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
121
HLI

Houlihan Lokey, ...

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29.74 K
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Q2 2025 08/13/2025 06/30/2025
122
NVDA

NVIDIA Corporati...

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17.04 K
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Q2 2025 08/13/2025 06/30/2025
123
SITE

SiteOne Landscap...

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19.52 K
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Q2 2025 08/13/2025 06/30/2025
124
CPF

Central Pacific ...

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17.21 K
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Q2 2025 08/13/2025 06/30/2025
125
NU

Nu Holdings Ltd.

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482.98 K
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Q2 2025 08/13/2025 06/30/2025
126
PYPL

PayPal Holdings,...

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715
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Q2 2025 08/13/2025 06/30/2025
127
WSC

WillScot Holding...

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82.74 K
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Q2 2025 08/13/2025 06/30/2025
128
W

Wayfair Inc.

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17.29 K
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Q2 2025 08/13/2025 06/30/2025
129
TGTX

TG Therapeutics,...

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14.77 K
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Q2 2025 08/13/2025 06/30/2025
130
MIRM

Mirum Pharmaceut...

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15.51 K
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Q2 2025 08/13/2025 06/30/2025
131
BDC

Belden Inc.

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19.98 K
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Q2 2025 08/13/2025 06/30/2025
132
LMB

Limbach Holdings...

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15.72 K
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Q2 2025 08/13/2025 06/30/2025
133
GTES

Gates Industrial...

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18.62 K
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Q2 2025 08/13/2025 06/30/2025
134
UBER

Uber Technologie...

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18.53 K
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Q2 2025 08/13/2025 06/30/2025
135
LRN

Stride, Inc.

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9.42 K
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Q2 2025 08/13/2025 06/30/2025
136
INTA

Intapp, Inc.

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5.60 K
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Q2 2025 08/13/2025 06/30/2025
137
NTRA

Natera, Inc.

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3.22 K
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Q2 2025 08/13/2025 06/30/2025
138
AYI

Acuity Brands, I...

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1.54 K
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Q2 2025 08/13/2025 06/30/2025
139
NTES

NetEase, Inc.

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79
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Q2 2025 08/13/2025 06/30/2025
140
CCCS

CCC Intelligent ...

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503.16 K
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Q2 2025 08/13/2025 06/30/2025
Showing 121 to 140 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.