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Polen Capital Management
Polen Capital Management
Portfolio Value: $31.85B
Holdings: 117
Period: Q1 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| AMZN | 7.2 | 10.60% | Buy | 17.75M | $3.38B | $190.26 | $272.68 | +43.3% |
| ABT | 6.7 | 4.74% | Buy | 11.39M | $1.51B | $132.65 | — | — |
| LLY | 6.7 | 4.55% | Buy | 1.75M | $1.45B | $825.91 | — | — |
| AON | 6.5 | 3.77% | Buy | 3.01M | $1.20B | $399.09 | — | — |
| ADBE | 6.4 | 3.39% | Buy | 2.82M | $1.08B | $383.53 | — | — |
| ACN | 6.4 | 3.14% | Buy | 3.21M | $1.00B | $312.04 | — | — |
| ABNB | 6.3 | 2.90% | Buy | 7.73M | $923.0M | $119.46 | — | — |
| AAPL | 6.2 | 1.87% | Buy | 2.68M | $595.6M | $222.13 | — | — |
| CSGP | 6.1 | 1.64% | Buy | 6.60M | $523.1M | $79.23 | — | — |
| GOOG | 5.9 | 3.65% | Buy | 7.43M | $1.16B | $156.23 | $397.05 | +154.1% |
| AZO | 5.8 | 0.16% | Buy | 166.5K | $50.9M | $305.53 | — | — |
| ASML | 5.8 | 0.11% | Buy | 52.7K | $34.9M | $662.63 | — | — |
| CCC | 5.8 | 0.02% | Buy | 544.7K | $4.9M | $9.03 | — | — |
| CNM | 5.8 | 0.02% | Buy | 125.0K | $6.0M | $48.31 | — | — |
| DLO | 5.8 | 0.02% | Buy | 627.6K | $5.2M | $8.34 | — | — |
| BDC | 5.8 | 0.01% | Buy | 30.7K | $3.1M | $100.25 | — | — |
| ROAD | 5.8 | 0.01% | Buy | 34.8K | $2.5M | $71.87 | — | — |
| LOVE | 5.8 | 0.01% | Buy | 69.3K | $4.4M | $62.79 | — | — |
| BROS | 5.8 | 0.01% | Buy | 68.1K | $4.2M | $61.74 | — | — |
| EPAM | 5.8 | 0.01% | Buy | 16.5K | $2.8M | $168.84 | — | — |
| TECH | 5.8 | 0.01% | Buy | 46.3K | $2.7M | $58.63 | — | — |
| AAON | 5.8 | 0.01% | Buy | 49.5K | $3.9M | $78.13 | — | — |
| CWAN | 5.8 | 0.01% | Buy | 124.9K | $3.3M | $26.80 | — | — |
| AUVI | 5.8 | 0.01% | Buy | 21.2K | $4.8M | $225.34 | — | — |
| BL | 5.8 | 0.01% | Buy | 55.1K | $2.7M | $48.42 | — | — |
| BSY | 5.8 | 0.00% | Buy | 19.5K | $766K | $39.34 | — | — |
| BWMN | 5.8 | 0.00% | Buy | 35.4K | $773K | $21.83 | — | — |
| AMN | 5.8 | 0.00% | Buy | 38.6K | $943K | $24.46 | — | — |
| ENTG | 5.8 | 0.00% | Buy | 11.5K | $1.0M | $87.48 | — | — |
| CLBT | 5.8 | 0.00% | Buy | 14.8K | $289K | $19.43 | — | — |
| ADSK | 5.8 | 0.00% | Buy | 2.5K | $643K | $261.83 | — | — |
| FIX | 5.8 | 0.00% | Buy | 1.2K | $376K | $322.33 | — | — |
| DT | 5.8 | 0.00% | Buy | 26.7K | $1.3M | $47.15 | — | — |
| CIGI | 5.8 | 0.00% | Buy | 7.9K | $962K | $121.30 | — | — |
| GOOGL | 5.3 | 0.30% | Buy | 610.9K | $94.5M | $154.64 | $400.80 | +159.2% |