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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Sep 5, 2024 | Brown Capital Management Mid Company Fund | -7.9% | -3.1% | ALGN, CRL, FIVN, GWRE, NTRA, OMCL, PAYC, PODD, TDOC, VEEV | Biotechnology, growth, healthcare, Medical Devices, mid cap, software, technology | Charles River Laboratories, a pre-clinical contract research organization involved in 80% of FDA-approved drugs, is experiencing significant headwinds from higher interest rates curtailing capital market funding for biotech customers. Small and medium-sized biotech companies represent 40% of Charles River's client base and are most affected by the weaker funding environment, leading to consecutive quarterly revenue declines for the first time since 2008-2009. The manager believes this represents the worst capital-raising environment for biotech in at least five years. | NTRA FIVN CRL PODD GWRE |
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| 2025 Q2 | Jul 31, 2025 | Fidelity Dividend Growth Fund | 13.5% | 7.5% | AAPL, ALSN, AMZN, AVGO, BA, BAC, BRK.A, BRK.B, EPD, ET, GEV, GOOGL, META, MSFT, NVDA, OWL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, industrials, large cap, Quality, technology | The fund benefited from AI-driven demand across multiple sectors. Taiwan Semiconductor Manufacturing gained 23% amid strong demand for AI processors as tech firms continued spending on data centers. The utilities sector was boosted by AI-driven demand for electricity to power data centers. The transformative potential of generative artificial intelligence drove outperformance in technology and communication services sectors. | View | |
| 2025 Q2 | Jun 30, 2025 | Oakmark Select Fund | 4.2% | - | ABNB, CNC, COF, COP, CRL, CRM, FCNCA, GOOGL, ICLR, IQV, KDP, PAYC, SCHW | financials, healthcare, Opportunistic, technology, value, volatility | Alphabet continues substantial AI investments across business units with potential payoff remaining underappreciated by the market. The company is improving margins while making these investments, suggesting efficient capital allocation in AI development. | CRM ICLR CRL IQV GOOGL |
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| 2024 Q1 | May 9, 2024 | Polen Capital – Focus Growth | 3.0% | 11.0% | AAPL, ABT, ADBE, AMZN, META, MSFT, NFLX, NKE, NOW, NVDA, PAYC, PYPL, TMO, TSLA, V, ZTS | AI, earnings, growth, large cap, Quality, technology, Valuations | Managers discuss AI's impact across multiple holdings, noting that much customer spending is driven by AI experimentation rather than proven use cases. They see generative AI as having enormous future impact but question the sustainability of current revenue growth rates, particularly for NVIDIA. | View | |
| 2024 Q1 | May 9, 2024 | Polen Capital – Global SMID Company Growth | 3.5% | 9.5% | AAPL, ABNB, ACN, ADBE, ADP, AMZN, GLOB, META, MSFT, NESN.SW, NVDA, OR.PA, PAYC, SAP, SGE.L, TSLA, WDAY | AI, Cloud, global, growth, Quality, technology | SAP's transition to the cloud continues at pace with strong cloud revenue growth and expanding cloud gross margins. Management is guiding cloud sales growth through 2025 in the mid-20% range. Amazon's AWS saw a long-awaited re-acceleration in revenue growth during the period. | View | |
| 2026 Q1 | Apr 23, 2026 | Polen Capital – Focus Growth | -17.3% | -17.3% | ABT, ADBE, BSX, CSGP, INTU, LRCX, META, MSFT, NOW, NVDA, PAYC, ROL, SBUX | AI, disruption, growth, semiconductors, software, technology, volatility | CSGP ROL META LRCX |
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| 2025 Q1 | Apr 22, 2025 | Polen Capital – U.S. SMID Company Growth | -12.7% | -12.7% | ALGN, BAH, CRL, ELF, ENTG, ETSY, FIX, GLOB, GSHD, MANH, NSIT, PAYC, PGNY, RMBS, ROAD, RVLV, SAIA, TREX, WING, YETI | Construction, consumer discretionary, growth, Quality, SMID Cap, software, tariffs, volatility | Market volatility driven by Trump administration's tariff policies and trade uncertainty. Managers stress-testing portfolios across various tariff scenarios and exiting positions vulnerable to tariff impacts like Yeti and Align Technology due to China/Mexico manufacturing exposure. | MANH WING FIX ROAD SAIA |
