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
181	SWIM Latham Group, In...	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	$7.08	06/30/2025
182	MRX Marex Group 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	$37.47	06/30/2025
183	STRL Sterling Infrast...	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	$325.10	06/30/2025
184	WAL Western Alliance...	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	$85.41	06/30/2025
185	TIGO Millicom Interna...	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	$50.20	06/30/2025
186	GRAL GRAIL, 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	$100.98	06/30/2025
187	NSIT Insight Enterpri...	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	$86.06	06/30/2025
188	MEDP Medpace Holdings...	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	$548.12	06/30/2025
189	HNST The Honest Compa...	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	$2.71	06/30/2025
190	SHAK Shake Shack 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	$78.00	06/30/2025
191	DOCS Doximity, 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	$45.86	06/30/2025
192	BFLY Butterfly Networ...	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	$3.06	06/30/2025
193	MIR Mirion Technolog...	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	$25.01	06/30/2025
194	VIST Vista Energy, S....	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	$50.91	06/30/2025
195	KAR OPENLANE, 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	$26.15	06/30/2025
196	ALSN Allison Transmis...	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	$92.57	06/30/2025
197	NTNX Nutanix, 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	$47.32	06/30/2025
198	NGVC Natural Grocers ...	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	$25.11	06/30/2025
199	LVS Las Vegas Sands ...	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	$66.23	06/30/2025
200	NYAX Nayax Ltd.	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	$47.18	06/30/2025

Showing 181 to 200 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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