13F manager/ASML/

Polen Capital trim ASML Holding NV

Polen Capital trim $43.1M of disclosed value in ASML Holding NV.

Signal
Investor Move
Action
Trim
Capital
$43.1M 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
Dec 31, 2024
Total Changes
133
New
15
Reduced/Sold
76

Filing changes

TickerCompanyActionCurrent ValuePortfolio Impact
UNH.BAUnitedHealth Group IncorporatedReduced$569.4M0.02%
LLYEli Lilly and CompanyIncreased$1B0.02%
AMZNAmazon.com, Inc.Reduced$4.3B0.01%
CSGPCoStar Group, Inc.New$465.1M0.01%
TMOThermo Fisher Scientific Inc.Reduced$1.3B0.01%
ADBEAdobe Inc.Reduced$1.3B0.01%
MSFTMicrosoft CorporationReduced$2.7B0.01%
ITGartner, Inc.Reduced$437.3M0.01%
SHOPShopify Inc.Increased$1.8B0.01%
ORCLOracle CorporationIncreased$1.8B0.01%
NVONovo Nordisk A/SReduced$551M0.01%
NOWServiceNow, Inc.Reduced$1.7B0.01%
NFLXNetflix, Inc.Increased$1.5B0.01%
2824100ABBOTT LABSReduced$1.4B0%
G4705A100ICON PLCReduced$149.2M0%
464287614ISHARES TRIncreased$202.2M0%
ACNAccenture plcReduced$1.2B0%
9066101AIRBNB INCReduced$1.1B0%
V.BAVisa Inc.Increased$2.1B0%
MSCIMSCI Inc.Reduced$1.2B0%

Evidence