David M. Polen's Portfolio Activity in Q1 2026: Strategic Shifts in Tech and Healthcare
A detailed analysis of David M. Polen's portfolio changes as of March 31, 2026, highlighting key purchases, sales, and sector movements.
As of March 31, 2026, David M. Polen, Managing Director at Polen Capital Management, saw his portfolio value fluctuate based on strategic buying and selling activities. This analysis breaks down the notable changes observed in his holdings during the most recent reporting period.
Polen's portfolio, valued at approximately $14.44 billion, continues to be heavily concentrated in the Technology sector, alongside significant allocations in Healthcare, Consumer Cyclical, and Financial Services. The disclosed data provides insights into specific stock movements, including increases, decreases, and potential new positions.
Among the most significant changes observed is the substantial increase in holdings of SERVICENOW INC (NOW). Polen added over 2.7 million shares, representing a 27.97% increase in the period, boosting its portfolio allocation to 5.26%. This suggests a notable new position or a significant strengthening of an existing stake. Conversely, there was a significant reduction in AMAZON COM INC (AMZN) holdings, with a 54.97% decrease in shares, indicating a major sale or reduction in this position.
Other notable sales include significant reductions in MICROSOFT CORP (MSFT), ALPHABET INC (GOOG), ELI LILLY & CO (LLY), BROADCOM INC (AVGO), MASTERCARD INCORPORATED (MA), SHOPIFY INC (SHOP), VISA INC (V), and ORACLE CORP (ORCL). These positions saw substantial decreases in both share count and portfolio allocation, ranging from minor adjustments to significant reductions (e.g., ORCL saw a 30.08% share decrease).
For a complete view of David M. Polen's investment strategy and performance, you can visit his profile on Insiderset. Detailed information on each stock holding, including company profiles, can be found by exploring the respective stock symbols on Insiderset.