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Polen Growth Fund (Polen Capital) - FilingSpy
Polen Growth Fund
Polen Capital
$12.30B
N-PORT
Jul 2021
18 of 25 months
Overview
Activity
Holdings
Buys
ABNB
NEW
Airbnb Inc
$58.63M
+407.1K shares
META
Meta Platforms Inc
$973.42M
+ $127.48M
=
$1.10B
2.99M
+95.4K (+3.19%)
MSFT
Microsoft Corporation
$903.55M
+ $149.78M
=
$1.05B
3.58M
+114.1K (+3.18%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$841.17M
+ $135.44M
=
$976.61M
349.0K
+12.1K (+3.47%)
ADBE
Adobe Inc.
$716.24M
+ $189.40M
=
$905.64M
1.41M
+47.9K (+3.40%)
ABT
Abbott Laboratories
$587.39M
+ $23.57M
=
$610.96M
4.89M
+158.4K (+3.24%)
CRM
Salesforce, Inc.
$531.04M
+ $44.16M
=
$575.21M
2.31M
+71.9K (+3.12%)
V
Visa Inc
$526.80M
+ $48.28M
=
$575.08M
2.26M
+78.5K (+3.48%)
AMZN
Amazon.com Inc
$547.24M
- $4.10M
=
$543.14M
157.8K
+5.4K (+3.42%)
MA
Mastercard Incorporated
$519.89M
+ $23.23M
=
$543.12M
1.36M
+46.5K (+3.42%)
ADSK
Autodesk Inc
$378.25M
+ $49.04M
=
$427.28M
1.30M
+34.8K (+2.69%)
PYPL
PayPal Holdings, Inc.
$389.55M
+ $33.94M
=
$423.48M
1.49M
+51.8K (+3.49%)
UNH
UnitedHealth Group Incorporated
$343.54M
+ $21.08M
=
$364.62M
861.4K
+23.1K (+2.68%)
GOOGL
Alphabet Inc. (formerly Google Inc.)
$292.77M
+ $51.32M
=
$344.09M
124.4K
+3.3K (+2.65%)
NFLX
Netflix Inc
$300.26M
+ $10.52M
=
$310.78M
584.8K
+15.7K (+2.68%)
IT
Gartner Inc
$219.73M
+ $88.09M
=
$307.82M
1.12M
+41.0K (+3.65%)
ILMN
Illumina Inc
$237.01M
+ $70.12M
=
$307.13M
603.3K
+16.2K (+2.69%)
NKE
Nike Inc
$221.33M
+ $65.73M
=
$287.06M
1.67M
+44.8K (+2.68%)
ISRG
Intuitive Surgical Inc
$224.84M
+ $39.71M
=
$264.55M
259.9K
+6.9K (+2.65%)
ALGN
Align Technology Inc
$208.97M
+ $41.73M
=
$250.70M
350.9K
+9.4K (+2.68%)
Show all 21 buys (1 more)
Sells
ZTS
Zoetis Inc
$472.83M
+ $70.54M
=
$543.38M
2.68M left
-52.0K (-1.90%)
ACN
Accenture Plc
$508.70M
+ $33.79M
=
$542.49M
1.71M left
-46.7K (-2.66%)
NOW
Servicenow Inc
$416.45M
+ $20.94M
=
$437.39M
744.0K left
-78.4K (-9.54%)
SBUX
Starbucks Corporation
$376.62M
- $28.39M
=
$348.23M
2.87M left
-421.8K (-12.82%)
