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  Bloom Energy Corp. (BE)
← All BE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 67,231 0.06 Reduce 10.87% <0.01 $98.38–180.90 · VW $144.80i $9,109,128 SEC
2025   Q4 75,434 0.03 Reduce 42.59% 0.02 $75.70–147.86 · VW $107.70i $6,554,460 SEC
2025   Q3 131,390 0.04 Add 92.33% 0.02 $23.75–93.80 · VW $53.06i $11,111,652 SEC
2025   Q2 68,316 0.01 Buy 0.01 $15.15–24.91 · VW $19.29i $1,634,119 SEC
Price snapshot:
Current price$233.49
Avg. buy price$53.04
+/- since buy340.26%
52-week low$24.04
52-week high$351.28