What Polen Capital did in Q1 2024

Polen Capital Management filed 0 moves in Q1 2024: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2024-05-15. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.

No moves recorded for Polen Capital in Q1 2024. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.

Current top holdings

Polen Capital’s book, latest snapshot

#	Ticker	Weight	Conviction
1	MSFT Microsoft	9.4%	+6
2	GOOGL Alphabet Class A	8.1%	−9
3	V Visa	7.8%	+8
4	NOW ServiceNow	7.8%	+7
5	MA Mastercard	5.6%	+17
6	META Meta Platforms	4.1%	+5

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