Skip to main content
AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV
HoldLens logoHoldLens
Polen Capital · quarter digest

What Polen Capital did in Q2 2024

Polen Capital Management filed 42 moves in Q2 2024: 4 new, 8 add, 29 trim, 1 exit.

13F filed 2024-08-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.

New positions · 4

Fresh money

AAONAAON INC
NEW·0.0% book·−9
IBPINSTALLED BLDG PRODS INC
NEW·0.0% book·−13
METAMETA PLATFORMS INC
NEW·0.0% book·−4
PDDPDD HOLDINGS INC
NEW·0.0% book·−12
Adds · 8

Adding to conviction

SHOPSHOPIFY INC
ADD +1672%·2.4% book·−4
MSCIMSCI INC
ADD +1113%·2.0% book·+22
PAYCPAYCOM SOFTWARE INC
ADD +47%·0.8% book·−1
IVVISHARES TR
ADD +281%·0.3% book·0
HDBHDFC BANK LTD
ADD +20%·0.1% book·−11
IVVISHARES TR
ADD +317%·0.1% book·0
CCCSCCC INTELLIGENT SOLUTIONS HL
ADD +51%·0.0% book·−3
POOLPOOL CORP
ADD +6%·0.0% book·−12
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Trims · 29

Taking chips off

AMZNAMAZON COM INC
TRIM -14%·14.4% book·−13
MSFTMICROSOFT CORP
TRIM -7%·10.1% book·+2
GOOGALPHABET INC
TRIM -8%·7.7% book·−13
NOWSERVICENOW INC
TRIM -7%·4.9% book·+4
ADBEADOBE INC
TRIM -6%·3.7% book·−5
NFLXNETFLIX INC
TRIM -45%·3.6% book·0
ACNACCENTURE PLC IRELAND
TRIM -6%·3.3% book·−6
UNHUNITEDHEALTH GROUP INC
TRIM -6%·2.9% book·−4
ITGARTNER INC
TRIM -6%·1.9% book·−12
WDAYWORKDAY INC
TRIM -7%·1.9% book·−19
LLYELI LILLY & CO
TRIM -6%·1.2% book·−10
MELIMERCADOLIBRE INC
TRIM -7%·0.1% book·+5
TMETENCENT MUSIC ENTMT GROUP
TRIM -43%·0.1% book·−13
ALGNALIGN TECHNOLOGY INC
TRIM -98%·0.0% book·−9
ADSKAUTODESK INC
TRIM -99%·0.0% book·−14
COPACOPA HOLDINGS SA
TRIM -20%·0.0% book·−7
DOCSDOXIMITY INC
TRIM -37%·0.0% book·−4
EPAMEPAM SYS INC
TRIM -28%·0.0% book·−7
EQIXETSY INC
TRIM -14%·0.0% book·−8
FIVEFIVE BELOW INC
TRIM -8%·0.0% book·−7
FNDFLOOR & DECOR HLDGS INC
TRIM -51%·0.0% book·−9
LVSLAS VEGAS SANDS CORP
TRIM -15%·0.0% book·−11
PYPLPAYPAL HLDGS INC
TRIM -74%·0.0% book·−21
QLYSQUALYS INC
TRIM -17%·0.0% book·−12
RHRH
TRIM -49%·0.0% book·+2
SITESITEONE LANDSCAPE SUPPLY INC
TRIM -18%·0.0% book·−12
SPGISPDR SER TR
TRIM -63%·0.0% book·+4
TREXTREX CO INC
TRIM -49%·0.0% book·−6
YUMCYUM CHINA HLDGS INC
TRIM -34%·0.0% book·−8
Exits · 1

Closed positions

XPELXPEL INC
EXIT·0.0% book·0
Current top holdings

Polen Capital’s book, latest snapshot

#TickerWeight
1MSFT
Microsoft
9.4%
2GOOGL
Alphabet Class A
8.1%
3V
Visa
7.8%
4NOW
ServiceNow
7.8%
5MA
Mastercard
5.6%
6META
Meta Platforms
4.1%
Other quarters for Polen Capital

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.