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
321
CIGI

Colliers Interna...

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293
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Q1 2025 05/12/2025 03/31/2025
322
V

Visa Inc.

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555.02 K
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Q1 2025 05/12/2025 03/31/2025
323
TREX

Trex Company, In...

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22.47 K
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Q1 2025 05/12/2025 03/31/2025
324
NTES

NetEase, Inc.

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398
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Q1 2025 05/12/2025 03/31/2025
325
MORN

Morningstar, Inc...

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372
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Q1 2025 05/12/2025 03/31/2025
326
GNRC

Generac Holdings...

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11.01 K
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Q1 2025 05/12/2025 03/31/2025
327
NSIT

Insight Enterpri...

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702
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Q1 2025 05/12/2025 03/31/2025
328
MELI

MercadoLibre, In...

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31.94 K
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Q1 2025 05/12/2025 03/31/2025
329
POOL

Pool Corporation

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345
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Q1 2025 05/12/2025 03/31/2025
330
WRBY

Warby Parker Inc...

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172.75 K
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Q1 2025 05/12/2025 03/31/2025
331
ADSK

Autodesk, Inc.

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2.72 K
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Q1 2025 05/12/2025 03/31/2025
332
ROAD

Construction Par...

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3.09 K
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Q4 2024 02/10/2025 12/31/2024
333
GSHD

Goosehead Insura...

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21.55 K
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Q4 2024 02/10/2025 12/31/2024
334
FSV

FirstService Cor...

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4.63 K
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Q4 2024 02/10/2025 12/31/2024
335
GLOB

Globant S.A.

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1.55 K
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Q4 2024 02/10/2025 12/31/2024
336
BAH

Booz Allen Hamil...

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4.18 K
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Q4 2024 02/10/2025 12/31/2024
337
SKIL

Skillsoft Corp.

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2.94 K
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Q4 2024 02/10/2025 12/31/2024
338
TME

Tencent Music En...

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480.35 K
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Q4 2024 02/10/2025 12/31/2024
339
HLI

Houlihan Lokey, ...

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32.31 K
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Q4 2024 02/10/2025 12/31/2024
340
CNM

Core & Main, Inc...

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11.67 K
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Q4 2024 02/10/2025 12/31/2024
Showing 321 to 340 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.