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| 2025 Q1 | Apr 15, 2025 | Polen Capital – Global SMID Company Growth | -5.5% | -5.5% | ABNB, ABT, ACN, ADYEN.AS, AMZN, AON, CSGP, GLOB, GOOGL, MELI, NOW, NVDA, NVO, OR.PA, ORCL, PAYC, SAP, SGE.L, SHOP, WTW, ZTS | AI, global, growth, healthcare, Quality, tariffs, technology, volatility | Trump tariffs announced in February created market volatility and uncertainty, with semiconductors down 19% and Magnificent 7 down 15%. Managers expect limited direct impact on their portfolio given focus on branded software and services businesses with pricing power, though acknowledge potential 2nd order effects from reduced consumer spending. | MELI ADYEN WTW NVO AMZN GLOB AON ABT |
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| 2025 Q4 | Feb 8, 2026 | Fidelity Dividend Growth Fund | 5.1% | 22.5% | 000660.KS, AAPL, ALSN, AMZN, BA, BN, EPD, GEV, GOOGL, LLY, META, MSFT, MU, NFLX, NVDA, ORCL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, large cap, semiconductors, technology | The fund remains optimistic about generative artificial intelligence prospects, believing current breakthroughs in large language models will have massive implications for developed economies. The impact is expected to be at least as significant as the transistor or World Wide Web development. The fund maintains significant exposure to semiconductor companies, particularly Taiwan Semiconductor Manufacturing and memory chip producers like SK Hynix. Strong demand for digital memory solutions has resulted in products being sold out through 2026. Commercial aviation represents a key theme as one of the few end markets not yet recovered to pre-pandemic production levels despite robust air travel recovery. Boeing remains the fund's largest overweight with improving fundamentals and strengthened balance sheet. The fund is positioned in companies benefiting from global electrification and decarbonization trends, including GE Vernova which makes gas turbines for electricity generation. The advent of generative AI is increasing global power needs. The fund's core investment philosophy centers on companies with favorable prospects to sustainably pay and grow dividends over time. Energy sector positioning is supported by corporate policies focused on returning capital through dividends and stock buybacks. | GEV AAPL PAYC 000660 KS GOOGL |
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| 2024 Q4 | Dec 31, 2024 | Oakmark Select Fund | 6.0% | 14.2% | ABNB, CNC, COP, CRM, EFX, FCNCA, FI, IQV, KDP, PAYC, PSX, WFC | energy, financials, healthcare, large cap, Quality, technology, value | The fund focuses on investing in high-quality businesses at attractive prices with wide spreads in valuation multiples providing opportunities. They believe this approach provides both margin of safety and potential for superior future returns despite broad market valuations being above historic averages. | KDP EFX ABNB IQV PAYC |
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| 2025 Q3 | Nov 5, 2025 | Fidelity Dividend Growth Fund | 8.4% | 16.6% | AAPL, ALSN, AMZN, AVGO, BA, BAC, BRK.A, BRK.B, EPD, ET, GEV, GOOGL, META, MSFT, NVDA, OWL, PAYC, TSLA, TSM, WDC | dividends, energy, industrials, large cap, Quality, technology, value | AI-driven demand for electricity to power data centers boosted utilities sector performance. Strong demand for AI processors supported Taiwan Semiconductor Manufacturing's 23% quarterly gain. Tech firms continued spending on building data centers amid AI-related growth. | View | |
| 2022 Q3 | Oct 26, 2022 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 60N GR, AZTA, ENX GR, FIVE, PAYC, TEN | - | View | ||
| 2022 Q3 | Oct 26, 2022 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | BMBL, DT, EEFT, GSHD, PAYC, TTD, WING, YETI | - | View | ||
| 2024 Q3 | Oct 23, 2024 | Polen Capital – Focus Growth | 3.0% | 11.0% | AAPL, ABNB, ACN, ADBE, AMZN, CRM, GOOGL, MSCI, MSFT, NKE, NOW, NVDA, ORCL, PAYC, SHOP, TMO, TSLA, UNH, WDAY | AI, Cloud, growth, large cap, software, technology | AI is driving infrastructure spending from cloud providers and enterprises, with GenAI offerings becoming incremental growth drivers for software companies. Apple's iOS upgrade will bring GenAI advancements to the masses, potentially triggering a multi-year iPhone upgrade cycle. The fund believes AI is more likely to be a tailwind than headwind for competitively advantaged software businesses. | ABNB SHOP.TO ORCL AAPL |
