David M. Polen Stock Insights

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.

Trade Activity

#	Ticker	Activity	Shares	Shares Value	Shares Owned	Quarter	Filing Date	Report Date
01	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	08/13/2025	06/30/2025
02	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2025	05/12/2025	03/31/2025
03	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q4 2024	02/10/2025	12/31/2024
04	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2024	02/10/2025	09/30/2024
05	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2024	08/12/2024	06/30/2024
06	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2024	05/10/2024	03/31/2024
07	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q4 2023	05/10/2024	12/31/2023
08	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2023	11/13/2023	09/30/2023
09	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2023	08/11/2023	06/30/2023
10	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2023	05/11/2023	03/31/2023
11	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q4 2022	02/13/2023	12/31/2022
12	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2022	11/04/2022	09/30/2022
13	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2022	08/10/2022	06/30/2022
14	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2022	05/12/2022	03/31/2022
15	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q4 2021	02/11/2022	12/31/2021
16	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q3 2021	11/10/2021	09/30/2021
17	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2021	08/12/2021	06/30/2021
18	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q1 2021	05/12/2021	03/31/2021

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.

Stocks News

David M. Polen

Select from companies owned by David M. Polen

Chart

Ownership

Trade Activity

Frequently Asked Questions

Stocks News

David M. Polen

Select from companies owned by David M. Polen

Chart

Ownership

Trade Activity

Frequently Asked Questions

Select an alert type

Setup alert

Exclusive Content