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  ICON Public Ltd. Co. (ICLR)
← All ICLR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.08 $66.57–203.91 · VW $127.24i SEC
2025   Q4 105,206 0.08 Reduce 76.28% 0.19 $154.12–198.30 · VW $178.32i $19,170,588 SEC
2025   Q3 443,461 0.25 Reduce 17.94% 0.04 $139.15–211.00 · VW $172.70i $77,605,716 SEC
2025   Q2 540,410 0.24 Reduce 14.90% 0.05 $125.10–175.88 · VW $143.66i $78,602,580 SEC
2025   Q1 635,052 0.35 Reduce 10.75% 0.04 $168.00–228.29 · VW $192.31i $111,127,679 SEC
2024   Q4 711,510 0.40 Reduce 32.48% 0.25 $183.38–303.69 · VW $223.28i $149,210,727 SEC
2024   Q3 1,053,770 0.78 Reduce 2.88% 0.02 $269.08–347.72 · VW $308.56i $302,758,583 SEC
2024   Q2 1,085,062 0.85 Reduce 1.20% 0.01 $287.02–338.98 · VW $314.53i $340,134,263 SEC
2024   Q1 1,098,219 0.85 Reduce 7.88% <0.01 $244.59–344.77 · VW $296.45i $368,946,776 SEC
2023   Q4 1,192,170 0.01 Reduce 2.52% 0.02 $221.20–288.50 · VW $256.19i $5,328,335 SEC
2023   Q3 1,222,961 0.79 Reduce 16.58% 0.15 $233.81–268.07 · VW $252.41i $301,154,200 SEC
2023   Q2 1,466,021 0.91 Reduce 1.39% 0.01 $181.92–252.15 · VW $215.74i $366,798,511 SEC
2023   Q1 1,486,714 0.84 Reduce 2.95% 0.03 $190.73–247.47 · VW $221.99i $317,547,297 SEC
2022   Q4 1,531,939 0.87 Reduce 7.88% 0.07 $171.43–229.84 · VW $200.25i $297,579,125 SEC
2022   Q3 1,663,024 0.86 Add 18.38% 0.13 $179.95–249.62 · VW $215.70i $305,631,000 SEC
2022   Q2 1,404,775 0.80 Reduce 9.78% 0.07 $196.34–263.62 · VW $222.43i $304,415,000 SEC
2022   Q1 1,557,050 0.74 Reduce 1.87% 0.02 $208.13–312.28 · VW $250.25i $378,706,000 SEC
2021   Q4 1,586,759 0.83 Reduce 4.40% 0.04 $254.34–313.00 · VW $283.34i $491,419,000 SEC
2021   Q3 1,659,850 0.80 Add 112.11% 0.42 $205.10–301.72 · VW $243.25i $434,914,000 SEC
2021   Q2 782,534 0.31 Add 1.95% <0.01 $193.25–234.22 · VW $214.64i $161,758,000 SEC
2021   Q1 767,550 0.34 Add 23.06% 0.06 $168.76–223.62 · VW $191.50i $150,724,000 SEC
2020   Q4 623,697 0.28 Add 14.55% 0.04 $177.52–215.29 · VW $193.64i $121,608,000 SEC
2020   Q3 544,491 0.28 Add 41.65% 0.08 $166.66–199.83 · VW $184.99i $104,047,000 SEC
2020   Q2 384,405 0.20 Add 21.18% 0.04 $127.00–173.77 · VW $158.35i $64,757,000 SEC
2020   Q1 317,219 0.19 Add 21.95% 0.03 $104.28–178.99 · VW $150.10i $43,142,000 SEC
2019   Q4 260,128 0.18 Add 16.25% 0.03 $138.50–172.45 · VW $155.79i $44,802,000 SEC
2019   Q3 223,758 0.15 Add 50.12% 0.05 $145.33–165.14 · VW $153.78i $32,969,000 SEC
2019   Q2 149,054 0.11 Add 29.59% 0.03 $128.52–154.40 · VW $141.26i $22,950,000 SEC
2019   Q1 115,017 0.08 Add 16.63% 0.01 $118.10–147.31 · VW $136.33i $15,709,000 SEC
2018   Q4 98,614 0.08 Add 19.53% 0.01 $119.08–155.33 · VW $135.76i $12,742,000 SEC
2018   Q3 82,500 0.07 Add 26.50% 0.01 $130.22–154.10 · VW $144.27i $12,684,000 SEC
2018   Q2 65,218 0.06 Add 8.83% <0.01 $110.21–138.17 · VW $124.18i $8,643,000 SEC
2018   Q1 59,927 0.05 Add 30.86% 0.01 $101.22–124.65 · VW $113.53i $7,080,000 SEC
2017   Q4 45,793 0.04 Add 75.30% 0.02 $110.54–124.48 · VW $116.35i $5,136,000 SEC
2017   Q3 26,122 0.02 Add 246.49% 0.01 $96.03–117.53 · VW $108.76i $2,975,000 SEC
2017   Q2 7,539 0.01 Buy 0.01 $76.46–100.87 · VW $89.79i $737,000 SEC
Price snapshot:
Current price$166.10
52-week low$66.57
52-week high$211.00