FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$5.85B

Overview Activity Holdings

Buys

Autodesk Inc

$156.27M

+835.1K shares

Microsoft Corporation

$520.34M + $135.42M =$655.76M

3.06M+602.5K (+19.71%)

Meta Platforms Inc

$354.77M + $142.05M =$496.82M

1.76M+669.9K (+38.12%)

Alphabet Inc. (formerly Google Inc.)

$383.99M + $48.18M =$432.17M

267.7K+52.7K (+19.69%)

Adobe Inc.

$334.98M + $68.86M =$403.84M

954.0K+188.0K (+19.70%)

Abbott Laboratories

$185.97M + $179.14M =$365.11M

2.13M+1.83M (+85.77%)

Mastercard Incorporated

$287.93M =$287.85M

911.4K+135.5K (+14.87%)

Zoetis Inc

$283.01M + $3.39M =$286.39M

2.11M+106.1K (+5.03%)

Accenture Plc

$243.74M + $19.58M =$263.32M

1.19M+234.1K (+19.71%)

Servicenow Inc

$207.03M + $50.56M =$257.60M

612.1K+120.7K (+19.71%)

Salesforce, Inc.

$217.44M + $13.79M =$231.24M

1.19M+235.1K (+19.71%)

PayPal Holdings, Inc.

$171.77M + $50.31M =$222.07M

1.51M+297.3K (+19.71%)

Regeneron Pharmaceuticals, Inc.

$112.98M + $97.47M =$210.46M

334.3K+65.9K (+19.70%)

Dollar General Corp.

$150.76M + $53.65M =$204.40M

982.7K+183.3K (+18.65%)

Automatic Data Processing Inc

$165.65M + $4.07M =$169.72M

966.5K+190.5K (+19.71%)

Nike Inc

$153.33M + $12.87M =$166.20M

1.59M+314.2K (+19.73%)

Msci Inc

$120.33M + $44.49M =$164.81M

421.0K+83.0K (+19.71%)

Gartner Inc

$166.50M =$147.30M

1.04M+204.2K (+19.72%)

Align Technology Inc

$136.04M + $44.3K =$136.09M

529.1K+104.3K (+19.70%)

Alphabet Inc. (formerly Google Inc.)

$120.64M + $15.09M =$135.73M

84.2K+16.6K (+19.70%)

Sells

BKNGEXIT

Booking Holdings Inc

$87.40M - $87.40M =Closed

-47.7K shares (100%)

Nestle SA

$123.62M - $123.62M =Closed

-1.12M shares (100%)

ORLYEXIT

O'Reilly Automotive Inc

$133.22M - $133.22M =Closed

-328.0K shares (100%)

Visa Inc

$391.87M - $65.15M =$326.72M

1.83M left-141.4K (-7.18%)