David M. Polen Portfolio Update: March 2026 Holdings

David M. Polen, managing director of Polen Capital Management, reported a portfolio valued at $14.44 billion as of March 31, 2026.

Among the notable movements, Polen's stake in ServiceNow (NOW) increased significantly, while positions in Amazon (AMZN) and Oracle (ORCL) saw substantial reductions. Other major holdings like Microsoft (MSFT), Alphabet (GOOG), Eli Lilly (LLY), Broadcom (AVGO), Mastercard (MA), Shopify (SHOP), Visa (V) experienced various changes in share count.

View David M. Polen's profile: https://www.insiderset.com/investor/david-m-polen-polen-capital-management

View Microsoft (MSFT): https://www.insiderset.com/investors/stocks/MSFT

View Alphabet (GOOG): https://www.insiderset.com/investors/stocks/GOOG

View Eli Lilly (LLY): https://www.insiderset.com/investors/stocks/LLY

View Broadcom (AVGO): https://www.insiderset.com/investors/stocks/AVGO

View Amazon (AMZN): https://www.insiderset.com/investors/stocks/AMZN

View Mastercard (MA): https://www.insiderset.com/investors/stocks/MA

View ServiceNow (NOW): https://www.insiderset.com/investors/stocks/NOW

View Shopify (SHOP): https://www.insiderset.com/investors/stocks/SKHP

View Visa (V): https://www.insiderset.com/investors/stocks/V

View Oracle (ORCL): https://www.insiderset.com/investors/stocks/ORCL" target="_blank">https://www.insiderset.com/investors/stocks/ORCL