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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 8月 2024

最終更新

AUM
$39.86B
保有銘柄
115
ROI %
22.16%
QoQ%
2.94%
平均保有期間
3y

米国SECへの提出書面

書式
名前
提出日
報告日
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
23 8月 2024
30 6月 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
12 8月 2024
30 6月 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
10 5月 2024
31 3月 2024
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
10 5月 2024
31 12月 2023
40-APP/A
-
08 3月 2024
-
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
20 2月 2024
31 12月 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 2月 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 2月 2024
31 12月 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 1月 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 11月 2023
30 9月 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 8月 2023
30 6月 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 5月 2023
31 3月 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
13 2月 2023
31 12月 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 2月 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 2月 2023
-
13F-HR
Quarterly report filed by institutional managers, Holdings
04 11月 2022
30 9月 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
10 8月 2022
30 6月 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
12 5月 2022
31 3月 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
11 2月 2022
31 12月 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 2月 2022
-
13F-HR
Quarterly report filed by institutional managers, Holdings
10 11月 2021
30 9月 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 8月 2021
30 6月 2021