Tracking Polen Capital Management’s 13F Portfolio – Q1 2022 Update

• 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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