Polen Capital · quarter digest
What Polen Capital did in Q4 2024
Polen Capital Management filed 113 moves in Q4 2024: 14 new, 24 add, 69 trim, 6 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 14
Fresh money
CSGPCOSTAR GROUP INC
NEW·1.3% book·−6
NUNU HLDGS LTD
NEW·0.1% book·−13
SPOTSPOTIFY TECHNOLOGY S A
NEW·0.1% book·−5
WTWWILLIS TOWERS WATSON PLC LTD
NEW·0.1% book·−6
BDCBELDEN INC
NEW·0.0% book·−6
BSYBENTLEY SYS INC
NEW·0.0% book·+1
CLBTCELLEBRITE DI LTD
NEW·0.0% book·−2
CIGICOLLIERS INTL GROUP INC
NEW·0.0% book·+6
ENTGENTEGRIS INC
NEW·0.0% book·−8
FNFABRINET
NEW·0.0% book·−2
FERGFERGUSON ENTERPRISES INC
NEW·0.0% book·−10
MNDYMONDAY COM LTD
NEW·0.0% book·−11
PPURE STORAGE INC
NEW·0.0% book·−15
WSCWILLSCOT HLDGS CORP
NEW·0.0% book·−6
Adds · 24
Adding to conviction
ORCLORACLE CORP
ADD +22%·4.8% book·−18
ZTSZOETIS INC
ADD +18%·3.3% book·−1
LLYELI LILLY & CO
ADD +164%·2.7% book·−6
ACWXISHARES TR
ADD +284%·0.7% book·+3
AITAPPLIED INDL TECHNOLOGIES IN
ADD +15%·0.0% book·−5
BAHBOOZ ALLEN HAMILTON HLDG COR
ADD +88%·0.0% book·−6
BROSDUTCH BROS INC
ADD +137%·0.0% book·−13
FSVFIRSTSERVICE CORP NEW
ADD +16%·0.0% book·−5
FNDFLOOR & DECOR HLDGS INC
ADD +35%·0.0% book·−10
NSITINSIGHT ENTERPRISES INC
ADD +94%·0.0% book·−6
KAROKAROOOOO LTD
ADD +25%·0.0% book·−6
KNSLKINSALE CAP GROUP INC
ADD +8%·0.0% book·+2
MEDPMEDPACE HLDGS INC
ADD +8%·0.0% book·−24
PCTYPAYLOCITY HLDG CORP
ADD +23%·0.0% book·−7
POOLPOOL CORP
ADD +62%·0.0% book·−11
RMBSRAMBUS INC DEL
ADD +77%·0.0% book·−4
RGENREPLIGEN CORP
ADD +15%·0.0% book·−5
SITESITEONE LANDSCAPE SUPPLY INC
ADD +48%·0.0% book·−9
SKILSKILLSOFT CORP
ADD +34%·0.0% book·−2
SPYSPDR S&P 500 ETF TR
ADD +412%·0.0% book·−2
TTEKTETRA TECH INC NEW
ADD +87%·0.0% book·−9
TREXTREX CO INC
ADD +984%·0.0% book·−5
VUGVANGUARD INDEX FDS
ADD +183%·0.0% book·0
VTVANGUARD INTL EQUITY INDEX F
ADD +567%·0.0% book·−2
Trims · 69
Taking chips off
AMZNAMAZON COM INC
TRIM -24%·11.6% book·−6
MSFTMICROSOFT CORP
TRIM -9%·7.3% book·−17
GOOGALPHABET INC
TRIM -14%·5.7% book·+2
VVISA INC
TRIM -9%·5.6% book·−14
MAMASTERCARD INCORPORATED
TRIM -9%·5.0% book·−1
SHOPSHOPIFY INC
TRIM -10%·4.9% book·−7
NOWSERVICENOW INC
TRIM -26%·4.7% book·+9
AAPLAPPLE INC
TRIM -8%·4.2% book·−21
NFLXNETFLIX INC
TRIM -9%·4.2% book·−1
ABTABBOTT LABS
TRIM -9%·3.9% book·−20
ADBEADOBE INC
TRIM -9%·3.6% book·−11
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·+11
WDAYWORKDAY INC
TRIM -11%·3.0% book·−36
ABNBAIRBNB INC
TRIM -11%·2.9% book·−14
PAYCPAYCOM SOFTWARE INC
TRIM -10%·1.8% book·−14
NVONOVO-NORDISK A S
TRIM -7%·1.5% book·−8
UNHUNITEDHEALTH GROUP INC
TRIM -44%·1.5% book·−24
ITGARTNER INC
TRIM -39%·1.2% book·−8
AONAON PLC
TRIM -8%·0.7% book·−17
SAPSAP SE
TRIM -6%·0.7% book·−12
ICLRICON PLC
TRIM -32%·0.4% book·−10
MDTMEDTRONIC PLC
TRIM -24%·0.2% book·−15
MELIMERCADOLIBRE INC
TRIM -6%·0.2% book·−4
ASMLASML HOLDING N V
TRIM -8%·0.1% book·+9
ADPAUTOMATIC DATA PROCESSING IN
TRIM -9%·0.1% book·−14
HDBHDFC BANK LTD
TRIM -8%·0.1% book·−17
ALRMALARM COM HLDGS INC
TRIM -82%·0.0% book·−5
ALGNALIGN TECHNOLOGY INC
TRIM -56%·0.0% book·−9
AMNAMN HEALTHCARE SVCS INC
TRIM -15%·0.0% book·−8
ADSKAUTODESK INC
TRIM -29%·0.0% book·−20
TECHBIO-TECHNE CORP
TRIM -24%·0.0% book·−5
BLBLACKLINE INC
TRIM -9%·0.0% book·−11
CRLCHARLES RIV LABS INTL INC
TRIM -23%·0.0% book·−3
ROADCONSTRUCTION PARTNERS INC
TRIM -9%·0.0% book·−2
CPACOPA HOLDINGS SA
TRIM -24%·0.0% book·−5
CNMCORE & MAIN INC
TRIM -8%·0.0% book·−9
DLODLOCAL LTD
TRIM -36%·0.0% book·+2
DTDYNATRACE INC
TRIM -25%·0.0% book·−9
Showing top 40 · 29 smaller trims hidden
Exits · 6
Closed positions
DAVAENDAVA PLC
EXIT·0.0% book·0
EEFTEURONET WORLDWIDE INC
EXIT·0.0% book·−6
FIVEFIVE BELOW INC
EXIT·0.0% book·−7
OPCHOPTION CARE HEALTH INC
EXIT·0.0% book·+7
BILSPDR SER TR
EXIT·0.0% book·−1
TYLTYLER TECHNOLOGIES INC
EXIT·0.0% book·−7
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.
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