- Polen Capital Management’s 13F portfolio value decreased from $51.27B to $37.93B this quarter.
- Amazon.com and DocuSign were increased while decreasing Abbott Labs and UnitedHealth.
- The top three positions are Amazon.com, Alphabet, and Adobe and they add up to ~26% of the portfolio.
Polen Capital Management’s 13F portfolio value decreased
from $51.27B to $37.93B this quarter. Their largest five positions are
Amazon.com, Alphabet, Adobe, Visa, and Microsoft. They add up to ~39% of the
portfolio.
The spreadsheet below highlights changes to Polen Capital
Management’s 13F holdings in Q2 2022. Please lookup our previous
update to see how the portfolio has progressed:
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