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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | Polen Capital – International Growth | 6.9% | 6.9% | 8035 JP, AON, BNZL LN, EVO SS, EXPN LN, GLOB, IBN, ICLR, INPST NA, MELI, MMYT, NVO, SAP GR, SE, TME | Compounding, earnings, International Growth, Quality, valuation | The letter emphasizes international growth opportunities in businesses with strong competitive positions and long-duration earnings power. Management argues that non-U.S. markets offer attractive relative valuations without sacrificing quality or growth. The focus remains on compounding intrinsic value over full market cycles. | IBN ICLR GLOB AON SAP GR 8035 JP MELI |
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| 2024 Q1 | May 9, 2024 | Polen Capital – International Growth | 3.3% | 3.9% | AON, HDB, ICLR, MELI, SAP GR, TEMN SW, TEP FP | - | View | ||
| 2024 Q1 | May 9, 2024 | Polen Capital – Global SMID Company Growth | 3.5% | 9.5% | AAPL, ABNB, ADBE, AMZN, GLOB, NESR GR, NVDA, PAYC, SAP GR, SGE LN | - | View | ||
| 2025 Q1 | Apr 19, 2025 | Polen Capital – International Growth | 0.0% | 0.0% | ADYEN NA, AON, GLOB, ICLR, LONN SW, MELI, NVO, SAP GR, TCEHY, TME, TSM, ULVR | - | View | ||
| 2025 Q1 | Apr 15, 2025 | Polen Capital – Global SMID Company Growth | -5.5% | -5.5% | ABT, ADYEN NA, AMZN, AON, GLOB, MELI, NVDA, NVO, SAP GR, WTW | - | View | ||
| 2024 Q1 | Mar 31, 2024 | Platinum International Technology Fund | 15.2% | 15.2% | ADSK, AMZN, GOOG, SAP GR | - | View | ||
| 2025 Q3 | Nov 3, 2025 | Aoris International Fund | -2.6% | - | ACN, APH, CPRT, IHG LN, JKNY, REL LN, SAP GR | Accenture, AI, Quality, SAP, valuation | Aoris International Fund reiterates its disciplined quality focus, favoring durable, high-return companies like RELX, Accenture, and Amphenol amid market concentration in mega-cap tech and speculative bubbles. Management views AI as a long-term productivity enabler, not a threat, highlighting beneficiaries such as Accenture and SAP. The fund emphasizes valuation discipline and rapid exits when confidence erodes to preserve capital and sustain long-term compounding. | SAP REL ACN IHG SAP REL ACN |
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| 2024 Q3 | Oct 23, 2024 | Polen Capital – Global SMID Company Growth | 3.5% | 9.5% | AMZN, AON, GOOG, MSCI, NVO, ORCL, SAP GR, SHOP | - | View | ||
| 2024 Q3 | Oct 17, 2024 | Polen Capital – International Growth | 3.3% | 3.9% | 8035 JP, AON, ASML, ICLR, MELI, ONON, SAP GR | - | View | ||
| 2024 Q4 | Jan 16, 2025 | EdgePoint Global Portfolio | - | - | FFH CN, SAP GR | - | View | ||
| 2024 Q2 | Jul 16, 2024 | Polen Capital – International Growth | 3.3% | 3.9% | 8035 JP, ADS GR, AON, HDFCB IN, ICON, LSRCY, SAP GR, SGE LN, TEP FP | - | View | ||
| 2024 Q4 | Jan 24, 2025 | Sequoia Fund | -0.1% | 19.8% | CHTR, ICLR, KMX, LMN CN, RR/ LN, SAP GR, TSM, UMG NA | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Polen Capital – International Growth | - | - | ACN, CSL AU, EVO SS, ICLR, KER FP, MELI, MNDY, NU, SAP GR, SGE LN, SHOP, SPOT, SU FP, TEMN SW, WTW | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Ravenel B. Curry III | SAP SE | Information Technology | Application Software | Bull | Xetra | AI, cloud, ERP, Subscriptions, switching costs | View Pitch |
| Jan 27, 2026 | Fund Letters | Stephen Arnold | SAP SE | Information Technology | Application Software | Bull | Xetra | AI, cloud, Enterprise software, ERP, migration | View Pitch |
| Jan 8, 2026 | Fund Letters | Todd Morris | SAP SE | Information Technology | Application Software | Bull | Xetra | Cloud_Software, Digital_Transformation, ERP, Subscription_Revenue | View Pitch |
| Nov 29, 2025 | Fund Letters | Todd Morris | SAP SE | Information Technology | Application Software | Bull | Bolsas y Mercados Españoles (Madrid) | backlog, cloud, enterprise, growth, Margins, resilience, Software | 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. | ||||||||