13F filing recap · Q4 2024
What did Polen Capital Management buy in Q4 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
$37.01B
Positions
124
Estimated turnover
19.6%
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 Costar Group, Willis Towers Watson, Spotify Technology, Nu Holdings, Monday.com, and several smaller names. The firm exited Aspen Technology, Euronet Worldwide, Five Below, Option Care Health, Tyler Technologies, Nv5 Global, and Endava. Among existing holdings, it trimmed Amazon, Alphabet, ServiceNow, Thermo Fisher Scientific, Workday, and Airbnb, while adding to Oracle, Zoetis, and Eli Lilly. UnitedHealth Group and Gartner were substantially reduced.