David Polen's Top Holdings in Polen Capital Management Portfolio
A snapshot of David M. Polen's top holdings as of March 31, 2026, highlighting significant changes in positions across technology, healthcare, and consumer sectors.
As of March 31, 2026, David M. Polen's portfolio managed by Polen Capital Management holds a total value of approximately $14.4 billion. The top holdings showcase a concentration in technology, healthcare, and consumer cyclical sectors, with notable changes in share positions from the previous period.
The largest position is in Microsoft Corp (MSFT), representing about 7.29% of the portfolio. Polen reduced his stake by 27.21%, decreasing the share count by over 1 million shares. Similarly, Alphabet Inc (GOOG) saw a reduction of 26.67% in shares, impacting its 5.85% allocation.
In the healthcare sector, Eli Lilly & Co (LLY) experienced a 26.61% decrease in shares, affecting its 5.82% allocation. Technology sector holdings like Broadcom Inc (AVGO) and Oracle Corp (ORCL) also saw reductions of 23.62% and 30.08%, respectively.
Conversely, ServiceNow Inc (NOW) stands out as the only top holding with an increase in shares, with a 27.97% growth in position, now accounting for 5.26% of the portfolio.
Consumer cyclical holdings like Amazon Com Inc (AMZN) saw the most significant reduction, with a 54.97% decrease in shares, impacting its 5.61% allocation. Financial services holdings from Mastercard Incorporated (MA) and Visa Inc (V) also decreased by 27.69% and 27.54%, respectively.
For detailed insights into David Polen's investment activities, visit Polen Capital Management's profile. For specific stock analysis, explore the companies directly: Microsoft, Alphabet, Eli Lilly, Broadcom, Amazon, Mastercard, ServiceNow, Shopify, Visa, and Oracle.