David M. Polen profile

Polen Capital Management Llc (David M. Polen)

Basic Stats

Market Value$35.76B
Top 10 (%)59.66%
Portfolio Size85 (1)
Avg. Holding Period13 years
Turnover5.88%

Industry Breakdown

Services-prepackaged Software26.48%
Services-business Services, Nec17.32%
Retail-catalog & Mail-order Houses11.80%
Services-computer Programming, Data Processing, Etc.8.64%
Pharmaceutical Preparations6.72%
Other5.51%
Services-video Tape Rental4.83%
Hospital & Medical Service Plans4.02%
Services-to Dwellings & Other Buildings3.73%
Laboratory Analytical Instruments2.41%
AMZN(12%)GOOG(8%)V(5%)MA(5%)$35.76B (100%)Market Value
Company
Ticker
Market Value
% Portfolio
Shares
Change
Chg. Shares
Quarter End Price
% Owned
4.21B
11.77%
37.24M
-0.86%
-322.75K
$113.00
0.37%
2.74B
7.66%
28.47M
-0.19%
-55.06K
$96.15
2.24B
6.25%
9.60M
1.39%
131.43K
$232.90
0.13%
1.91B
5.33%
6.93M
1.11%
76.10K
$275.20
1.48%
1.81B
5.05%
10.17M
-18.54%
-2.31M
$177.65
1.80B
5.03%
13.27M
0.60%
78.93K
$135.68
0.49%
1.75B
4.89%
6.15M
-19.51%
-1.49M
$284.34
0.63%
1.73B
4.83%
7.33M
53.93%
2.57M
$235.44
1.63%
1.59B
4.45%
11.06M
12.50%
1.23M
$143.84
1.10%
1.57B
4.40%
8.42M
0.04%
3.52K
$186.80
3.86%
1.52B
4.25%
15.69M
2.06%
316.42K
$96.76
0.89%
1.49B
4.17%
3.95M
26.46%
827.28K
$377.61
1.95%
1.49B
4.17%
5.80M
0.51%
29.65K
$257.30
0.90%
1.44B
4.02%
2.85M
-2.30%
-67.08K
$505.04
0.30%
1.33B
3.73%
12.69M
-0.98%
-126.02K
$105.04
1.86%
1.10B
3.07%
12.74M
-1.76%
-227.81K
$86.07
1.10%
884.38M
2.47%
5.96M
-0.45%
-27.04K
$148.29
1.26%
862.64M
2.41%
4.52M
62.04%
1.73M
$190.79
2.88%
798.03M
2.23%
2.88M
-3.71%
-111.06K
$276.69
3.56%
673.70M
1.88%
8.11M
1.67%
132.84K
$83.12
0.51%
462.36M
1.29%
8.65M
0.39%
33.90K
$53.47
4.31%
411.74M
1.15%
1.99M
3.60%
69.12K
$207.11
2.53%
343.40M
0.96%
3.59M
0.70%
25.06K
$95.65
305.63M
0.85%
1.66M
18.38%
258.25K
$183.78
2.02%
285.17M
0.80%
1.06M
13.94%
130.25K
$267.87
0.50%
124.22M
0.35%
590.42K
-49.27%
-573.48K
$210.40
123.88M
0.35%
547.70K
35.30%
142.88K
$226.19
0.13%
116.90M
0.33%
1.44M
74.93%
616.30K
$81.25
0.12%
80.24M
0.22%
952.24K
23.18%
179.20K
$84.26
0.08%
73.60M
0.21%
911.48K
1.06%
9.58K
$80.75
0.07%
56.10M
0.16%
946.67K
-38.27%
-586.82K
45.30M
0.13%
242.13K
9.92%
21.85K
$187.08
0.58%
34.80M
0.10%
42.04K
0.79%
331.00
$827.78
0.08%
31.83M
0.09%
76.63K
4.22%
3.10K
$415.35
0.02%
25.77M
0.07%
331.14K
85.06%
152.20K
$77.83
23.01M
0.06%
524.95K
4.36%
21.93K
$43.84
0.02%
15.47M
0.04%
111.00K
12.33%
12.18K
$139.39
0.28%
15.24M
0.04%
110.71K
35.16%
28.80K
$137.67
0.20%
14.26M
0.04%
180.34K
8.85%
14.65K
$79.08
0.43%
14.12M
0.04%
524.27K
2.23%
11.42K
$26.94
0.41%
12.51M
0.04%
337.64K
9.10%
28.17K
$37.06
0.34%
12.07M
0.03%
160.10K
9.61%
14.04K
$75.38
0.23%
11.45M
0.03%
91.28K
6.64%
5.68K
$125.42
0.30%
11.31M
0.03%
174.45K
8.89%
14.24K
$64.86
0.32%
11.17M
0.03%
313.37K
34.96%
81.17K
$35.64
1.48%
10.81M
0.03%
498.62K
30.25%
115.79K
$21.69
0.67%
10.05M
0.03%
124.60K
34.23%
31.77K
$80.63
0.21%
8.76M
0.02%
146.22K
10.60%
14.02K
$59.90
0.25%
8.42M
0.02%
141.28K
9.05%
11.73K
$59.61
8.03M
0.02%
281.54K
8.69%
22.51K
$28.52
0.32%