FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$7.09B

Overview Activity Holdings

Buys

Apple Inc

$327.71M

+1.48M shares

Msci Inc

$158.66M

+293.4K shares

Shopify Inc

$153.95M

+2.52M shares

Adobe Inc.

$227.05M + $126.72M =$353.77M

490.6K+150.7K (+30.72%)

Workday, Inc.

$150.04M + $47.91M =$197.95M

613.1K+258.5K (+42.16%)

Sells

ALGNEXIT

Align Technology Inc

$68.10M - $68.10M =Closed

-241.2K shares (100%)

ADSKEXIT

Autodesk Inc

$199.66M - $199.66M =Closed

-938.0K shares (100%)

NKEEXIT

Nike Inc

$174.33M - $174.33M =Closed

-1.89M shares (100%)

Amazon.com Inc

$1.13B - $109.89M =$1.02B

5.47M left-1.00M (-15.48%)

Microsoft Corporation

$711.39M - $21.44M =$689.95M

1.65M left-178.0K (-9.74%)

Alphabet Inc

$599.06M - $30.88M =$568.18M

3.28M left-357.2K (-9.82%)

Visa Inc

$419.27M - $42.05M =$377.22M

1.42M left-141.0K (-9.03%)

Servicenow Inc

$355.13M =$377.06M

463.0K left-49.2K (-9.61%)

Thermo Fisher Scientific Inc

$359.89M - $8.44M =$351.45M

573.0K left-59.8K (-9.45%)

Mastercard Incorporated

$372.08M - $28.45M =$343.63M

741.0K left-83.6K (-10.14%)

Abbott Laboratories

$310.64M - $28.85M =$281.79M

2.66M left-271.5K (-9.26%)

Netflix Inc

$422.53M - $162.23M =$260.30M

414.3K left-353.1K (-46.01%)

Airbnb Inc

$322.99M - $65.66M =$257.33M

1.84M left-193.0K (-9.48%)

Accenture Plc

$248.39M - $3.25M =$245.15M

741.5K left-84.0K (-10.18%)

UnitedHealth Group Incorporated

$224.63M =$240.32M

417.1K left-47.3K (-10.19%)

Zoetis Inc

$221.46M =$223.45M

1.24M left-149.6K (-10.76%)

Novo Nordisk A/s

$188.92M - $13.52M =$175.40M

1.32M left-149.9K (-10.18%)

Gartner Inc

$155.80M =$170.00M

339.2K left-38.4K (-10.18%)

Salesforce, Inc.

$374.53M - $210.22M =$164.32M

634.9K left-757.7K (-54.41%)

Eli Lilly and Co.

$93.65M - $7.03M =$86.62M

107.7K left-12.2K (-10.18%)