Dan Polen - Polen Capital Management LLC

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 Lam Research Corp. (LRCX)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	1,054,495	1.56	Buy	1.56	$194.08–275.84 · VW $242.59i	$225,303,412	SEC

Price snapshot:

Current price$329.92

Avg. buy price$213.66

+/- since buy54.41%

52-week low$90.44

52-week high$438.50