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Dan Polen - Polen Capital Management
626 trades  ·  406 closed  ·  220 open  ·  Win rate: 50%  ·  Avg return: +30.9%  ·  Median return: 0%
4 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.
Showing 301–400 of 630 trades‹ Prev1234567Next ›
Stock Entry
Quarter
Entry
Price
Exit
Quarter
Exit / Current
Price
Return Status Filings
SOFI - SoFi Technologies, Inc.
Q2 2025 $18.21 Open $18.55 +1.87% Open History
SITE - SiteOne Landscape Supply, Inc.
Q2 2022 $118.87 Q2 2025 $120.94 +1.74% Closed History
PRAX - Praxis Precision Medicines, Inc.
Q1 2026 $322.19 Open $327.68 +1.70% Open History
REY - Reynolds & Reynolds Common
Q1 1999 $19.00 Q1 2001 $19.25 +1.32% Closed History
IE - Ivanhoe Electric Inc.
Q2 2025 $9.07 Open $9.17 +1.10% Open History
VST - Vistra Corp.
Q2 2025 $193.81 Q3 2025 $195.92 +1.09% Closed History
TTD - The Trade Desk, Inc.
Q2 2021 $77.37 Q3 2023 $78.15 +1.01% Closed History
IDXX - IDEXX Laboratories, Inc.
Q2 2025 $536.34 Open $540.68 +0.81% Open History
EOSE - Eos Energy Enterprises Inc
Q3 2025 $11.39 Q4 2025 $11.46 +0.61% Closed History
BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Q4 2023 $91.39 Q3 2024 $91.81 +0.46% Closed History
ANNX - Annexon, Inc.
Q1 2026 $5.54 Open $5.55 +0.18% Open History
ADTN - ADTRAN Holdings, Inc.
Q1 2026 $12.58 Open $12.60 +0.16% Open History
FSLR - First Solar, Inc.
Q3 2025 $220.53 Open $220.58 +0.02% Open History
1028411Q - Gillette Co. Common
Q1 1999 $59.44 Q1 1999 $59.44 +0.00% Closed History
ACWI - iShares MSCI ACWI ETF
Q4 2020 $90.75 Q4 2020 $90.75 +0.00% Closed History
ACWX - iShares MSCI ACWI ex U.S. ETF
Q4 2020 $53.05 Q4 2020 $53.05 +0.00% Closed History
ADMA - ADMA Biologics, Inc.
Q2 2025 $18.21 Q2 2025 $18.21 +0.00% Closed History
ALKT - Alkami Technology Inc
Q2 2025 $30.14 Q2 2025 $30.14 +0.00% Closed History
ALNY - Alnylam Pharmaceuticals, Inc.
Q3 2025 $456.00 Q3 2025 $456.00 +0.00% Closed History
ALSN - Allison Transmission Holdings, Inc.
Q2 2025 $94.99 Q2 2025 $94.99 +0.00% Closed History
AORT - Artivion, Inc.
Q4 2025 $45.61 Q4 2025 $45.61 +0.00% Closed History
APPF - AppFolio, Inc.
Q3 2025 $275.66 Q3 2025 $275.66 +0.00% Closed History
APPN - Appian Corp.
Q4 2025 $35.42 Q4 2025 $35.42 +0.00% Closed History
ARMH - Arm Hldgs Plc
Q2 2016 $45.52 Q2 2016 $45.52 +0.00% Closed History
AST - Aspen Technology Inc
Q4 2017 $66.10 Q4 2017 $66.10 +0.00% Closed History
AUR - Aurora Innovation, Inc.
Q3 2025 $5.39 Q3 2025 $5.39 +0.00% Closed History
AXSM - Axsome Therapeutics, Inc.
Q2 2025 $104.39 Q2 2025 $104.39 +0.00% Closed History
BABA - Alibaba Group Holdings Ltd.
Q3 2025 $178.73 Q3 2025 $178.73 +0.00% Closed History
BBBY - Bed Bath & Beyond Inc
Q3 2025 $9.79 Q3 2025 $9.79 +0.00% Closed History
BEAM - Beam Therapeutics Inc.
Q3 2025 $24.27 Q3 2025 $24.27 +0.00% Closed History
BFLY - Butterfly Network, Inc.
Q2 2025 $2.00 Q2 2025 $2.00 +0.00% Closed History
BIDU - Baidu, Inc.
