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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  Samsara Inc. (IOT)
← All IOT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $31.68–42.87 · VW $37.61i SEC
2025   Q2 36,165 <0.01 Buy <0.01 $31.40–48.40 · VW $40.72i $1,438,644 SEC
Price snapshot:
Current price$36.83
52-week low$23.38
52-week high$47.47
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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