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David M. Polen

Polen Capital Management LLC

CIK

1034524

Portefeuillemanager bekend om zijn lange termijn, geconcentreerde beleggingsaanpak en zijn focus op hoogwaardige groeibedrijven met duurzame concurrentievoordelen.

18 jan. 2025

Laatste Update

AUM

$38.74B

Bezit

127

ROI %

15.62%

QoQ%

2.47%

Gem. Houdperiode

David M. Polen

Overzicht

Aandeleninzichten

Activiteit

Indieningen

Overzicht Aandeleninzichten Activiteit Indieningen

Sectorverdeling

Top Investeringen

Recente Activiteit

Krijg volledige toegang met Profit PRO

Ontdek de meest recente transacties van deze miljardair

Verkocht

6.7M

aandelen van

CRM

voor

$273.71

Gekocht

6.7M

aandelen van

AAPL

voor

$233.00

Gekocht

8.8M

aandelen van

ORCL

voor

$170.40

Verkocht

aandelen van

MSFT

voor

$430.30

Verkocht

aandelen van

NKE

voor

$88.40

Verkocht

3.9M

aandelen van

AMZN

voor

$186.33

Prestatie

Bezit

S&P 500

Aandelen

127

Opties

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

Waar wacht je op?Begin vandaag met winst maken

Gereedschap

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Meer

Bronnen

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2025

Aandelen

127

Opties

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

Krijg volledige toegang met Profit PRO

Ontdek de meest recente transacties van deze miljardair

Verkocht

6.7M

aandelen van

CRM

voor

$273.71

Gekocht

6.7M

aandelen van

AAPL

voor

$233.00

Gekocht

8.8M

aandelen van

ORCL

voor

$170.40

Verkocht

aandelen van

MSFT

voor

$430.30

Verkocht

aandelen van

NKE

voor

$88.40

Verkocht

3.9M

aandelen van

AMZN

voor

$186.33