Polen Capital · quarter digest
What Polen Capital did in Q3 2024
Polen Capital Management filed 30 moves in Q3 2024: 4 new, 4 add, 20 trim, 2 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
Adds · 4
Adding to conviction
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Trims · 20
Taking chips off
AMZNAMAZON COM INC
TRIM -13%·12.4% book·+6
MSFTMICROSOFT CORP
TRIM -22%·7.8% book·+6
GOOGALPHABET INC
TRIM -23%·5.5% book·0
VVISA INC
TRIM -9%·5.2% book·+8
NOWSERVICENOW INC
TRIM -10%·5.1% book·+7
MAMASTERCARD INCORPORATED
TRIM -10%·4.9% book·+17
ABTABBOTT LABS
TRIM -9%·4.1% book·−8
NFLXNETFLIX INC
TRIM -10%·3.5% book·+6
ABNBAIRBNB INC
TRIM -10%·3.0% book·+2
UNHUNITEDHEALTH GROUP INC
TRIM -11%·3.0% book·+12
LLYELI LILLY & CO
TRIM -10%·1.1% book·−9
SAPSAP SE
TRIM -15%·0.6% book·−5
GOOGLALPHABET INC
TRIM -39%·0.5% book·−9
IVVISHARES TR
TRIM -39%·0.2% book·0
AAONAAON INC
TRIM -6%·0.0% book·−6
COPACOPA HOLDINGS SA
TRIM -14%·0.0% book·−1
EQIXETSY INC
TRIM -25%·0.0% book·0
NKENIKE INC
TRIM -100%·0.0% book·+5
PYPLPAYPAL HLDGS INC
TRIM -31%·0.0% book·−7
CRMSALESFORCE INC
TRIM -99%·0.0% book·−8
Exits · 2
Closed positions
Current top holdings
Polen Capital’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.