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  Arlo Technologies, Inc. (ARLO)
← All ARLO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 58,674 0.01 Buy 0.01 $11.05–16.37 · VW $13.56i $834,931 SEC
2025   Q4 0 0.00 Sell 100.00% <0.01 $12.81–19.94 · VW $15.37i SEC
2025   Q3 60,486 <0.01 Add 22.96% <0.01 $15.43–19.25 · VW $17.13i $1,025,238 SEC
2025   Q2 49,190 <0.01 Buy <0.01 $7.94–17.98 · VW $14.25i $834,262 SEC
Price snapshot:
Current price$13.11
Avg. buy price$14.23
+/- since buy-7.87%
52-week low$11.05
52-week high$19.94