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
Son Güncelleme
Yönetim Altındaki Varlıklar
$39.86BHoldingler
115Getiri %
22.16%Çeyrekten Çeyreğe %
2.94%Ortalama Tutma Süresi
3y
David M. Polen tarafından sahip olunan şirketlerden seçin.
MSFT.US
Sahiplik
İşlem Aktivitesi
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İsim
Aktivite
Paylaşımlar
Fiyat
Toplam Hisseler
Çeyrek
Dosyalama tarihi
Biçim
MSFT
MSFT
Satmak
679,823
$446.95
8.99M
Q2 2024
12 Ağu 2024
13F-HR
MSFT
MSFT
$376.07
9.96M
Q4 2023
10 May 2024
13F-HR/A
MSFT
MSFT
Satmak
290,880
$420.72
9.67M
Q1 2024
10 May 2024
13F-HR
MSFT
MSFT
Satmak
272,624
$315.75
7.15M
Q3 2023
13 Kas 2023
13F-HR
MSFT
MSFT
Satmak
1,817,269
$340.54
7.42M
Q2 2023
11 Ağu 2023
13F-HR
MSFT
MSFT
Satmak
252,929
$288.3
9.24M
Q1 2023
11 May 2023
13F-HR
MSFT
MSFT
Satmak
106,305
$239.82
9.49M
Q4 2022
13 Şub 2023
13F-HR
MSFT
MSFT
$232.9
9.6M
Q3 2022
04 Kas 2022
13F-HR
MSFT
MSFT
Satmak
322,028
$256.83
9.47M
Q2 2022
10 Ağu 2022
13F-HR
MSFT
MSFT
Satmak
372,139
$308.31
9.79M
Q1 2022
12 May 2022
13F-HR
MSFT
MSFT
$336.32
10.16M
Q4 2021
11 Şub 2022
13F-HR
MSFT
MSFT
Satmak
5,995,611
$281.92
10.04M
Q3 2021
10 Kas 2021
13F-HR
MSFT
MSFT
$270.9
16.04M
Q2 2021
12 Ağu 2021
13F-HR
MSFT
MSFT
$235.77
15.38M
Q1 2021
12 May 2021
13F-HR
MSFT
MSFT
$222.42
15.16M
Q4 2020
11 Şub 2021
13F-HR
MSFT
MSFT
Satmak
2,934,455
$210.33
14.72M
Q3 2020
12 Kas 2020
13F-HR
MSFT
MSFT
$203.51
17.66M
Q2 2020
13 Ağu 2020
13F-HR
MSFT
MSFT
$157.71
16.05M
Q1 2020
11 May 2020
13F-HR
MSFT
MSFT
Satmak
576,663
$157.7
15.6M
Q4 2019
06 Şub 2020
13F-HR
MSFT
MSFT
$139.03
16.18M
Q3 2019
12 Kas 2019
13F-HR
MSFT
MSFT
$133.96
15.6M
Q2 2019
12 Ağu 2019
13F-HR
MSFT
MSFT
$117.94
15.18M
Q1 2019
13 May 2019
13F-HR
