StockDriftsStockDriftsTop 50 Polen Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 7.29% | 2.85M | $1.05B | -27.21%(-1.06M) | $178.45(+129.43%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.85% | 2.95M | $845.3M | -26.67%(-1.07M) | $49.05(+709.77%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.82% | 914.6K | $841.2M | -26.61%(-331.53K) | $730.10(+37.88%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.78% | 2.70M | $834.9M | -23.62%(-834.07K) | $310.29(+41.73%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.61% | 3.90M | $811.6M | -54.97%(-4.76M) | $143.25(+86.54%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 5.33% | 1.54M | $770.2M | -27.69%(-590.34K) | $245.12(+99.88%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 5.26% | 7.27M | $760.0M | +27.97%(+1.59M) | $99.87(-9.39%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 5.17% | 6.31M | $748.1M | -12.43%(-895.13K) | $72.25(+34.85%) | 2026-03-31 | |
| V | VISA INC | 5.11% | 2.45M | $739.2M | -27.54%(-929.58K) | $133.13(+142.26%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 5.11% | 5.02M | $739.1M | -30.08%(-2.16M) | $157.39(+24.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.28% | +78.40% |
| Top 20 Holdings Unweighted | +17.45% | +62.01% |
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