Polen Capital add Adobe Inc. - Common Stock
Polen Capital add $1.5B of disclosed value in Adobe Inc. - Common Stock.
Signal
Investor Move
Action
Add
Capital
$1.5B disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Jun 30, 2024
Total Changes
116
New
12
Reduced/Sold
72
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| ADSK | Autodesk, Inc. | Reduced | $10.4M | 0.03% |
| SHOP | Shopify Inc. | Increased | $972.4M | 0.02% |
| NFLX | Netflix, Inc. | Reduced | $1.4B | 0.02% |
| MSCI | MSCI Inc. | Increased | $795.1M | 0.02% |
| AMZN | Amazon.com, Inc. | Reduced | $5.7B | 0.01% |
| ALGN | Align Technology, Inc. | Reduced | $4.8M | 0.01% |
| CRM | Salesforce, Inc. | Reduced | $1.7B | 0.01% |
| GOOG | Alphabet Inc. | Increased | $3.1B | 0.01% |
| ACN | Accenture plc | Reduced | $1.3B | 0.01% |
| MA.BA | Mastercard Incorporated | Reduced | $1.9B | 0.01% |
| 2824100 | ABBOTT LABS | Reduced | $1.6B | 0.01% |
| V.BA | Visa Inc. | Reduced | $2.1B | 0.01% |
| WDAY | Workday, Inc. | Reduced | $766.6M | 0.01% |
| 9066101 | AIRBNB INC | Reduced | $1.5B | 0.01% |
| NKE | NIKE, Inc. | Reduced | $675.9M | 0.01% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $1.7B | 0% |
| IT | Gartner, Inc. | Reduced | $741.3M | 0% |
| 464287614 | ISHARES TR | Increased | $108.6M | 0% |
| NOW | ServiceNow, Inc. | Reduced | $2B | 0% |
| NVO | Novo Nordisk A/S | Increased | $1.1B | 0% |