Tracking Polen Capital Management’s 13F Portfolio – Q1 2024 Update

• Polen Capital Management’s 13F portfolio value increased from ~$41.49B to ~$43.32B this quarter.
• Visa (V) stake was increased while decreasing ServiceNow (NOW) during the quarter.
• The top three positions are Amazon.com (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and they add up to ~31% of the portfolio.

Polen Capital Management’s 13F portfolio value increased from ~$41.49B to ~$43.32B this quarter. Their largest five positions are Amazon.com (AMZN), Microsoft (MSFT), Alphabet (GOOG), Visa (V), and Netflix (NFLX). They add up to ~42% of the portfolio.

The spreadsheet below highlights changes to Polen Capital Management’s 13F holdings in Q1 2024. Please lookup our previous update to see how the portfolio has progressed: