FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$7.42B

Overview Activity Holdings

Buys

Paycom Software Inc

$83.17M

+442.4K shares

Visa Inc

$363.28M + $55.99M =$419.27M

1.33M+231.4K (+17.41%)

Thermo Fisher Scientific Inc

$200.19M + $159.69M =$359.89M

371.4K+261.4K (+70.37%)

Abbott Laboratories

$261.20M + $49.44M =$310.64M

2.31M+622.9K (+26.98%)

Zoetis Inc

$185.60M + $35.86M =$221.46M

988.2K+402.5K (+40.73%)

Nike Inc

$119.79M + $54.55M =$174.33M

1.18M+709.8K (+60.16%)

Sells

PYPLEXIT

PayPal Holdings, Inc.

$259.67M - $259.67M =Closed

-4.23M shares (100%)

Amazon.com Inc

$1.16B - $23.92M =$1.13B

6.48M left-980.3K (-13.15%)

Microsoft Corporation

$751.43M - $40.04M =$711.39M

1.83M left-62.8K (-3.32%)

Alphabet Inc

$533.54M =$599.06M

3.64M left-124.0K (-3.30%)

Netflix Inc

$451.20M - $28.67M =$422.53M

767.3K left-32.5K (-4.06%)

Salesforce, Inc.

$409.16M - $34.63M =$374.53M

1.39M left-63.0K (-4.33%)

Mastercard Incorporated

$383.80M - $11.72M =$372.08M

824.6K left-29.7K (-3.48%)

Servicenow Inc

$573.58M - $218.46M =$355.13M

512.2K left-237.2K (-31.65%)

Airbnb Inc

$303.07M =$322.99M

2.04M left-65.7K (-3.12%)

Accenture Plc

$308.96M - $60.57M =$248.39M

825.5K left-23.6K (-2.78%)

Adobe Inc.

$481.61M - $254.55M =$227.05M

490.6K left-289.0K (-37.07%)

UnitedHealth Group Incorporated

$244.46M - $19.83M =$224.63M

464.4K left-13.3K (-2.78%)

Autodesk Inc

$244.88M - $45.22M =$199.66M

938.0K left-26.8K (-2.78%)

Novo Nordisk A/s

$173.77M =$188.92M

1.47M left-42.1K (-2.78%)

Gartner Inc

$177.68M - $21.88M =$155.80M

377.6K left-10.8K (-2.78%)

Workday, Inc.

$183.54M - $33.50M =$150.04M

613.1K left-17.5K (-2.78%)

Eli Lilly and Co.

$79.66M =$93.65M

119.9K left-3.5K (-2.84%)

Align Technology Inc

$66.31M =$68.10M

241.2K left-6.9K (-2.78%)