David M. Polen - Polen Capital Management Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Polen Capital Management portfolio balances reported a total equity value of $23.42B across 231 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 12, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight AMAZON COM INC (AMZN) as the single largest position, accounting for 8.5% of total equity value, followed by MICROSOFT CORP (MSFT), ORACLE CORP (ORCL), ELI LILLY & CO (LLY), and others. Collectively, the top five holdings represent 33.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.