FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$5.73B

Overview Activity Holdings

Buys

Intuit Inc

$120.45M

+153.4K shares

BSXNEW

Boston Scientific Corporation

$115.81M

+1.10M shares

Adobe Inc.

$183.93M + $32.15M =$216.08M

490.5K+113.6K (+23.16%)

Sells

ITEXIT

Gartner Inc

$74.02M - $74.02M =Closed

-175.8K shares (100%)

UNHEXIT

UnitedHealth Group Incorporated

$84.11M - $84.11M =Closed

-204.4K shares (100%)

Amazon.com Inc

$490.43M =$578.62M

2.47M left-187.7K (-7.06%)

Oracle Corporation

$325.86M =$546.47M

2.15M left-162.3K (-7.01%)

Microsoft Corporation

$418.32M =$524.58M

983.3K left-75.1K (-7.09%)

Visa Inc

$372.32M - $26.21M =$346.11M

1.00M left-75.8K (-7.03%)

Shopify Inc

$256.43M =$306.95M

2.51M left-187.6K (-6.95%)

Mastercard Incorporated

$312.31M - $12.27M =$300.04M

529.7K left-40.2K (-7.05%)

Alphabet Inc

$221.85M =$247.07M

1.28M left-97.8K (-7.09%)

Eli Lilly and Co.

$312.76M - $73.39M =$239.37M

323.4K left-24.5K (-7.03%)

Abbott Laboratories

$263.93M - $27.09M =$236.84M

1.88M left-141.7K (-7.02%)

Zoetis Inc

$254.04M - $33.93M =$220.11M

1.51M left-114.5K (-7.05%)

Servicenow Inc

$228.27M - $18.51M =$209.76M

222.4K left-16.6K (-6.95%)

Msci Inc

$189.81M - $8.24M =$181.58M

323.5K left-24.8K (-7.11%)

Airbnb Inc

$170.60M =$172.24M

1.30M left-98.5K (-7.04%)

Starbucks Corporation

$152.00M =$155.81M

1.75M left-151.3K (-7.97%)

Aon Plc

$164.77M - $11.18M =$153.60M

431.8K left-32.6K (-7.02%)

Workday, Inc.

$162.95M - $21.14M =$141.81M

618.2K left-46.9K (-7.05%)

Accenture Plc

$168.42M - $28.69M =$139.74M

523.2K left-39.8K (-7.08%)

Idexx Laboratories Inc

$120.42M =$136.54M

255.5K left-22.8K (-8.18%)