13F manager/WRBY/

Polen Capital other Warby Parker Inc.

Polen Capital other $7.4M of disclosed value in Warby Parker Inc..

Signal
Investor Move
Action
Other
Capital
$7.4M 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

TickerCompanyActionCurrent ValuePortfolio Impact
ADSKAutodesk, Inc.Reduced$10.4M0.03%
SHOPShopify Inc.Increased$972.4M0.02%
NFLXNetflix, Inc.Reduced$1.4B0.02%
MSCIMSCI Inc.Increased$795.1M0.02%
AMZNAmazon.com, Inc.Reduced$5.7B0.01%
ALGNAlign Technology, Inc.Reduced$4.8M0.01%
CRMSalesforce, Inc.Reduced$1.7B0.01%
GOOGAlphabet Inc.Increased$3.1B0.01%
ACNAccenture plcReduced$1.3B0.01%
MA.BAMastercard IncorporatedReduced$1.9B0.01%
2824100ABBOTT LABSReduced$1.6B0.01%
V.BAVisa Inc.Reduced$2.1B0.01%
WDAYWorkday, Inc.Reduced$766.6M0.01%
9066101AIRBNB INCReduced$1.5B0.01%
NKENIKE, Inc.Reduced$675.9M0.01%
TMOThermo Fisher Scientific Inc.Reduced$1.7B0%
ITGartner, Inc.Reduced$741.3M0%
464287614ISHARES TRIncreased$108.6M0%
NOWServiceNow, Inc.Reduced$2B0%
NVONovo Nordisk A/SIncreased$1.1B0%

Evidence