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
281
AMZN

Amazon.com, Inc.

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1.80 M
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Q1 2025 05/12/2025 03/31/2025
282
NVO

Novo Nordisk A/S

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5.40 M
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Q1 2025 05/12/2025 03/31/2025
283
FND

Floor & Decor Ho...

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876
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Q1 2025 05/12/2025 03/31/2025
284
MELI

MercadoLibre, In...

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31.94 K
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Q1 2025 05/12/2025 03/31/2025
285
LVS

Las Vegas Sands ...

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15.11 K
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Q1 2025 05/12/2025 03/31/2025
286
MA

Mastercard Incor...

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281.26 K
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Q1 2025 05/12/2025 03/31/2025
287
BWMN

Bowman Consultin...

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3.55 K
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Q1 2025 05/12/2025 03/31/2025
288
GNRC

Generac Holdings...

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11.01 K
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Q1 2025 05/12/2025 03/31/2025
289
LGIH

LGI Homes, Inc.

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1.58 K
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Q1 2025 05/12/2025 03/31/2025
290
NOW

ServiceNow, Inc.

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684.87 K
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Q1 2025 05/12/2025 03/31/2025
291
TECH

Bio-Techne Corpo...

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25.55 K
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Q1 2025 05/12/2025 03/31/2025
292
CNM

Core & Main, Inc...

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10.78 K
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Q1 2025 05/12/2025 03/31/2025
293
EPAM

EPAM Systems, In...

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3.06 K
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Q1 2025 05/12/2025 03/31/2025
294
QLYS

Qualys, Inc.

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1.96 K
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Q1 2025 05/12/2025 03/31/2025
295
PCTY

Paylocity Holdin...

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2.65 K
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Q1 2025 05/12/2025 03/31/2025
296
GOOGL

Alphabet Inc.

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619.29 K
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Q1 2025 05/12/2025 03/31/2025
297
FN

Fabrinet

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2.64 K
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Q1 2025 05/12/2025 03/31/2025
298
CLBT

Cellebrite DI Lt...

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4.75 K
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Q1 2025 05/12/2025 03/31/2025
299
SPOT

Spotify Technolo...

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22.11 K
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Q1 2025 05/12/2025 03/31/2025
300
TREX

Trex Company, In...

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22.47 K
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Q1 2025 05/12/2025 03/31/2025
Showing 281 to 300 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.