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
201
ASND

Ascendis Pharma ...

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2.72 K
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Q2 2025 08/13/2025 06/30/2025
202
RDVT

Red Violet, Inc.

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27.07 K
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Q2 2025 08/13/2025 06/30/2025
203
CRM

Salesforce, Inc.

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3.27 K
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Q2 2025 08/13/2025 06/30/2025
204
EVER

EverQuote, Inc.

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28.81 K
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Q2 2025 08/13/2025 06/30/2025
205
CRDO

Credo Technology...

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24.42 K
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Q2 2025 08/13/2025 06/30/2025
206
IRMD

IRadimed Corpora...

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24.89 K
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Q2 2025 08/13/2025 06/30/2025
207
WSC

WillScot Holding...

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82.74 K
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Q2 2025 08/13/2025 06/30/2025
208
AFRM

Affirm Holdings,...

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30.03 K
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Q2 2025 08/13/2025 06/30/2025
209
SAP

Sap Se

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56.23 K
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Q2 2025 08/13/2025 06/30/2025
210
GRAL

GRAIL, Inc.

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21.94 K
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Q2 2025 08/13/2025 06/30/2025
211
SITE

SiteOne Landscap...

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19.52 K
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Q2 2025 08/13/2025 06/30/2025
212
ERJ

Embraer S.A.

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22.28 K
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Q2 2025 08/13/2025 06/30/2025
213
ONON

On Holding AG

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250.89 K
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Q2 2025 08/13/2025 06/30/2025
214
NOW

ServiceNow, Inc.

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227.17 K
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Q2 2025 08/13/2025 06/30/2025
215
VSEC

VSE Corporation

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39.58 K
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Q2 2025 08/13/2025 06/30/2025
216
SYM

Symbotic Inc.

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20.00 K
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Q2 2025 08/13/2025 06/30/2025
217
W

Wayfair Inc.

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17.29 K
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Q2 2025 08/13/2025 06/30/2025
218
CAKE

The Cheesecake F...

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15.90 K
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Q2 2025 08/13/2025 06/30/2025
219
PLTR

Palantir Technol...

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2.45 K
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Q2 2025 08/13/2025 06/30/2025
220
CCCS

CCC Intelligent ...

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503.16 K
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Q2 2025 08/13/2025 06/30/2025
Showing 201 to 220 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.