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Polen Growth Fund (Polen Capital) - FilingSpy
Polen Growth Fund
Polen Capital
$7.72B
N-PORT
Jul 2020
22 of 25 months
Overview
Activity
Holdings
Buys
UNH
NEW
UnitedHealth Group Incorporated
$20.56M
+67.9K shares
MSFT
Microsoft Corporation
$655.76M
+ $190.23M
=
$845.99M
3.66M
+467.4K (+12.77%)
META
Meta Platforms Inc
$496.82M
+ $197.64M
=
$694.46M
2.43M
+310.7K (+12.80%)
ADBE
Adobe Inc.
$403.84M
+ $168.56M
=
$572.40M
1.14M
+146.3K (+12.81%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$432.17M
+ $103.98M
=
$536.15M
320.4K
+41.1K (+12.83%)
ABT
Abbott Laboratories
$365.11M
+ $84.98M
=
$450.09M
3.96M
+507.6K (+12.80%)
PYPL
PayPal Holdings, Inc.
$222.07M
+ $177.26M
=
$399.33M
1.81M
+231.2K (+12.81%)
V
Visa Inc
$326.72M
+ $65.91M
=
$392.63M
1.83M
+234.0K (+12.80%)
MA
Mastercard Incorporated
$287.85M
+ $95.97M
=
$383.82M
1.05M
+197.2K (+18.84%)
ZTS
Zoetis Inc
$286.39M
+ $92.55M
=
$378.95M
2.21M
+283.6K (+12.80%)
NOW
Servicenow Inc
$257.60M
+ $105.43M
=
$363.03M
732.8K
+93.8K (+12.80%)
ACN
Accenture Plc
$263.32M
+ $97.20M
=
$360.52M
1.42M
+182.0K (+12.80%)
ADSK
Autodesk Inc
$156.27M
+ $172.38M
=
$328.65M
835.1K
+555.0K (+66.46%)
CRM
Salesforce, Inc.
$231.24M
+ $82.61M
=
$313.85M
1.43M
+182.9K (+12.81%)
REGN
Regeneron Pharmaceuticals, Inc.
$210.46M
+ $74.92M
=
$285.38M
400.2K
+51.3K (+12.82%)
DG
Dollar General Corp.
$204.40M
+ $46.03M
=
$250.44M
1.17M
+149.3K (+12.80%)
SBUX
Starbucks Corporation
$131.27M
+ $98.90M
=
$230.17M
1.71M
+1.30M (+75.80%)
ALGN
Align Technology Inc
$136.09M
+ $73.85M
=
$209.93M
633.4K
+81.1K (+12.80%)
IT
Gartner Inc
$147.30M
+ $27.01M
=
$174.31M
1.24M
+158.7K (+12.80%)
GOOGL
Alphabet Inc. (formerly Google Inc.)
$135.73M
+ $33.43M
=
$169.16M
100.8K
+12.9K (+12.80%)
Sells
MSCI
Msci Inc
$164.81M
+ $21.04M
=
$185.85M
494.3K left
-9.7K (-1.93%)
NKE
Nike Inc
$166.20M
- $17.26M
=
$148.94M
1.53M left
-380.5K (-19.96%)
ADP
Automatic Data Processing Inc
$169.72M
- $143.09M
=
$26.64M
200.4K left
-956.6K (-82.68%)
