David M. Polen

Portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with sustainable competitive advantages.

Explore David M. Polen's largest investments on Profit.com, including companies like Microsoft Corporation, Alphabet Inc Class C, and Eli Lilly and Company, and their significance in his portfolio.

David M. Polen’s portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells. Additionally, real-time updates on insider trades are available through Form 4 filings, offering a more timely view of their trading activity.

David M. Polen currently invests in companies such as Microsoft Corporation, Alphabet Inc Class C, and Eli Lilly and Company, focusing on sectors like Technology and Financial Services.

The largest holding in David M. Polen’s portfolio is Microsoft Corporation, accounting for 7.29% of their total investments.

One of David M. Polen’s most profitable investments is AXT Inc, which has generated a return of 429.96% over the past year.

As of 21 May 2026, David M. Polen’s portfolio is valued at approximately $14.46B, based on the latest filings available on Profit.com.

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You can follow David M. Polen’s portfolio updates on Profit.com, which provides notifications on the latest portfolio transactions as soon as they’re available.

Stay up-to-date with David M. Polen’s latest trades by following their portfolio on Profit.com. Enable notifications to receive real-time alerts on their newest buy and sell transactions.