13F filing recap · Q3 2024
What did Polen Capital Management buy in Q3 2024?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Polen account, including accounts that belong to no fund below.
Stock value
$38.74B
Positions
118
Estimated turnover
30.4%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Polen Capital Management opened new positions in Apple and Oracle, along with smaller new stakes in On Holding, E.l.f. Beauty, and several other companies. The firm exited Alight, Appfolio, Doximity, Meta Platforms, Freeport-McMoran, Monolithic Power Systems, RH, SiTime, and Vanguard Scottsdale Funds. Among existing holdings, it substantially increased MSCI, Workday, and Paycom Software, while trimming Amazon, Microsoft, and Alphabet.