Portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with sustainable competitive advantages.
Portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with sustainable competitive advantages.
What are David M. Polen's top stock holdings?
Explore David M. Polen's largest investments on Profit.com, including companies like Eli Lilly and Company, NVIDIA Corporation, and Microsoft Corporation, and their significance in his portfolio.
How often does David M. Polen update their 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.
What companies does David M. Polen invest in?
David M. Polen currently invests in companies such as Eli Lilly and Company, NVIDIA Corporation, and Microsoft Corporation, focusing on sectors like Technology and Financial Services.
What is the largest holding in David M. Polen’s portfolio?
The largest holding in David M. Polen’s portfolio is Eli Lilly and Company, accounting for 6.89% of their total investments.
What is David M. Polen’s most profitable investment?
One of David M. Polen’s most profitable investments is AXT Inc, which has generated a return of 260.26% over the past year.
How much is David M. Polen’s portfolio worth?
As of 10 Oct 2026, David M. Polen’s portfolio is valued at approximately $11.61B, based on the latest filings available on Profit.com.
Can I follow David M. Polen’s investments to build my own portfolio?
Yes, you can use Profit.com to follow David M. Polen’s portfolio and gain insights to build your own investment portfolio.
How can I follow David M. Polen’s portfolio updates?
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.
How can I stay updated on David M. Polen’s trades?
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.
SEC Filings
Form
Name
Filing Date
Report Date
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
11 Aug 2026
30 Jun 2026
13F-HR
Quarterly report filed by institutional managers, Holdings
04 Aug 2026
30 Jun 2026
13F-HR
Quarterly report filed by institutional managers, Holdings
14 May 2026
31 Mar 2026
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Feb 2026
31 Dec 2025
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Nov 2025
30 Sep 2025
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
27 Aug 2025
30 Jun 2025
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Aug 2025
30 Jun 2025
SCHEDULE 13G/A
-
24 Jul 2025
-
SCHEDULE 13G/A
-
22 Jul 2025
-
13F-HR
Quarterly report filed by institutional managers, Holdings
12 May 2025
31 Mar 2025
SCHEDULE 13G/A
-
13 Feb 2025
-
13F-HR
Quarterly report filed by institutional managers, Holdings
10 Feb 2025
31 Dec 2024
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
10 Feb 2025
30 Sep 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Nov 2024
30 Sep 2024
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
06 Nov 2024
-
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
23 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Aug 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
10 May 2024
31 Mar 2024
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
10 May 2024
31 Dec 2023
40-APP/A
-
08 Mar 2024
-
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
20 Feb 2024
31 Dec 2023
SC 13G
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue