- Polen Capital Management’s 13F portfolio value decreased from $59.53B to $51.27B this quarter.
- Adobe, Meta Platforms, and Airbnb were increased while decreasing Alphabet, Zoetis, and Starbucks.
- The top three positions are Amazon.com, Alphabet, and Adobe and they add up to ~24% of the portfolio.
This article is first in a series that provides an ongoing analysis of the changes made to Polen Capital Management’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 5/12/2022.
The spreadsheet below highlights changes to Polen Capital
Management’s 13F holdings in Q1 2022:
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