Polen Capital · quarter digest
What Polen Capital did in Q1 2025
Polen Capital Management filed 35 moves in Q1 2025: 2 new, 5 add, 26 trim, 2 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 2
Fresh money
Adds · 5
Adding to conviction
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Trims · 26
Taking chips off
AMZNAMAZON COM INC
TRIM -9%·10.6% book·+6
MSFTMICROSOFT CORP
TRIM -7%·7.0% book·+6
VVISA INC
TRIM -8%·6.6% book·+8
MAMASTERCARD INCORPORATED
TRIM -8%·5.5% book·+17
ABTABBOTT LABS
TRIM -10%·4.7% book·−8
GOOGALPHABET INC
TRIM -33%·3.6% book·0
ADBEADOBE INC
TRIM -7%·3.4% book·−5
MSCIMSCI INC
TRIM -8%·3.3% book·+19
ABNBAIRBNB INC
TRIM -6%·2.9% book·+2
WDAYWORKDAY INC
TRIM -8%·2.9% book·−9
NFLXNETFLIX INC
TRIM -49%·2.6% book·+6
NOWSERVICENOW INC
TRIM -42%·2.4% book·+7
AAPLAPPLE INC
TRIM -57%·1.9% book·−20
UNHUNITEDHEALTH GROUP INC
TRIM -8%·1.7% book·+12
SAPSAP SE
TRIM -46%·0.5% book·−5
IVVISHARES TR
TRIM -23%·0.4% book·0
GOOGLALPHABET INC
TRIM -50%·0.3% book·−9
ICONICON PLC
TRIM -11%·0.3% book·−6
MDTMEDTRONIC PLC
TRIM -20%·0.2% book·−8
SPOTSPOTIFY TECHNOLOGY S A
TRIM -36%·0.1% book·+1
NKENIKE INC
TRIM -54%·0.0% book·+5
PYPLPAYPAL HLDGS INC
TRIM -34%·0.0% book·−7
POOLPOOL CORP
TRIM -6%·0.0% book·−4
CRMSALESFORCE INC
TRIM -58%·0.0% book·−8
SPGSPDR S&P 500 ETF TR
TRIM -85%·0.0% book·+10
VTIVANGUARD INDEX FDS
TRIM -63%·0.0% book·+4
Exits · 2
Closed positions
Current top holdings
Polen Capital’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.