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
161	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
162	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
163	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
164	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
165	SKYW SkyWest, 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	$103.40	06/30/2025
166	FSV FirstService Cor...	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	$154.92	06/30/2025
167	ELF e.l.f. Beauty, I...	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	$81.43	06/30/2025
168	FN Fabrinet	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	$478.39	06/30/2025
169	TDUP ThredUp 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	$8.72	06/30/2025
170	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
171	CAAP	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	$25.66	06/30/2025
172	CPF Central Pacific ...	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	$30.53	06/30/2025
173	SUPV Grupo Superviell...	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	$11.02	06/30/2025
174	MRUS Merus N.V.	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	$96.14	06/30/2025
175	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
176	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
177	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
178	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
179	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
180	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

Showing 161 to 180 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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