FilingSpy

Polen Growth Fund (Polen Capital) - FilingSpy

Polen Capital

Polen Growth Fund

Polen Capital

$5.39B

Overview Activity Holdings

Buys

Broadcom Inc

$309.15M

+836.4K shares

Nvidia Corporation

$235.52M

+1.16M shares

Synopsys Inc

$107.46M

+236.8K shares

Uber Technologies Inc

$85.24M

+883.4K shares

Sells

TMOEXIT

Thermo Fisher Scientific Inc

$94.54M - $94.54M =Closed

-202.2K shares (100%)

Amazon.com Inc

$578.62M - $95.54M =$483.09M

1.98M left-493.5K (-19.97%)

Microsoft Corporation

$524.58M - $68.40M =$456.18M

881.0K left-102.3K (-10.40%)

Oracle Corporation

$546.47M - $121.68M =$424.79M

1.62M left-535.8K (-24.88%)

Shopify Inc

$306.95M =$324.76M

1.87M left-643.7K (-25.63%)

Mastercard Incorporated

$300.04M - $38.68M =$261.36M

473.5K left-56.2K (-10.61%)

Visa Inc

$346.11M - $91.72M =$254.39M

746.6K left-255.3K (-25.48%)

Eli Lilly and Co.

$239.37M =$249.50M

289.2K left-34.3K (-10.60%)

Alphabet Inc

$247.07M =$248.46M

881.6K left-399.5K (-31.18%)

Zoetis Inc

$220.11M - $25.64M =$194.47M

1.35M left-160.1K (-10.61%)

Servicenow Inc

$209.76M - $27.02M =$182.75M

198.8K left-23.6K (-10.62%)

Msci Inc

$181.58M - $11.40M =$170.18M

289.2K left-34.3K (-10.61%)

Abbott Laboratories

$236.84M - $78.85M =$157.99M

1.28M left-598.8K (-31.91%)

Idexx Laboratories Inc

$136.54M =$143.80M

228.4K left-27.1K (-10.61%)

Aon Plc

$153.60M - $22.09M =$131.51M

386.0K left-45.8K (-10.60%)

Starbucks Corporation

$155.81M - $29.48M =$126.33M

1.56M left-185.4K (-10.61%)

Accenture Plc

$139.74M - $22.76M =$116.97M

467.7K left-55.5K (-10.60%)

Adobe Inc.

$216.08M - $108.96M =$107.11M

314.8K left-289.3K (-47.90%)

Netflix Inc

$115.24M - $15.41M =$99.84M

89.2K left-10.2K (-10.23%)

Boston Scientific Corporation

$115.81M - $16.43M =$99.38M

986.7K left-117.1K (-10.61%)