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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 %

23.06%

QoQ%

7.15%

Avg. Holding Period

David M. Polen

Overview

Stock Insights

Activity

Filings

Overview Stock Insights Activity Filings

Sector Breakdown

Top Investments

Recent Activity

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Sold

6.7M

shares of

CRM

for

$273.71

Bought

6.7M

shares of

AAPL

for

$233.00

Bought

8.8M

shares of

ORCL

for

$170.40

Sold

shares of

MSFT

for

$430.30

Sold

shares of

NKE

for

$88.40

Sold

3.9M

shares of

AMZN

for

$186.33

Performance

Holdings

S&P 500

Stocks

127

Options

AMZN

Amazon.com Inc

25.74M

$4.8B

12.38%

-3.88M

-13.09%

$138.44(34.59%)

$186.33

30 Sep 2024

MSFT

Microsoft Corporation

7.01M

$3.02B

7.79%

-1.97M

-21.96%

$190.91(125.39%)

$430.3

30 Sep 2024

GOOG

Alphabet Inc Class C

12.82M

$2.14B

5.53%

-3.86M

-23.15%

$49.77(235.93%)

$167.19

30 Sep 2024

Visa Inc. Class A

7.26M

$2B

5.15%

-739.88K

-9.25%

$151.11(81.95%)

$274.95

30 Sep 2024

NOW

ServiceNow Inc

2.22M

$1.99B

5.13%

-259.05K

-10.43%

$345.51(158.86%)

$894.39

30 Sep 2024

Mastercard Inc

3.83M

$1.89B

4.89%

-406.64K

-9.59%

$247.8(99.27%)

$493.8

30 Sep 2024

TMO

Thermo Fisher Scientific Inc

2.81M

$1.74B

4.48%

-295.22K

-9.52%

$562.71(9.93%)

$618.57

30 Sep 2024

ADBE

Adobe Systems Incorporated

3.31M

$1.71B

4.43%

646.44K

24.26%

$305.02(69.75%)

$517.78

30 Sep 2024

ABT

Abbott Laboratories

13.94M

$1.59B

4.10%

-1.37M

-8.94%

$93.47(21.97%)

$114.01

30 Sep 2024

AAPL

Apple Inc

6.74M

$1.57B

4.05%

6.69M

14917.26%

$231.59(0.61%)

$233

30 Sep 2024

SHOP

Shopify Inc

18.97M

$1.52B

3.92%

4.25M

28.84%

$69.41(15.46%)

$80.14

30 Sep 2024

ORCL

Oracle Corporation

8.77M

$1.49B

3.86%

8.76M

207868.86%

$170.34(0.04%)

$170.4

30 Sep 2024

ACN

Accenture plc

3.9M

$1.38B

3.56%

-431.44K

-9.96%

$140.69(151.25%)

$353.48

30 Sep 2024

NFLX

Netflix Inc

1.91M

$1.35B

3.49%

-211.46K

-9.98%

$380.08(86.61%)

$709.27

30 Sep 2024

MSCI

MSCI Inc

2.23M

$1.3B

3.35%

577.84K

35.01%

$493.69(18.08%)

$582.93

30 Sep 2024

ZTS

Zoetis Inc

6.37M

$1.24B

3.21%

-679.4K

-9.64%

$120.07(62.72%)

$195.38

30 Sep 2024

WDAY

Workday Inc

4.8M

$1.17B

3.03%

1.37M

40.06%

$231.03(5.79%)

$244.41

30 Sep 2024

UNH

UnitedHealth Group Incorporated

$1.17B

3.01%

-252.63K

-11.23%

$322.52(81.28%)

$584.68

30 Sep 2024

ABNB

Airbnb Inc

9.18M

$1.16B

3.01%

-990.88K

-9.74%

$168.32(-24.66%)

$126.81

30 Sep 2024

NVO

Novo Nordisk A/S

6.85M

$816.18M

2.11%

-593.31K

-7.97%

$89.08(33.67%)

$119.07

30 Sep 2024

Gartner Inc

1.47M

$744.63M

1.92%

-181.4K

-10.99%

$107.25(372.50%)

$506.76

30 Sep 2024

PAYC

Paycom Soft

3.51M

$584.81M

1.51%

1.27M

57.01%

$176.45(-5.60%)

