FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$8.36B

Overview Activity Holdings

Buys

Illumina Inc

$165.98M

+567.1K shares

Intuitive Surgical Inc

$162.91M

+244.2K shares

Meta Platforms Inc

$694.46M + $46.00M =$740.46M

2.74M+76.6K (+2.80%)

Alphabet Inc. (formerly Google Inc.)

$536.15M + $66.28M =$602.43M

361.5K+10.1K (+2.79%)

Adobe Inc.

$572.40M + $19.68M =$592.07M

1.29M+36.0K (+2.79%)

Abbott Laboratories

$450.09M + $33.14M =$483.23M

4.47M+125.1K (+2.80%)

Zoetis Inc

$378.95M + $28.25M =$407.19M

2.50M+69.9K (+2.80%)

Visa Inc

$392.63M =$385.19M

2.06M+57.7K (+2.80%)

Salesforce, Inc.

$313.85M + $70.73M =$384.58M

1.61M+45.0K (+2.79%)

Mastercard Incorporated

$383.82M =$369.15M

1.24M+34.9K (+2.81%)

Accenture Plc

$360.52M =$357.63M

1.60M+44.9K (+2.80%)

Autodesk Inc

$328.65M + $7.93M =$336.57M

1.39M+38.9K (+2.80%)

Dollar General Corp.

$250.44M + $31.78M =$282.22M

1.32M+36.9K (+2.81%)

Starbucks Corporation

$230.17M + $38.68M =$268.85M

3.01M+84.1K (+2.80%)

Regeneron Pharmaceuticals, Inc.

$285.38M =$252.27M

451.5K+12.6K (+2.79%)

UnitedHealth Group Incorporated

$20.56M + $226.46M =$247.03M

67.9K+741.6K (+1091.97%)

Alphabet Inc. (formerly Google Inc.)

$169.16M + $19.74M =$188.90M

113.7K+3.2K (+2.81%)

Nike Inc

$148.94M + $39.41M =$188.35M

1.53M+42.7K (+2.80%)

Gartner Inc

$174.31M =$172.67M

1.40M+39.2K (+2.80%)

Sells

ADPEXIT

Automatic Data Processing Inc

$26.64M - $26.64M =Closed

-200.4K shares (100%)

Microsoft Corporation

$845.99M - $164.21M =$681.78M

3.37M left-759.2K (-18.40%)

Servicenow Inc

$363.03M =$384.59M

772.9K left-53.6K (-6.49%)

PayPal Holdings, Inc.

$399.33M - $76.52M =$322.81M

1.73M left-302.4K (-14.85%)

Align Technology Inc

$209.93M =$233.84M

548.8K left-165.7K (-23.19%)

Msci Inc

$185.85M - $36.91M =$148.94M

425.7K left-68.6K (-13.87%)