FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$6.48B

Overview Activity Holdings

Buys

Oracle Corporation

$278.04M + $66.85M =$344.89M

1.66M+371.5K (+22.42%)

Eli Lilly and Co.

$81.14M + $222.63M =$303.76M

97.8K+276.7K (+283.00%)

Zoetis Inc

$201.40M + $97.52M =$298.92M

1.13M+622.6K (+55.26%)

Costar Group Inc

$67.57M + $30.56M =$98.13M

928.3K+352.8K (+38.00%)

Sells

NVOEXIT

Novo Nordisk A/s

$134.38M - $134.38M =Closed

-1.20M shares (100%)

Amazon.com Inc

$930.70M - $94.40M =$836.29M

3.52M left-1.47M (-29.53%)

Microsoft Corporation

$513.80M - $44.15M =$469.66M

1.13M left-132.9K (-10.51%)

Alphabet Inc

$411.65M =$438.78M

2.13M left-249.6K (-10.47%)

Visa Inc

$373.51M =$393.97M

1.15M left-136.0K (-10.55%)

Mastercard Incorporated

$338.30M =$340.84M

613.6K left-63.5K (-9.38%)

Shopify Inc

$251.64M =$339.82M

2.91M left-308.0K (-9.57%)

Apple Inc

$302.57M - $17.99M =$284.58M

1.21M left-133.5K (-9.97%)

Thermo Fisher Scientific Inc

$284.12M - $4.16M =$279.96M

468.4K left-51.7K (-9.94%)

Abbott Laboratories

$273.70M =$278.14M

2.17M left-240.0K (-9.94%)

Accenture Plc

$232.06M =$233.32M

606.1K left-66.9K (-9.94%)

Adobe Inc.

$280.54M - $49.43M =$231.11M

528.3K left-58.5K (-9.97%)

Msci Inc

$237.85M - $14.24M =$223.62M

374.7K left-41.7K (-10.01%)

Airbnb Inc

$225.60M - $27.78M =$197.82M

1.51M left-165.6K (-9.89%)

Workday, Inc.

$185.96M =$187.67M

716.1K left-79.1K (-9.95%)

Servicenow Inc

$392.12M - $205.18M =$186.94M

183.6K left-236.7K (-56.32%)

Netflix Inc

$284.35M - $104.62M =$179.73M

184.0K left-192.1K (-51.08%)

UnitedHealth Group Incorporated

$137.48M - $18.11M =$119.37M

220.0K left-23.5K (-9.65%)

Paycom Software Inc

$127.86M - $13.54M =$114.32M

550.8K left-60.9K (-9.96%)

Gartner Inc

$154.93M - $53.21M =$101.72M

187.4K left-120.9K (-39.22%)