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

David M. Polen

Resumen

Perspectivas de Acciones

Actividad

Limaduras

Resumen Perspectivas de Acciones Actividad Limaduras

Selecciona entre las empresas propiedad de David M. Polen

ADSK.US

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Propiedad

Actividad de Operaciones

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Descubre las operaciones más recientes realizadas por este Multimillonario.

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ADSK

Vender

4,896,615

$247.45

42.12K

Q2 2024

12 ago 2024

13F-HR

ADSK

Vender

227,667

$243.49

5.12M

Q4 2023

10 may 2024

13F-HR/A

ADSK

Vender

183,377

$260.42

4.94M

Q1 2024

10 may 2024

13F-HR

ADSK

Vender

130,735

$206.91

5.35M

Q3 2023

13 nov 2023

13F-HR

ADSK

Vender

2,386,575

$204.61

5.48M

Q2 2023

11 ago 2023

13F-HR

ADSK

Vender

40,399

$208.16

7.87M

Q1 2023

11 may 2023

13F-HR

ADSK

Vender

517,423

$186.87

7.91M

Q4 2022

13 feb 2023

13F-HR

ADSK

Comprar

3,518

$186.8

8.42M

Q3 2022

04 nov 2022

13F-HR

ADSK

Vender

228,722

$171.96

8.42M

Q2 2022

10 ago 2022

13F-HR

ADSK

Comprar

1,365,221

$214.35

8.65M

Q1 2022

12 may 2022

13F-HR

ADSK

Comprar

387,529

$281.19

7.28M

Q4 2021

11 feb 2022

13F-HR

ADSK

Comprar

875,015

$285.17

6.9M

Q3 2021

10 nov 2021

13F-HR

ADSK

Comprar

305,021

$291.9

6.02M

Q2 2021

12 ago 2021

13F-HR

ADSK

Vender

684,721

$277.15

5.72M

Q1 2021

12 may 2021

13F-HR

ADSK

Comprar

86,809

$305.34

6.4M

Q4 2020

11 feb 2021

13F-HR

ADSK

Comprar

268,645

$231.01

6.32M

Q3 2020

12 nov 2020

13F-HR

ADSK

Comprar

2,320,782

$239.19

6.05M

Q2 2020

13 ago 2020

13F-HR

ADSK

Comprar

3,725,811

$156.1

3.73M

Q1 2020

11 may 2020

13F-HR