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
301
FSV

FirstService Cor...

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3.12 K
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Q1 2025 05/12/2025 03/31/2025
302
CCCS

CCC Intelligent ...

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217.65 K
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Q1 2025 05/12/2025 03/31/2025
303
OLLI

Ollie's Bargain ...

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3.61 K
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Q1 2025 05/12/2025 03/31/2025
304
BWMN

Bowman Consultin...

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3.55 K
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Q1 2025 05/12/2025 03/31/2025
305
CLBT

Cellebrite DI Lt...

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4.75 K
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Q1 2025 05/12/2025 03/31/2025
306
RGEN

Repligen Corpora...

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9.65 K
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Q1 2025 05/12/2025 03/31/2025
307
ADBE

Adobe Inc.

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196.95 K
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Q1 2025 05/12/2025 03/31/2025
308
ASML

ASML Holding N.V...

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9.46 K
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Q1 2025 05/12/2025 03/31/2025
309
ABT

Abbott Laborator...

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1.30 M
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Q1 2025 05/12/2025 03/31/2025
310
V

Visa Inc.

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555.02 K
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Q1 2025 05/12/2025 03/31/2025
311
AAON

AAON, Inc.

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17.91 K
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Q1 2025 05/12/2025 03/31/2025
312
EXLS

ExlService Holdi...

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59.47 K
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Q1 2025 05/12/2025 03/31/2025
313
LGIH

LGI Homes, Inc.

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1.58 K
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Q1 2025 05/12/2025 03/31/2025
314
EPAM

EPAM Systems, In...

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3.06 K
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Q1 2025 05/12/2025 03/31/2025
315
ROAD

Construction Par...

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2.79 K
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Q1 2025 05/12/2025 03/31/2025
316
SITE

SiteOne Landscap...

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2.80 K
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Q1 2025 05/12/2025 03/31/2025
317
ADP

Automatic Data P...

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13.22 K
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Q1 2025 05/12/2025 03/31/2025
318
WRBY

Warby Parker Inc...

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172.75 K
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Q1 2025 05/12/2025 03/31/2025
319
TREX

Trex Company, In...

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22.47 K
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Q1 2025 05/12/2025 03/31/2025
320
MNDY

monday.com Ltd.

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18.08 K
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Q1 2025 05/12/2025 03/31/2025
Showing 301 to 320 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.