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Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$4.34B

Overview Activity Holdings

AUM

$4.34B

Positions

23

Top Position

MSFT 9.9%

Top 10

63%

Activity Summary

23 New positions

Notable Trades

Largest New

MSFT

Microsoft Corporation

$431.09M

Portfolio Composition

MSFT9.9%

META8.1%

V7.5%

GOOG7.2%

ZTS5.8%

ADBE5.6%

5.4%

ACN4.7%

DG4.4%

ORLY4.2%

Other (13)37.1%