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  AXT, Inc. (AXTI)
← All AXTI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 49,368 0.02 Add 122.23% 0.01 $14.62–71.49 · VW $38.12i $2,812,989 SEC
2025   Q4 22,215 <0.01 Buy <0.01 $4.00–17.25 · VW $11.20i $363,215 SEC
Price snapshot:
Current price$50.46
Avg. buy price$38.70
+/- since buy30.40%
52-week low$1.85
52-week high$143.16