- Polen Capital Management’s 13F portfolio value increased from $37.93B to $40.33B this quarter.
- PayPal (PYPL) was increased while decreasing Microsoft (MSFT), Salesforce.com (CRM), Autodesk (ADSK), and Gartner (IT).
- The top three positions are Amazon.com, Netflix, and Alphabet, and they add up to ~28% of the portfolio.
Polen Capital Management’s 13F portfolio value increased
from $37.93B to $40.33B this quarter. Their largest five positions are
Amazon.com (AMZN), Netflix (NFLX), Alphabet (GOOG), Microsoft (MSFT), and
ServiceNow (NOW). They add up to ~40% of the portfolio.
The spreadsheet below highlights changes to Polen Capital
Management’s 13F holdings in Q2 2023. Please lookup our previous
update to see how the portfolio has progressed:
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