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
121	PRCH Porch Group, 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	$9.36	06/30/2025
122	AXSM Axsome Therapeut...	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	$149.22	06/30/2025
123	CW Curtiss-Wright C...	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	$544.58	06/30/2025
124	NKE NIKE, 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	$65.86	06/30/2025
125	ROAD Construction Par...	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	$103.04	06/30/2025
126	SITM SiTime 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	$352.05	06/30/2025
127	KRUS Kura Sushi USA, ...	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	$53.94	06/30/2025
128	BBSI Barrett Business...	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	$34.53	06/30/2025
129	RBBN Ribbon Communica...	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	$2.89	06/30/2025
130	BBIO BridgeBio Pharma...	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	$73.64	06/30/2025
131	PHR Phreesia, 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	$20.30	06/30/2025
132	ADMA ADMA Biologics, ...	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	$19.85	06/30/2025
133	AXON Axon Enterprise,...	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	$550.95	06/30/2025
134	YPF	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	$35.79	06/30/2025
135	GH Guardant Health,...	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	$102.02	06/30/2025
136	EVER EverQuote, 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	$27.80	06/30/2025
137	FVRR Fiverr Internati...	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	$21.53	06/30/2025
138	PLPC Preformed Line P...	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	$217.27	06/30/2025
139	LQDT Liquidity Servic...	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	$30.03	06/30/2025
140	HLNE Hamilton Lane 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	$125.20	06/30/2025

Showing 121 to 140 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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