David M. Polen Activity

Trade Activity

#	Ticker	Activity	Shares Traded	Shares Value	Shares Owned	Avg. Buy Price	Quarter	Filing Date	Report Date
41	NU Nu Holdings Ltd.	Upgrade to get full access	482.98 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
42	AIT Applied Industri...	Upgrade to get full access	19.60 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
43	NVO Novo Nordisk A/S	Upgrade to get full access	823.24 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
44	AAON AAON, Inc.	Upgrade to get full access	46.26 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
45	EXLS ExlService Holdi...	Upgrade to get full access	217.82 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
46	GSHD Goosehead Insura...	Upgrade to get full access	44.95 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
47	GLOB Globant S.A.	Upgrade to get full access	501.44 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
48	PGNY Progyny, Inc.	Upgrade to get full access	196.86 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
49	GOOG Alphabet Inc.	Upgrade to get full access	872.16 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
50	HLNE Hamilton Lane In...	Upgrade to get full access	42.26 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
51	ELF e.l.f. Beauty, I...	Upgrade to get full access	65.46 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
52	IT Gartner, Inc.	Upgrade to get full access	56.31 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
53	TREX Trex Company, In...	Upgrade to get full access	72.78 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
54	SAP Sap Se	Upgrade to get full access	56.23 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
55	LLY Eli Lilly and Co...	Upgrade to get full access	16.66 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
56	SITE SiteOne Landscap...	Upgrade to get full access	19.52 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
57	WRBY Warby Parker Inc...	Upgrade to get full access	41.87 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
58	BROS Dutch Bros Inc.	Upgrade to get full access	53.46 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
59	NFLX Netflix, Inc.	Upgrade to get full access	72.84 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
60	PAYC Paycom Software,...	Upgrade to get full access	201.37 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025

Showing 41 to 60 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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