- Polen Capital Management’s 13F portfolio value decreased from $35.76B to $34.28B this quarter.
- ServiceNow and Illumina were increased while decreasing Meta Platforms.
- The top three positions are Amazon.com, Alphabet, and Microsoft and they add up to ~23% of the portfolio.
Polen Capital Management’s 13F portfolio value decreased
from $35.76B to $34.28B this quarter. Their largest five positions are
Amazon.com, Alphabet, Microsoft, Adobe, and Netflix. They add up to ~35% of the
portfolio.
The spreadsheet below highlights changes to Polen Capital
Management’s 13F holdings in Q4 2022. Please lookup our previous
update to see how the portfolio has progressed:
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