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
$39.86BValores en cartera
115ROI %
22.16%QoQ%
2.94%Periodo Promedio de Tenencia
3y
Selecciona entre las empresas propiedad de David M. Polen
MSFT.US
Propiedad
Actividad de Operaciones
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Descubre las operaciones más recientes realizadas por este Multimillonario.
Ticker
Nombre
Actividad
Comparte
Precio
Acciones Totales
Trimestre
Fecha de presentación
Forma
MSFT
MSFT
Vender
679,823
$446.95
8.99M
Q2 2024
12 ago 2024
13F-HR
MSFT
MSFT
$376.07
9.96M
Q4 2023
10 may 2024
13F-HR/A
MSFT
MSFT
Vender
290,880
$420.72
9.67M
Q1 2024
10 may 2024
13F-HR
MSFT
MSFT
Vender
272,624
$315.75
7.15M
Q3 2023
13 nov 2023
13F-HR
MSFT
MSFT
Vender
1,817,269
$340.54
7.42M
Q2 2023
11 ago 2023
13F-HR
MSFT
MSFT
Vender
252,929
$288.3
9.24M
Q1 2023
11 may 2023
13F-HR
MSFT
MSFT
Vender
106,305
$239.82
9.49M
Q4 2022
13 feb 2023
13F-HR
MSFT
MSFT
$232.9
9.6M
Q3 2022
04 nov 2022
13F-HR
MSFT
MSFT
Vender
322,028
$256.83
9.47M
Q2 2022
10 ago 2022
13F-HR
MSFT
MSFT
Vender
372,139
$308.31
9.79M
Q1 2022
12 may 2022
13F-HR
MSFT
MSFT
$336.32
10.16M
Q4 2021
11 feb 2022
13F-HR
MSFT
MSFT
Vender
5,995,611
$281.92
10.04M
Q3 2021
10 nov 2021
13F-HR
MSFT
MSFT
$270.9
16.04M
Q2 2021
12 ago 2021
13F-HR
MSFT
MSFT
$235.77
15.38M
Q1 2021
12 may 2021
13F-HR
MSFT
MSFT
$222.42
15.16M
Q4 2020
11 feb 2021
13F-HR
MSFT
MSFT
Vender
2,934,455
$210.33
14.72M
Q3 2020
12 nov 2020
13F-HR
MSFT
MSFT
$203.51
17.66M
Q2 2020
13 ago 2020
13F-HR
MSFT
MSFT
$157.71
16.05M
Q1 2020
11 may 2020
13F-HR
MSFT
MSFT
Vender
576,663
$157.7
15.6M
Q4 2019
06 feb 2020
13F-HR
MSFT
MSFT
$139.03
16.18M
Q3 2019
12 nov 2019
13F-HR
MSFT
MSFT
$133.96
15.6M
Q2 2019
12 ago 2019
13F-HR
MSFT
MSFT
$117.94
15.18M
Q1 2019
13 may 2019
13F-HR
