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  Affirm Holdings, Inc. (AFRM)
← All AFRM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,763 <0.01 Reduce 85.55% <0.01 $42.10–84.65 · VW $56.41i $218,241 SEC
2025   Q4 32,969 0.01 Reduce 0.38% $60.29–79.38 · VW $71.34i $2,453,883 SEC
2025   Q3 33,096 0.01 Add 10.22% <0.01 $62.04–100.00 · VW $79.34i $2,418,656 SEC
2025   Q2 30,027 0.01 Buy 0.01 $32.32–69.81 · VW $51.91i $2,076,067 SEC
Price snapshot:
Current price$81.93
Avg. buy price$69.51
+/- since buy17.88%
52-week low$42.10
52-week high$100.00