In Q3 2026, Polen Capital's 5Perspectives Large Growth Composite Portfolio returned 0.0% net of fees, slightly underperforming the benchmark's 0.9% gain. Key contributors were CrowdStrike, Cloudflare, and Micron Technology, while Microsoft, Meta Platforms, and Tesla detracted from performance. The portfolio increased its exposure to the Technology sector, which remains the largest holding, while reducing Industrials exposure. This positioning reflects Polen Capital's focus on quality growth and active management to seek long-term outperformance.
Micron Technology trades at USD 781.11 with a 1-day decline of 8.65% on Pluang as of Nov 05, 2026 07:41 WIB, reflecting notable volatility in key technology stocks. While Polen Capital's 5Perspectives Large Growth Composite Portfolio saw no net gain in Q3 2026, Microsoft and Meta Platforms, which detracted from the portfolio, are currently up 6.34% and 1.59% respectively on Pluang. This snapshot highlights the mixed performance within the technology sector that dominates the portfolio's holdings.
CrowdStrike announced two deals to acquire AI security startups Fiddler AI and Dreadnode for a combined $495 million, aiming to enhance its AI agent monitoring and testing capabilities. It also launched the AI Kill Switch, a product allowing administ...
CrowdStrike introduced an AI Kill Switch in its Falcon Guardian product, allowing security teams to shut down rogue AI agents, a feature highlighted by Jim Cramer as a major advancement in AI safety. Currently, the Kill Switch works at the network ga...
CrowdStrike introduced a new AI kill switch that allows businesses to terminate rogue AI agents, prevent their restart, and block their network access. This technology, part of the Falcon Guardian platform, addresses growing concerns about AI safety ...
CrowdStrike is acquiring Fiddler AI for about $400 million and Dreadnode for around $95 million to expand its AI security offerings. These acquisitions will help CrowdStrike monitor, test, and secure AI models and agents as companies rapidly adopt AI...
CrowdStrike stock dropped 3% despite a Deutsche Bank upgrade to Buy and a new partnership with CoreWeave expanding AI security offerings. The stock has already surged 107% year-to-date, prompting some profit-taking amid broader tech sector rotation a...
