39
76.78% $2.18
0.00%
DCGO
-100.00%
-455,961
-0.01%
$9.37
54.96% $4.22
0.00%
MYTE
-100.00%
-34,555
-0.00%
$4.00
75.75% $7.03
0.00%
FTCH
-100.00%
-486,386
-0.01%
$6.04
89.40% $0.64
0.00%
104 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.