David M. Polen
Polen Capital Management
Polen Capital Management Tesla Inc stake
total: 588
Polen Capital Management TSLA trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 8,974 Tesla Inc (TSLA) shares with a market value of roughly $3.77M accounting for 0.03% of the overall portfolio. To date, the estimated cost basis is nearly $357.15 for "buy" trades and estimated average "sell" price is $398.48. Polen Capital Management first purchased TSLA in 2025 Q2, initially acquiring 6,722 shares. Since the initial investment in Tesla Inc (TSLA), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Tesla Inc (TSLA)?
Polen Capital Management first invested in Tesla Inc (TSLA) in 2025 Q2 at the reported quarter-end price of $317.66 per share.
What's the cost basis of Polen Capital Management's TSLA stake?
The estimated cost basis for Tesla Inc (TSLA) stake is around $357.15 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $357.15
- Weighted AVG sell price:
- $398.48
Polen Capital Management's historical trades in Tesla Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.03%
|
8,974
|
$420.60
|
$3,774,464
|
+21.80% (+1,606)
|
+0.01%
|
|
2026 Q1
|
0.02%
|
7,368
|
$371.75
|
$2,739,054
|
-9.83% (-803)
|
-0%
|
|
2025 Q4
|
0.02%
|
8,171
|
$449.72
|
$3,674,662
|
-4.88% (-419)
|
-0%
|
|
2025 Q3
|
0.01%
|
8,590
|
$444.72
|
$3,820,145
|
+27.79% (+1,868)
|
+0%
|
|
2025 Q2
|
0.01%
|
6,722
|
$317.66
|
$2,135,311
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.