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Polen Capital Management Llc Buys Airbnb Inc, Amazon.com Inc, Mastercard Inc, Sells Microsoft Corp, Alibaba Group Holding, New Oriental Education & Technology Group Inc

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Nov 10, 2021
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Boca Raton, FL, based Investment company Polen Capital Management Llc (Current Portfolio) buys Airbnb Inc, Amazon.com Inc, Mastercard Inc, Icon PLC, Aon PLC, sells Microsoft Corp, Alibaba Group Holding, New Oriental Education & Technology Group Inc, The Estee Lauder Inc, iShares Russell 1000 Growth ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Polen Capital Management Llc. As of 2021Q3, Polen Capital Management Llc owns 91 stocks with a total value of $54.5 billion. These are the details of the buys and sells.

For the details of POLEN CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/polen+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of POLEN CAPITAL MANAGEMENT LLC
  1. Meta Platforms Inc (FB) - 13,234,318 shares, 8.24% of the total portfolio. Shares added by 1.90%
  2. Alphabet Inc (GOOG) - 1,556,225 shares, 7.61% of the total portfolio. Shares added by 1.64%
  3. Amazon.com Inc (AMZN) - 1,152,907 shares, 6.95% of the total portfolio. Shares added by 65.44%
  4. Adobe Inc (ADBE) - 5,704,396 shares, 6.03% of the total portfolio. Shares reduced by 8.67%
  5. Microsoft Corp (MSFT) - 10,040,370 shares, 5.19% of the total portfolio. Shares reduced by 37.39%
New Purchase: Airbnb Inc (ABNB)

Polen Capital Management Llc initiated holding in Airbnb Inc. The purchase prices were between $131.88 and $175.88, with an estimated average price of $152.79. The stock is now traded at around $192.220000. The impact to a portfolio due to this purchase was 2.94%. The holding were 9,534,237 shares as of 2021-09-30.

New Purchase: Olo Inc (OLO)

Polen Capital Management Llc initiated holding in Olo Inc. The purchase prices were between $30.03 and $46.56, with an estimated average price of $35.71. The stock is now traded at around $29.430000. The impact to a portfolio due to this purchase was 0.03%. The holding were 493,499 shares as of 2021-09-30.

New Purchase: RH (RH)

Polen Capital Management Llc initiated holding in RH. The purchase prices were between $651.88 and $738.52, with an estimated average price of $688.15. The stock is now traded at around $636.740000. The impact to a portfolio due to this purchase was 0.01%. The holding were 7,296 shares as of 2021-09-30.

New Purchase: Tyler Technologies Inc (TYL)

Polen Capital Management Llc initiated holding in Tyler Technologies Inc. The purchase prices were between $453.1 and $497.85, with an estimated average price of $477.53. The stock is now traded at around $534.130000. The impact to a portfolio due to this purchase was 0.01%. The holding were 7,629 shares as of 2021-09-30.

New Purchase: GLOBAL X FDS (CATH)

Polen Capital Management Llc initiated holding in GLOBAL X FDS. The purchase prices were between $52.67 and $56.46, with an estimated average price of $54.99. The stock is now traded at around $57.720000. The impact to a portfolio due to this purchase was 0.01%. The holding were 99,879 shares as of 2021-09-30.

New Purchase: Dollar General Corp (DG)

Polen Capital Management Llc initiated holding in Dollar General Corp. The purchase prices were between $212.14 and $238.22, with an estimated average price of $225.5. The stock is now traded at around $220.770000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5,234 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Polen Capital Management Llc added to a holding in Amazon.com Inc by 65.44%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3482.050000. The impact to a portfolio due to this purchase was 2.75%. The holding were 1,152,907 shares as of 2021-09-30.

Added: Mastercard Inc (MA)

Polen Capital Management Llc added to a holding in Mastercard Inc by 24.11%. The purchase prices were between $337.38 and $393.26, with an estimated average price of $363.45. The stock is now traded at around $357.940000. The impact to a portfolio due to this purchase was 0.95%. The holding were 7,642,367 shares as of 2021-09-30.

Added: Icon PLC (ICLR)

Polen Capital Management Llc added to a holding in Icon PLC by 112.11%. The purchase prices were between $208.53 and $283.04, with an estimated average price of $242.91. The stock is now traded at around $273.450000. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,659,850 shares as of 2021-09-30.

Added: Aon PLC (AON)

Polen Capital Management Llc added to a holding in Aon PLC by 25.79%. The purchase prices were between $226.79 and $299.17, with an estimated average price of $268.54. The stock is now traded at around $297.720000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,022,244 shares as of 2021-09-30.

Added: ASML Holding NV (ASML)

Polen Capital Management Llc added to a holding in ASML Holding NV by 77.99%. The purchase prices were between $673.69 and $889.33, with an estimated average price of $785.63. The stock is now traded at around $817.850000. The impact to a portfolio due to this purchase was 0.05%. The holding were 78,762 shares as of 2021-09-30.

Added: Progyny Inc (PGNY)

Polen Capital Management Llc added to a holding in Progyny Inc by 28.65%. The purchase prices were between $43.43 and $63.48, with an estimated average price of $55.34. The stock is now traded at around $62.210000. The impact to a portfolio due to this purchase was 0.01%. The holding were 307,911 shares as of 2021-09-30.

Sold Out: New Oriental Education & Technology Group Inc (EDU)

Polen Capital Management Llc sold out a holding in New Oriental Education & Technology Group Inc. The sale prices were between $1.7 and $7.81, with an estimated average price of $3.23.

Sold Out: Envestnet Inc (ENV)

Polen Capital Management Llc sold out a holding in Envestnet Inc. The sale prices were between $72.19 and $80.24, with an estimated average price of $76.42.

Sold Out: Euronet Worldwide Inc (EEFT)

Polen Capital Management Llc sold out a holding in Euronet Worldwide Inc. The sale prices were between $123.7 and $142.82, with an estimated average price of $132.76.



Here is the complete portfolio of POLEN CAPITAL MANAGEMENT LLC. Also check out:

1. POLEN CAPITAL MANAGEMENT LLC's Undervalued Stocks
2. POLEN CAPITAL MANAGEMENT LLC's Top Growth Companies, and
3. POLEN CAPITAL MANAGEMENT LLC's High Yield stocks
4. Stocks that POLEN CAPITAL MANAGEMENT LLC keeps buying
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