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
Select from companies owned by David M. Polen
MSCI.US
Ownership
Trade Activity
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Discover the most recent trades made by this Billionaire.
Ticker
Name
Activity
Shares
Price
Total Shares
Quarter
Filing Date
Form
MSCI
MSCI
$481.75
1.65M
Q2 2024
12 Aug 2024
13F-HR
MSCI
MSCI
Sell
3,939
$566.16
135.31K
Q4 2023
10 May 2024
13F-HR/A
MSCI
MSCI
$560.45
136.06K
Q1 2024
10 May 2024
13F-HR
MSCI
MSCI
Sell
717,211
$513.08
139.25K
Q3 2023
13 Nov 2023
13F-HR
MSCI
MSCI
Sell
559,577
$502.88
856.46K
Q1 2022
12 May 2022
13F-HR
MSCI
MSCI
$612.69
1.42M
Q4 2021
11 Feb 2022
13F-HR
MSCI
MSCI
$608.34
1.38M
Q3 2021
10 Nov 2021
13F-HR
MSCI
MSCI
$533.08
1.37M
Q2 2021
12 Aug 2021
13F-HR
MSCI
MSCI
Sell
454,070
$419.28
1.37M
Q1 2021
12 May 2021
13F-HR
MSCI
MSCI
$446.53
1.82M
Q4 2020
11 Feb 2021
13F-HR
MSCI
MSCI
Sell
587,140
$356.78
1.8M
Q3 2020
12 Nov 2020
13F-HR
MSCI
MSCI
$333.82
2.39M
Q2 2020
13 Aug 2020
13F-HR
MSCI
MSCI
$288.96
2.17M
Q1 2020
11 May 2020
13F-HR
MSCI
MSCI
$258.18
2.11M
Q4 2019
06 Feb 2020
13F-HR
MSCI
MSCI
$217.75
2.07M
Q3 2019
12 Nov 2019
13F-HR
