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POLEN CAPITAL CREDIT, LLC

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WALTHAM MA Investment Advisor Hedge Fund
13F Summary
Polen Capital Credit is based out of Waltham. Polen Capital Credit is a hedge fund with 42 clients and discretionary assets under management (AUM) of $6,868,442,356 (Form ADV from 2023-07-06). Whalewisdom has at least 32 13F filings, 40 13D filings, 22 13G filings, and 3 Form 4 filings

2009-03-31

Top Buys (13F)

Name % Change

2009-03-31

Top Sells (13F)

Name % Change

2009-03-31

13F Holdings Summary

2009-03-31

13F Activity

Market Value $0, Prior: $0
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2009-03-31

13F Sector Allocation Over Time

2009-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2009-03-31

Portfolio Performance