Polen Capital · quarter digest
What Polen Capital did in Q4 2024
Polen Capital Management filed 63 moves in Q4 2024: 6 new, 12 add, 43 trim, 2 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 6
Fresh money
Adds · 12
Adding to conviction
ORCLORACLE CORP
ADD +22%·4.8% book·−13
ZTSZOETIS INC
ADD +18%·3.3% book·0
LLYELI LILLY & CO
ADD +164%·2.7% book·−10
IVVISHARES TR
ADD +179%·0.6% book·0
IVVISHARES TR
ADD +316%·0.2% book·0
FNDFLOOR & DECOR HLDGS INC
ADD +35%·0.0% book·−9
MEDPMEDPACE HLDGS INC
ADD +8%·0.0% book·−7
POOLPOOL CORP
ADD +62%·0.0% book·−12
SITESITEONE LANDSCAPE SUPPLY INC
ADD +48%·0.0% book·−12
SPGSPDR S&P 500 ETF TR
ADD +412%·0.0% book·+2
TREXTREX CO INC
ADD +984%·0.0% book·−6
VTIVANGUARD INDEX FDS
ADD +183%·0.0% book·0
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Trims · 43
Taking chips off
AMZNAMAZON COM INC
TRIM -24%·11.6% book·−13
MSFTMICROSOFT CORP
TRIM -9%·7.3% book·+2
GOOGALPHABET INC
TRIM -14%·5.7% book·−13
VVISA INC
TRIM -9%·5.6% book·+8
MAMASTERCARD INCORPORATED
TRIM -9%·5.0% book·+13
SHOPSHOPIFY INC
TRIM -10%·4.9% book·−4
NOWSERVICENOW INC
TRIM -26%·4.7% book·+4
AAPLAPPLE INC
TRIM -8%·4.2% book·−29
NFLXNETFLIX INC
TRIM -9%·4.2% book·0
ABTABBOTT LABS
TRIM -9%·3.9% book·−13
ADBEADOBE INC
TRIM -9%·3.6% book·−5
TMOTHERMO FISHER SCIENTIFIC INC
TRIM -12%·3.5% book·−12
ACNACCENTURE PLC IRELAND
TRIM -10%·3.4% book·−6
MSCIMSCI INC
TRIM -9%·3.3% book·+22
WDAYWORKDAY INC
TRIM -11%·3.0% book·−19
ABNBAIRBNB INC
TRIM -11%·2.9% book·+1
PAYCPAYCOM SOFTWARE INC
TRIM -10%·1.8% book·−1
NVONOVO-NORDISK A S
TRIM -7%·1.5% book·−6
UNHUNITEDHEALTH GROUP INC
TRIM -44%·1.5% book·−4
ITGARTNER INC
TRIM -39%·1.2% book·−12
AONAON PLC
TRIM -8%·0.7% book·−9
SAPSAP SE
TRIM -6%·0.7% book·−11
ICONICON PLC
TRIM -32%·0.4% book·−22
MDTMEDTRONIC PLC
TRIM -24%·0.2% book·−12
MELIMERCADOLIBRE INC
TRIM -6%·0.2% book·+5
ASMLASML HOLDING N V
TRIM -8%·0.1% book·−1
ADPAUTOMATIC DATA PROCESSING IN
TRIM -9%·0.1% book·−15
HDBHDFC BANK LTD
TRIM -8%·0.1% book·−11
ALGNALIGN TECHNOLOGY INC
TRIM -56%·0.0% book·−9
ADSKAUTODESK INC
TRIM -29%·0.0% book·−14
COPACOPA HOLDINGS SA
TRIM -24%·0.0% book·−7
EPAMEPAM SYS INC
TRIM -35%·0.0% book·−7
EQIXETSY INC
TRIM -39%·0.0% book·−8
GSHDGOOSEHEAD INS INC
TRIM -20%·0.0% book·−10
IBPINSTALLED BLDG PRODS INC
TRIM -12%·0.0% book·−13
LVSLAS VEGAS SANDS CORP
TRIM -24%·0.0% book·−11
NKENIKE INC
TRIM -11%·0.0% book·+4
PYPLPAYPAL HLDGS INC
TRIM -16%·0.0% book·−21
PDDPDD HOLDINGS INC
TRIM -29%·0.0% book·−12
QLYSQUALYS INC
TRIM -9%·0.0% book·−12
CRMSALESFORCE INC
TRIM -45%·0.0% book·−9
TMETENCENT MUSIC ENTMT GROUP
TRIM -31%·0.0% book·−13
YUMCYUM CHINA HLDGS INC
TRIM -59%·0.0% book·−8
Exits · 2
Closed positions
FIVEFIVE BELOW INC
EXIT·0.0% book·−7
SPGISPDR SER TR
EXIT·0.0% book·+4
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.