David M. Polen

David M. Polen

POLEN CAPITAL MANAGEMENT LLC

CIK: 0001034524

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Last Update On: Nov 01, 2025

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

Sector Allocations

Trade Activity

# Ticker Activity Shares Traded Shares Value Shares Owned Avg. Buy Price Quarter Filing Date Report Date
181
TLN

Talen Energy Cor...

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5.83 K
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Q2 2025 08/13/2025 06/30/2025
182
HURN

Huron Consulting...

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10.57 K
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Q2 2025 08/13/2025 06/30/2025
183
SITM

SiTime Corporati...

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2.31 K
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Q2 2025 08/13/2025 06/30/2025
184
SMR

NuScale Power Co...

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85.43 K
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Q2 2025 08/13/2025 06/30/2025
185
MA

Mastercard Incor...

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219.16 K
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Q2 2025 08/13/2025 06/30/2025
186
W

Wayfair Inc.

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17.29 K
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Q2 2025 08/13/2025 06/30/2025
187
AAON

AAON, Inc.

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46.26 K
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Q2 2025 08/13/2025 06/30/2025
188
PHR

Phreesia, Inc.

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17.36 K
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Q2 2025 08/13/2025 06/30/2025
189
ACN

Accenture plc

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261.32 K
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Q2 2025 08/13/2025 06/30/2025
190
SION

Sionna Therapeut...

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16.98 K
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Q2 2025 08/13/2025 06/30/2025
191
GSHD

Goosehead Insura...

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44.95 K
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Q2 2025 08/13/2025 06/30/2025
192
OPY

Oppenheimer Hold...

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17.98 K
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Q2 2025 08/13/2025 06/30/2025
193
SUPV

Grupo Superviell...

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97.08 K
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Q2 2025 08/13/2025 06/30/2025
194
PCT

PureCycle Techno...

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91.31 K
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Q2 2025 08/13/2025 06/30/2025
195
GTES

Gates Industrial...

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18.62 K
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Q2 2025 08/13/2025 06/30/2025
196
CVLT

Commvault System...

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13.14 K
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Q2 2025 08/13/2025 06/30/2025
197
MLR

Miller Industrie...

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11.53 K
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Q2 2025 08/13/2025 06/30/2025
198
ASTE

Astec Industries...

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10.96 K
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Q2 2025 08/13/2025 06/30/2025
199
WRBY

Warby Parker Inc...

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41.87 K
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Q2 2025 08/13/2025 06/30/2025
200
CCCS

CCC Intelligent ...

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503.16 K
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Q2 2025 08/13/2025 06/30/2025
Showing 181 to 200 of 1975 results
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Frequently Asked Questions

02

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

02

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.

02

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.

02

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

02

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

02

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.