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
221
PAYC

Paycom Software,...

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201.37 K
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Q2 2025 08/13/2025 06/30/2025
222
CAAP

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68.38 K
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Q2 2025 08/13/2025 06/30/2025
223
PGY

Pagaya Technolog...

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34.48 K
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Q2 2025 08/13/2025 06/30/2025
224
SG

Sweetgreen, Inc.

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22.65 K
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Q2 2025 08/13/2025 06/30/2025
225
GH

Guardant Health,...

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10.18 K
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Q2 2025 08/13/2025 06/30/2025
226
QLYS

Qualys, Inc.

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15.29 K
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Q2 2025 08/13/2025 06/30/2025
227
CCCS

CCC Intelligent ...

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503.16 K
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Q2 2025 08/13/2025 06/30/2025
228
FSV

FirstService Cor...

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3.12 K
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Q1 2025 05/12/2025 03/31/2025
229
ABNB

Airbnb, Inc.

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490.31 K
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Q1 2025 05/12/2025 03/31/2025
230
MSFT

Microsoft Corpor...

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469.78 K
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Q1 2025 05/12/2025 03/31/2025
231
SAP

SAP SE

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457.25 K
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Q1 2025 05/12/2025 03/31/2025
232
MNDY

monday.com Ltd.

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18.08 K
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Q1 2025 05/12/2025 03/31/2025
233
GNRC

Generac Holdings...

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11.01 K
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Q1 2025 05/12/2025 03/31/2025
234
MANH

Manhattan Associ...

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2.23 K
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Q1 2025 05/12/2025 03/31/2025
235
IT

Gartner, Inc.

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67.17 K
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Q1 2025 05/12/2025 03/31/2025
236
HLNE

Hamilton Lane In...

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3.32 K
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Q1 2025 05/12/2025 03/31/2025
237
WING

Wingstop Inc.

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1.48 K
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Q1 2025 05/12/2025 03/31/2025
238
SITE

SiteOne Landscap...

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2.80 K
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Q1 2025 05/12/2025 03/31/2025
239
BWMN

Bowman Consultin...

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3.55 K
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Q1 2025 05/12/2025 03/31/2025
240
PGNY

Progyny, Inc.

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798
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Q1 2025 05/12/2025 03/31/2025
Showing 221 to 240 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.