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  DLocal Ltd. (DLO)
← All DLO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 458,909 0.04 Reduce 1.69% <0.01 $11.16–15.55 · VW $12.93i $5,952,050 SEC
2025   Q4 466,809 0.03 Reduce 33.25% 0.01 $12.16–16.78 · VW $14.12i $6,600,679 SEC
2025   Q3 699,379 0.03 Add 15.43% <0.01 $9.81–16.44 · VW $13.63i $9,987,132 SEC
2025   Q2 605,885 0.02 Reduce 3.45% <0.01 $7.61–12.58 · VW $10.50i $6,870,736 SEC
2025   Q1 627,551 0.02 Add 0.03% $7.70–14.27 · VW $10.89i $5,233,775 SEC
2024   Q4 627,360 0.02 Reduce 36.46% <0.01 $8.15–13.67 · VW $10.32i $7,064,074 SEC
2024   Q3 987,283 0.02 Add 3.52% <0.01 $6.57–9.23 · VW $8.07i $7,898,264 SEC
2024   Q2 953,716 0.02 Reduce 25.49% 0.01 $7.26–16.78 · VW $10.25i $7,715,562 SEC
2024   Q1 1,279,920 0.04 Add 6.46% <0.01 $14.40–18.76 · VW $16.67i $18,814,824 SEC
2023   Q4 1,202,241 0.05 Reduce 37.49% 0.04 $16.06–19.94 · VW $17.82i $21,267,643 SEC
2023   Q3 1,923,273 0.10 Add 13.90% 0.01 $11.59–24.22 · VW $18.33i $36,869,143 SEC
2023   Q2 1,688,501 0.05 Add 88.02% 0.02 $9.04–17.48 · VW $12.91i $20,608,155 SEC
2023   Q1 898,034 0.04 Add 2055.63% 0.04 $13.49–17.99 · VW $15.63i $14,566,111 SEC
2022   Q4 41,660 <0.01 Buy <0.01 $9.03–24.65 · VW $15.50i $648,646 SEC
Price snapshot:
Current price$14.92
Avg. buy price$14.62
+/- since buy2.08%
52-week low$9.65
52-week high$16.50