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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 aug. 2024

Laatste Update

AUM
$39.86B
Bezit
115
ROI %
22.16%
QoQ%
2.94%
Gem. Houdperiode
3y

SEC-deponeringen

Formulier
Naam
Datum van indienen
Rapportdatum
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
23 aug. 2024
30 jun. 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
12 aug. 2024
30 jun. 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
10 mei 2024
31 mrt. 2024
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
10 mei 2024
31 dec. 2023
40-APP/A
-
08 mrt. 2024
-
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
20 feb. 2024
31 dec. 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 feb. 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 feb. 2024
31 dec. 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 jan. 2024
-
13F-HR
Quarterly report filed by institutional managers, Holdings
13 nov. 2023
30 sep. 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 aug. 2023
30 jun. 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
11 mei 2023
31 mrt. 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
13 feb. 2023
31 dec. 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 feb. 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 feb. 2023
-
13F-HR
Quarterly report filed by institutional managers, Holdings
04 nov. 2022
30 sep. 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
10 aug. 2022
30 jun. 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
12 mei 2022
31 mrt. 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
11 feb. 2022
31 dec. 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 feb. 2022
-
13F-HR
Quarterly report filed by institutional managers, Holdings
10 nov. 2021
30 sep. 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 aug. 2021
30 jun. 2021