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
MSFT.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
MSFT
MSFT
Sell
679,823
$446.95
8.99M
Q2 2024
12 Aug 2024
13F-HR
MSFT
MSFT
$376.07
9.96M
Q4 2023
10 May 2024
13F-HR/A
MSFT
MSFT
Sell
290,880
$420.72
9.67M
Q1 2024
10 May 2024
13F-HR
MSFT
MSFT
Sell
272,624
$315.75
7.15M
Q3 2023
13 Nov 2023
13F-HR
MSFT
MSFT
Sell
1,817,269
$340.54
7.42M
Q2 2023
11 Aug 2023
13F-HR
MSFT
MSFT
Sell
252,929
$288.3
9.24M
Q1 2023
11 May 2023
13F-HR
MSFT
MSFT
Sell
106,305
$239.82
9.49M
Q4 2022
13 Feb 2023
13F-HR
MSFT
MSFT
$232.9
9.6M
Q3 2022
04 Nov 2022
13F-HR
MSFT
MSFT
Sell
322,028
$256.83
9.47M
Q2 2022
10 Aug 2022
13F-HR
MSFT
MSFT
Sell
372,139
$308.31
9.79M
Q1 2022
12 May 2022
13F-HR
MSFT
MSFT
$336.32
10.16M
Q4 2021
11 Feb 2022
13F-HR
MSFT
MSFT
Sell
5,995,611
$281.92
10.04M
Q3 2021
10 Nov 2021
13F-HR
MSFT
MSFT
$270.9
16.04M
Q2 2021
12 Aug 2021
13F-HR
MSFT
MSFT
$235.77
15.38M
Q1 2021
12 May 2021
13F-HR
MSFT
MSFT
$222.42
15.16M
Q4 2020
11 Feb 2021
13F-HR
MSFT
MSFT
Sell
2,934,455
$210.33
14.72M
Q3 2020
12 Nov 2020
13F-HR
MSFT
MSFT
$203.51
17.66M
Q2 2020
13 Aug 2020
13F-HR
MSFT
MSFT
$157.71
16.05M
Q1 2020
11 May 2020
13F-HR
MSFT
MSFT
Sell
576,663
$157.7
15.6M
Q4 2019
06 Feb 2020
13F-HR
MSFT
MSFT
$139.03
16.18M
Q3 2019
12 Nov 2019
13F-HR
MSFT
MSFT
$133.96
15.6M
Q2 2019
12 Aug 2019
13F-HR
MSFT
MSFT
$117.94
15.18M
Q1 2019
13 May 2019
13F-HR
