David M. Polen Activity

Trade Activity

#	Ticker	Activity	Shares Traded	Shares Value	Shares Owned	Avg. Buy Price	Quarter	Filing Date	Report Date
61	AYI Acuity Brands, I...	Upgrade to get full access	1.54 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
62	WTW Willis Towers Wa...	Upgrade to get full access	52.46 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
63	BL BlackLine, Inc.	Upgrade to get full access	50.34 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
64	UNH UnitedHealth Gro...	Upgrade to get full access	1.03 M	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
65	CW Curtiss-Wright C...	Upgrade to get full access	2.10 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
66	TME Tencent Music En...	Upgrade to get full access	986.89 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
67	ADSK Autodesk, Inc.	Upgrade to get full access	1.06 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
68	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
69	PYPL PayPal Holdings,...	Upgrade to get full access	715	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
70	TMO Thermo Fisher Sc...	Upgrade to get full access	132.13 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
71	NKE NIKE, Inc.	Upgrade to get full access	2.56 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
72	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
73	SITM SiTime Corporati...	Upgrade to get full access	2.31 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
74	NTRA Natera, Inc.	Upgrade to get full access	3.22 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
75	ASND Ascendis Pharma ...	Upgrade to get full access	2.72 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
76	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
77	FSV FirstService Cor...	Upgrade to get full access	27.40 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
78	GNRC Generac Holdings...	Upgrade to get full access	30.88 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
79	CNM Core & Main, Inc...	Upgrade to get full access	90.94 K	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
80	V Visa Inc.	Upgrade to get full access	412.61 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 61 to 80 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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