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
421
WSC

WillScot Holding...

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125.02 K
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Q4 2024 02/10/2025 12/31/2024
422
SPOT

Spotify Technolo...

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60.86 K
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Q4 2024 02/10/2025 12/31/2024
423
BROS

Dutch Bros Inc.

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60.78 K
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Q4 2024 02/10/2025 12/31/2024
424
MNDY

monday.com Ltd.

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53.19 K
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Q4 2024 02/10/2025 12/31/2024
425
TREX

Trex Company, In...

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51.08 K
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Q4 2024 02/10/2025 12/31/2024
426
RMBS

Rambus Inc.

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43.11 K
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Q4 2024 02/10/2025 12/31/2024
427
GSHD

Goosehead Insura...

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21.55 K
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Q4 2024 02/10/2025 12/31/2024
428
CWAN

Clearwater Analy...

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198.93 K
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Q4 2024 02/10/2025 12/31/2024
429
IT

Gartner, Inc.

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566.70 K
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Q4 2024 02/10/2025 12/31/2024
430
AAPL

Apple Inc.

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566.63 K
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Q4 2024 02/10/2025 12/31/2024
431
MSCI

MSCI Inc.

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196.06 K
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Q4 2024 02/10/2025 12/31/2024
432
GLOB

Globant S.A.

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1.55 K
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Q4 2024 02/10/2025 12/31/2024
433
FERG

Ferguson plc

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1.24 K
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Q4 2024 02/10/2025 12/31/2024
434
ABT

Abbott Laborator...

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1.25 M
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Q4 2024 02/10/2025 12/31/2024
435
CIGI

Colliers Interna...

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8.23 K
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Q4 2024 02/10/2025 12/31/2024
436
MEDP

Medpace Holdings...

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1.26 K
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Q4 2024 02/10/2025 12/31/2024
437
WDAY

Workday, Inc.

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514.90 K
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Q4 2024 02/10/2025 12/31/2024
438
NU

Nu Holdings Ltd.

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2.24 M
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Q4 2024 02/10/2025 12/31/2024
439
UL

Unilever PLC

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13.68 K
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Q4 2024 02/10/2025 12/31/2024
440
NFLX

Netflix, Inc.

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180.01 K
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Q4 2024 02/10/2025 12/31/2024
Showing 421 to 440 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.