David M. Polen – Polen Capital Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Polen Capital Management portfolio balances reported a total equity value of $32.59B across 240 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 13, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight AMAZON COM INC (AMZN) as the single largest position, accounting for 9.4% of total equity value, followed by MICROSOFT CORP (MSFT), ORACLE CORP (ORCL), VISA INC (V), and others. Collectively, the top five holdings represent 37.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.