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
101
ASND

Ascendis Pharma ...

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2.72 K
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Q2 2025 08/13/2025 06/30/2025
102
ICLR

ICON Public Limi...

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94.64 K
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Q2 2025 08/13/2025 06/30/2025
103
BDC

Belden Inc.

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19.98 K
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Q2 2025 08/13/2025 06/30/2025
104
CNM

Core & Main, Inc...

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90.94 K
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Q2 2025 08/13/2025 06/30/2025
105
INTA

Intapp, Inc.

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5.60 K
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Q2 2025 08/13/2025 06/30/2025
106
CWAN

Clearwater Analy...

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113.11 K
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Q2 2025 08/13/2025 06/30/2025
107
AXON

Axon Enterprise,...

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922
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Q2 2025 08/13/2025 06/30/2025
108
ROAD

Construction Par...

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22.21 K
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Q2 2025 08/13/2025 06/30/2025
109
AYI

Acuity Brands, I...

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1.54 K
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Q2 2025 08/13/2025 06/30/2025
110
ELF

e.l.f. Beauty, I...

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65.46 K
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Q2 2025 08/13/2025 06/30/2025
111
PYPL

PayPal Holdings,...

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715
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Q2 2025 08/13/2025 06/30/2025
112
FSV

FirstService Cor...

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27.40 K
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Q2 2025 08/13/2025 06/30/2025
113
CW

Curtiss-Wright C...

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2.10 K
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Q2 2025 08/13/2025 06/30/2025
114
TWLO

Twilio Inc.

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13.31 K
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Q2 2025 08/13/2025 06/30/2025
115
CVLT

Commvault System...

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13.14 K
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Q2 2025 08/13/2025 06/30/2025
116
PLPC

Preformed Line P...

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5.65 K
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Q2 2025 08/13/2025 06/30/2025
117
SITM

SiTime Corporati...

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2.31 K
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Q2 2025 08/13/2025 06/30/2025
118
OLLI

Ollie's Bargain ...

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1.25 K
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Q2 2025 08/13/2025 06/30/2025
119
DLO

DLocal Limited

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21.67 K
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Q2 2025 08/13/2025 06/30/2025
120
LVS

Las Vegas Sands ...

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126.55 K
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Q2 2025 08/13/2025 06/30/2025
Showing 101 to 120 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.