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
161
MEDP

Medpace Holdings...

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19.86 K
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Q2 2025 08/13/2025 06/30/2025
162
ALKT

Alkami Technolog...

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18.92 K
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Q2 2025 08/13/2025 06/30/2025
163
EXLS

ExlService Holdi...

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217.82 K
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Q2 2025 08/13/2025 06/30/2025
164
MOD

Modine Manufactu...

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19.37 K
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Q2 2025 08/13/2025 06/30/2025
165
OPY

Oppenheimer Hold...

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17.98 K
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Q2 2025 08/13/2025 06/30/2025
166
MRX

Marex Group plc ...

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18.52 K
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Q2 2025 08/13/2025 06/30/2025
167
NVO

Novo Nordisk A/S

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823.24 K
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Q2 2025 08/13/2025 06/30/2025
168
MNDY

monday.com Ltd.

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26.31 K
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Q2 2025 08/13/2025 06/30/2025
169
SION

Sionna Therapeut...

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16.98 K
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Q2 2025 08/13/2025 06/30/2025
170
NVDA

NVIDIA Corporati...

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17.04 K
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Q2 2025 08/13/2025 06/30/2025
171
MA

Mastercard Incor...

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219.16 K
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Q2 2025 08/13/2025 06/30/2025
172
CPF

Central Pacific ...

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17.21 K
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Q2 2025 08/13/2025 06/30/2025
173
LTH

Life Time Group ...

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49.14 K
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Q2 2025 08/13/2025 06/30/2025
174
UTI

Universal Techni...

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48.01 K
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Q2 2025 08/13/2025 06/30/2025
175
FTAI

FTAI Aviation Lt...

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14.66 K
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Q2 2025 08/13/2025 06/30/2025
176
CRS

Carpenter Techno...

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9.48 K
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Q2 2025 08/13/2025 06/30/2025
177
TSLA

Tesla, Inc.

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6.72 K
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Q2 2025 08/13/2025 06/30/2025
178
VST

Vistra Corp.

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5.97 K
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Q2 2025 08/13/2025 06/30/2025
179
FSV

FirstService Cor...

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27.40 K
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Q2 2025 08/13/2025 06/30/2025
180
CCCS

CCC Intelligent ...

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503.16 K
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Q2 2025 08/13/2025 06/30/2025
Showing 161 to 180 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.