FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$10.90B

Overview Activity Holdings

Buys

Amazon.com Inc

$547.24M

+157.8K shares

Netflix Inc

$300.26M

+584.8K shares

Meta Platforms Inc

$747.52M + $225.91M =$973.42M

2.89M+100.8K (+3.48%)

Microsoft Corporation

$801.27M + $102.28M =$903.55M

3.45M+128.6K (+3.72%)

Adobe Inc.

$621.43M + $94.81M =$716.24M

1.35M+54.4K (+4.02%)

Abbott Laboratories

$582.18M + $5.22M =$587.39M

4.71M+181.1K (+3.85%)

Salesforce, Inc.

$496.66M + $34.39M =$531.04M

2.20M+103.8K (+4.71%)

Visa Inc

$419.63M + $107.17M =$526.80M

2.17M+84.1K (+3.87%)

Mastercard Incorporated

$415.14M + $104.75M =$519.89M

1.31M+48.2K (+3.67%)

Accenture Plc

$407.02M + $101.68M =$508.70M

1.68M+71.9K (+4.27%)

Zoetis Inc

$403.29M + $69.54M =$472.83M

2.61M+118.1K (+4.52%)

Servicenow Inc

$432.00M =$416.45M

795.3K+27.1K (+3.40%)

Autodesk Inc

$341.73M + $36.52M =$378.25M

1.23M+64.0K (+5.20%)

Starbucks Corporation

$305.18M + $71.44M =$376.62M

3.15M+137.2K (+4.35%)

UnitedHealth Group Incorporated

$277.29M + $66.25M =$343.54M

831.2K+30.2K (+3.63%)

Alphabet Inc. (formerly Google Inc.)

$219.08M + $73.69M =$292.77M

119.9K+4.5K (+3.76%)

Illumina Inc

$248.09M =$237.01M

581.8K+21.6K (+3.70%)

Intuitive Surgical Inc

$185.49M + $39.34M =$224.84M

248.1K+11.8K (+4.76%)

Nike Inc

$213.28M + $8.05M =$221.33M

1.60M+72.3K (+4.53%)

Msci Inc

$121.46M + $39.08M =$160.54M

307.3K+23.2K (+7.56%)

Sells

DGEXIT

Dollar General Corp.

$72.69M - $72.69M =Closed

-373.5K shares (100%)

REGNEXIT

Regeneron Pharmaceuticals, Inc.

$219.67M - $219.67M =Closed

-436.0K shares (100%)

Alphabet Inc. (formerly Google Inc.)

$698.21M =$841.17M

349.0K left-31.3K (-8.24%)

PayPal Holdings, Inc.

$417.00M - $27.46M =$389.55M

1.49M left-294.5K (-16.55%)

Gartner Inc

$221.97M - $2.24M =$219.73M

1.12M left-339.4K (-23.23%)

Align Technology Inc

$295.69M - $86.72M =$208.97M

350.9K left-211.9K (-37.65%)