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Polen Growth Fund (Polen Capital) - FilingSpy
Polen Growth Fund
Polen Capital
$12.02B
N-PORT
Jan 2022
16 of 25 months
Overview
Activity
Holdings
Buys
DOCU
NEW
Docusign Inc
$166.39M
+1.32M shares
AMZN
Amazon.com Inc
$968.28M
+ $88.22M
=
$1.06B
287.1K
+66.1K (+23.01%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$1.10B
- $88.43M
=
$1.02B
372.2K
+1.9K (+0.51%)
MA
Mastercard Incorporated
$623.13M
+ $98.13M
=
$721.26M
1.86M
+9.5K (+0.51%)
MSFT
Microsoft Corporation
$745.91M
- $42.85M
=
$703.06M
2.25M
+11.5K (+0.51%)
ABT
Abbott Laboratories
$672.46M
- $2.67M
=
$669.80M
5.22M
+37.6K (+0.72%)
V
Visa Inc
$509.47M
+ $150.95M
=
$660.42M
2.41M
+514.3K (+21.38%)
CRM
Salesforce, Inc.
$736.98M
- $161.98M
=
$575.00M
2.46M
+12.6K (+0.51%)
ACN
Accenture Plc
$521.43M
- $4.96M
=
$516.48M
1.45M
+7.4K (+0.51%)
ABNB
Airbnb Inc
$396.36M
+ $98.34M
=
$494.70M
2.32M
+890.5K (+38.34%)
ADSK
Autodesk Inc
$502.48M
- $16.92M
=
$485.55M
1.58M
+361.8K (+22.87%)
ZTS
Zoetis Inc
$520.13M
- $37.04M
=
$483.09M
2.41M
+12.2K (+0.51%)
NOW
Servicenow Inc
$537.45M
- $83.97M
=
$453.48M
770.2K
+3.9K (+0.51%)
UNH
UnitedHealth Group Incorporated
$423.06M
+ $13.34M
=
$436.40M
918.8K
+4.7K (+0.51%)
IT
Gartner Inc
$400.88M
- $44.10M
=
$356.78M
1.21M
+6.2K (+0.51%)
NFLX
Netflix Inc
$430.55M
- $162.77M
=
$267.78M
623.7K
+3.2K (+0.51%)
NKE
Nike Inc
$297.78M
- $32.86M
=
$264.91M
1.78M
+9.1K (+0.51%)
ISRG
Intuitive Surgical Inc
$300.31M
- $62.77M
=
$237.54M
831.6K
+4.3K (+0.52%)
ILMN
Illumina Inc
$267.07M
- $41.47M
=
$225.60M
643.5K
+3.3K (+0.51%)
MSCI
Msci Inc
$234.33M
- $44.41M
=
$189.91M
352.4K
+1.8K (+0.51%)
Show all 21 buys (1 more)
Sells
SBUX
EXIT
Starbucks Corporation
$313.14M
- $313.14M
=
Closed
-2.95M shares (100%)
META
Meta Platforms Inc
$1.03B
- $255.60M
=
$777.82M
2.48M left
-710.8K (-22.26%)
ADBE
Adobe Inc.
$856.34M
- $246.03M
=
$610.31M
1.14M left
-174.5K (-13.25%)
GOOGL
Alphabet Inc. (formerly Google Inc.)
$392.85M
- $196.98M
=
$195.87M
72.4K left
-60.3K (-45.45%)
