David M. Polen

David M. Polen

POLEN CAPITAL MANAGEMENT LLC

CIK: 0001034524

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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
81
PLPC

Preformed Line P...

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5.65 K
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Q2 2025 08/13/2025 06/30/2025
82
ASND

Ascendis Pharma ...

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2.72 K
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Q2 2025 08/13/2025 06/30/2025
83
NTRA

Natera, Inc.

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3.22 K
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Q2 2025 08/13/2025 06/30/2025
84
SITM

SiTime Corporati...

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2.31 K
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Q2 2025 08/13/2025 06/30/2025
85
AXSM

Axsome Therapeut...

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3.23 K
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Q2 2025 08/13/2025 06/30/2025
86
AXON

Axon Enterprise,...

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922
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Q2 2025 08/13/2025 06/30/2025
87
AYI

Acuity Brands, I...

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1.54 K
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Q2 2025 08/13/2025 06/30/2025
88
WSC

WillScot Holding...

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82.74 K
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Q2 2025 08/13/2025 06/30/2025
89
TSLA

Tesla, Inc.

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6.72 K
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Q2 2025 08/13/2025 06/30/2025
90
WRBY

Warby Parker Inc...

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41.87 K
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Q2 2025 08/13/2025 06/30/2025
91
PDD

PDD Holdings Inc...

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1.88 K
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Q2 2025 08/13/2025 06/30/2025
92
GSHD

Goosehead Insura...

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44.95 K
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Q2 2025 08/13/2025 06/30/2025
93
OLLI

Ollie's Bargain ...

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1.25 K
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Q2 2025 08/13/2025 06/30/2025
94
XMTR

Xometry, Inc.

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7.70 K
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Q2 2025 08/13/2025 06/30/2025
95
TEM

Tempus AI, Inc.

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6.76 K
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Q2 2025 08/13/2025 06/30/2025
96
NTES

NetEase, Inc.

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79
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Q2 2025 08/13/2025 06/30/2025
97
ASML

ASML Holding N.V...

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8.15 K
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Q2 2025 08/13/2025 06/30/2025
98
IBP

Installed Buildi...

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11.32 K
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Q2 2025 08/13/2025 06/30/2025
99
BL

BlackLine, Inc.

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50.34 K
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Q2 2025 08/13/2025 06/30/2025
100
BROS

Dutch Bros Inc.

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53.46 K
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Q2 2025 08/13/2025 06/30/2025
Showing 81 to 100 of 1975 results
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Frequently Asked Questions

02

A portfolio manager recognized for his long-term, concentrated investment strategy, focusing on high-quality growth companies with durable competitive advantages.

02

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.

02

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.

02

David M. Polen currently invests in companies such as Palantir Technologies Inc.

02

The largest holding in David M. Polen portfolio is Amazon.com, Inc..

02

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.