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
41	SE Sea Limited	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	$133.96	06/30/2025
42	NVO Novo Nordisk A/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	$47.85	06/30/2025
43	MMYT MakeMyTrip Limit...	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	$73.69	06/30/2025
44	AGX Argan, 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	$312.60	06/30/2025
45	PDD PDD Holdings 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	$117.62	06/30/2025
46	DLO DLocal Limited	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	$13.29	06/30/2025
47	WGS GeneDx 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	$158.96	06/30/2025
48	POWL Powell Industrie...	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	$342.13	06/30/2025
49	BWXT BWX Technologies...	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	$177.86	06/30/2025
50	VSEC VSE Corporation	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	$169.41	06/30/2025
51	ODD Oddity Tech 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	$45.29	06/30/2025
52	IRS IRSA Inversiones...	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	$15.20	06/30/2025
53	PCTY Paylocity Holdin...	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	$146.52	06/30/2025
54	KARO Karooooo 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	$47.13	06/30/2025
55	KTOS Kratos Defense &...	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	$76.50	06/30/2025
56	LOMA Loma Negra 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	$12.23	06/30/2025
57	MOD Modine Manufactu...	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	$162.90	06/30/2025
58	CVNA Carvana 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	$399.67	06/30/2025
59	SOFI SoFi Technologie...	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	$27.78	06/30/2025
60	EXLS ExlService Holdi...	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	$40.72	06/30/2025

Showing 41 to 60 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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