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David M. Polen

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 ago 2024

Última Actualización

Activos Bajo Gestión
$39.86B
Valores en cartera
115
ROI %
22.16%
QoQ%
2.94%
Periodo Promedio de Tenencia
3y

Presentaciones ante la SEC

Forma
Nombre
Fecha de presentación
Fecha del informe
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
23 ago 2024
30 jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
12 ago 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 dic 2023
40-APP/A
-
08 mar 2024
-
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
20 feb 2024
31 dic 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 dic 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 ene 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 ago 2023
30 jun 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 may 2023
31 mar 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
13 feb 2023
31 dic 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 ago 2022
30 jun 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
12 may 2022
31 mar 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
11 feb 2022
31 dic 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 ago 2021
30 jun 2021