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

According to the SEC 13F filed on Aug 04, 2026, the Polen Capital Management portfolio balances reported a total equity value of $11.61B across 219 publicly traded holdings as of quarter-end Jun 30, 2026.

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.