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
Letztes Update
Verwaltetes Vermögen
$39.86BBestände
115ROI %
22.16%QoQ%
2.94%Durchschnittliche Haltedauer
3y
SEC-Einreichungen
Bilden
Name
Abgabedatum
Berichtsdatum
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
23 Aug. 2024
30 Juni 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Aug. 2024
30 Juni 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
10 Mai 2024
31 März 2024
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
10 Mai 2024
31 Dez. 2023
40-APP/A
-
08 März 2024
-
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
20 Feb. 2024
31 Dez. 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
13 Feb. 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Feb. 2024
31 Dez. 2023
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
18 Jan. 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Nov. 2023
30 Sep. 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 Aug. 2023
30 Juni 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 Mai 2023
31 März 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Feb. 2023
31 Dez. 2022
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
10 Feb. 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
10 Feb. 2023
-
13F-HR
Quarterly report filed by institutional managers, Holdings
04 Nov. 2022
30 Sep. 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
10 Aug. 2022
30 Juni 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Mai 2022
31 März 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
11 Feb. 2022
31 Dez. 2021
SC 13G/A
Form 13G is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue
10 Feb. 2022
-
13F-HR
Quarterly report filed by institutional managers, Holdings
10 Nov. 2021
30 Sep. 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Aug. 2021
30 Juni 2021
