Polen Capital
Trim $3.3M of disclosed value in Paypal Holdings $PYPL.
Trim $3.3M of disclosed value in Paypal Holdings $PYPL.
Trim $1.4B of disclosed value in Adobe Inc. - Common Stock $ADBE.
Add $1.9B of disclosed value in Thermo Fisher Scientific Inc $TMO.
Add $6.2B of disclosed value in Amazon.com, Inc. - Common Stock $AMZN.
Trim $2.0B of disclosed value in ServiceNow, Inc. Common Stock $NOW.
Add $2.3B of disclosed value in Visa Inc. $V.BA.
Add $455.0M of disclosed value in Eli Lilly and Company Common Stock $LLY.
Add $368.9M of disclosed value in ICON Public Limited Company $ICLR.
Add $5.9M of disclosed value in Unmapped 13F security.
Add $2.3B of disclosed value in Netflix Inc $NFLX.
Add $4.1B of disclosed value in Microsoft Corp $MSFT.
Add $302.6M of disclosed value in Paycom Software, Inc. $PAYC.
Add $890.1M of disclosed value in NIKE, Inc. $NKE.
Add $1.2B of disclosed value in Zoetis Inc. $ZTS.
Add $2.1B of disclosed value in Salesforce, Inc. Common Stock $CRM.
Add $997.5M of disclosed value in NOVO NORDISK A S $NVO.
Add $2.2B of disclosed value in Mastercard Incorporated $MA.BA.
Add $2.8B of disclosed value in Alphabet Cl C $GOOG.
Trim $1.2B of disclosed value in UnitedHealth Group Incorporated $UNH.BA.
Add $100.7M of disclosed value in Globant S.A. $GLOB.