Q3 2025 $131.77 Q3 2025 $131.77 +0.00% Closed History
BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Q1 2025 $91.73 Q1 2025 $91.73 +0.00% Closed History
BRLT - Brilliant Earth Group Inc
Q3 2025 $2.07 Q3 2025 $2.07 +0.00% Closed History
CAVA - CAVA Group, Inc.
Q3 2025 $60.41 Q3 2025 $60.41 +0.00% Closed History
CHEF - The Chefs' Warehouse, Inc.
Q3 2025 $58.33 Q3 2025 $58.33 +0.00% Closed History
CHWY - Chewy, Inc.
Q3 2025 $40.45 Q3 2025 $40.45 +0.00% Closed History
CPS - Cooper Std Hldgs Inc
Q4 2025 $32.83 Q4 2025 $32.83 +0.00% Closed History
CSIQ - Canadian Solar Inc
Q4 2025 $23.77 Q4 2025 $23.77 +0.00% Closed History
CYTK - Cytokinetics Inc
Q4 2025 $63.54 Q4 2025 $63.54 +0.00% Closed History
EFX - Equifax Inc.
Q1 1999 $34.37 Q1 1999 $34.37 +0.00% Closed History
ENVX - Enovix Corp.
Q2 2025 $10.34 Q2 2025 $10.34 +0.00% Closed History
ESPR - Esperion Therapeutics, Inc.
Q4 2025 $3.70 Q4 2025 $3.70 +0.00% Closed History
FERG - Ferguson Enterprises Inc.
Q4 2024 $173.57 Q4 2024 $173.57 +0.00% Closed History
FET - Forum Energy Technologies In
Q1 2023 $25.43 Q1 2023 $25.43 +0.00% Closed History
FIX - Comfort Systems USA, Inc.
Q1 2025 $322.33 Q1 2025 $322.33 +0.00% Closed History
FVRR - Fiverr Intl Ltd
Q2 2025 $29.33 Q2 2025 $29.33 +0.00% Closed History
GAP - The Gap, Inc.
Q4 2025 $25.60 Q4 2025 $25.60 +0.00% Closed History
GDYN - Grid Dynamics Hldgs Inc
Q4 2025 $9.03 Q4 2025 $9.03 +0.00% Closed History
GGAL - Grupo Financiero Galicia S.A.
Q2 2025 $50.39 Q2 2025 $50.39 +0.00% Closed History
GWRE - Guidewire Software, Inc.
Q3 2025 $229.86 Q3 2025 $229.86 +0.00% Closed History
HEPS - D Market Electr Svcs & Tradi
Q2 2025 $2.70 Q2 2025 $2.70 +0.00% Closed History
HLLY - Holley Inc.
Q4 2025 $4.13 Q4 2025 $4.13 +0.00% Closed History
HNST - Honest Co Inc
Q2 2025 $5.09 Q2 2025 $5.09 +0.00% Closed History
HQY - HealthEquity, Inc.
Q2 2025 $104.76 Q2 2025 $104.76 +0.00% Closed History
HQY - HealthEquity, Inc.
Q4 2025 $91.61 Q4 2025 $91.61 +0.00% Closed History
HYG - iShares iBoxx $ High Yield Corporate Bond ETF
Q3 2025 $81.19 Q3 2025 $81.19 +0.00% Closed History
INTA - Intapp Inc
Q2 2025 $51.62 Q2 2025 $51.62 +0.00% Closed History
IOO - Ishares Tr
Q4 2025 $126.66 Q4 2025 $126.66 +0.00% Closed History
IOT - Samsara Inc.
Q2 2025 $39.78 Q2 2025 $39.78 +0.00% Closed History
ISRG - Intuitive Surgical, Inc.
Q2 2013 $56.29 Q2 2013 $56.29 +0.00% Closed History
ITRI - Itron, Inc.
