N-PORT filing recap · January 2026
What did Polen Growth Fund buy in January 2026?
Reported stock-position changes between this filing and the previous one. These are Polen Growth Fund's own holdings, not the firm's.
Stock value
$3.55B
Positions
27
Estimated turnover
41.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Period in review
Polen Growth Fund opened new positions in Intuitive Surgical and Vanguard Index Funds, while exiting Abbott Laboratories, Netflix, and Workday. The fund trimmed a broad swath of existing holdings, including Amazon, Microsoft, Eli Lilly, Alphabet, Broadcom, Oracle, Mastercard, Visa, Nvidia, MSCI, Zoetis, Idexx Laboratories, Starbucks, Aon, Accenture, Synopsys, Airbnb, Adobe, Boston Scientific, Uber, and Paycom Software. Shopify was substantially reduced. Servicenow was dramatically increased, and both CoStar Group and Intuit were substantially increased.