David M. Polen Activity

Trade Activity

#	Ticker	Activity	Shares Traded	Shares Value	Shares Owned	Avg. Buy Price	Quarter	Filing Date	Report Date
01	AMZN Amazon.com, Inc.	Upgrade to get full access	3.83 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
02	SHOP Shopify Inc.	Upgrade to get full access	579.92 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
03	V Visa Inc.	Upgrade to get full access	412.61 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
04	ORCL Oracle Corporati...	Upgrade to get full access	625.90 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
05	NVO Novo Nordisk A/S	Upgrade to get full access	823.24 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
06	MDT Medtronic plc	Upgrade to get full access	394.60 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
07	NU Nu Holdings Ltd.	Upgrade to get full access	482.98 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
08	ABNB Airbnb, Inc.	Upgrade to get full access	372.38 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
09	MSFT Microsoft Corpor...	Upgrade to get full access	514.98 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
10	CCCS CCC Intelligent ...	Upgrade to get full access	503.16 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
11	GOOG Alphabet Inc.	Upgrade to get full access	872.16 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
12	AAPL Apple Inc.	Upgrade to get full access	2.67 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
13	ZTS Zoetis Inc.	Upgrade to get full access	375.82 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
14	TME Tencent Music En...	Upgrade to get full access	986.89 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
15	WDAY Workday, Inc.	Upgrade to get full access	372.58 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
16	ACN Accenture plc	Upgrade to get full access	261.32 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
17	AON Aon plc	Upgrade to get full access	262.09 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
18	GLOB Globant S.A.	Upgrade to get full access	501.44 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
19	ABT Abbott Laborator...	Upgrade to get full access	716.08 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
20	UNH UnitedHealth Gro...	Upgrade to get full access	1.03 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025

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Frequently Asked Questions

A portfolio manager recognized for his long-term, concentrated investment strategy, focusing on high-quality growth companies with durable competitive advantages.

Explore David M. Polen largest investments on Stocks.News, including companies like Amazon.com, Inc. , Alphabet Inc. , Meta Platforms, Inc. , and their significance in his portfolio.

David M. Polen portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells.

David M. Polen currently invests in companies such as Palantir Technologies Inc.

The largest holding in David M. Polen portfolio is Amazon.com, Inc..

As of Jun 30, 2025, David M. Polen portfolio is valued at approximately $32.59 B, based on the latest filings available on Stocks.News.

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