Q2 2025 $131.63 Q2 2025 $131.63 +0.00% Closed History
IUSG - iShares Core S&P U.S. Growth ETF
Q4 2022 $81.52 Q4 2022 $81.52 +0.00% Closed History
IVV - iShares Core S&P 500 ETF
Q3 2024 $576.82 Q3 2024 $576.82 +0.00% Closed History
IVV - iShares Core S&P 500 ETF
Q2 2025 $620.90 Q2 2025 $620.90 +0.00% Closed History
IVV - iShares Core S&P 500 ETF
Q4 2025 $684.94 Q4 2025 $684.94 +0.00% Closed History
IWF - iShares Russell 1000 Growth ETF
Q2 2013 $18.18 Q2 2013 $18.18 +0.00% Closed History
IWM - iShares Russell 2000 ETF
Q1 2022 $204.94 Q1 2022 $204.94 +0.00% Closed History
IWM - iShares Russell 2000 ETF
Q2 2023 $187.29 Q2 2023 $187.29 +0.00% Closed History
IWO - iShares Russell 2000 Growth ETF
Q1 2025 $255.58 Q1 2025 $255.58 +0.00% Closed History
JMST - J P Morgan Exchange Traded F
Q3 2022 $50.38 Q3 2022 $50.38 +0.00% Closed History
KO - The Coca-Cola Co.
Q1 1999 $30.69 Q1 1999 $30.69 +0.00% Closed History
KO - The Coca-Cola Co.
Q3 2025 $66.32 Q3 2025 $66.32 +0.00% Closed History
KRNT - Kornit Digital Ltd
Q2 2025 $19.91 Q2 2025 $19.91 +0.00% Closed History
KRUS - Kura Sushi Usa Inc
Q2 2025 $86.08 Q2 2025 $86.08 +0.00% Closed History
KURA - Kura Oncology Inc
Q4 2025 $10.39 Q4 2025 $10.39 +0.00% Closed History
LOMA - Loma Negra Compañía Industrial Argentina Sociedad Anónima
Q2 2025 $10.97 Q2 2025 $10.97 +0.00% Closed History
LQDA - Liquidia Corp.
Q4 2025 $34.49 Q4 2025 $34.49 +0.00% Closed History
LYFT - Lyft, Inc.
Q4 2025 $19.37 Q4 2025 $19.37 +0.00% Closed History
MANH - Manhattan Associates, Inc.
Q1 2025 $173.04 Q1 2025 $173.04 +0.00% Closed History
MCD - McDonald's Corp.
Q3 2025 $303.89 Q3 2025 $303.89 +0.00% Closed History
MESO - Mesoblast Ltd
Q4 2025 $18.04 Q4 2025 $18.04 +0.00% Closed History
META - Meta Platforms, Inc.
Q2 2024 $504.12 Q2 2024 $504.12 +0.00% Closed History
META - Meta Platforms, Inc.
Q3 2025 $734.19 Q3 2025 $734.19 +0.00% Closed History
MLR - Miller Industries, Inc.
Q2 2025 $44.46 Q2 2025 $44.46 +0.00% Closed History
MRX - Marex Group Plc
Q2 2025 $39.47 Q2 2025 $39.47 +0.00% Closed History
MVST - Microvast Holdings, Inc.
Q3 2025 $3.85 Q3 2025 $3.85 +0.00% Closed History
NAMS - NewAmsterdam Pharma Co. N.V.
Q4 2025 $35.08 Q4 2025 $35.08 +0.00% Closed History
NVEE - Nv5 Global Inc
Q3 2024 $93.48 Q3 2024 $93.48 +0.00% Closed History
NVO - Novo Nordisk A/S
Q2 2013 $15.50 Q2 2013 $15.50 +0.00% Closed History
NXE - NexGen Energy Ltd.
Q3 2025 $8.95 Q3 2025 $8.95 +0.00% Closed History
OCS - Oculis Holding Ag
Q2 2025 $19.41 Q2 2025 $19.41 +0.00% Closed History
OLMA - Olema Pharmaceuticals Inc
Q4 2025 $25.00 Q4 2025 $25.00 +0.00% Closed History
OLPX - Olaplex Hldgs Inc
Q4 2022 $5.21 Q4 2022 $5.21 +0.00% Closed History
P - Everpure, Inc.
Q3 2025 $83.81 Q3 2025 $83.81 +0.00% Closed History
PACB - Pacific Biosciences Calif In
Q4 2025 $1.87 Q4 2025 $1.87 +0.00% Closed History
PEP - PepsiCo, Inc.
Q3 2025 $140.44 Q3 2025 $140.44 +0.00% Closed History
PG - The Procter & Gamble Co.
Q3 2025 $153.65 Q3 2025 $153.65 +0.00% Closed History
PGEN - Precigen, Inc.
Q4 2025 $4.18 Q4 2025 $4.18 +0.00% Closed History
PHR - Phreesia Inc
Q2 2025 $28.46 Q2 2025 $28.46 +0.00% Closed History
Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.
Showing 301–400 of 630 trades‹ Prev1234567Next ›