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 aug. 2024
Laatste Update
AUM
$39.86BBezit
115ROI %
20.87%QoQ%
2.94%Gem. Houdperiode
3y
Sectorallocatie
Technology
Financial Services
Consumer Cyclical
Healthcare
Industrials
Communication Services
Other
Energy
Consumer Defensive
Basic Materials
Real Estate
Handelsactiviteit
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Ticker
Naam
Activiteit
Aandelen
Prijs
Totale Aandelen
Kwartaal
Datum van indienen
Formulier
ADSK
ADSK
Verkopen
4,896,615
$247.45
42.12K
Q2 2024
12 aug. 2024
13F-HR
NFLX
NFLX
Verkopen
1,719,982
$674.88
2.12M
Q2 2024
12 aug. 2024
13F-HR
AMZN
AMZN
Verkopen
4,787,351
$193.25
29.62M
Q2 2024
12 aug. 2024
13F-HR
SHOP
SHOP
$66.05
14.72M
Q2 2024
12 aug. 2024
13F-HR
MSCI
MSCI
$481.75
1.65M
Q2 2024
12 aug. 2024
13F-HR
MSFT
MSFT
Verkopen
679,823
$446.95
8.99M
Q2 2024
12 aug. 2024
13F-HR
ALGN
ALGN
Verkopen
1,196,063
$241.43
20.01K
Q2 2024
12 aug. 2024
13F-HR
GOOG
GOOG
Verkopen
1,395,403
$183.42
16.68M
Q2 2024
12 aug. 2024
13F-HR
NOW
NOW
Verkopen
180,083
$786.67
2.48M
Q2 2024
12 aug. 2024
13F-HR
V
V
Verkopen
394,868
$262.47
8M
Q2 2024
12 aug. 2024
13F-HR
PAYC
PAYC
$143.04
2.24M
Q2 2024
12 aug. 2024
13F-HR
MA
MA
Verkopen
229,587
$441.16
4.24M
Q2 2024
12 aug. 2024
13F-HR
ADBE
ADBE
Verkopen
170,936
$555.54
2.67M
Q2 2024
12 aug. 2024
13F-HR
ACN
ACN
Verkopen
295,405
$303.41
4.33M
Q2 2024
12 aug. 2024
13F-HR
ABT
ABT
Verkopen
835,415
$103.91
15.31M
Q2 2024
12 aug. 2024
13F-HR
TMO
TMO
Verkopen
156,917
$553
3.1M
Q2 2024
12 aug. 2024
13F-HR
ABNB
ABNB
Verkopen
556,288
$151.63
10.17M
Q2 2024
12 aug. 2024
13F-HR
IWF
IWF
$364.51
297.8K
Q2 2024
12 aug. 2024
13F-HR
UNH
UNH
Verkopen
144,729
$509.26
2.25M
Q2 2024
12 aug. 2024
13F-HR
CRM
CRM
Verkopen
240,057
$257.1
6.71M
Q2 2024
12 aug. 2024
13F-HR
WDAY
WDAY
Verkopen
253,205
$223.56
3.43M
Q2 2024
12 aug. 2024
13F-HR
NVO
NVO
Verkopen
320,807
$142.74
7.45M
Q2 2024
12 aug. 2024
13F-HR
