David M. Polen - Polen Capital Management Portfolio Position Sizes (Q2 2026)

As of Jun 30, 2026, the Polen Capital Management portfolio balances reported a total equity value of $11.61B across 219 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 04, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight ELI LILLY & CO (LLY) as the single largest position, accounting for 6.9% of total equity value, followed by NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT), ALPHABET INC (GOOG), and others. Collectively, the top five holdings represent 33.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.