David M. Polen Overview

David M. Polen

POLEN CAPITAL MANAGEMENT LLC

CIK: 0001034524

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.

$32.59 B

AUM

240

Holdings

1,816

TRADES

1.5 years

Avg. Holding Period

Top Investments

POLEN CAPITAL MANAGEMENT LLC's Investment in the top 10 stocks and others.

AMZN

MSFT

ORCL

SHOP

ABT

LLY

ZTS

ADBE

Others

Sector Breakdown

POLEN CAPITAL MANAGEMENT LLC's Investment in the top 10 stocks and others.

Technology

38.64%

Financial Services

18.07%

Healthcare

17.85%

Consumer Cyclical

15.88%

Communication Services

7.43%

Real Estate

1.72%

Industrials

0.34%

Energy

0.02%

Consumer Defensive

0.02%

Utilities

0.02%

Performance

Stocks

#	Ticker	Shares	Shares Value	% Portfolio	Change	QoQ Change	Quarter	Current Price	Report Date
01	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$229.53	06/30/2025
02	MSFT Microsoft Corpor...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$483.16	06/30/2025
03	ORCL Oracle Corporati...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$217.59	06/30/2025
04	V Visa Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$331.11	06/30/2025
05	SHOP Shopify Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$161.08	06/30/2025
06	MA Mastercard Incor...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$545.31	06/30/2025
07	ABT Abbott Laborator...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$125.02	06/30/2025
08	LLY Eli Lilly and Co...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$1,009.76	06/30/2025
09	ZTS Zoetis Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$118.64	06/30/2025
10	ADBE Adobe Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$346.26	06/30/2025
11	NOW ServiceNow, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$854.24	06/30/2025
12	GOOG Alphabet Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$322.09	06/30/2025
13	NFLX Netflix, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$100.24	06/30/2025
14	MSCI MSCI Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$537.92	06/30/2025
15	AON Aon plc	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$345.16	06/30/2025
16	ABNB Airbnb, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$124.32	06/30/2025
17	TMO Thermo Fisher Sc...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$572.71	06/30/2025
18	SBUX Starbucks Corpor...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$85.12	06/30/2025
19	ACN Accenture plc	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$266.56	06/30/2025
20	WDAY Workday, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$219.96	06/30/2025

Showing 1 to 20 of 227 results

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Frequently Asked Questions

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

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.

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.

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

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

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.

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David M. Polen

Top Investments

Sector Breakdown

Performance

Stocks

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