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| 2024 Q3 | Oct 23, 2024 | Polen Capital – Global SMID Company Growth | 3.5% | 9.5% | ADP, AMZN, AON, GLOB, GOOGL, LLY, MSCI, MSFT, NVDA, NVO, ORCL, PAYC, SAP, SHOP.TO | Cloud, global, growth, Quality, technology | Oracle's cloud infrastructure business is accelerating as the company transitions applications and databases to the cloud. Oracle Cloud Infrastructure comprises many smaller datacenters that can act as public or private clouds, particularly benefiting large enterprises like banks and healthcare companies. The shift to cloud for Oracle applications and databases will provide a revenue tailwind for years to come. | ORCL |
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| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | CPRT, CWA, DOCS, FTCH, GLOB, GSHD, OLO, PAYC, YETI | growth, insurance, Quality, small caps, software, technology | Polen emphasizes building a portfolio for resilience amid macroeconomic uncertainty. They focus on businesses with robust free cash flow, persistent growth, and high returns on capital that can navigate rapidly shifting conditions through disciplined investment processes. | ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN PAYC AMDOCS FTCH YETI ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM GSHD |
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| 2025 Q4 | Jan 26, 2026 | Harris Associates Concentrated Strategy | 8.4% | 14.4% | CHTR, EFX, FCNCA, GOOGL, LBRDK, PAYC, TRGP, WBD | AI, Banking, Buybacks, energy, Media, Midstream, technology, value | Warner Bros Discovery was a major contributor as multiple parties submitted acquisition offers, with Netflix acquiring the Streaming and Studios business while Global Networks spins to shareholders. Paramount Skydance made a $30 per share offer for the entire company, representing significant value unlocking opportunities in the media sector. Alphabet delivered impressive earnings with strong Cloud segment performance driven by accelerating demand for AI compute. The manager sees potential for the company's AI leadership to drive further upside across the portfolio and views Alphabet as undervalued on a sum-of-the-parts basis. First Citizens Bancshares was a contributor with solid results exceeding consensus expectations. Loans and deposits grew healthily while management continues steady share repurchases. The manager believes it's a high-quality regional bank with strong management that can unlock sustained long-term value. Targa Resources was initiated as a new position, representing a leading midstream natural gas and NGL company controlling 90% of fractionation capacity at Mont Belvieu. The company generates approximately 90% of earnings through multi-year fee-based arrangements, providing protection against oversupply with meaningful cost advantages and barriers to entry. | View | |
| 2025 Q4 | Jan 21, 2026 | Polen Capital – Global SMID Company Growth | -2.7% | 1.8% | 0700.HK, ADBE, AMZN, BSX, CSGP, GOOGL, ICLR, LLY, MELI, NVDA, OR.PA, ORCL, PAYC, SGE.L, SHL.DE, SHOP, SPOT, TSM, WDAY, WTW | AI, global, growth, Quality, software, technology | The market experienced AI bubble concerns in Q4 that prompted a short-lived 5% sell-off, though NVIDIA's strong earnings report in late November alleviated the worst fears. Despite waning market enthusiasm in the AI trade, the managers believe the datacenter capex cycle should continue with revenues and earnings for critical players growing rapidly as they struggle to keep up with increasing demand. The portfolio's emphasis on quality growth investing was challenged by the market's preference for high-beta growth stocks, contributing to underperformance. The managers remain focused on competitive advantages and long-term business fundamentals while constantly re-assessing growth trajectories of portfolio companies competing in evolving global markets. Spotify was added as a new position, with the managers viewing it as a scaled two-sided network enjoying secular growth as streaming and smartphone proliferation become global norms. They believe music is the most under-monetized form of digital entertainment, with Spotify serving over 600 million active users and potential for greater than 20% annual free cash flow growth. Tencent Holdings was initiated as a new position, representing one of China's largest technology companies with leading positions in gaming, social media and payments. Despite economic headwinds, Tencent has remained a consistent growth business, compounding earnings growth at more than 30% annualized over the past 3 years. | SPOT 0700 HK ORCL LLY |
