David M. Polen - Polen Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 12, 2025 | |
| Total Stocks | 117 | |
| Portfolio Value | $31.85B |
Portfolio Overview
Comprehensive analysis of David M. Polen's investment portfolio
104
Total Holdings
$31.8B
Portfolio Value
Mar 31, 2025
Latest Filing
10.6%
Largest Position
Top Holdings
1
AMZN
AMAZON COM INC
$3.4B
10.6%
↓-0.1%
2
MSFT
MICROSOFT CORP
$2.2B
7.0%
↓-0.1%
3
V
VISA INC
$2.1B
6.6%
↓-0.1%
4
ORCL
ORACLE CORP
$1.8B
5.5%
↑+0.2%
5
MA
MASTERCARD INCORPORATED
$1.8B
5.5%
↓-0.1%
Recent Activity
FIX
Comfort Systems USA, Inc.
-1,166
Jun 30, 2025
SPY
SPDR S&P 500
-1,448
Jun 30, 2025
WING
Wingstop Inc.
-1,476
Jun 30, 2025