FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$5.17B

Overview Activity Holdings

Buys

NOWNEW

Servicenow Inc

$207.03M

+612.1K shares

ABTNEW

Abbott Laboratories

$185.97M

+2.13M shares

Microsoft Corporation

$431.09M + $89.25M =$520.34M

3.01M+49.8K (+1.66%)

Visa Inc

$325.76M + $66.11M =$391.87M

1.82M+148.2K (+8.14%)

Alphabet Inc. (formerly Google Inc.)

$312.00M + $71.98M =$383.99M

247.6K+20.1K (+8.13%)

Adobe Inc.

$245.18M + $89.80M =$334.98M

882.2K+71.8K (+8.14%)

Mastercard Incorporated

$235.82M + $52.11M =$287.93M

851.9K+59.4K (+6.98%)

Zoetis Inc

$252.16M + $30.85M =$283.01M

1.97M+137.5K (+6.97%)

Accenture Plc

$203.65M + $40.09M =$243.74M

1.10M+89.4K (+8.14%)

Salesforce, Inc.

$85.80M + $131.65M =$217.44M

548.3K+644.4K (+117.54%)

PayPal Holdings, Inc.

$145.19M + $26.58M =$171.77M

1.39M+113.5K (+8.14%)

Gartner Inc

$147.57M + $18.93M =$166.50M

957.8K+77.8K (+8.13%)

Automatic Data Processing Inc

$145.00M + $20.65M =$165.65M

893.8K+72.7K (+8.14%)

Align Technology Inc

$123.44M + $12.60M =$136.04M

489.3K+39.9K (+8.14%)

Starbucks Corporation

$111.75M + $9.48M =$121.23M

1.32M+107.5K (+8.14%)

Alphabet Inc. (formerly Google Inc.)

$98.06M + $22.58M =$120.64M

77.9K+6.3K (+8.09%)

Msci Inc

$91.34M + $28.99M =$120.33M

389.4K+31.6K (+8.12%)

Regeneron Pharmaceuticals, Inc.

$94.69M + $18.29M =$112.98M

309.2K+25.2K (+8.14%)

Booking Holdings Inc

$90.47M =$87.40M

44.2K+3.6K (+8.13%)

Sells

ORCLEXIT

Oracle Corporation

$150.88M - $150.88M =Closed

-2.77M shares (100%)

Meta Platforms Inc

$353.50M =$354.77M

1.76M left-87.5K (-4.74%)

Nike Inc

$174.34M - $21.01M =$153.33M

1.59M left-354.7K (-18.22%)

Dollar General Corp.

$189.53M - $38.77M =$150.76M

982.7K left-199.3K (-16.86%)

O'Reilly Automotive Inc

$181.22M - $48.00M =$133.22M

328.0K left-88.1K (-21.16%)

Nestle SA

$152.69M - $29.08M =$123.62M

1.12M left-303.8K (-21.32%)