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| 2025 Q4 | Jan 14, 2026 | Spheria Global Opportunities Fund | -3.0% | 2.9% | ACLR.SW, CARG, EXPD, HEM.ST, ITRK.L, JKHY, PAYC, RMV.L, SPNS, YETI | financials, global, industrials, Quality, small caps, technology | The fund maintains a consistent, valuation-aware approach focused on high-quality businesses with durable economics, proven cash generation and clear paths to value creation. This quality-oriented strategy faced challenges in 2025 as markets rewarded loss-making businesses and concept-driven stocks. Small caps are still yet to materially close the relative valuation gap that has opened up since shortly before the current interest rate cycle kicked off in early 2022. The fund targets global listed small cap and microcap companies. | PAYC JKHY |
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| 2025 Q4 | Jan 13, 2026 | Oakmark Select Fund | 8.4% | 14.3% | CHTR, EFX, GLIBA, GOOGL, IQV, LBRDK, NFLX, PAYC, TRGP, WBD | large cap, M&A, Media, Midstream, undervalued, value | Warner Bros Discovery was the top contributor as multiple parties submitted acquisition offers, with Netflix acquiring the Streaming and Studios business while Global Networks spins to shareholders. Paramount Skydance made a $30 per share offer for the entire company, creating a bidding war that unlocked shareholder value. Targa Resources represents a leading midstream natural gas and NGL company controlling 90% of fractionation capacity at Mont Belvieu hub. The company benefits from cost advantages, barriers to entry, and generates 90% of earnings through multi-year fee-based arrangements providing protection against oversupply. The fund continues to find attractive opportunities to invest in undervalued companies across various industries, including areas left behind in the momentum rally. Targa was purchased at a discount to peers based on normalized earnings power and intrinsic value estimates. | TRGP PAYC WBD |
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| 2023 Q4 | Aug 1, 2024 | Oakmark Select Fund | 8.1% | 0.0% | APA, AXP, CBRE, CHTR, COF, EOG, FCNCA, GOOGL, MPC, ORCL, PAYC, PSX, VLO | energy, financials, real estate, technology, value | The fund continues to find attractive opportunities to invest in undervalued securities that meet their value investment criteria. They sold Oracle and redeployed capital into stocks they believe offer superior prospective risk-adjusted returns including American Express, Paycom Software, and Phillips 66. | DIPSX PAYC AXP |
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| 2024 Q2 | Jul 24, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 0700.HK, 4480.T, ALIT, BMBL, CWAN, DATA.L, DLO, FIVE, MPWR, PAYC, PGNY, PME.AX, RVLV, TECH | AI, global, healthcare, quality growth, semiconductors, SMID Cap, technology, volatility | The letter discusses AI beneficiaries experiencing considerable hype and crowding, with Monolithic Power Systems specifically benefiting from AI-driven cloud-based CPU server applications in its enterprise data segment. The company saw compelling fundamentals largely due to growth in enterprise data driven by AI applications. | 4480.T DATA.L ALIT PGNY DLO MPWR PME.AX TME |
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| 2024 Q2 | Jul 23, 2024 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | AAON, CCCS, DOXI, DT, EXL, FIVE, FND, KINS, MPWR, PAYC, PGNY, POOL, REVG, RGEN, RH, SITM, TREX, TTEK, TYL | AI, growth, healthcare, Quality, SMID Cap, technology, volatility | AI beneficiaries saw considerable hype and crowding, with companies like Monolithic Power Systems benefiting from growth in enterprise data segments driven by cloud-based CPU server applications including AI. However, exceptions exist with some AI-related stocks losing ground relative to first quarter results. | PGNY PAYC FIVE TTEK RGEN CCCS KGIC AAON |
