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
381
ETSY

Etsy, Inc.

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9.70 K
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Q4 2024 02/10/2025 12/31/2024
382
CCCS

CCC Intelligent ...

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33.89 K
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Q4 2024 02/10/2025 12/31/2024
383
SAP

SAP SE

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64.47 K
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Q4 2024 02/10/2025 12/31/2024
384
HDB

HDFC Bank Limite...

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64.46 K
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Q4 2024 02/10/2025 12/31/2024
385
GSHD

Goosehead Insura...

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21.55 K
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Q4 2024 02/10/2025 12/31/2024
386
KB

KB Financial Gro...

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63.74 K
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Q4 2024 02/10/2025 12/31/2024
387
EPAM

EPAM Systems, In...

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7.27 K
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Q4 2024 02/10/2025 12/31/2024
388
AON

Aon plc

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62.17 K
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Q4 2024 02/10/2025 12/31/2024
389
PYPL

PayPal Holdings,...

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1.37 K
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Q4 2024 02/10/2025 12/31/2024
390
PCTY

Paylocity Holdin...

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5.36 K
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Q4 2024 02/10/2025 12/31/2024
391
CNM

Core & Main, Inc...

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11.67 K
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Q4 2024 02/10/2025 12/31/2024
392
TECH

Bio-Techne Corpo...

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6.68 K
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Q4 2024 02/10/2025 12/31/2024
393
ADBE

Adobe Inc.

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296.05 K
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Q4 2024 02/10/2025 12/31/2024
394
CIGI

Colliers Interna...

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8.23 K
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Q4 2024 02/10/2025 12/31/2024
395
AAON

AAON, Inc.

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1.37 K
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Q4 2024 02/10/2025 12/31/2024
396
GOOG

Alphabet Inc.

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1.74 M
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Q4 2024 02/10/2025 12/31/2024
397
DT

Dynatrace, Inc.

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9.77 K
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Q4 2024 02/10/2025 12/31/2024
398
AMN

AMN Healthcare S...

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6.67 K
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Q4 2024 02/10/2025 12/31/2024
399
SITE

SiteOne Landscap...

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7.85 K
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Q4 2024 02/10/2025 12/31/2024
400
OLLI

Ollie's Bargain ...

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5
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Q4 2024 02/10/2025 12/31/2024
Showing 381 to 400 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.