Polen Capital's position in Alphabet is currently worth $360 Million. That's 0.85% of their equity portfolio (22nd largest holding). The first Alphabet trade was made in Q4 2015. Since then Polen Capital bought shares 21 more times and sold shares on twelve occasions. The stake costed the investor $117 Million, netting the investor a gain of 207% so far.
The rising effectiveness of artificial intelligence is opening new possibilities for Alphabet.
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Benzinga, 4 months ago