David M. Polen - Polen Capital Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Polen Capital Management portfolio balances reported a total equity value of $14.46B across 221 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 14, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 7.3% of total equity value, followed by ALPHABET INC (GOOG), ELI LILLY & CO (LLY), BROADCOM INC (AVGO), and others. Collectively, the top five holdings represent 30.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.