David M. Polen Activity

Trade Activity

#	Ticker	Activity	Shares Traded	Shares Value	Shares Owned	Avg. Buy Price	Quarter	Filing Date	Report Date
21	MSCI MSCI Inc.	Upgrade to get full access	126.75 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
22	AAPL Apple Inc.	Upgrade to get full access	2.67 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
23	LVS Las Vegas Sands ...	Upgrade to get full access	126.55 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
24	SHOP Shopify Inc.	Upgrade to get full access	579.92 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
25	MDT Medtronic plc	Upgrade to get full access	394.60 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
26	HDB HDFC Bank Limite...	Upgrade to get full access	80.38 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
27	UNH UnitedHealth Gro...	Upgrade to get full access	1.03 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
28	NFLX Netflix, Inc.	Upgrade to get full access	72.84 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
29	NU Nu Holdings Ltd.	Upgrade to get full access	482.98 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
30	TREX Trex Company, In...	Upgrade to get full access	72.78 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
31	CCCS CCC Intelligent ...	Upgrade to get full access	503.16 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
32	MA Mastercard Incor...	Upgrade to get full access	219.16 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
33	AMZN Amazon.com, Inc.	Upgrade to get full access	3.83 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
34	ADP Automatic Data P...	Upgrade to get full access	71.99 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
35	SAP Sap Se	Upgrade to get full access	56.23 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
36	IT Gartner, Inc.	Upgrade to get full access	56.31 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
37	RVLV Revolve Group, I...	Upgrade to get full access	122.19 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
38	PAYC Paycom Software,...	Upgrade to get full access	201.37 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
39	ABT Abbott Laborator...	Upgrade to get full access	716.08 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
40	GOOG Alphabet Inc.	Upgrade to get full access	872.16 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025

Showing 21 to 40 of 1975 results

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Frequently Asked Questions

A portfolio manager recognized for his long-term, concentrated investment strategy, focusing on high-quality growth companies with durable competitive advantages.

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.

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.

David M. Polen currently invests in companies such as Palantir Technologies Inc.

The largest holding in David M. Polen portfolio is Amazon.com, Inc..

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.

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