Polen Capital trim Alphabet Cl A
Polen Capital trim $94.5M of disclosed value in Alphabet Cl A.
Signal
Investor Move
Action
Trim
Capital
$94.5M 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
Mar 31, 2025
Total Changes
131
New
7
Reduced/Sold
93
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | Reduced | $756.1M | 0.03% |
| AAPL.MX | Apple Inc. | Reduced | $595.6M | 0.03% |
| GOOG | Alphabet Inc. | Reduced | $1.2B | 0.03% |
| AON | Aon plc | Increased | $1.2B | 0.03% |
| AMZN | Amazon.com, Inc. | Reduced | $3.4B | 0.03% |
| NFLX | Netflix, Inc. | Reduced | $828.2M | 0.02% |
| SBUX | Starbucks Corporation | New | $503.5M | 0.02% |
| NVO | Novo Nordisk A/S | Reduced | $69.6M | 0.02% |
| MSFT | Microsoft Corporation | Reduced | $2.2B | 0.01% |
| LLY | Eli Lilly and Company | Increased | $1.4B | 0.01% |
| SHOP | Shopify Inc. | Reduced | $1.5B | 0.01% |
| ADBE | Adobe Inc. | Reduced | $1.1B | 0.01% |
| ACN | Accenture plc | Reduced | $1B | 0.01% |
| ZTS | Zoetis Inc. | Increased | $1.4B | 0.01% |
| WDAY | Workday, Inc. | Reduced | $921.2M | 0.01% |
| MSCI | MSCI Inc. | Reduced | $1.1B | 0.01% |
| 9066101 | AIRBNB INC | Reduced | $923M | 0% |
| GOOGL | Alphabet Inc. | Reduced | $94.5M | 0% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $1.2B | 0% |
| SAP | SAP SE | Reduced | $145.7M | 0% |