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| 2024 Q2 | Jul 16, 2024 | Polen Capital – Global SMID Company Growth | 3.5% | 9.5% | ADBE, ADSK, AMZN, AON, GOOGL, MC.PA, MSCI, MSFT, NOW, NVDA, PAYC, SHOP, WDAY, ZTS | AI, Cloud, global, growth, Quality, semiconductors, software, technology | AI remained the dominant narrative in markets with narrow leadership from companies perceived to be AI beneficiaries. The Semiconductor industry rose 19% in the quarter and accounted for more than 50% of the MSCI ACWI Index return. However, most businesses are only experimenting with GenAI rather than actual, proven use cases. | SHOP ZTS PAYC WDAY NVDA AMZN ADBE GOOGL |
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| 2024 Q2 | Jun 30, 2024 | Oakmark Select Fund | 8.1% | 0.0% | AXP, CNC, EOG, FCNCA, GOOGL, IQV, KKR, LAD, PAYC, SCHW | Communication Services, financials, healthcare, industrials, large cap, technology, value | The fund focuses on purchasing shares in a diversified set of undervalued securities, believing such value investments will generate strong returns over the long term. Management emphasizes buying quality companies at attractive valuations. | CNC |
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| 2025 Q1 | Apr 18, 2025 | Baillie Gifford – International Alpha | -1.4% | -1.4% | 6146.T, AZO, CRM, ENPH, NU, NVDA, NVO, PAYC, TTD | AI, disruptors, geopolitics, global, growth, infrastructure, Pharmaceuticals, technology | The team views AI as increasingly transformative and head-spinning, seeking to broaden exposure across the value chain. They established positions in companies like Disco for chip manufacturing equipment and Salesforce for AI-powered customer service tools, believing AI will create enormous cost savings and revenue opportunities. | PAYC CRM 6146.T AZO ENPH NU |
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| 2023 Q4 | Feb 16, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 3697.T, AZPN, BMBL, CCCS, DLO, ETSY, EVD.DE, FIVE, FOXF, GNRC, MEDP, MKTX, MPWR, PAYC, POOL, TECH, TME, WRBY, XPEL, YUMC | consumer, global, growth, Quality, SMID Cap, software, technology | Five Below recovered from Q3 weakness with 14% year-on-year revenue growth and raised guidance. The discount retailer continues to outperform peers and benefits from consumers looking to stretch their dollar further in a challenging macro backdrop. | CCCS PAYC XPEL EVD.DE 3697.T FIVE |
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| 2023 Q4 | Jan 27, 2024 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | BILL, CRWD, DXCM, GTLS, HAL, MPWR, PAYC, PLNT, SNPS, TRU | AI, cybersecurity, energy, growth, healthcare, mid cap, semiconductors, technology | Artificial intelligence applications are driving demand for semiconductor chips and enterprise data centers. The rise of AI is expected to make it easier for criminals to generate sophisticated cyber attacks, increasing demand for security software. Technology companies are leveraging AI in new product announcements. | View | |
| 2024 Q4 | Jan 23, 2025 | Polen Capital – U.S. SMID Company Growth | 2.7% | 1.4% | ALRM, AZPN, BAH, BLD, BROS, BSY, CWAN, EEFT, ENTG, FND, FOXF, GSHD, HLI, HLNE, NSIT, PAYC, PSTG, RMBS, RVLV, TREX, TYL, WRBY, WSC | AI, growth, Quality, semiconductors, SMID Cap, software, technology, value | The market was dominated by crowded AI trades in 2024, with high-beta AI-adjacent growth companies outperforming. While Polen did not own these lower-quality AI stocks, they believe their portfolio is well-positioned to benefit from GenAI-driven transformation in a more sustainable, long-term manner. | BROS WSC PSTG NSIT BSY ENTG RMBS GSHD WRBY RVLV |
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| 2023 Q4 | Jan 18, 2024 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | CNM, FIVE, FOXF, GNRC, GSHD, MEDP, MKTX, PAYC, POOL, TECH, TREX, TTD, WING | growth, healthcare, Quality, Resilience, SMID Cap, technology | The fund focuses on high-quality businesses with robust free cash flow, persistent growth, and high returns on capital. They seek companies with resilient financial models, strong balance sheets, and the ability to self-fund growth. The portfolio is purpose-built for financial resiliency, owning only what research suggests to be the highest quality companies in their asset class. | View | |
