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  Align Technology, Inc. (ALGN)
← All ALGN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 $153.77–237.23 · VW $189.61i SEC
2024   Q4 4,504 <0.01 Reduce 55.91% <0.01 $204.13–256.22 · VW $222.75i $939,062 SEC
2024   Q3 10,215 0.01 Reduce 48.94% <0.01 $196.09–263.24 · VW $235.62i $2,597,947 SEC
2024   Q2 20,006 0.01 Reduce 98.35% 0.90 $232.80–331.64 · VW $270.31i $4,829,955 SEC
2024   Q1 1,216,069 0.92 Reduce 4.10% 0.03 $250.28–335.40 · VW $290.18i $398,773,479 SEC
2023   Q4 1,268,118 0.84 Reduce 17.88% 0.22 $176.34–305.36 · VW $227.34i $347,464,348 SEC
2023   Q3 1,544,171 1.24 Reduce 2.40% 0.03 $293.42–413.20 · VW $355.97i $471,466,405 SEC
2023   Q2 1,582,077 1.39 Reduce 2.43% 0.03 $273.46–363.27 · VW $318.65i $559,485,633 SEC
2023   Q1 1,621,415 1.43 Reduce 3.15% 0.03 $208.29–368.87 · VW $300.82i $541,779,875 SEC
2022   Q4 1,674,073 1.03 Reduce 15.79% 0.18 $172.05–233.64 · VW $200.41i $353,061,941 SEC
2022   Q3 1,988,038 1.15 Add 3.60% 0.04 $204.32–302.97 · VW $252.02i $411,743,000 SEC
2022   Q2 1,918,921 1.20 Add 2.52% 0.03 $225.86–451.19 · VW $284.94i $454,151,000 SEC
2022   Q1 1,871,737 1.59 Add 5.32% 0.08 $372.62–658.50 · VW $491.96i $816,077,000 SEC
2021   Q4 1,777,198 1.96 Add 7.29% 0.13 $572.51–713.33 · VW $634.99i $1,167,939,000 SEC
2021   Q3 1,656,405 2.02 Add 1.33% 0.03 $589.24–737.45 · VW $682.04i $1,102,222,000 SEC
2021   Q2 1,634,605 1.91 Add 4.47% 0.08 $536.23–647.20 · VW $592.26i $998,744,000 SEC
2021   Q1 1,564,625 1.91 Reduce 39.81% 1.29 $494.45–634.46 · VW $549.96i $847,291,000 SEC
2020   Q4 2,599,314 3.23 Add 0.06% <0.01 $310.03–543.65 · VW $451.74i $1,389,021,000 SEC
2020   Q3 2,597,811 2.28 Reduce 20.27% 0.55 $267.63–340.29 · VW $304.29i $850,419,000 SEC
2020   Q2 3,258,389 2.71 Add 7.22% 0.18 $150.38–292.04 · VW $229.49i $894,232,000 SEC
2020   Q1 3,039,006 2.30 Add 7.51% 0.16 $127.88–301.65 · VW $219.61i $528,635,000 SEC
2019   Q4 2,826,782 3.11 Add 1.66% 0.05 $175.52–281.57 · VW $249.12i $788,785,000 SEC
2019   Q3 2,780,515 2.32 Add 6.81% 0.15 $169.84–290.78 · VW $202.15i $503,051,000 SEC
2019   Q2 2,603,337 3.45 Add 4.47% 0.15 $263.70–334.64 · VW $297.45i $712,533,000 SEC
2019   Q1 2,492,046 3.70 Add 45.45% 1.16 $177.93–284.61 · VW $245.37i $708,563,000 SEC
2018   Q4 1,713,303 2.34 Reduce 18.84% 0.89 $188.57–397.85 · VW $242.67i $358,817,000 SEC
2018   Q3 2,111,097 4.70 Reduce 10.80% 0.56 $332.01–398.88 · VW $370.66i $825,903,000 SEC
2018   Q2 2,366,768 5.20 Reduce 11.30% 0.54 $234.40–371.55 · VW $300.80i $809,766,000 SEC
2018   Q1 2,668,377 4.76 Add 1.79% 0.08 $219.11–287.32 · VW $254.31i $670,110,000 SEC
2017   Q4 2,621,506 4.33 Reduce 14.47% 0.67 $184.67–266.41 · VW $234.97i $582,472,000 SEC
2017   Q3 3,065,176 4.60 Reduce 8.84% 0.39 $148.95–190.04 · VW $173.45i $570,950,000 SEC
2017   Q2 3,362,570 4.41 Add 6.76% 0.28 $113.40–154.85 · VW $142.40i $504,789,000 SEC
2017   Q1 3,149,797 3.36 Add 8.55% 0.26 $88.56–115.20 · VW $100.46i $361,313,000 SEC
2016   Q4 2,901,702 3.07 Add 66.64% 1.23 $83.27–102.10 · VW $91.91i $278,941,000 SEC
2016   Q3 1,741,340 1.95 Add 4.26% 0.08 $80.30–96.90 · VW $91.24i $163,251,000 SEC
2016   Q2 1,670,121 1.71 Add 11.30% 0.17 $70.03–81.98 · VW $76.65i $134,528,000 SEC
2016   Q1 1,500,605 1.50 Buy 1.50 $57.31–73.55 · VW $66.75i $109,079,000 SEC
Price snapshot:
Current price$180.59
52-week low$122.00
52-week high$208.31