- Polen Capital Management’s 13F portfolio value decreased from ~$40B to ~$38B this quarter.
- Amazon.com (AMZN) and DocuSign (DOCU) were decreased while adding Novo-Nordisk (NVO).
- The top three positions are Amazon.com, Alphabet, and Netflix, and they add up to ~26% of the portfolio.
Polen Capital Management’s 13F portfolio value decreased
from ~$40B to ~$38B this quarter. Their largest five positions are Amazon.com
(AMZN), Alphabet (GOOG), Netflix (NFLX), Microsoft (MSFT), and ServiceNow
(NOW). They add up to ~38% of the portfolio.
The spreadsheet below highlights changes to Polen Capital
Management’s 13F holdings in Q3 2023. Please lookup our previous
update to see how the portfolio has progressed:
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