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% | 22.6% |
| ALPHABET INC | 5.4% | 2.0% |
| VISA INC | 5.1% | 1.1% |
| MASTERCARD INCORPORATED | 5.2% | 0.8% |
| AMAZON COM INC | 8.5% | 0.2% |
| AON PLC | 2.8% | 0.5% |
| UNITEDHEALTH GROUP INC | 0.0% | 0.6% |
Polen Capital runs Polen Capital Management LLC ($23.42B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 7 common positions, with 217 names unique to Polen Capital's book and 32 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
