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David M. Polen

Polen Capital Management LLC

CIK

1034524

Portfolio manager conocido por su enfoque de inversión concentrado a largo plazo y su enfoque en empresas de crecimiento de alta calidad con ventajas competitivas sostenibles.

18 ene 2025

Última Actualización

Activos Bajo Gestión

$38.74B

Valores en cartera

127

ROI %

15.62%

QoQ%

2.47%

Periodo Promedio de Tenencia

David M. Polen

Resumen

Perspectivas de Acciones

Actividad

Limaduras

Resumen Perspectivas de Acciones Actividad Limaduras

Desglose por Sector

Principales Inversiones

Actividad Reciente

Obtén acceso completo con Profit PRO

Descubre las operaciones más recientes realizadas por este milmillonario

Vendido

6.7M

acciones de

CRM

por

$273.71

Compró

6.7M

acciones de

AAPL

por

$233.00

Compró

8.8M

acciones de

ORCL

por

$170.40

Vendido

acciones de

MSFT

por

$430.30

Vendido

acciones de

NKE

por

$88.40

Vendido

3.9M

acciones de

AMZN

por

$186.33

Desempeño

Valores en cartera

S&P 500

Acciones

127

Opciones

AMZN

Amazon.com Inc

25.74M

$4.8B

12.38%

-3.88M

-13.09%

$138.44(34.59%)

$186.33

18 Jan 2025

MSFT

Microsoft Corporation

7.01M

$3.02B

7.79%

-1.97M

-21.96%

$190.91(125.39%)

$430.3

18 Jan 2025

GOOG

Alphabet Inc Class C

12.82M

$2.14B

5.53%

-3.86M

-23.15%

$49.77(235.93%)

$167.19

18 Jan 2025

Visa Inc. Class A

7.26M

$2B

5.15%

-739.88K

-9.25%

$151.11(81.95%)

$274.95

18 Jan 2025

NOW

ServiceNow Inc

2.22M

$1.99B

5.13%

-259.05K

-10.43%

$345.51(158.86%)

$894.39

18 Jan 2025

Mastercard Inc

3.83M

$1.89B

4.89%

-406.64K

-9.59%

$247.8(99.27%)

$493.8

18 Jan 2025

TMO

Thermo Fisher Scientific Inc

2.81M

$1.74B

4.48%

-295.22K

-9.52%

$562.71(9.93%)

$618.57

18 Jan 2025

ADBE

Adobe Systems Incorporated

3.31M

$1.71B

4.43%

646.44K

24.26%

$305.02(69.75%)

$517.78

18 Jan 2025

ABT

Abbott Laboratories

13.94M

$1.59B

4.10%

-1.37M

-8.94%

$93.47(21.97%)

$114.01

18 Jan 2025

AAPL

Apple Inc

6.74M

$1.57B

4.05%

6.69M

14917.26%

$231.59(0.61%)

$233

18 Jan 2025

SHOP

Shopify Inc

18.97M

$1.52B

3.92%

4.25M

28.84%

$69.41(15.46%)

$80.14

18 Jan 2025

ORCL

Oracle Corporation

8.77M

$1.49B

3.86%

8.76M

207868.86%

$170.34(0.04%)

$170.4

18 Jan 2025

ACN

Accenture plc

3.9M

$1.38B

3.56%

-431.44K

-9.96%

$140.69(151.25%)

$353.48

18 Jan 2025

NFLX

Netflix Inc

1.91M

$1.35B

3.49%

-211.46K

-9.98%

$380.08(86.61%)

$709.27

18 Jan 2025

MSCI

MSCI Inc

2.23M

$1.3B

3.35%

577.84K

35.01%

$493.69(18.08%)

$582.93

18 Jan 2025

ZTS

Zoetis Inc

6.37M

$1.24B

3.21%

-679.4K

-9.64%

$120.07(62.72%)

$195.38

18 Jan 2025

WDAY

Workday Inc

4.8M

$1.17B

3.03%

1.37M

40.06%

$231.03(5.79%)

$244.41

18 Jan 2025

UNH

UnitedHealth Group Incorporated

$1.17B

3.01%

-252.63K

-11.23%

$322.52(81.28%)

$584.68

18 Jan 2025

ABNB

Airbnb Inc

9.18M

$1.16B

3.01%

-990.88K

-9.74%

$168.32(-24.66%)

$126.81

18 Jan 2025

NVO

Novo Nordisk A/S

6.85M

$816.18M

2.11%

-593.31K

-7.97%

$89.08(33.67%)

