Polen Capital · quarter digest
What Polen Capital did in Q1 2025
Polen Capital Management filed 61 moves in Q1 2025: 3 new, 12 add, 42 trim, 4 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 3
Fresh money
Adds · 12
Adding to conviction
ORCLORACLE CORP
ADD +18%·5.5% book·−13
LLYELI LILLY & CO
ADD +35%·4.6% book·−10
ZTSZOETIS INC
ADD +18%·4.5% book·0
AONAON PLC
ADD +318%·3.8% book·−9
MELIMERCADOLIBRE INC
ADD +87%·0.4% book·+5
WTWWILLIS TOWERS WATSON PLC LTD
ADD +185%·0.4% book·−8
NUNU HLDGS LTD
ADD +32%·0.1% book·−11
TMETENCENT MUSIC ENTMT GROUP
ADD +87%·0.1% book·−13
AAONAAON INC
ADD +57%·0.0% book·−9
EPAMEPAM SYS INC
ADD +23%·0.0% book·−7
MEDPMEDPACE HLDGS INC
ADD +51%·0.0% book·−7
TREXTREX CO INC
ADD +40%·0.0% book·−6
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Trims · 42
Taking chips off
AMZNAMAZON COM INC
TRIM -9%·10.6% book·−13
MSFTMICROSOFT CORP
TRIM -7%·7.0% book·+2
VVISA INC
TRIM -8%·6.6% book·+8
MAMASTERCARD INCORPORATED
TRIM -8%·5.5% book·+13
ABTABBOTT LABS
TRIM -10%·4.7% book·−13
SHOPSHOPIFY INC
TRIM -11%·4.6% book·−4
GOOGALPHABET INC
TRIM -33%·3.6% book·−13
TMOTHERMO FISHER SCIENTIFIC INC
TRIM -6%·3.6% book·−12
ADBEADOBE INC
TRIM -7%·3.4% book·−5
MSCIMSCI INC
TRIM -8%·3.3% book·+22
ACNACCENTURE PLC IRELAND
TRIM -9%·3.1% book·−6
ABNBAIRBNB INC
TRIM -6%·2.9% book·+1
WDAYWORKDAY INC
TRIM -8%·2.9% book·−19
NFLXNETFLIX INC
TRIM -49%·2.6% book·0
NOWSERVICENOW INC
TRIM -42%·2.4% book·+4
AAPLAPPLE INC
TRIM -57%·1.9% book·−29
UNHUNITEDHEALTH GROUP INC
TRIM -8%·1.7% book·−4
ITGARTNER INC
TRIM -7%·1.1% book·−12
SAPSAP SE
TRIM -46%·0.5% book·−11
IVVISHARES TR
TRIM -23%·0.4% book·0
GOOGLALPHABET INC
TRIM -50%·0.3% book·−22
ICONICON PLC
TRIM -11%·0.3% book·−22
ADPAUTOMATIC DATA PROCESSING IN
TRIM -7%·0.2% book·−15
IVVISHARES TR
TRIM -36%·0.2% book·0
MDTMEDTRONIC PLC
TRIM -20%·0.2% book·−12
NVONOVO-NORDISK A S
TRIM -84%·0.2% book·−6
ASMLASML HOLDING N V
TRIM -15%·0.1% book·−1
HDBHDFC BANK LTD
TRIM -16%·0.1% book·−11
SPOTSPOTIFY TECHNOLOGY S A
TRIM -36%·0.1% book·−8
ADSKAUTODESK INC
TRIM -53%·0.0% book·−14
CCCSCCC INTELLIGENT SOLUTIONS HL
TRIM -29%·0.0% book·−3
FNDFLOOR & DECOR HLDGS INC
TRIM -9%·0.0% book·−9
GSHDGOOSEHEAD INS INC
TRIM -27%·0.0% book·−10
LVSLAS VEGAS SANDS CORP
TRIM -10%·0.0% book·−11
NKENIKE INC
TRIM -54%·0.0% book·+4
PYPLPAYPAL HLDGS INC
TRIM -34%·0.0% book·−21
POOLPOOL CORP
TRIM -6%·0.0% book·−12
QLYSQUALYS INC
TRIM -10%·0.0% book·−12
CRMSALESFORCE INC
TRIM -58%·0.0% book·−9
SITESITEONE LANDSCAPE SUPPLY INC
TRIM -12%·0.0% book·−12
SPGSPDR S&P 500 ETF TR
TRIM -85%·0.0% book·+2
VTIVANGUARD INDEX FDS
TRIM -63%·0.0% book·0
Exits · 4
Closed positions
ALGNALIGN TECHNOLOGY INC
EXIT·0.0% book·−9
COPACOPA HOLDINGS SA
EXIT·0.0% book·−7
EQIXETSY INC
EXIT·0.0% book·−8
FERGFERGUSON ENTERPRISES INC
EXIT·0.0% book·−8
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.