Polen Capital · quarter digest
What Polen Capital did in Q4 2024
Polen Capital Management filed 61 moves in Q4 2024: 6 new, 11 add, 43 trim, 1 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 6
Fresh money
Adds · 11
Adding to conviction
ORCLORACLE CORP
ADD +22%·4.8% book·−11
ZTSZOETIS INC
ADD +18%·3.3% book·+1
LLYELI LILLY & CO
ADD +164%·2.7% book·−6
IVVISHARES TR
ADD +284%·0.7% book·−19
FNDFLOOR & DECOR HLDGS INC
ADD +35%·0.0% book·−11
MEDPMEDPACE HLDGS INC
ADD +8%·0.0% book·−15
POOLPOOL CORP
ADD +62%·0.0% book·−10
SITESITEONE LANDSCAPE SUPPLY INC
ADD +48%·0.0% book·−8
SPGSPDR S&P 500 ETF TR
ADD +412%·0.0% book·−4
TREXTREX CO INC
ADD +984%·0.0% book·−4
VTIVANGUARD INDEX FDS
ADD +183%·0.0% book·−6
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Remove with Pro →Trims · 43
Taking chips off
AMZNAMAZON COM INC
TRIM -24%·11.6% book·−8
MSFTMICROSOFT CORP
TRIM -9%·7.3% book·−8
GOOGALPHABET INC
TRIM -14%·5.7% book·−1
VVISA INC
TRIM -9%·5.6% book·−14
MAMASTERCARD INCORPORATED
TRIM -9%·5.0% book·0
SHOPSHOPIFY INC
TRIM -10%·4.9% book·−5
NOWSERVICENOW INC
TRIM -26%·4.7% book·+8
AAPLAPPLE INC
TRIM -8%·4.2% book·−20
NFLXNETFLIX INC
TRIM -9%·4.2% book·−1
ABTABBOTT LABS
TRIM -9%·3.9% book·−17
ADBEADOBE INC
TRIM -9%·3.6% book·−4
TMOTHERMO FISHER SCIENTIFIC INC
TRIM -12%·3.5% book·−23
ACNACCENTURE PLC IRELAND
TRIM -10%·3.4% book·−6
MSCIMSCI INC
TRIM -9%·3.3% book·+12
WDAYWORKDAY INC
TRIM -11%·3.0% book·−24
ABNBAIRBNB INC
TRIM -11%·2.9% book·−14
PAYCPAYCOM SOFTWARE INC
TRIM -10%·1.8% book·−11
NVONOVO-NORDISK A S
TRIM -7%·1.5% book·−7
UNHUNITEDHEALTH GROUP INC
TRIM -44%·1.5% book·−25
ITGARTNER INC
TRIM -39%·1.2% book·−8
AONAON PLC
TRIM -8%·0.7% book·−16
SAPSAP SE
TRIM -6%·0.7% book·−11
ICONICON PLC
TRIM -32%·0.4% book·−12
MDTMEDTRONIC PLC
TRIM -24%·0.2% book·−13
MELIMERCADOLIBRE INC
TRIM -6%·0.2% book·−1
ASMLASML HOLDING N V
TRIM -8%·0.1% book·+11
ADPAUTOMATIC DATA PROCESSING IN
TRIM -9%·0.1% book·−15
HDBHDFC BANK LTD
TRIM -8%·0.1% book·−16
ALGNALIGN TECHNOLOGY INC
TRIM -56%·0.0% book·−8
ADSKAUTODESK INC
TRIM -29%·0.0% book·−18
COPACOPA HOLDINGS SA
TRIM -24%·0.0% book·−6
EPAMEPAM SYS INC
TRIM -35%·0.0% book·−10
EQIXETSY INC
TRIM -39%·0.0% book·−7
GSHDGOOSEHEAD INS INC
TRIM -20%·0.0% book·−4
IBPINSTALLED BLDG PRODS INC
TRIM -12%·0.0% book·−7
LVSLAS VEGAS SANDS CORP
TRIM -24%·0.0% book·−8
NKENIKE INC
TRIM -11%·0.0% book·−2
PYPLPAYPAL HLDGS INC
TRIM -16%·0.0% book·−28
PDDPDD HOLDINGS INC
TRIM -29%·0.0% book·−16
QLYSQUALYS INC
TRIM -9%·0.0% book·−11
CRMSALESFORCE INC
TRIM -45%·0.0% book·−7
TMETENCENT MUSIC ENTMT GROUP
TRIM -31%·0.0% book·−10
YUMCYUM CHINA HLDGS INC
TRIM -59%·0.0% book·−6
Exits · 1
Closed positions
FIVEFIVE BELOW INC
EXIT·0.0% book·−6
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.