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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

NFLX

NFLX

Sell

1,719,982
$674.88
2.12M
Q2 2024
12 Aug 2024
13F-HR

NFLX

NFLX

Sell

2,356,049
$486.88
4.08M
Q4 2023
10 May 2024
13F-HR/A

NFLX

NFLX

Sell

241,896
$607.33
3.84M
Q1 2024
10 May 2024
13F-HR

NFLX

NFLX

Sell

170,759
$377.6
6.44M
Q3 2023
13 Nov 2023
13F-HR

NFLX

NFLX

Sell

350,214
$440.49
6.61M
Q2 2023
11 Aug 2023
13F-HR

NFLX

NFLX

Buy

27,777
$345.48
6.96M
Q1 2023
11 May 2023
13F-HR

NFLX

NFLX

Sell

401,980
$294.88
6.93M
Q4 2022
13 Feb 2023
13F-HR

NFLX

NFLX

Buy

2,569,072
$235.44
7.33M
Q3 2022
04 Nov 2022
13F-HR

NFLX

NFLX

Sell

242,171
$174.87
4.76M
Q2 2022
10 Aug 2022
13F-HR

NFLX

NFLX

Buy

2,310,617
$374.59
5.01M
Q1 2022
12 May 2022
13F-HR

NFLX

NFLX

Buy

79,772
$602.44
2.69M
Q4 2021
11 Feb 2022
13F-HR

NFLX

NFLX

Buy

175,827
$610.34
2.62M
Q3 2021
10 Nov 2021
13F-HR

NFLX

NFLX

Buy

92,497
$528.21
2.44M
Q2 2021
12 Aug 2021
13F-HR

NFLX

NFLX

Buy

2,346,817
$521.66
2.35M
Q1 2021
12 May 2021
13F-HR