David Polen's Top Holdings: Microsoft, Alphabet, Eli Lilly and Top Tech Stocks

As of March 31, 2026, David M. Polen, Managing Director at Polen Capital Management, holds a substantial portfolio valued at $14.44 billion. His top holdings, representing significant portions of this portfolio, showcase a preference for large-cap technology and healthcare stocks, alongside some consumer cyclical and financial services names.

Microsoft Corporation (MSFT) stands as the largest holding in Polen's portfolio, accounting for 7.29% of the total value. This position in the dominant technology company shows consistent, though slightly reduced, confidence from Polen, with a share decrease of 27.21% from the previous period.

Alphabet Inc. (GOOG), the parent company of Google, follows as the second-largest holding at 5.85% allocation. Polen's stake in this tech giant also saw a significant reduction, with shares down 26.67% compared to the prior period.

Eli Lilly & Co. (LLY) is the standout healthcare holding, making up 5.82% of the portfolio. Polen's investment in this pharmaceutical company experienced a moderate decline of 26.61% in shares over the past reporting period.

Broadcom Inc. (AVGO), now part of Broadcom Inc., holds the fourth position at 5.78% allocation. Polen's stake in this technology company saw a decline of 23.62% in shares.

Amazon.com Inc. (AMZN) represents the fifth-largest holding at 5.61%. This position saw the most significant reduction in Polen's portfolio, with shares down by 54.97% and a corresponding decrease in value.

Mastechard Incorporated (MA) holds the sixth position at 5.33% allocation. Polen's stake in this financial services company decreased by 27.69% in shares.

Servicenow Inc. (NOW) is the seventh-largest holding at 5.26% allocation. Notably, Polen increased his stake in this technology company, adding 27.97% more shares compared to the prior period.

Shopify Inc. (SHOP) follows at 5.17% allocation. Polen's position in this e-commerce software company saw a decline of 12.43% in shares.

VISA Inc. (V) holds the ninth position at 5.11% allocation. Polen's stake in this financial services giant decreased by 27.54% in shares.

Completing the top ten holdings is Oracle Corporation (ORCL) at 5.11% allocation. Polen's investment in this technology company also saw a decline of 30.08% in shares over the period.

For more information on David M. Polen's investment profile, visit https://www.insiderset.com/investor/david-m-polen-polen-capital-management. You can explore details about each stock, including Microsoft (MSFT), Alphabet (GOOG), Eli Lilly (LLY), Broadcom/Avago (AVGO), Amazon (AMZN), Mastercard (MA), ServiceNow (NOW), Shopify (SHOP), Visa (V), and Oracle (ORCL) on Insiderset.com.