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  Monolithic Power Systems, Inc. (MPWR)
← All MPWR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.01 $729.59–959.64 · VW $867.67i SEC
2024   Q2 2,442 0.01 Reduce 37.26% <0.01 $584.95–856.30 · VW $718.70i $2,006,543 SEC
2024   Q1 3,892 0.01 Reduce 3.62% <0.01 $561.08–778.15 · VW $668.12i $2,636,519 SEC
2023   Q4 4,038 <0.01 Add 62.23% <0.01 $392.10–647.12 · VW $513.23i $2,547,090 SEC
2023   Q3 2,489 <0.01 Add 1.01% $437.46–595.98 · VW $517.85i $1,149,918 SEC
2023   Q2 2,464 <0.01 Add 87.23% <0.01 $383.19–553.64 · VW $488.24i $1,331,127 SEC
2023   Q1 1,316 <0.01 Buy <0.01 $339.28–530.65 · VW $460.74i $658,711 SEC
2018   Q4 0 0.00 Sell 100.00% <0.01 $101.99–137.86 · VW $120.08i SEC
2018   Q3 3,903 <0.01 Add 9.08% <0.01 $124.55–152.21 · VW $137.09i $490,000 SEC
2018   Q2 3,578 <0.01 Add 12.13% <0.01 $109.23–142.56 · VW $129.08i $478,000 SEC
2018   Q1 3,191 <0.01 Add 42.07% <0.01 $103.14–127.61 · VW $116.64i $370,000 SEC
2017   Q4 2,246 <0.01 Buy <0.01 $105.01–126.80 · VW $116.13i $252,000 SEC
Price snapshot:
Current price$1,291.38
52-week low$682.10
52-week high$1,711.48