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  HDFC Bank Ltd. (HDB)
← All HDB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 23,926 <0.01 Reduce 93.48% 0.06 $23.91–36.73 · VW $29.87i $595,289 SEC
2025   Q4 367,007 0.06 Reduce 38.15% 0.03 $33.78–37.45 · VW $36.11i $13,410,415 SEC
2025   Q3 593,360 0.07 Reduce 48.01% 0.06 $33.93–39.81 · VW $36.74i $20,269,165 SEC
2025   Q2 1,141,358 0.13 Reduce 12.35% 0.02 $31.04–39.07 · VW $36.20i $43,753,926 SEC
2025   Q1 1,302,126 0.14 Reduce 15.95% 0.02 $28.89–33.56 · VW $31.03i $43,256,617 SEC
2024   Q4 1,549,160 0.13 Reduce 7.68% 0.01 $29.64–34.25 · VW $32.13i $49,464,671 SEC
2024   Q3 1,678,078 0.14 Reduce 1.69% <0.01 $28.62–33.58 · VW $30.83i $52,490,307 SEC
2024   Q2 1,706,856 0.14 Add 20.11% 0.02 $27.50–32.71 · VW $29.52i $54,901,016 SEC
2024   Q1 1,421,100 0.09 Add 26.13% 0.02 $26.08–33.57 · VW $28.32i $39,769,506 SEC
2023   Q4 1,126,654 0.01 Add 19.07% <0.01 $27.98–33.72 · VW $30.19i $5,171,232 SEC
2023   Q3 946,226 0.07 Add 2.49% <0.01 $28.98–35.69 · VW $32.19i $27,918,389 SEC
2023   Q2 923,274 0.08 Add 55.85% 0.03 $31.43–35.65 · VW $33.72i $32,176,124 SEC
2023   Q1 592,430 0.05 Reduce 5.92% <0.01 $30.52–35.88 · VW $33.40i $19,748,687 SEC
2022   Q4 629,732 0.06 Buy 0.06 $27.61–35.38 · VW $32.53i $21,539,983 SEC
Price snapshot:
Current price$26.41
Avg. buy price$29.72
+/- since buy-11.14%
52-week low$22.91
52-week high$39.32