Polen Capital · quarter digest
What Polen Capital did in Q3 2024
Polen Capital Management filed 53 moves in Q3 2024: 4 new, 9 add, 36 trim, 4 exit.
13F filed 2024-11-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 4
Fresh money
AAPLAPPLE INC
NEW·4.1% book·−29
ORCLORACLE CORP
NEW·3.9% book·−13
SPGSPDR S&P 500 ETF TR
NEW·0.0% book·+2
VTIVANGUARD INDEX FDS
NEW·0.0% book·0
Adds · 9
Adding to conviction
ADBEADOBE INC
ADD +24%·4.4% book·−5
SHOPSHOPIFY INC
ADD +29%·3.9% book·−4
MSCIMSCI INC
ADD +35%·3.4% book·+22
WDAYWORKDAY INC
ADD +40%·3.0% book·−19
PAYCPAYCOM SOFTWARE INC
ADD +57%·1.5% book·−1
MELIMERCADOLIBRE INC
ADD +26%·0.2% book·+5
ASMLASML HOLDING N V
ADD +32%·0.1% book·−1
IBPINSTALLED BLDG PRODS INC
ADD +37%·0.0% book·−13
PDDPDD HOLDINGS INC
ADD +71%·0.0% book·−12
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Trims · 36
Taking chips off
AMZNAMAZON COM INC
TRIM -13%·12.4% book·−13
MSFTMICROSOFT CORP
TRIM -22%·7.8% book·+2
GOOGALPHABET INC
TRIM -23%·5.5% book·−13
VVISA INC
TRIM -9%·5.2% book·+8
NOWSERVICENOW INC
TRIM -10%·5.1% book·+4
MAMASTERCARD INCORPORATED
TRIM -10%·4.9% book·+13
TMOTHERMO FISHER SCIENTIFIC INC
TRIM -10%·4.5% book·−12
ABTABBOTT LABS
TRIM -9%·4.1% book·−13
ACNACCENTURE PLC IRELAND
TRIM -10%·3.6% book·−6
NFLXNETFLIX INC
TRIM -10%·3.5% book·0
ZTSZOETIS INC
TRIM -10%·3.2% book·0
ABNBAIRBNB INC
TRIM -10%·3.0% book·+1
UNHUNITEDHEALTH GROUP INC
TRIM -11%·3.0% book·−4
NVONOVO-NORDISK A S
TRIM -8%·2.1% book·−6
ITGARTNER INC
TRIM -11%·1.9% book·−12
LLYELI LILLY & CO
TRIM -10%·1.1% book·−10
SAPSAP SE
TRIM -15%·0.6% book·−11
GOOGLALPHABET INC
TRIM -39%·0.5% book·−22
IVVISHARES TR
TRIM -39%·0.2% book·0
ADPAUTOMATIC DATA PROCESSING IN
TRIM -60%·0.1% book·−15
AAONAAON INC
TRIM -6%·0.0% book·−9
ALGNALIGN TECHNOLOGY INC
TRIM -49%·0.0% book·−9
ADSKAUTODESK INC
TRIM -83%·0.0% book·−14
CCCSCCC INTELLIGENT SOLUTIONS HL
TRIM -7%·0.0% book·−3
COPACOPA HOLDINGS SA
TRIM -14%·0.0% book·−7
EPAMEPAM SYS INC
TRIM -20%·0.0% book·−7
EQIXETSY INC
TRIM -25%·0.0% book·−8
FIVEFIVE BELOW INC
TRIM -76%·0.0% book·−7
GSHDGOOSEHEAD INS INC
TRIM -18%·0.0% book·−10
IVVISHARES TR
TRIM -22%·0.0% book·0
MEDPMEDPACE HLDGS INC
TRIM -14%·0.0% book·−7
NKENIKE INC
TRIM -100%·0.0% book·+4
PYPLPAYPAL HLDGS INC
TRIM -31%·0.0% book·−21
QLYSQUALYS INC
TRIM -20%·0.0% book·−12
CRMSALESFORCE INC
TRIM -99%·0.0% book·−9
SPGISPDR SER TR
TRIM -94%·0.0% book·+4
Exits · 4
Closed positions
DOCSDOXIMITY INC
EXIT·0.0% book·−4
FCXFREEPORT-MCMORAN INC
EXIT·0.0% book·−9
METAMETA PLATFORMS INC
EXIT·0.0% book·−4
RHRH
EXIT·0.0% book·+2
Current top holdings
Polen Capital’s book, latest snapshot
Other quarters for Polen Capital
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.