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
401
MDT

Medtronic plc

Upgrade to get full access
240.55 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
402
CIGI

Colliers Interna...

Upgrade to get full access
8.23 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
403
V

Visa Inc.

Upgrade to get full access
679.01 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
404
ASML

ASML Holding N.V...

Upgrade to get full access
5.14 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
405
ROAD

Construction Par...

Upgrade to get full access
3.09 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
406
TREX

Trex Company, In...

Upgrade to get full access
51.08 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
407
RMBS

Rambus Inc.

Upgrade to get full access
43.11 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
408
SKIL

Skillsoft Corp.

Upgrade to get full access
2.94 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
409
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
410
NKE

NIKE, Inc.

Upgrade to get full access
1.63 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
411
MSFT

Microsoft Corpor...

Upgrade to get full access
601.58 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
412
EXLS

ExlService Holdi...

Upgrade to get full access
6.36 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
413
FERG

Ferguson plc

Upgrade to get full access
1.24 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
414
ALGN

Align Technology...

Upgrade to get full access
5.71 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
415
PSTG

Pure Storage, In...

Upgrade to get full access
10.64 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
416
NOW

ServiceNow, Inc.

Upgrade to get full access
589.15 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
417
MELI

MercadoLibre, In...

Upgrade to get full access
2.42 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
418
TECH

Bio-Techne Corpo...

Upgrade to get full access
6.68 K
Upgrade to get full access
Upgrade to get full access
Upgrade to get full access
Q4 2024 02/10/2025 12/31/2024
419
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
420
AMN

AMN Healthcare S...

Upgrade to get full access
6.67 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 401 to 420 of 1975 results
Page 21 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.