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  Broadcom Inc. (AVGO)
← All AVGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,697,567 5.78 Reduce 23.62% 1.23 $289.96–360.66 · VW $324.55i $834,924,015 SEC
2025   Q4 3,531,637 5.22 Reduce 21.27% 1.02 $321.42–414.61 · VW $364.72i $1,222,299,638 SEC
2025   Q3 4,485,854 4.80 Buy 4.80 $262.66–374.23 · VW $310.27i $1,479,928,108 SEC
Price snapshot:
Current price$384.05
Avg. buy price$329.91
+/- since buy16.41%
52-week low$267.62
52-week high$494.22