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
341
AMZN

Amazon.com, Inc.

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6.20 M
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Q4 2024 02/10/2025 12/31/2024
342
ONON

On Holding AG

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17.14 K
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Q4 2024 02/10/2025 12/31/2024
343
NVO

Novo Nordisk A/S

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448.91 K
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Q4 2024 02/10/2025 12/31/2024
344
YUMC

Yum China Holdin...

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124.86 K
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Q4 2024 02/10/2025 12/31/2024
345
BDC

Belden Inc.

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24.18 K
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Q4 2024 02/10/2025 12/31/2024
346
MORN

Morningstar, Inc...

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2.29 K
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Q4 2024 02/10/2025 12/31/2024
347
BL

BlackLine, Inc.

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6.51 K
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Q4 2024 02/10/2025 12/31/2024
348
DT

Dynatrace, Inc.

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9.77 K
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Q4 2024 02/10/2025 12/31/2024
349
ABNB

Airbnb, Inc.

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965.67 K
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Q4 2024 02/10/2025 12/31/2024
350
ELF

e.l.f. Beauty, I...

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2.65 K
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Q4 2024 02/10/2025 12/31/2024
351
AMN

AMN Healthcare S...

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6.67 K
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Q4 2024 02/10/2025 12/31/2024
352
ETSY

Etsy, Inc.

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9.70 K
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Q4 2024 02/10/2025 12/31/2024
353
CIGI

Colliers Interna...

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8.23 K
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Q4 2024 02/10/2025 12/31/2024
354
PGNY

Progyny, Inc.

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101.41 K
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Q4 2024 02/10/2025 12/31/2024
355
RVLV

Revolve Group, I...

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98.29 K
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Q4 2024 02/10/2025 12/31/2024
356
ALRM

Alarm.com Holdin...

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96.86 K
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Q4 2024 02/10/2025 12/31/2024
357
ACN

Accenture plc

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375.54 K
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Q4 2024 02/10/2025 12/31/2024
358
WRBY

Warby Parker Inc...

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94.58 K
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Q4 2024 02/10/2025 12/31/2024
359
TECH

Bio-Techne Corpo...

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6.68 K
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Q4 2024 02/10/2025 12/31/2024
360
HLNE

Hamilton Lane In...

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186
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Q4 2024 02/10/2025 12/31/2024
Showing 341 to 360 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.