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 Q2 (99 results)
MORN
buy
+5,622
+0.00%
$196.07
73.80% $340.77
0.00%
YUMC
buy
+220,451
+0.03%
$56.50
10.76% $50.42
0.03%
VUG
buy
+2,808
+0.00%
$282.96
50.15% $424.86
0.00%
LESL
buy
+262,203
+0.01%
$9.39
76.78% $2.18
0.00%
WDAY
buy
+3,871,968
+2.17%
$225.89
19.10% $269.04
2.17%
MKL
buy
+443
+0.00%
$1,383.18
26.89% $1,755.13
0.00%
IWM
buy
+1,388
+0.00%
$187.29
19.27% $223.39
0.00%
DLO
+88.02%
+790,467
+0.02%
$12.21
4.88% $11.61
0.05%
MPWR
+87.23%
+1,148
+0.00%
$540.23
14.69% $619.58
0.00%
ALIT
+84.08%
+628,569
+0.01%
$9.24
25.97% $6.84
0.03%
GLOB
+83.04%
+166,539
+0.07%
$179.72
22.11% $219.46
0.16%
PYPL
+77.02%
+9,642,649
+1.60%
$66.73
32.25% $88.25
3.67%
SITM
+64.16%
+13,751
+0.00%
$117.97
92.57% $227.17
0.01%
HDB
+55.85%
+165,422
+0.03%
$69.70
6.47% $65.19
0.08%
EPAM
+31.05%
+13,857
+0.01%
$224.75
7.88% $242.47
0.03%
DCGO
+24.07%
+88,448
+0.00%
$9.37
54.96% $4.22
0.00%
YETI
+7.80%
+16,330
+0.00%
$38.84
1.21% $39.31
0.02%
EL
+5.64%
+6,788
+0.00%
$196.38
61.77% $75.08
0.06%
LVS
+3.01%
+9,745
+0.00%
$58.00
10.53% $51.89
0.05%
TYL
+1.68%
+207
+0.00%
$416.47
43.43% $597.35
0.01%
ADP
+1.47%
+7,879
+0.00%
$219.79
34.88% $296.46
0.30%
ILMN
+0.29%
+14,983
+0.01%
$187.49
27.88% $135.21
2.37%
DOCU
-0.07%
-6,095
-0.00%
$51.09
85.65% $94.85
1.07%
PAYC
-0.56%
-90
-0.00%
$321.24
34.71% $209.75
0.01%
GOOGL
-1.11%
-25,409
-0.01%
$119.70
63.83% $196.11
0.67%
ICLR
-1.39%
-20,693
-0.01%
$250.20
14.76% $213.26
0.91%
TMO
-1.42%
-32,287
-0.04%
$521.75
1.39% $528.98
2.90%
AON
-1.65%
-13,636
-0.01%
$345.20
4.50% $360.73
0.69%
NKE
-1.89%
-122,152
-0.03%
$110.37
30.42% $76.79
1.74%
FIVE
-1.95%
-1,452
-0.00%
$196.54
45.30% $107.50
0.04%
UNH
-2.08%
-56,360
-0.07%
$480.64
5.30% $506.10
3.17%
RVLV
-2.20%
-9,482
-0.00%
$16.40
106.16% $33.81
0.02%
ALGN
-2.43%
-39,338
-0.03%
$353.64
39.63% $213.50
1.39%
ZTS
-2.45%
-135,756
-0.06%
$172.21
4.36% $164.71
2.31%
MDT
-2.55%
-20,461
-0.00%
$88.10
7.45% $81.54
0.17%
V
-2.64%
-212,806
-0.13%
$237.48
35.02% $320.65
4.63%
ABT
-2.72%
-387,593
-0.10%
$109.02
5.17% $114.66
3.75%
ABNB
-2.92%
-348,068
-0.11%
$128.16
5.33% $134.99
3.67%
ALTR
-3.43%
-2,405
-0.00%
$75.84
43.75% $109.02
0.00%
MA
-3.44%
-177,370
-0.17%
$393.30
36.21% $535.71
4.86%
FSV
-3.44%
-1,462
-0.00%
$154.09
19.72% $184.48
0.02%
ACN
-3.48%
-186,287
-0.14%
$308.58
16.96% $360.93
3.95%
AMN
-3.49%
-1,210
-0.00%
$109.12
78.62% $23.33
0.01%
ASML
-3.57%
-2,365
-0.00%
$724.75
0.70% $719.71
0.11%
CCCS
-3.65%
-24,462
-0.00%
$11.21
6.07% $11.89
0.02%
HELE
-3.69%
-861
-0.00%
$108.02
42.99% $61.58
0.01%
SAP
-3.74%
-49,293
-0.02%
$136.81
85.20% $253.37
0.43%
BL
-3.75%
-4,580
-0.00%
$53.82
15.90% $62.38
0.02%
SHOP
-3.77%
-30,781
-0.00%
$64.60
70.56% $110.18
0.13%
UL
-3.79%
-30,132
-0.00%
$52.13
