David M. Polen Activity

Trade Activity

#	Ticker	Activity	Shares Traded	Shares Value	Shares Owned	Avg. Buy Price	Quarter	Filing Date	Report Date
261	FN Fabrinet	Upgrade to get full access	2.64 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
262	NVO Novo Nordisk A/S	Upgrade to get full access	5.40 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
263	QLYS Qualys, Inc.	Upgrade to get full access	1.96 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
264	KARO Karooooo Ltd.	Upgrade to get full access	6.37 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
265	MSFT Microsoft Corpor...	Upgrade to get full access	469.78 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
266	MKTX MarketAxess Hold...	Upgrade to get full access	311	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
267	MNDY monday.com Ltd.	Upgrade to get full access	18.08 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
268	AIT Applied Industri...	Upgrade to get full access	2.60 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
269	ELF e.l.f. Beauty, I...	Upgrade to get full access	7.85 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
270	MA Mastercard Incor...	Upgrade to get full access	281.26 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
271	EPAM EPAM Systems, In...	Upgrade to get full access	3.06 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
272	CNM Core & Main, Inc...	Upgrade to get full access	10.78 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
273	MANH Manhattan Associ...	Upgrade to get full access	2.23 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
274	BL BlackLine, Inc.	Upgrade to get full access	7.69 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
275	NOW ServiceNow, Inc.	Upgrade to get full access	684.87 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
276	DT Dynatrace, Inc.	Upgrade to get full access	2.30 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
277	ADP Automatic Data P...	Upgrade to get full access	13.22 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
278	PAYC Paycom Software,...	Upgrade to get full access	73.81 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
279	HDB HDFC Bank Limite...	Upgrade to get full access	123.52 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
280	LVS Las Vegas Sands ...	Upgrade to get full access	15.11 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025

Showing 261 to 280 of 1975 results

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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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