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
481	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
482	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
483	OLLI Ollie's Bargain ...	Upgrade to get full access	192	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
484	GNRC Generac Holdings...	Upgrade to get full access	13.09 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
485	MODG Topgolf Callaway...	Upgrade to get full access	57.14 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
486	LLY Eli Lilly and Co...	Upgrade to get full access	57.11 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
487	TMO Thermo Fisher Sc...	Upgrade to get full access	295.22 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
488	ADP Automatic Data P...	Upgrade to get full access	293.80 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
489	V Visa Inc.	Upgrade to get full access	739.88 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
490	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
491	SKIL Skillsoft Corp.	Upgrade to get full access	13.00 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
492	LVS Las Vegas Sands ...	Upgrade to get full access	6.56 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
493	WRBY Warby Parker Inc...	Upgrade to get full access	49.45 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
494	DLO DLocal Limited	Upgrade to get full access	33.57 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
495	NOW ServiceNow, Inc.	Upgrade to get full access	259.05 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
496	UNH UnitedHealth Gro...	Upgrade to get full access	252.63 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
497	AON Aon plc	Upgrade to get full access	40.55 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
498	ZTS Zoetis Inc.	Upgrade to get full access	679.40 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
499	TME Tencent Music En...	Upgrade to get full access	35.13 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
500	ALRM Alarm.com Holdin...	Upgrade to get full access	9.84 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024

Showing 481 to 500 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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