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← Polen Capital Management

Polen Capital Management's 2024Q4 portfolio

Polen Capital Management (Polen Capital Management) held 33 positions as of Dec 31, 2024, with the largest position at 11.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2024 (33)

  1. 1AMZNAmazon.com Inc
    % port
    11.6%
    -0.8pp vs prior Qnow 5.6%
  2. 2MSFTMicrosoft Corp
    % port
    7.3%
    -0.5pp vs prior Q
  3. 3GOOGAlphabet Inc-cl C
    % port
    5.7%
    +0.2pp vs prior Qnow 5.8%
  4. 4VVisa Inc-class A Shares
    % port
    5.6%
    +0.5pp vs prior Qnow 5.1%
  5. 5MAMastercard Inc - A
    % port
    5.0%
    now 5.3%
  6. 6SHOPShopify Inc - Class A
    % port
    4.9%
    +1.0pp vs prior Qnow 5.2%
  7. 7ORCLOracle Corp
    % port
    4.8%
    +1.0pp vs prior Qnow 5.1%
  8. 8NOWServicenow Inc
    % port
    4.7%
    -0.5pp vs prior Qnow 5.3%
  9. 9AAPLApple Inc
    % port
    4.2%
    +0.1pp vs prior Qnow 0.0%
  10. 10NFLXNetflix Inc
    % port
    4.2%
    +0.7pp vs prior Qnow 0.1%
  11. 11ABTAbbott Laboratories
    % port
    3.9%
    -0.2pp vs prior Qnow 0.0%
  12. 12ADBEAdobe Inc
    % port
    3.6%
    -0.8pp vs prior Qnow 0.0%
  13. 13ACNAccenture Plc Ireland
    % port
    3.4%
    -0.2pp vs prior Qnow 1.9%
  14. 14MSCIMsci Inc
    % port
    3.3%
    now 3.5%
  15. 15ZTSZoetis Inc
    % port
    3.3%
    now 3.5%
  16. 16ABNBAirbnb Inc-class A
    % port
    2.9%
    now 2.0%
  17. 17LLYEli Lilly & CO
    % port
    2.7%
    +1.6pp vs prior Qnow 5.8%
  18. 18PAYCPaycom Software Inc
    % port
    1.8%
    +0.2pp vs prior Qnow 0.0%
  19. 19CSGPCostar Group Inc
    % port
    1.3%
    now 3.5%
  20. 20ITGartner Inc
    % port
    1.2%
    -0.7pp vs prior Qnow 0.0%
  21. 21AONAon Plc
    % port
    0.7%
    now 3.0%
  22. 22SAPSap Se-sponsored Adr
    % port
    0.7%
    now 0.1%
  23. 23GOOGLAlphabet Inc-cl A
    % port
    0.6%
    now 0.1%
  24. 24IWFIshares Russell 1000 Growth
    % port
    0.5%
    +0.4pp vs prior Qnow 1.2%
  25. 25MDTMedtronic Plc
    % port
    0.2%
    now 0.0%
  26. 26MELIMercadolibre Inc
    % port
    0.2%
    now 0.4%
  27. 27HDBHdfc Bank Ltd-adr
    % port
    0.1%
    now 0.0%
  28. 28ASMLAsml Hldg NV
    % port
    0.1%
  29. 29WTWWillis Towers Watson Plc Ltd
    % port
    0.1%
  30. 30ACWIIshares Msci Acwi Etf
    % port
    0.1%
    now 0.3%
  31. 31SPOTSpotify Technology S A
    % port
    0.1%
    now 0.4%
  32. 32NUNU Hldgs Ltd
    % port
    0.1%
  33. 33ACWXIshares Msci Acwi EX US Etf
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.