FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$6.70B

Overview Activity Holdings

Buys

Oracle Corporation

$278.04M

+1.66M shares

Costar Group Inc

$67.57M

+928.3K shares

Shopify Inc

$153.95M + $97.69M =$251.64M

2.52M+702.0K (+27.91%)

Msci Inc

$158.66M + $79.19M =$237.85M

293.4K+123.0K (+41.93%)

Paycom Software Inc

$66.14M + $61.72M =$127.86M

396.5K+215.2K (+54.26%)

Sells

CRMEXIT

Salesforce, Inc.

$164.32M - $164.32M =Closed

-634.9K shares (100%)

Amazon.com Inc

$1.02B - $92.65M =$930.70M

4.99M left-480.0K (-8.77%)

Microsoft Corporation

$689.95M - $176.14M =$513.80M

1.26M left-384.8K (-23.33%)

Alphabet Inc

$568.18M - $156.52M =$411.65M

2.38M left-897.6K (-27.36%)

Servicenow Inc

$377.06M =$392.12M

420.3K left-42.7K (-9.23%)

Visa Inc

$377.22M - $3.70M =$373.51M

1.29M left-131.2K (-9.24%)

Mastercard Incorporated

$343.63M - $5.33M =$338.30M

677.1K left-63.9K (-8.62%)

Apple Inc

$327.71M - $25.14M =$302.57M

1.34M left-136.3K (-9.24%)

Netflix Inc

$260.30M =$284.35M

376.1K left-38.1K (-9.21%)

Thermo Fisher Scientific Inc

$351.45M - $67.32M =$284.12M

520.1K left-52.9K (-9.24%)

Adobe Inc.

$353.77M - $73.23M =$280.54M

586.8K left-54.5K (-8.50%)

Abbott Laboratories

$281.79M - $8.09M =$273.70M

2.41M left-245.7K (-9.24%)

Accenture Plc

$245.15M - $13.08M =$232.06M

673.0K left-68.5K (-9.23%)

Airbnb Inc

$257.33M - $31.74M =$225.60M

1.67M left-170.2K (-9.23%)

Zoetis Inc

$223.45M - $22.05M =$201.40M

1.13M left-114.6K (-9.23%)

Workday, Inc.

$197.95M - $11.99M =$185.96M

795.2K left-76.3K (-8.76%)

Gartner Inc

$170.00M - $15.07M =$154.93M

308.3K left-30.9K (-9.10%)

UnitedHealth Group Incorporated

$240.32M - $102.84M =$137.48M

243.5K left-173.6K (-41.61%)

Novo Nordisk A/s

$175.40M - $41.01M =$134.38M

1.20M left-122.1K (-9.23%)

Eli Lilly and Co.

$86.62M - $5.48M =$81.14M

97.8K left-9.9K (-9.20%)