MSCI position history
The shares of MSCI that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 1,383,494 shares, $842M, 1.5% of portfolio
- 2021 Q4: 1,416,033 shares, $868M, 1.5% of portfolio, Add +2.4%
- 2022 Q1: 856,456 shares, $431M, 0.84% of portfolio, Reduce −39.5%
- 2022 Q2: not held, Exit
- 2022 Q3: not held
- 2022 Q4: not held
- 2023 Q1: not held
- 2023 Q2: not held
- 2023 Q3: 139,245 shares, $71M, 0.19% of portfolio, New
- 2023 Q4: 405,672 shares, $230M, 0.55% of portfolio, Add +191.3%
- 2024 Q1: 136,056 shares, $76M, 0.18% of portfolio, Reduce −66.5%
- 2024 Q2: 1,650,450 shares, $795M, 2.0% of portfolio, Add +1113.1%
- 2024 Q3: 4,456,586 shares, $2.6B, 6.7% of portfolio, Add +170.0%
- 2024 Q4: 2,032,238 shares, $1.2B, 3.3% of portfolio, Reduce −54.4%
- 2025 Q1: 1,868,138 shares, $1.1B, 3.3% of portfolio, Reduce −8.1%
- 2025 Q2: 1,741,389 shares, $1B, 3.1% of portfolio, Reduce −6.8%
- 2025 Q3: 1,583,939 shares, $899M, 2.9% of portfolio, Reduce −9.0%
- 2025 Q4: 1,331,085 shares, $764M, 3.3% of portfolio, Reduce −16.0%
- 2026 Q1: 929,509 shares, $501M, 3.5% of portfolio, Reduce −30.2%
- 2026 Q2: 671,797 shares, $376M, 3.2% of portfolio, Reduce −27.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|