FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$7.51B

Overview Activity Holdings

Buys

Netflix Inc

$250.07M + $247.75M =$497.82M

1.11M+593.7K (+53.39%)

Servicenow Inc

$317.77M + $111.57M =$429.34M

711.4K+309.0K (+43.43%)

Salesforce, Inc.

$417.98M + $8.50M =$426.48M

2.27M+351.7K (+15.48%)

Illumina Inc

$128.79M + $143.51M =$272.29M

594.4K+595.6K (+100.21%)

Sells

METAEXIT

Meta Platforms Inc

$461.46M - $461.46M =Closed

-2.90M shares (100%)

ISRGEXIT

Intuitive Surgical Inc

$176.79M - $176.79M =Closed

-768.1K shares (100%)

Amazon.com Inc

$1.22B - $317.18M =$902.00M

8.81M left-229.2K (-2.54%)

Alphabet Inc

$802.01M - $166.39M =$635.62M

6.71M left-161.2K (-2.34%)

Microsoft Corporation

$583.24M - $112.76M =$470.48M

2.03M left-50.7K (-2.44%)

Adobe Inc.

$603.76M - $145.01M =$458.75M

1.44M left-31.8K (-2.16%)

Mastercard Incorporated

$606.89M - $225.57M =$381.33M

1.16M left-553.5K (-32.26%)

Visa Inc

$567.50M - $192.04M =$375.46M

1.81M left-863.1K (-32.26%)

Autodesk Inc

$385.71M - $12.24M =$373.47M

1.74M left-40.3K (-2.26%)

UnitedHealth Group Incorporated

$361.04M - $909.9K =$360.13M

648.7K left-17.0K (-2.55%)

Accenture Plc

$362.39M - $32.79M =$329.60M

1.16M left-22.3K (-1.88%)

Abbott Laboratories

$350.12M - $39.63M =$310.49M

3.14M left-78.7K (-2.45%)

Airbnb Inc

$326.56M - $18.77M =$307.79M

2.88M left-63.5K (-2.16%)

PayPal Holdings, Inc.

$260.64M - $15.10M =$245.53M

2.94M left-74.4K (-2.47%)

Gartner Inc

$190.82M =$214.50M

710.5K left-8.3K (-1.15%)

Zoetis Inc

$251.39M - $46.12M =$205.27M

1.36M left-15.7K (-1.14%)

Nike Inc

$188.94M - $39.23M =$149.71M

1.62M left-28.8K (-1.75%)

Docusign Inc

$137.14M - $34.79M =$102.34M

2.12M left-24.5K (-1.14%)

Align Technology Inc

$97.12M - $30.74M =$66.38M

341.7K left-4.0K (-1.16%)