Polen Capital · quarter digest
What Polen Capital did in Q2 2024
Polen Capital Management filed 21 moves in Q2 2024: 3 new, 3 add, 14 trim, 1 exit.
13F filed 2024-08-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 3
Fresh money
Adds · 3
Adding to conviction
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Trims · 14
Taking chips off
AMZNAMAZON COM INC
TRIM -14%·14.4% book·+6
MSFTMICROSOFT CORP
TRIM -7%·10.1% book·+6
GOOGALPHABET INC
TRIM -8%·7.7% book·0
NOWSERVICENOW INC
TRIM -7%·4.9% book·+7
ADBEADOBE INC
TRIM -6%·3.7% book·−5
NFLXNETFLIX INC
TRIM -45%·3.6% book·+6
UNHUNITEDHEALTH GROUP INC
TRIM -6%·2.9% book·+12
WDAYWORKDAY INC
TRIM -7%·1.9% book·−9
LLYELI LILLY & CO
TRIM -6%·1.2% book·−9
COPACOPA HOLDINGS SA
TRIM -20%·0.0% book·−1
EQIXETSY INC
TRIM -14%·0.0% book·0
PYPLPAYPAL HLDGS INC
TRIM -74%·0.0% book·−7
RHRH
TRIM -49%·0.0% book·+4
TREXTREX CO INC
TRIM -49%·0.0% book·−3
Exits · 1
Closed positions
XPELXPEL INC
EXIT·0.0% book·0
Current top holdings
Polen Capital’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.