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  Fabrinet (FN)
← All FN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,930 0.01 Buy 0.01 $412.08–632.99 · VW $519.71i $1,006,534 SEC
2025   Q3 0 0.00 Sell 100.00% <0.01 $272.49–397.26 · VW $330.34i SEC
2025   Q2 4,098 <0.01 Reduce 73.13% <0.01 $148.55–300.29 · VW $220.64i $1,207,599 SEC
2025   Q1 15,249 0.01 Add 20.98% <0.01 $176.99–281.79 · VW $213.41i $3,011,853 SEC
2024   Q4 12,605 0.01 Buy 0.01 $208.34–277.38 · VW $238.69i $2,771,633 SEC
Price snapshot:
Current price$474.64
Avg. buy price$521.52
+/- since buy-8.99%
52-week low$272.49
52-week high$748.89