Dan Polen - Polen Capital Management LLC

Dan Polen - Polen Capital Management

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077

Holdings Activity Buys Sells History

Holding/activity history for Applied Optoelectronics, Inc. (AAOI)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	14,913	0.01	Buy	0.01	$31.67–128.96 · VW $79.46i	$1,261,491	SEC

Price snapshot:

Current price$111.88

Avg. buy price$84.59

+/- since buy32.26%

52-week low$18.50

52-week high$233.67