David M. Polen

David M. Polen

POLEN CAPITAL MANAGEMENT LLC

CIK: 0001034524

Follow
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
361
OLLI

Ollie's Bargain ...

Upgrade to get full access
5
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
362
ADSK

Autodesk, Inc.

Upgrade to get full access
2.07 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
363
UNH

UnitedHealth Gro...

Upgrade to get full access
870.83 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
364
PDD

PDD Holdings Inc...

Upgrade to get full access
26.96 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
365
DLO

DLocal Limited

Upgrade to get full access
359.92 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
366
BDC

Belden Inc.

Upgrade to get full access
24.18 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
367
TMO

Thermo Fisher Sc...

Upgrade to get full access
345.59 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
368
BWMN

Bowman Consultin...

Upgrade to get full access
2.22 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
369
IBP

Installed Buildi...

Upgrade to get full access
2.21 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
370
ICLR

ICON Public Limi...

Upgrade to get full access
342.26 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
371
ONON

On Holding AG

Upgrade to get full access
17.14 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
372
MA

Mastercard Incor...

Upgrade to get full access
340.89 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
373
PAYC

Paycom Software,...

Upgrade to get full access
339.24 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
374
MORN

Morningstar, Inc...

Upgrade to get full access
2.29 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
375
ADP

Automatic Data P...

Upgrade to get full access
18.40 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
376
GSHD

Goosehead Insura...

Upgrade to get full access
21.55 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
377
SAP

SAP SE

Upgrade to get full access
64.47 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
378
HDB

HDFC Bank Limite...

Upgrade to get full access
64.46 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
379
KB

KB Financial Gro...

Upgrade to get full access
63.74 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
380
AON

Aon plc

Upgrade to get full access
62.17 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
Showing 361 to 380 of 1975 results
Page 19 of 99
Previous Next

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.