Tot 60% korting op Profit Pro - Beperkt tot de eerste 500 gebruikers
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60% korting op Profit Pro - Beperkt tot de eerste 500 gebruikers

David M. Polen

Polen Capital Management LLC

·

CIK

1034524

Portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with sustainable competitive advantages.

13 nov. 2024

Laatste Update

AUM
$38.74B
Bezit
127
ROI %
23.06%
QoQ%
7.15%
Gem. Houdperiode
3y

Sectorverdeling

Top Investeringen

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Verkocht

6.7M

aandelen van

CR

CRM

voor

$273.71

Gekocht

6.7M

aandelen van

AA

AAPL

voor

$233.00

Gekocht

8.8M

aandelen van

OR

ORCL

voor

$170.40

Verkocht

2M

aandelen van

MS

MSFT

voor

$430.30

Verkocht

9M

aandelen van

NK

NKE

voor

$88.40

Verkocht

3.9M

aandelen van

AM

AMZN

voor

$186.33

Prestatie

Bezit

S&P 500

Aandelen

127

Opties

0
Ticker
Naam
Aandelen
Aandelen waarde
% Portefeuille
Wijziging
Verandering %
Geschiedenis
Gemiddelde Koopprijs
Huidige prijs
Rapportdatum
AMZN.US

AMZN

Amazon.com Inc
25.74M
$4.8B
12.38%
-3.88M
-13.09%
$138.44(34.59%)
$186.33
30 Sep 2024
MSFT.US

MSFT

Microsoft Corporation
7.01M
$3.02B
7.79%
-1.97M
-21.96%
$190.91(125.39%)
$430.3
30 Sep 2024
GOOG.US

GOOG

Alphabet Inc Class C
12.82M
$2.14B
5.53%
-3.86M
-23.15%
$49.77(235.93%)
$167.19
30 Sep 2024
V.US

V

Visa Inc. Class A
7.26M
$2B
5.15%
-739.88K
-9.25%
$151.11(81.95%)
$274.95
30 Sep 2024
NOW.US

NOW

ServiceNow Inc
2.22M
$1.99B
5.13%
-259.05K
-10.43%
$345.51(158.86%)
$894.39
30 Sep 2024
MA.US

MA

Mastercard Inc
3.83M
$1.89B
4.89%
-406.64K
-9.59%
$247.8(99.27%)
$493.8
30 Sep 2024
TMO.US

TMO

Thermo Fisher Scientific Inc
2.81M
$1.74B
4.48%
-295.22K
-9.52%
$562.71(9.93%)
$618.57
30 Sep 2024
ADBE.US

ADBE

Adobe Systems Incorporated
3.31M
$1.71B
4.43%
646.44K
24.26%
$305.02(69.75%)
$517.78
30 Sep 2024
ABT.US

ABT

Abbott Laboratories
13.94M
$1.59B
4.10%
-1.37M
-8.94%
$93.47(21.97%)
$114.01
30 Sep 2024
AAPL.US

AAPL

Apple Inc
6.74M
$1.57B
4.05%
6.69M
14917.26%
$231.59(0.61%)
$233
30 Sep 2024
SHOP.US

SHOP

Shopify Inc
18.97M
$1.52B
3.92%
4.25M
28.84%
$69.41(15.46%)
$80.14
30 Sep 2024
ORCL.US

ORCL

Oracle Corporation
8.77M
$1.49B
3.86%
8.76M
207868.86%
$170.34(0.04%)
$170.4
30 Sep 2024
ACN.US

ACN

Accenture plc
3.9M
$1.38B
3.56%
-431.44K
-9.96%
$140.69(151.25%)
$353.48
30 Sep 2024
NFLX.US

NFLX

Netflix Inc
1.91M
$1.35B
3.49%
-211.46K
-9.98%
$380.08(86.61%)
$709.27
30 Sep 2024
MSCI.US

MSCI

MSCI Inc
2.23M
$1.3B
3.35%
577.84K
35.01%
$493.69(18.08%)
$582.93
30 Sep 2024
ZTS.US

ZTS

Zoetis Inc
6.37M
$1.24B
3.21%
-679.4K
-9.64%
$120.07(62.72%)
$195.38
30 Sep 2024
WDAY.US

WDAY

Workday Inc
4.8M
$1.17B
3.03%
1.37M
40.06%
$231.03(5.79%)
$244.41
30 Sep 2024
UNH.US

UNH

UnitedHealth Group Incorporated
2M
$1.17B
3.01%
-252.63K
-11.23%
$322.52(81.28%)
$584.68
30 Sep 2024
ABNB.US

ABNB

Airbnb Inc
9.18M
$1.16B
3.01%
-990.88K
-9.74%
$168.32(-24.66%)
$126.81
30 Sep 2024
NVO.US

NVO

Novo Nordisk A/S
6.85M
$816.18M
2.11%
-593.31K
-7.97%
$89.08(33.67%)
$119.07
30 Sep 2024
IT.US

IT

Gartner Inc
1.47M
$744.63M
1.92%
-181.4K
-10.99%
$107.25(372.50%)
$506.76
30 Sep 2024
PAYC.US

PAYC

Paycom Soft
3.51M
$584.81M
1.51%
1.27M
57.01%
$176.45(-5.60%)
$166.57
30 Sep 2024