Polen Capital trimmed MA · Mastercard Incorporated
$466M · now 5.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$661 now
OUR VALUE
$661 today
low $353mid $470high $588
3 models, as of 2026-11-13.
They sold above our value.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。