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  monday.com Ltd. (MNDY)
← All MNDY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.05 $66.26–151.00 · VW $88.90i SEC
2025   Q4 79,332 0.05 Reduce 36.94% 0.03 $141.20–210.49 · VW $164.31i $11,706,290 SEC
2025   Q3 125,811 0.08 Add 28.94% 0.02 $166.22–314.99 · VW $203.32i $24,368,286 SEC
2025   Q2 97,575 0.09 Add 36.93% 0.02 $202.01–316.98 · VW $276.30i $30,685,399 SEC
2025   Q1 71,261 0.05 Add 33.98% 0.01 $204.54–342.64 · VW $266.04i $17,327,930 SEC
2024   Q4 53,186 0.03 Buy 0.03 $213.70–324.99 · VW $270.38i $12,522,089 SEC
Price snapshot:
Current price$86.84
52-week low$57.50
52-week high$296.93