Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Polen Capital % | Warren Buffett % |
|---|---|---|
| APPLE INC | 0.0% | 22.0% |
Polen Capital runs Polen Capital Management LLC ($23.42B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 1 common positions, with 223 names unique to Polen Capital's book and 25 unique to Warren Buffett's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Polen Capital % | Warren Buffett % |
|---|---|---|
| APPLE INC | 0.0% | 22.0% |
Polen Capital runs Polen Capital Management LLC ($23.42B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 1 common positions, with 223 names unique to Polen Capital's book and 25 unique to Warren Buffett's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
