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  Booking Holdings Inc. (BKNG)
← All BKNG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% <0.01 $68.12–96.73 · VW $84.83i SEC
2022   Q1 3,350 <0.01 $94.03 $315,000 SEC
2021   Q4 3,350 <0.01 $95.82 $321,000 SEC
2021   Q3 3,350 <0.01 Buy <0.01 $82.14–101.60 · VW $90.39i $318,000 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 $48.12–74.88 · VW $62.00i SEC
2020   Q1 11,400 <0.01 Reduce 99.83% 2.16 $44.29–83.76 · VW $64.95i $613,000 SEC
2019   Q4 6,680,350 2.16 Add 2.39% 0.05 $73.07–83.31 · VW $78.81i $548,785,000 SEC
2019   Q3 6,524,700 2.36 Add 4.94% 0.11 $70.20–83.27 · VW $77.31i $512,218,000 SEC
2019   Q2 6,217,325 2.26 Add 3.37% 0.07 $65.62–75.81 · VW $71.32i $466,227,000 SEC
2019   Q1 6,014,725 2.19 Add 2.50% 0.05 $65.48–78.09 · VW $70.47i $419,806,000 SEC
2018   Q4 5,868,275 2.64 Reduce 0.88% 0.02 $64.25–80.78 · VW $73.71i $404,305,000 SEC
2018   Q3 5,920,100 2.67 Add 1.97% 0.05 $72.62–85.28 · VW $79.07i $469,819,000 SEC
2018   Q2 5,805,525 3.02 Add 1.84% 0.05 $79.20–88.07 · VW $84.01i $470,733,000 SEC
2018   Q1 5,700,475 3.37 Buy 3.37 $68.56–89.16 · VW $79.05i $474,368,000 SEC
Price snapshot:
Current price$175.80
52-week low$149.76
52-week high$229.86