David M. Polen - Polen Capital Management Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Polen Capital Management portfolio balances reported a total equity value of $30.80B across 232 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 12, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight ORACLE CORP (ORCL) as the single largest position, accounting for 8.5% of total equity value, followed by MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN), SHOPIFY INC (SHOP), and others. Collectively, the top five holdings represent 35.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.