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  Baidu, Inc. (BIDU)
← All BIDU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $108.01–149.51 · VW $125.60i SEC
2025   Q3 3,413 <0.01 Buy <0.01 $84.64–141.60 · VW $105.50i $449,731 SEC
2019   Q2 0 0.00 Sell 100.00% 0.04 $106.80–186.22 · VW $135.63i SEC
2019   Q1 45,228 0.04 Add 16.97% <0.01 $153.78–176.89 · VW $166.57i $7,456,000 SEC
2018   Q4 38,666 0.04 Add 19.34% <0.01 $154.61–231.17 · VW $187.80i $6,132,000 SEC
2018   Q3 32,399 0.04 Add 42.58% 0.01 $207.95–274.00 · VW $232.18i $7,409,000 SEC
2018   Q2 22,723 0.04 Add 8.97% <0.01 $213.56–284.22 · VW $250.26i $5,522,000 SEC
2018   Q1 20,853 0.03 Add 31.06% <0.01 $207.74–270.58 · VW $241.76i $4,654,000 SEC
2017   Q4 15,911 0.03 Add 121.66% 0.02 $225.50–274.97 · VW $242.52i $3,727,000 SEC
2017   Q3 7,178 0.01 Add 245.76% <0.01 $179.63–248.00 · VW $224.49i $1,778,000 SEC
2017   Q2 2,076 <0.01 Buy <0.01 $171.17–193.74 · VW $182.37i $371,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.01 $159.54–187.24 · VW $171.24i SEC
2016   Q3 5,013 0.01 Add 15.43% <0.01 $155.28–197.80 · VW $172.25i $913,000 SEC
2016   Q2 4,343 0.01 Add 57.24% <0.01 $155.28–201.00 · VW $175.54i $717,000 SEC
2016   Q1 2,762 0.01 Add 18.34% <0.01 $139.61–193.73 · VW $170.61i $527,000 SEC
2015   Q4 2,334 0.01 Buy 0.01 $135.31–217.97 · VW $191.40i $441,000 SEC
2015   Q3 0 0.00 Sell 100.00% <0.01 $100.00–210.00 · VW $156.78i SEC
2015   Q2 1,074 <0.01 Add 7.19% <0.01 $188.60–223.95 · VW $203.04i $214,000 SEC
2015   Q1 1,002 <0.01 Buy <0.01 $199.70–234.67 · VW $212.82i $209,000 SEC
Price snapshot:
Current price$113.39
52-week low$84.64
52-week high$165.30