$119.07

18 Jan 2025

Gartner Inc

1.47M

$744.63M

1.92%

-181.4K

-10.99%

$107.25(372.50%)

$506.76

18 Jan 2025

PAYC

Paycom Soft

3.51M

$584.81M

1.51%

1.27M

57.01%

$176.45(-5.60%)

$166.57

18 Jan 2025

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Aplicación móvil de beneficios

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2025

Acciones

127

Opciones

AMZN

Amazon.com Inc

25.74M

$4.8B

12.38%

-3.88M

-13.09%

$138.44(34.59%)

$186.33

18 Jan 2025

MSFT

Microsoft Corporation

7.01M

$3.02B

7.79%

-1.97M

-21.96%

$190.91(125.39%)

$430.3

18 Jan 2025

GOOG

Alphabet Inc Class C

12.82M

$2.14B

5.53%

-3.86M

-23.15%

$49.77(235.93%)

$167.19

18 Jan 2025

Visa Inc. Class A

7.26M

$2B

5.15%

-739.88K

-9.25%

$151.11(81.95%)

$274.95

18 Jan 2025

NOW

ServiceNow Inc

2.22M

$1.99B

5.13%

-259.05K

-10.43%

$345.51(158.86%)

$894.39

18 Jan 2025

Mastercard Inc

3.83M

$1.89B

4.89%

-406.64K

-9.59%

$247.8(99.27%)

$493.8

18 Jan 2025

TMO

Thermo Fisher Scientific Inc

2.81M

$1.74B

4.48%

-295.22K

-9.52%

$562.71(9.93%)

$618.57

18 Jan 2025

ADBE

Adobe Systems Incorporated

3.31M

$1.71B

4.43%

646.44K

24.26%

$305.02(69.75%)

$517.78

18 Jan 2025

ABT

Abbott Laboratories

13.94M

$1.59B

4.10%

-1.37M

-8.94%

$93.47(21.97%)

$114.01

18 Jan 2025

AAPL

Apple Inc

6.74M

$1.57B

4.05%

6.69M

14917.26%

$231.59(0.61%)

$233

18 Jan 2025

SHOP

Shopify Inc

18.97M

$1.52B

3.92%

4.25M

28.84%

$69.41(15.46%)

$80.14

18 Jan 2025

ORCL

Oracle Corporation

8.77M

$1.49B

3.86%

8.76M

207868.86%

$170.34(0.04%)

$170.4

18 Jan 2025

ACN

Accenture plc

3.9M

$1.38B

3.56%

-431.44K

-9.96%

$140.69(151.25%)

$353.48

18 Jan 2025

NFLX

Netflix Inc

1.91M

$1.35B

3.49%

-211.46K

-9.98%

$380.08(86.61%)

$709.27

18 Jan 2025

MSCI

MSCI Inc

2.23M

$1.3B

3.35%

577.84K

35.01%

$493.69(18.08%)

$582.93

18 Jan 2025

ZTS

Zoetis Inc

6.37M

$1.24B

3.21%

-679.4K

-9.64%

$120.07(62.72%)

$195.38

18 Jan 2025

WDAY

Workday Inc

4.8M

$1.17B

3.03%

1.37M

40.06%

$231.03(5.79%)

$244.41

18 Jan 2025

UNH

UnitedHealth Group Incorporated

$1.17B

3.01%

-252.63K

-11.23%

$322.52(81.28%)

$584.68

18 Jan 2025

ABNB

Airbnb Inc

9.18M

$1.16B

3.01%

-990.88K

-9.74%

$168.32(-24.66%)

$126.81

18 Jan 2025

NVO

Novo Nordisk A/S

6.85M

$816.18M

2.11%

-593.31K

-7.97%

$89.08(33.67%)

$119.07

18 Jan 2025

Gartner Inc

1.47M

$744.63M

1.92%

-181.4K

-10.99%

$107.25(372.50%)

$506.76

18 Jan 2025

PAYC

Paycom Soft

3.51M

$584.81M

1.51%

1.27M

57.01%

$176.45(-5.60%)

$166.57

18 Jan 2025

Obtén acceso completo con Profit PRO

Descubre las operaciones más recientes realizadas por este milmillonario

Vendido

6.7M

acciones de

CRM

por

$273.71

Compró

6.7M

acciones de

AAPL

por

$233.00

Compró

8.8M

acciones de

ORCL

por

$170.40

Vendido

acciones de

MSFT

por

$430.30

Vendido

acciones de

NKE

por

$88.40

Vendido

3.9M

acciones de

AMZN

por

$186.33