- Polen Capital Management’s 13F portfolio value decreased from $37.93B to $35.76B this quarter.
- ServiceNow was increased while decreasing Visa, MasterCard, and Intuitive Surgical.
- The top three positions are Amazon.com, Alphabet, and Microsoft and they add up to ~27% of the portfolio.
Polen Capital Management’s 13F portfolio value decreased
from $37.93B to $35.76B this quarter. Their largest five positions are Amazon.com,
Alphabet, Microsoft, Adobe, and Visa. They add up to ~37% of the portfolio.
The spreadsheet below highlights changes to Polen Capital
Management’s 13F holdings in Q3 2022. Please lookup our previous
update to see how the portfolio has progressed:
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