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.

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Trade Activity

#	Ticker	Activity	Shares Traded	Shares Value	Shares Owned	Avg. Buy Price	Quarter	Filing Date	Report Date
461	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
462	HLI Houlihan Lokey, ...	Upgrade to get full access	14.07 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
463	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
464	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
465	BROS Dutch Bros Inc.	Upgrade to get full access	44.24 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
466	NVEE NV5 Global, Inc.	Upgrade to get full access	40.81 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
467	CPA Copa Holdings, S...	Upgrade to get full access	1.54 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
468	DAVA Endava plc	Upgrade to get full access	9.15 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
469	MSFT Microsoft Corpor...	Upgrade to get full access	1.97 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
470	NKE NIKE, Inc.	Upgrade to get full access	8.95 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
471	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
472	HDB HDFC Bank Limite...	Upgrade to get full access	14.39 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
473	FSV FirstService Cor...	Upgrade to get full access	1.65 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
474	KARO Karooooo Ltd.	Upgrade to get full access	10.63 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
475	EEFT Euronet Worldwid...	Upgrade to get full access	4.78 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
476	GOOGL Alphabet Inc.	Upgrade to get full access	820.05 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
477	LGIH LGI Homes, Inc.	Upgrade to get full access	673	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
478	CNM Core & Main, Inc...	Upgrade to get full access	11.59 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
479	CCCS CCC Intelligent ...	Upgrade to get full access	58.00 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
480	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

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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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