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David M. Polen

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
$39.86B
Holdings
115
ROI %
20.87%
QoQ%
2.94%
Avg. Holding Period
3y

Select from companies owned by David M. Polen

Chart

Ownership

Trade Activity

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Ticker
Name
Activity
Shares
Price
Total Shares
Quarter
Filing Date
Form

ADSK

ADSK

Sell

4,896,615
$247.45
42.12K
Q2 2024
12 Aug 2024
13F-HR

ADSK

ADSK

Sell

227,667
$243.49
5.12M
Q4 2023
10 May 2024
13F-HR/A

ADSK

ADSK

Sell

183,377
$260.42
4.94M
Q1 2024
10 May 2024
13F-HR

ADSK

ADSK

Sell

130,735
$206.91
5.35M
Q3 2023
13 Nov 2023
13F-HR

ADSK

ADSK

Sell

2,386,575
$204.61
5.48M
Q2 2023
11 Aug 2023
13F-HR

ADSK

ADSK

Sell

40,399
$208.16
7.87M
Q1 2023
11 May 2023
13F-HR

ADSK

ADSK

Sell

517,423
$186.87
7.91M
Q4 2022
13 Feb 2023
13F-HR

ADSK

ADSK

Buy

3,518
$186.8
8.42M
Q3 2022
04 Nov 2022
13F-HR

ADSK

ADSK

Sell

228,722
$171.96
8.42M
Q2 2022
10 Aug 2022
13F-HR

ADSK

ADSK

Buy

1,365,221
$214.35
8.65M
Q1 2022
12 May 2022
13F-HR

ADSK

ADSK

Buy

387,529
$281.19
7.28M
Q4 2021
11 Feb 2022
13F-HR

ADSK

ADSK

Buy

875,015
$285.17
6.9M
Q3 2021
10 Nov 2021
13F-HR

ADSK

ADSK

Buy

305,021
$291.9
6.02M
Q2 2021
12 Aug 2021
13F-HR

ADSK

ADSK

Sell

684,721
$277.15
5.72M
Q1 2021
12 May 2021
13F-HR

ADSK

ADSK

Buy

86,809
$305.34
6.4M
Q4 2020
11 Feb 2021
13F-HR

ADSK

ADSK

Buy

268,645
$231.01
6.32M
Q3 2020
12 Nov 2020
13F-HR

ADSK

ADSK

Buy

2,320,782
$239.19
6.05M
Q2 2020
13 Aug 2020
13F-HR

ADSK

ADSK

Buy

3,725,811
$156.1
3.73M
Q1 2020
11 May 2020
13F-HR