David Polen's Portfolio Shows Major Decreases, Highlighted by NOW and SHOP Increases as of March 31, 2026
David Polen's portfolio experienced significant share reductions in most top holdings during the quarter, with the largest decreases seen in MSFT, GOOG, LLY, and AMZN. Notably, positions in NOW and SHOP increased significantly.
As of March 31, 2026, David M. Polen's portfolio at Polen Capital Management displayed significant shifts in top holdings, with most experiencing substantial share decreases during the quarter.
Among the notable decreases, Microsoft (MSFT) saw its share count drop by 27.21%, Alphabet (GOOG) by 26.67%, Eli Lilly (LLY) by 26.61%, Broadcom (AVGO) by 23.62%, Amazon (AMZN) by 54.97%, Mastercard (MA) by 27.69%, Broadcom (AVGO) by 23.62%, Oracle (ORCL) by 30.08%, and Shopify (SHOP) by 12.43%.
For detailed analysis of each stock, visit their respective pages: Microsoft, Alphabet, Eli Lilly, Broadcom, Amazon, Mastercard, Oracle.
Conversely, ServiceNow (NOW) saw a significant increase in its position, with a 27.97% rise in shares during the quarter. Similarly, Shopify (SHOP) increased its position by 12.43%.
To explore David Polen's complete investment profile, including all holdings and performance, please visit his profile page: Polen Capital Management.