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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%).
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.