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  Illumina, Inc. (ILMN)
← All ILMN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.20 $122.39–144.15 · VW $134.58i SEC
2023   Q4 34,863 0.20 Reduce 99.34% 1.84 $86.58–140.01 · VW $111.12i $81,021,086 SEC
2023   Q3 5,270,159 1.85 Add 0.57% 0.01 $123.90–190.31 · VW $162.15i $703,781,508 SEC
2023   Q2 5,240,190 2.37 Add 0.29% <0.01 $176.67–227.06 · VW $194.91i $955,722,870 SEC
2023   Q1 5,224,787 3.12 Add 0.67% 0.02 $177.04–232.05 · VW $205.41i $1,181,930,308 SEC
2022   Q4 5,189,757 2.98 Add 11.66% 0.31 $174.85–242.09 · VW $209.47i $1,020,786,888 SEC
2022   Q3 4,647,996 2.42 Add 62.04% 0.93 $168.73–229.85 · VW $197.36i $862,637,000 SEC
2022   Q2 2,868,354 1.36 Add 6.05% 0.08 $175.10–361.05 · VW $236.13i $514,406,000 SEC
2022   Q1 2,704,844 1.79 Reduce 1.18% 0.02 $294.54–416.34 · VW $338.02i $919,331,000 SEC
2021   Q4 2,737,258 1.70 Add 4.99% 0.08 $331.74–413.42 · VW $375.56i $1,012,998,000 SEC
2021   Q3 2,607,089 1.89 Add 2.23% 0.04 $394.08–511.67 · VW $447.48i $1,028,659,000 SEC
2021   Q2 2,550,238 2.25 Add 4.36% 0.09 $358.04–473.74 · VW $401.78i $1,173,928,000 SEC
2021   Q1 2,443,586 2.06 Add 2.09% 0.04 $346.30–540.63 · VW $413.93i $912,922,000 SEC
2020   Q4 2,393,470 2.01 Add 313.71% 1.52 $280.17–368.03 · VW $316.62i $861,463,000 SEC
2020   Q3 578,533 0.47 Buy 0.47 $253.33–393.19 · VW $331.88i $173,942,000 SEC
Price snapshot:
Current price$190.05
52-week low$88.00
52-week high$196.66