| 2024 Q4 | Jan 16, 2025 | Polen Capital – Global SMID Company Growth | 2.3% | 12.0% | ABNB, ADBE, AMZN, CSGP, CSL.AX, GOOGL, ICLR, MC.PA, NVO, OR.PA, ORCL, PAYC, SHOP.TO | AI, Cloud, E-Commerce, global, growth, Quality, software | AI applications are emerging across several software and cloud businesses in the portfolio, though still representing a modest percentage of revenues. The focus is shifting from infrastructure build-out to monetizing AI in the application layer, positioning the portfolio to benefit from this transition. | CSGP PAYC AMZN SHOP.TO |
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| 2023 Q4 | Jan 15, 2024 | Vision Capital | 0.0% | 0.0% | 0700.HK, 3690.HK, ABNB, ADBE, ADYEN.AS, AMZN, ANET, CRM, CRWD, DDOG, DLO, ESTC, FVRR, GOOGL, HUBS, JD, LULU, MA, MDB, MELI, META, MNDY, MSFT, NET, NOW, NU, NVDA, OKTA, PAYC, PLTR, PYPL, SHOP, SQ, STNE, TEAM, TSLA, TTD, V, VEEV, WDAY, WISE.L, ZS | AI, Compounding, E-Commerce, growth, long-term, payments, SaaS, technology | Vision Capital maintains significant exposure to e-commerce companies including Amazon, MercadoLibre, Shopify, JD.com, Fiverr, Airbnb, and Meituan representing approximately 20% of the portfolio. The manager views these as top dogs supported by long-term tailwinds in the digital commerce transformation. | LULU AAPL|MSFT|NFLX|NVDA|UNH |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Oakmark Select Fund | Paycom Software | Information Technology | Application Software | Bull | NYSE | founder-led, high margins, Human capital management, Payroll Software, SaaS, Software Discount, Temporary Setback | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | Paycom Software | Information Technology | Human Resource & Employment Services | Bull | NYSE | BETI Platform, Cloud software, Human capital management, Large Addressable Market, margin expansion, SaaS, SMB market | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - Global SMID Company Growth | Paycom Software Inc | Information Technology | Application Software | Bull | NYSE | BETI Platform, Client Retention, Human capital management, market share gains, Payroll Software, SaaS, Self-Service Technology | View Pitch |
| Apr 13, 2026 | Fund Letters | Baillie Gifford -Global Alpha | Paycom Software | Information Technology | Software | Bull | NYSE | Cloud software, HCM, HR Software, Human capital management, Payroll Software, SaaS, SMB market | View Pitch |
| Apr 13, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | Paycom Software | Information Technology | Application Software | Bull | NYSE | cloud-native, Compelling Opportunity, Execution Issues, HCM Software, market share gains, Payroll, Platform adoption, Short-Term Focus | View Pitch |
| Apr 13, 2026 | Fund Letters | Polen Capital - Global Growth | Paycom Software Inc. | Information Technology | Application Software | Bull | NYSE | cloud-native, High retention, Human capital management, Mission-Critical, Payroll Software, recurring revenue, SaaS | View Pitch |
| Apr 13, 2026 | Fund Letters | Oakmark Select Fund | Paycom Software | Software & Services | Application Software | Bull | NASDAQ | Cloud software, double-digit growth, high margins, Human Resources, market share gains, Payroll, SaaS | View Pitch |
| Apr 13, 2026 | Fund Letters | Polen Capital - Global Growth | Paycom Software Inc. | Information Technology | Application Software | Bull | NYSE | BETI, cloud-native, growth, HCM Software, Human capital management, Payroll, SaaS, Software | View Pitch |
| Feb 21, 2026 | Fund Letters | Zach C Turner | Paycom Software Inc | Industrials | Human Resource & Employment Services | Bull | New York Stock Exchange | AI, HCM, Margins, Recurring, Software | View Pitch |
| Jan 28, 2026 | Fund Letters | Tony Coniaris | Paycom Software Inc. | Information Technology | Application Software | Bull | New York Stock Exchange | AI, buybacks, HCM, Software, switching costs | View Pitch |
| Jan 27, 2026 | Fund Letters | William Nygren | Paycom Software, Inc. | Information Technology | Application Software | Neutral | New York Stock Exchange | AI, buybacks, HR, Software, valuation | View Pitch |
| Jan 16, 2026 | Fund Letters | Marcus Burns | Paycom Software, Inc. | Information Technology | Human Capital Management Software | Bear | New York Stock Exchange | HCM, Jobs, Payroll, Software, valuation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||