9.74% $57.21
0.10%
QLYS
-3.84%
-2,397
-0.00%
$129.17
9.62% $141.59
0.02%
BMBL
-4.26%
-15,927
-0.00%
$16.78
52.80% $7.92
0.01%
PGNY
-4.45%
-12,918
-0.00%
$39.34
63.07% $14.53
0.03%
RH
RH
-4.47%
-873
-0.00%
$329.59
25.52% $413.70
0.02%
NOW
-4.48%
-197,790
-0.28%
$561.97
96.73% $1,105.56
5.88%
MELI
-4.48%
-2,268
-0.01%
$1,184.59
47.16% $1,743.29
0.14%
ADBE
-4.51%
-218,591
-0.27%
$488.99
8.39% $447.94
5.62%
EEFT
-4.51%
-3,603
-0.00%
$117.37
9.91% $105.74
0.02%
ALRM
-4.54%
-6,825
-0.00%
$51.68
20.55% $62.30
0.02%
GOOG
-4.59%
-978,730
-0.29%
$120.97
63.32% $197.57
6.10%
KARO
-4.64%
-5,926
-0.00%
$23.40
102.09% $47.29
0.01%
OLO
-4.64%
-33,761
-0.00%
$6.46
19.50% $7.72
0.00%
WRBY
-4.71%
-16,261
-0.00%
$11.69
120.02% $25.72
0.01%
DOCS
-4.79%
-9,692
-0.00%
$34.02
71.28% $58.27
0.02%
HLNE
-4.83%
-5,916
-0.00%
$79.98
88.27% $150.58
0.02%
HLI
-4.86%
-6,689
-0.00%
$98.31
78.40% $175.39
0.03%
WING
-4.88%
-2,559
-0.00%
$200.16
45.76% $291.75
0.02%
FTCH
-4.94%
-25,268
-0.00%
$6.04
89.40% $0.64
0.00%
FND
-4.97%
-2,305
-0.00%
$103.96
1.57% $102.33
0.01%
NFLX
-5.03%
-350,214
-0.38%
$440.49
111.61% $932.12
7.22%
FOXF
-5.06%
-4,884
-0.00%
$108.51
73.12% $29.17
0.02%
ATHM
-5.46%
-27,300
-0.00%
$29.16
9.29% $26.45
0.03%
AMZN
-5.88%
-2,638,569
-0.85%
$130.36
75.71% $229.05
13.66%
TME
-6.18%
-210,540
-0.00%
$7.38
61.11% $11.89
0.06%
IWF
-6.44%
-8,813
-0.01%
$275.18
50.92% $415.30
0.09%
DAVA
-7.21%
-7,846
-0.00%
$51.79
40.45% $30.84
0.01%
TPLC
-8.75%
-1,394
-0.00%
$35.98
20.89% $43.49
0.00%
CRL
-9.40%
-514
-0.00%
$210.25
11.40% $186.29
0.00%
TTD
-9.64%
-3,746
-0.00%
$77.22
60.53% $123.96
0.01%
TREX
-9.67%
-3,123
-0.00%
$65.56
8.47% $71.11
0.00%
AZPN
-9.74%
-804
-0.00%
$167.61
49.63% $250.80
0.00%
ETSY
-9.92%
-1,726
-0.00%
$84.61
34.84% $55.13
0.00%
CATH
-11.48%
-6,071
-0.00%
$54.44
34.42% $73.18
0.01%
TPIF
-13.33%
-2,415
-0.00%
$25.23
5.31% $26.57
0.00%
MSFT
-19.66%
-1,817,269
-1.54%
$340.54
29.01% $439.33
6.27%
GSHD
-20.86%
-60,666
-0.01%
$62.89
66.86% $104.94
0.04%
SITE
-23.70%
-7,455
-0.00%
$167.36
19.62% $134.52
0.01%
CRM
-24.75%
-2,602,169
-1.36%
$211.26
63.04% $344.43
4.15%
DT
-27.36%
-38,316
-0.00%
$51.47
6.99% $55.07
0.01%
IT
-27.87%
-754,516
-0.66%
$350.31
39.86% $489.96
1.70%
ADSK
-30.34%
-2,386,575
-1.21%
$204.61
47.22% $301.23
2.78%
APPF
-31.12%
-18,030
-0.01%
$172.14
46.78% $252.67
0.02%
CPRT
-42.35%
-15,432
-0.00%
$91.21
35.19% $59.11
0.00%
MYTE
-53.27%
-58,800
-0.00%
$4.00
75.75% $7.03
0.00%
FICO
-75.96%
-1,937
-0.00%
$809.21
160.13% $2,104.99
0.00%
ACWI
-77.58%
-85,656
-0.02%
$95.94
24.92% $119.85
0.01%
ACWX
-78.56%
-68,293
-0.01%
$49.22
6.86% $52.60
0.00%
META
-100.00%
-2,159
-0.00%
$211.94
186.76% $607.75
0.00%
FET
-100.00%
-150,393
-0.01%
$25.43
41.05% $14.99
0.00%
99 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.