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
141
RGEN

Repligen Corpora...

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28.99 K
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Q2 2025 08/13/2025 06/30/2025
142
OPY

Oppenheimer Hold...

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17.98 K
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Q2 2025 08/13/2025 06/30/2025
143
MDT

Medtronic plc

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394.60 K
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Q2 2025 08/13/2025 06/30/2025
144
ALKT

Alkami Technolog...

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18.92 K
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Q2 2025 08/13/2025 06/30/2025
145
AMZN

Amazon.com, Inc.

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3.83 M
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Q2 2025 08/13/2025 06/30/2025
146
SPOT

Spotify Technolo...

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9.30 K
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Q2 2025 08/13/2025 06/30/2025
147
ZTS

Zoetis Inc.

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375.82 K
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Q2 2025 08/13/2025 06/30/2025
148
CPF

Central Pacific ...

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17.21 K
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Q2 2025 08/13/2025 06/30/2025
149
WDAY

Workday, Inc.

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372.58 K
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Q2 2025 08/13/2025 06/30/2025
150
CAKE

The Cheesecake F...

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15.90 K
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Q2 2025 08/13/2025 06/30/2025
151
GOOG

Alphabet Inc.

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872.16 K
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Q2 2025 08/13/2025 06/30/2025
152
EVER

EverQuote, Inc.

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28.81 K
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Q2 2025 08/13/2025 06/30/2025
153
ADMA

ADMA Biologics, ...

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30.41 K
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Q2 2025 08/13/2025 06/30/2025
154
BBSI

Barrett Business...

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30.14 K
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Q2 2025 08/13/2025 06/30/2025
155
ASTE

Astec Industries...

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10.96 K
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Q2 2025 08/13/2025 06/30/2025
156
PLNT

Planet Fitness, ...

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5.84 K
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Q2 2025 08/13/2025 06/30/2025
157
CEG

Constellation En...

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4.01 K
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Q2 2025 08/13/2025 06/30/2025
158
ASND

Ascendis Pharma ...

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2.72 K
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Q2 2025 08/13/2025 06/30/2025
159
BDC

Belden Inc.

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19.98 K
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Q2 2025 08/13/2025 06/30/2025
160
CCCS

CCC Intelligent ...

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503.16 K
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Q2 2025 08/13/2025 06/30/2025
Showing 141 to 160 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.