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
501	EXLS ExlService Holdi...	Upgrade to get full access	1.25 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
502	OPCH Option Care Heal...	Upgrade to get full access	9.25 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
503	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
504	ADSK Autodesk, Inc.	Upgrade to get full access	34.88 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
505	BL BlackLine, Inc.	Upgrade to get full access	34.71 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
506	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
507	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
508	BWMN Bowman Consultin...	Upgrade to get full access	4.96 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
509	AIT Applied Industri...	Upgrade to get full access	8.61 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
510	CWAN Clearwater Analy...	Upgrade to get full access	232.88 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
511	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
512	ICLR ICON Public Limi...	Upgrade to get full access	31.29 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
513	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
514	IBP Installed Buildi...	Upgrade to get full access	4.87 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
515	NVO Novo Nordisk A/S	Upgrade to get full access	593.31 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
516	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
517	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
518	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
519	ABT Abbott Laborator...	Upgrade to get full access	1.37 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
520	NFLX Netflix, Inc.	Upgrade to get full access	211.46 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 501 to 520 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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