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  Credo Technology Group Holdings Ltd (CRDO)
← All CRDO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $86.49–164.80 · VW $119.18i SEC
2025   Q4 7,915 <0.01 Reduce 21.66% <0.01 $123.87–213.80 · VW $156.46i $1,138,889 SEC
2025   Q3 10,104 <0.01 Reduce 58.62% <0.01 $88.42–176.70 · VW $128.13i $1,471,243 SEC
2025   Q2 24,417 0.01 Buy 0.01 $29.09–95.71 · VW $64.63i $2,260,770 SEC
Price snapshot:
Current price$236.88
52-week low$86.49
52-week high$308.67