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HoldLens
Polen Capital · quarter digest

What Polen Capital did in Q4 2024

Polen Capital Management filed 32 moves in Q4 2024: 1 new, 7 add, 24 trim, 0 exit.

13F filed 2025-02-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.

New positions · 1

Fresh money

SPOTSPOTIFY TECHNOLOGY S A
NEW·0.1% book·+1
Adds · 7

Adding to conviction

ORCLORACLE CORP
ADD +22%·4.8% book·+1
LLYELI LILLY & CO
ADD +164%·2.7% book·−9
IVVISHARES TR
ADD +179%·0.6% book·0
POOLPOOL CORP
ADD +62%·0.0% book·−4
SPGSPDR S&P 500 ETF TR
ADD +412%·0.0% book·+10
TREXTREX CO INC
ADD +984%·0.0% book·−3
VTIVANGUARD INDEX FDS
ADD +183%·0.0% book·+4
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Trims · 24

Taking chips off

AMZNAMAZON COM INC
TRIM -24%·11.6% book·+6
MSFTMICROSOFT CORP
TRIM -9%·7.3% book·+6
GOOGALPHABET INC
TRIM -14%·5.7% book·0
VVISA INC
TRIM -9%·5.6% book·+8
MAMASTERCARD INCORPORATED
TRIM -9%·5.0% book·+17
NOWSERVICENOW INC
TRIM -26%·4.7% book·+7
AAPLAPPLE INC
TRIM -8%·4.2% book·−20
NFLXNETFLIX INC
TRIM -9%·4.2% book·+6
ABTABBOTT LABS
TRIM -9%·3.9% book·−8
ADBEADOBE INC
TRIM -9%·3.6% book·−5
MSCIMSCI INC
TRIM -9%·3.3% book·+19
WDAYWORKDAY INC
TRIM -11%·3.0% book·−9
ABNBAIRBNB INC
TRIM -11%·2.9% book·+2
UNHUNITEDHEALTH GROUP INC
TRIM -44%·1.5% book·+12
AONAON PLC
TRIM -8%·0.7% book·−7
SAPSAP SE
TRIM -6%·0.7% book·−5
ICONICON PLC
TRIM -32%·0.4% book·−6
MDTMEDTRONIC PLC
TRIM -24%·0.2% book·−8
COPACOPA HOLDINGS SA
TRIM -24%·0.0% book·−1
EQIXETSY INC
TRIM -39%·0.0% book·0
NKENIKE INC
TRIM -11%·0.0% book·+5
PYPLPAYPAL HLDGS INC
TRIM -16%·0.0% book·−7
PDDPDD HOLDINGS INC
TRIM -29%·0.0% book·−1
CRMSALESFORCE INC
TRIM -45%·0.0% book·−8
Current top holdings

Polen Capital’s book, latest snapshot

#TickerWeight
1MSFT
Microsoft
9.4%
2GOOGL
Alphabet Class A
8.1%
3V
Visa
7.8%
4NOW
ServiceNow
7.8%
5MA
Mastercard
5.6%
6META
Meta Platforms
4.1%

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