David M. Polen Activity

David M. Polen

POLEN CAPITAL MANAGEMENT LLC

CIK: 0001034524

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
441	NFLX Netflix, Inc.	Upgrade to get full access	180.01 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q4 2024	02/10/2025	12/31/2024
442	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
443	QLYS Qualys, Inc.	Upgrade to get full access	1.80 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q4 2024	02/10/2025	12/31/2024
444	DT Dynatrace, Inc.	Upgrade to get full access	12.29 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
445	ROAD Construction Par...	Upgrade to get full access	9.52 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
446	PDD PDD Holdings Inc...	Upgrade to get full access	39.18 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
447	TYL Tyler Technologi...	Upgrade to get full access	713	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
448	YUMC Yum China Holdin...	Upgrade to get full access	9.49 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
449	MORN Morningstar, Inc...	Upgrade to get full access	1.87 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
450	MDT Medtronic plc	Upgrade to get full access	26.94 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
451	AMZN Amazon.com, Inc.	Upgrade to get full access	3.88 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
452	FOXF Fox Factory Hold...	Upgrade to get full access	11.82 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
453	ABNB Airbnb, Inc.	Upgrade to get full access	990.88 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
454	ACN Accenture plc	Upgrade to get full access	431.44 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
455	KNSL Kinsale Capital ...	Upgrade to get full access	1.87 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
456	AMN AMN Healthcare S...	Upgrade to get full access	16.97 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
457	PYPL PayPal Holdings,...	Upgrade to get full access	3.96 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
458	MA Mastercard Incor...	Upgrade to get full access	406.64 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
459	RVLV Revolve Group, I...	Upgrade to get full access	109.17 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
460	GOOG Alphabet Inc.	Upgrade to get full access	3.86 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024

Showing 441 to 460 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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David M. Polen

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