- Polen Capital Management’s 13F portfolio value decreased from ~$39.86B to ~$38.74B this quarter.
- Adobe (ADBE) stake was increased while decreasing Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) during the quarter.
- The top three positions are Amazon.com (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and they add up to ~26% of the portfolio.
Polen Capital Management’s 13F portfolio value decreased
from ~$39.86B to ~$38.74B this quarter. Their largest five positions are
Amazon.com (AMZN), Microsoft (MSFT), Alphabet (GOOGL), Visa (V), and ServiceNow
(NOW). They add up to ~36% of the portfolio.
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
The spreadsheet below highlights changes to Polen Capital
Management’s 13F holdings in Q3 2024. Please lookup our previous
update to see how the portfolio has progressed:
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