David M. Polen
Polen Capital Management LLC
·
CIK
1034524
Portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with sustainable competitive advantages.
12 Aug 2024
Last Update
AUM
$39.86BHoldings
115ROI %
20.87%QoQ%
2.94%Avg. Holding Period
3y
SEC Filings
Form
Name
Filing Date
Report Date
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
23 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
10 May 2024
31 Mar 2024
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
10 May 2024
31 Dec 2023
40-APP/A
-
08 Mar 2024
-
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
20 Feb 2024
31 Dec 2023
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
13 Feb 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Feb 2024
31 Dec 2023
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
18 Jan 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Nov 2023
30 Sep 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 Aug 2023
30 Jun 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 May 2023
31 Mar 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Feb 2023
31 Dec 2022
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
10 Feb 2023
-
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
10 Feb 2023
-
13F-HR
Quarterly report filed by institutional managers, Holdings
04 Nov 2022
30 Sep 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
10 Aug 2022
30 Jun 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
12 May 2022
31 Mar 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
11 Feb 2022
31 Dec 2021
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
10 Feb 2022
-
13F-HR
Quarterly report filed by institutional managers, Holdings
10 Nov 2021
30 Sep 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Aug 2021
30 Jun 2021
