What Polen Capital Management bought and sold in Q4 2024
In Q4 2024, Polen Capital Management (Polen Capital Management) opened 13 new positions — including CSGP (1.3%), WTW (0.1%), SPOT (0.1%), added to 20, trimmed 33, exited 9 (IVV, EEFT, OPCH). The book stood at $37.01B across 124 positions, filed Feb 10, 2025.
13New20Added33Trimmed9Exited
New positions (13)
- CSGPCostar Group Inc1.3% · $465M
- WTWWillis Towers Watson Plc Ltd0.1% · $40M
- SPOTSpotify Technology S A0.1% · $27M
- NUNU Hldgs Ltd0.1% · $23M
- MNDYMonday Com Ltd<0.1% · $13M
- WSCWillscot Holdings Corp<0.1% · $4M
- BDCBelden Inc<0.1% · $3M
- ENTGEntegris Inc<0.1% · $1M
- BSYBentley Systems Inc-class B<0.1% · $1000K
- CIGIColliers Intl Gr-subord Vot<0.1% · $1M
- IOOIshares Global 100 Etf<0.1% · $676K
- PEverpure Inc-a<0.1% · $654K
- FERGFerguson Enterprises Inc<0.1% · $215K
Added to (20)
- ORCLOracle Corp+22% shares · 4.8% · $1.79B
- LLYEli Lilly & CO+164% shares · 2.7% · $1.00B
- IWFIshares Russell 1000 Growth+210% shares · 0.5% · $202M
- ACWIIshares Msci Acwi Etf+249% shares · 0.1% · $37M
- ACWXIshares Msci Acwi EX US Etf+863% shares · 0.1% · $20M
- VUGVanguard Growth Etf+183% shares · <0.1% · $16M
- NSITInsight Enterprises Inc+94% shares · <0.1% · $6M
- BROSDutch Bros Inc-class A+137% shares · <0.1% · $6M
- SPYSS Spdr S&p 500 Etf Trust-us+412% shares · <0.1% · $6M
- PCTYPaylocity Holding Corp+23% shares · <0.1% · $6M
- RMBSRambus Inc+77% shares · <0.1% · $5M
- TREXTrex Company Inc+984% shares · <0.1% · $4M
- SITESiteone Landscape Supply Inc+48% shares · <0.1% · $3M
- VTVanguard Tot World Stk Etf+567% shares · <0.1% · $3M
- POOLPool Corp+62% shares · <0.1% · $2M
- TTEKTetra Tech Inc+87% shares · <0.1% · $2M
- SKILSkillsoft Corp+34% shares · <0.1% · $1M
- BLDTopbuild Corp+28% shares · <0.1% · $2M
- FNDFloor & Decor Holdings Inc-a+35% shares · <0.1% · $977K
- BAHBooz Allen Hamilton Holdings+88% shares · <0.1% · $1M
Trimmed (33)
- AMZNAmazon.com Inc-24% shares · 11.6% · $4.29B
- NOWServicenow Inc-26% shares · 4.7% · $1.73B
- UNHUnitedhealth Group Inc-44% shares · 1.5% · $569M
- ITGartner Inc-39% shares · 1.2% · $437M
- ICLRIcon Plc-32% shares · 0.4% · $149M
- MDTMedtronic Plc-24% shares · 0.2% · $63M
- TMETencent Music Entertainm-adr-31% shares · <0.1% · $12M
- RVLVRevolve Group Inc-24% shares · <0.1% · $10M
- GSHDGoosehead Insurance Inc -A-20% shares · <0.1% · $9M
- WRBYWarby Parker Inc-class A-23% shares · <0.1% · $8M
- LVSLas Vegas Sands Corp-24% shares · <0.1% · $8M
- GNRCGenerac Holdings Inc-23% shares · <0.1% · $7M
- PDDPdd Holdings Inc-29% shares · <0.1% · $7M
- CRMSalesforce Inc-45% shares · <0.1% · $7M
- HLIHoulihan Lokey Inc-47% shares · <0.1% · $6M
- PGNYProgyny Inc-28% shares · <0.1% · $4M
- YUMCYum China Holdings Inc-59% shares · <0.1% · $4M
- CWANClearwater Analytics Hds-a-59% shares · <0.1% · $4M
- EPAMEpam Systems Inc-35% shares · <0.1% · $3M
- IWMIshares Russell 2000 Etf-25% shares · <0.1% · $2M
- TECHBio-techne Corp-24% shares · <0.1% · $1M
- ALRMAlarm.com Holdings Inc-82% shares · <0.1% · $1M
- DTDynatrace Inc-25% shares · <0.1% · $2M
- MORNMorningstar Inc-37% shares · <0.1% · $1M
- ADSKAutodesk Inc-29% shares · <0.1% · $2M
- MKTXMarketaxess Holdings Inc-50% shares · <0.1% · $985K
- FOXFFox Factory Holding Corp-40% shares · <0.1% · $1M
- ALGNAlign Technology Inc-56% shares · <0.1% · $939K
- ETSYEtsy Inc-39% shares · <0.1% · $795K
- SGOVIshares 0-3 Month Treasury B-70% shares · <0.1% · $559K
- KBKB Financial Group Inc-adr-81% shares · <0.1% · $827K
- CRLCharles River Laboratories-23% shares · <0.1% · $784K
- KSPIJsc Kaspi.kz Adr-63% shares · <0.1% · $294K
Exited (9)
- IVVIshares Core S&p 500 Etfwas <0.1% of book
- EEFTEuronet Worldwide Incwas <0.1% of book
- OPCHOption Care Health Incwas <0.1% of book
- NVEEUSDNv5 Global Incwas <0.1% of book
- AZPN1USDAspen Technology Incwas <0.1% of book
- TYLTyler Technologies Incwas <0.1% of book
- BILSS Spdr BB 1-3m T-bill Etfwas <0.1% of book
- DAVAEndava Plc- Spon Adrwas <0.1% of book
- FIVEFive Belowwas <0.1% of book
Polen Capital Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.