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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.

13 Nov 2024

Last Update

AUM
$38.74B
Holdings
127
ROI %
23.55%
QoQ%
7.92%
Avg. Holding Period
3y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500