Polen Capital · quarter digest
What Polen Capital did in Q1 2025
Polen Capital Management filed 110 moves in Q1 2025: 6 new, 24 add, 68 trim, 12 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: Concentrated quality growth. 20-30 names only. Hold forever.
New positions · 6
Fresh money
SBUXSTARBUCKS CORP
NEW·1.6% book·−12
FIXCOMFORT SYS USA INC
NEW·0.0% book·−17
MANHMANHATTAN ASSOCIATES INC
NEW·0.0% book·−4
SAIASAIA INC
NEW·0.0% book·−8
BILSPDR SER TR
NEW·0.0% book·−1
WINGWINGSTOP INC
NEW·0.0% book·−11
Adds · 24
Adding to conviction
ORCLORACLE CORP
ADD +18%·5.5% book·−18
LLYELI LILLY & CO
ADD +35%·4.6% book·−6
ZTSZOETIS INC
ADD +18%·4.5% book·−1
AONAON PLC
ADD +318%·3.8% book·−17
MELIMERCADOLIBRE INC
ADD +87%·0.4% book·−4
WTWWILLIS TOWERS WATSON PLC LTD
ADD +185%·0.4% book·−6
GLOBGLOBANT S A
ADD +22%·0.3% book·−12
MNDYMONDAY COM LTD
ADD +34%·0.1% book·−11
NUNU HLDGS LTD
ADD +32%·0.1% book·−13
TMETENCENT MUSIC ENTMT GROUP
ADD +87%·0.1% book·−11
AAONAAON INC
ADD +57%·0.0% book·−8
AITAPPLIED INDL TECHNOLOGIES IN
ADD +14%·0.0% book·−5
BDCBELDEN INC
ADD +27%·0.0% book·−6
TECHBIO-TECHNE CORP
ADD +123%·0.0% book·−5
CLBTCELLEBRITE DI LTD
ADD +47%·0.0% book·−2
ROADCONSTRUCTION PARTNERS INC
ADD +9%·0.0% book·−2
ELFE L F BEAUTY INC
ADD +13%·0.0% book·−3
EPAMEPAM SYS INC
ADD +23%·0.0% book·−9
FNFABRINET
ADD +21%·0.0% book·−2
CATHGLOBAL X FDS
ADD +12%·0.0% book·−5
MEDPMEDPACE HLDGS INC
ADD +51%·0.0% book·−24
PCTYPAYLOCITY HLDG CORP
ADD +9%·0.0% book·−7
RMBSRAMBUS INC DEL
ADD +10%·0.0% book·−4
TREXTREX CO INC
ADD +40%·0.0% book·−5
Trims · 68
Taking chips off
AMZNAMAZON COM INC
TRIM -9%·10.6% book·−6
MSFTMICROSOFT CORP
TRIM -7%·7.0% book·−17
VVISA INC
TRIM -8%·6.6% book·−14
MAMASTERCARD INCORPORATED
TRIM -8%·5.5% book·−1
ABTABBOTT LABS
TRIM -10%·4.7% book·−20
SHOPSHOPIFY INC
TRIM -11%·4.6% book·−7
GOOGALPHABET INC
TRIM -33%·3.6% book·+2
TMOTHERMO FISHER SCIENTIFIC INC
TRIM -6%·3.6% book·−23
ADBEADOBE INC
TRIM -7%·3.4% book·−11
MSCIMSCI INC
TRIM -8%·3.3% book·+11
ACNACCENTURE PLC IRELAND
TRIM -9%·3.1% book·−6
ABNBAIRBNB INC
TRIM -6%·2.9% book·−14
WDAYWORKDAY INC
TRIM -8%·2.9% book·−36
NFLXNETFLIX INC
TRIM -49%·2.6% book·−1
NOWSERVICENOW INC
TRIM -42%·2.4% book·+9
AAPLAPPLE INC
TRIM -57%·1.9% book·−21
UNHUNITEDHEALTH GROUP INC
TRIM -8%·1.7% book·−24
ITGARTNER INC
TRIM -7%·1.1% book·−8
IWFISHARES TR
TRIM -31%·0.6% book·−2
SAPSAP SE
TRIM -46%·0.5% book·−12
GOOGLALPHABET INC
TRIM -50%·0.3% book·−27
ICLRICON PLC
TRIM -11%·0.3% book·−10
ADPAUTOMATIC DATA PROCESSING IN
TRIM -7%·0.2% book·−14
MDTMEDTRONIC PLC
TRIM -20%·0.2% book·−15
NVONOVO-NORDISK A S
TRIM -84%·0.2% book·−8
ASMLASML HOLDING N V
TRIM -15%·0.1% book·+9
HDBHDFC BANK LTD
TRIM -16%·0.1% book·−17
SPOTSPOTIFY TECHNOLOGY S A
TRIM -36%·0.1% book·−5
ADSKAUTODESK INC
TRIM -53%·0.0% book·−20
BSYBENTLEY SYS INC
TRIM -9%·0.0% book·+1
BLBLACKLINE INC
TRIM -12%·0.0% book·−11
BWMNBOWMAN CONSULTING GROUP LTD
TRIM -9%·0.0% book·−8
CCCCCC INTELLIGENT SOLUTIONS HL
TRIM -29%·0.0% book·+4
CNMCORE & MAIN INC
TRIM -8%·0.0% book·−9
BROSDUTCH BROS INC
TRIM -35%·0.0% book·−13
DTDYNATRACE INC
TRIM -8%·0.0% book·−9
EXLSEXLSERVICE HOLDINGS INC
TRIM -19%·0.0% book·−8
FSVFIRSTSERVICE CORP NEW
TRIM -10%·0.0% book·−5
FNDFLOOR & DECOR HLDGS INC
TRIM -9%·0.0% book·−10
GNRCGENERAC HLDGS INC
TRIM -25%·0.0% book·−8
Showing top 40 · 28 smaller trims hidden
Exits · 12
Closed positions
ALRMALARM COM HLDGS INC
EXIT·0.0% book·−5
ALGNALIGN TECHNOLOGY INC
EXIT·0.0% book·−9
BAHBOOZ ALLEN HAMILTON HLDG COR
EXIT·0.0% book·−6
CRLCHARLES RIV LABS INTL INC
EXIT·0.0% book·−3
CPACOPA HOLDINGS SA
EXIT·0.0% book·−5
ETSYETSY INC
EXIT·0.0% book·−7
FERGFERGUSON ENTERPRISES INC
EXIT·0.0% book·−10
FOXFFOX FACTORY HLDG CORP
EXIT·0.0% book·−6
KSPIKASPI KZ JSC
EXIT·0.0% book·−1
KBKB FINL GROUP INC
EXIT·0.0% book·−6
CALYTOPGOLF CALLAWAY BRANDS CORP
EXIT·0.0% book·−1
YETIYETI HLDGS 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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