$166.57

30 Sep 2024

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2024

Stocks

127

Options

AMZN

Amazon.com Inc

25.74M

$4.8B

12.38%

-3.88M

-13.09%

$138.44(34.59%)

$186.33

30 Sep 2024

MSFT

Microsoft Corporation

7.01M

$3.02B

7.79%

-1.97M

-21.96%

$190.91(125.39%)

$430.3

30 Sep 2024

GOOG

Alphabet Inc Class C

12.82M

$2.14B

5.53%

-3.86M

-23.15%

$49.77(235.93%)

$167.19

30 Sep 2024

Visa Inc. Class A

7.26M

$2B

5.15%

-739.88K

-9.25%

$151.11(81.95%)

$274.95

30 Sep 2024

NOW

ServiceNow Inc

2.22M

$1.99B

5.13%

-259.05K

-10.43%

$345.51(158.86%)

$894.39

30 Sep 2024

Mastercard Inc

3.83M

$1.89B

4.89%

-406.64K

-9.59%

$247.8(99.27%)

$493.8

30 Sep 2024

TMO

Thermo Fisher Scientific Inc

2.81M

$1.74B

4.48%

-295.22K

-9.52%

$562.71(9.93%)

$618.57

30 Sep 2024

ADBE

Adobe Systems Incorporated

3.31M

$1.71B

4.43%

646.44K

24.26%

$305.02(69.75%)

$517.78

30 Sep 2024

ABT

Abbott Laboratories

13.94M

$1.59B

4.10%

-1.37M

-8.94%

$93.47(21.97%)

$114.01

30 Sep 2024

AAPL

Apple Inc

6.74M

$1.57B

4.05%

6.69M

14917.26%

$231.59(0.61%)

$233

30 Sep 2024

SHOP

Shopify Inc

18.97M

$1.52B

3.92%

4.25M

28.84%

$69.41(15.46%)

$80.14

30 Sep 2024

ORCL

Oracle Corporation

8.77M

$1.49B

3.86%

8.76M

207868.86%

$170.34(0.04%)

$170.4

30 Sep 2024

ACN

Accenture plc

3.9M

$1.38B

3.56%

-431.44K

-9.96%

$140.69(151.25%)

$353.48

30 Sep 2024

NFLX

Netflix Inc

1.91M

$1.35B

3.49%

-211.46K

-9.98%

$380.08(86.61%)

$709.27

30 Sep 2024

MSCI

MSCI Inc

2.23M

$1.3B

3.35%

577.84K

35.01%

$493.69(18.08%)

$582.93

30 Sep 2024

ZTS

Zoetis Inc

6.37M

$1.24B

3.21%

-679.4K

-9.64%

$120.07(62.72%)

$195.38

30 Sep 2024

WDAY

Workday Inc

4.8M

$1.17B

3.03%

1.37M

40.06%

$231.03(5.79%)

$244.41

30 Sep 2024

UNH

UnitedHealth Group Incorporated

$1.17B

3.01%

-252.63K

-11.23%

$322.52(81.28%)

$584.68

30 Sep 2024

ABNB

Airbnb Inc

9.18M

$1.16B

3.01%

-990.88K

-9.74%

$168.32(-24.66%)

$126.81

30 Sep 2024

NVO

Novo Nordisk A/S

6.85M

$816.18M

2.11%

-593.31K

-7.97%

$89.08(33.67%)

$119.07

30 Sep 2024

Gartner Inc

1.47M

$744.63M

1.92%

-181.4K

-10.99%

$107.25(372.50%)

$506.76

30 Sep 2024

PAYC

Paycom Soft

3.51M

$584.81M

1.51%

1.27M

57.01%

$176.45(-5.60%)

$166.57

30 Sep 2024

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Discover the most recent trades made by this Billionaire.

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Sold

6.7M

shares of

CRM

for

$273.71

Bought

6.7M

shares of

AAPL

for

$233.00

Bought

8.8M

shares of

ORCL

for

$170.40

Sold

shares of

MSFT

for

$430.30

Sold

shares of

NKE

for

$88.40

Sold

3.9M

shares of

AMZN

for

$186.33