Dan Davidowitz

Biography

Dan Davidowitz joined Polen Capital in 2005 after roles as a research analyst at Osprey Partners Investment Management and Value Line, and five years in analytical posts at Memorial Sloan-Kettering Cancer Center. He is lead portfolio manager of Polen's Focus Growth strategy and has co-managed the Polen Growth Fund alongside Damon Ficklin. He holds a BS in Public Health from Rutgers University and an MBA from Baruch College, and is a CFA charterholder.

In their own words

Polen Capital Management’s largest US holdings

From the Q2 2026 13F, worth $12bn in total. See every holding and change

1. Eli Lilly & CoLLY6.9%
2. NVIDIANVDA6.9%
3. MicrosoftMSFT6.7%
4. AlphabetGOOG6.7%
5. BroadcomAVGO6.4%
6. Amazon.comAMZN5.8%
7. VisaV5.3%
8. MastercardMA5.0%
9. ServiceNowNOW4.6%
10. OracleORCL4.5%

Also at Polen Capital Management

• Damon Ficklin Co-portfolio manager, Focus Growth