Polen Global Growth加入了英伟达、博通、台积电、波士顿科学、Uber;退出ADP、Airbnb、埃森哲

2025-10-29 00:37

The Polen Global Growth Composite Portfolio returned 3.0% gross of fees in Q3 and 2.7% net of fees.
During the quarter, the fund established new positions in NVIDIA (NVDA), Broadcom (AVGO), TSMC (TSM), Boston Scientific (BSX), and Uber (UBER), and added to several existing holdings to capture emerging opportunities and evolving company fundamentals.
To fund the investments and optimize portfolio positioning, it eliminated positions in ADP, Airbnb (ABNB), Accenture (ACN), and Thermo Fisher Scientific (TMO), and trimmed selected exposures across the portfolio.
The fund anticipates they will be able to generate earnings growth at ~20% per year for the near-term future and feel their mid-thirties multiple is reasonable for that level of expected growth.
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