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CIK: 0001034524
A portfolio manager recognized for his long-term, concentrated investment strategy, focusing on high-quality growth companies with durable competitive advantages.
| # | Form | Name | Filing Date |
|---|---|---|---|
|
01
|
13F-HR | Institutional Holdings Report | 11/12/2025 |
|
02
|
N-PX | N-PX | 08/27/2025 |
|
03
|
13F-HR | Institutional Holdings Report | 08/13/2025 |
|
04
|
SCHEDULE 13G/A | Amendment to Passive Ownership Report | 07/24/2025 |
|
05
|
SCHEDULE 13G/A | Amendment to Passive Ownership Report | 07/22/2025 |
|
06
|
13F-HR | Institutional Holdings Report | 05/12/2025 |
|
07
|
SCHEDULE 13G/A | Amendment to Passive Ownership Report | 02/13/2025 |
|
08
|
13F-HR | Institutional Holdings Report | 02/10/2025 |
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.
