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
241
FN

Fabrinet

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2.64 K
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Q1 2025 05/12/2025 03/31/2025
242
PCTY

Paylocity Holdin...

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2.65 K
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Q1 2025 05/12/2025 03/31/2025
243
SAIA

Saia, Inc.

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2.46 K
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Q1 2025 05/12/2025 03/31/2025
244
MANH

Manhattan Associ...

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2.23 K
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Q1 2025 05/12/2025 03/31/2025
245
AAON

AAON, Inc.

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17.91 K
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Q1 2025 05/12/2025 03/31/2025
246
WDAY

Workday, Inc.

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343.12 K
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Q1 2025 05/12/2025 03/31/2025
247
MNDY

monday.com Ltd.

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18.08 K
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Q1 2025 05/12/2025 03/31/2025
248
GOOG

Alphabet Inc.

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3.64 M
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Q1 2025 05/12/2025 03/31/2025
249
NFLX

Netflix, Inc.

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839.79 K
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Q1 2025 05/12/2025 03/31/2025
250
UNH

UnitedHealth Gro...

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88.02 K
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Q1 2025 05/12/2025 03/31/2025
251
GSHD

Goosehead Insura...

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22.99 K
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Q1 2025 05/12/2025 03/31/2025
252
SHOP

Shopify Inc.

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1.81 M
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Q1 2025 05/12/2025 03/31/2025
253
PYPL

PayPal Holdings,...

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2.50 K
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Q1 2025 05/12/2025 03/31/2025
254
AAPL

Apple Inc.

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3.49 M
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Q1 2025 05/12/2025 03/31/2025
255
WING

Wingstop Inc.

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1.48 K
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Q1 2025 05/12/2025 03/31/2025
256
CWAN

Clearwater Analy...

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15.14 K
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Q1 2025 05/12/2025 03/31/2025
257
FIX

Comfort Systems ...

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1.17 K
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Q1 2025 05/12/2025 03/31/2025
258
ACN

Accenture plc

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318.13 K
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Q1 2025 05/12/2025 03/31/2025
259
LVS

Las Vegas Sands ...

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15.11 K
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Q1 2025 05/12/2025 03/31/2025
260
AMZN

Amazon.com, Inc.

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1.80 M
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Q1 2025 05/12/2025 03/31/2025
Showing 241 to 260 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.