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  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,845,888 7.29 Reduce 27.21% 2.20 $356.28–450.33 · VW $418.95i $1,053,462,402 SEC
2025   Q4 3,909,985 8.08 Reduce 22.11% 1.87 $381.71–493.50 · VW $422.65i $1,890,947,237 SEC
2025   Q3 5,020,158 8.44 Reduce 7.48% 0.62 $464.89–553.72 · VW $503.54i $2,600,190,996 SEC
2025   Q2 5,426,123 8.28 Reduce 8.67% 0.61 $456.89–555.45 · VW $506.34i $2,699,008,078 SEC
2025   Q1 5,941,106 7.00 Reduce 7.33% 0.53 $344.79–462.52 · VW $422.56i $2,230,231,954 SEC
2024   Q4 6,410,882 7.30 Reduce 8.58% 0.67 $386.57–456.16 · VW $413.24i $2,702,186,554 SEC
2024   Q3 7,012,465 7.79 Reduce 21.96% 2.21 $400.80–441.85 · VW $422.04i $3,017,463,740 SEC
2024   Q2 8,985,549 10.08 Reduce 7.03% 0.66 $385.58–468.35 · VW $423.69i $4,016,091,007 SEC
2024   Q1 9,665,372 9.39 Reduce 2.92% 0.26 $388.03–433.60 · VW $412.25i $4,066,415,110 SEC
2023   Q4 9,956,252 9.03 Add 39.22% 2.54 $362.90–420.82 · VW $399.12i $3,744,200,843 SEC
2023   Q3 7,151,377 5.94 Reduce 3.67% 0.23 $309.45–384.30 · VW $357.55i $2,258,047,416 SEC
2023   Q2 7,424,001 6.27 Reduce 19.66% 1.38 $311.55–366.78 · VW $335.36i $2,528,169,427 SEC
2023   Q1 9,241,270 7.02 Reduce 2.66% 0.18 $245.61–335.94 · VW $303.31i $2,664,258,297 SEC
2022   Q4 9,494,199 6.65 Reduce 1.11% 0.07 $219.35–276.76 · VW $248.51i $2,276,898,701 SEC
2022   Q3 9,600,504 6.26 Add 1.39% 0.09 $213.43–267.45 · VW $245.34i $2,235,957,000 SEC
2022   Q2 9,469,074 6.42 Reduce 3.29% 0.19 $241.51–294.18 · VW $265.72i $2,431,942,000 SEC
2022   Q1 9,791,102 5.89 Reduce 3.66% 0.21 $246.44–315.95 · VW $278.09i $3,018,695,000 SEC
2021   Q4 10,163,241 5.74 Add 1.22% 0.07 $271.52–344.30 · VW $304.87i $3,418,101,000 SEC
2021   Q3 10,040,370 5.19 Reduce 37.39% 3.11 $280.25–349.67 · VW $320.17i $2,830,581,000 SEC
2021   Q2 16,035,981 8.33 Add 4.25% 0.34 $243.00–305.84 · VW $283.57i $4,344,147,000 SEC
2021   Q1 15,382,318 8.17 Add 1.48% 0.12 $224.26–263.19 · VW $245.71i $3,626,689,000 SEC
2020   Q4 15,158,274 7.85 Add 2.95% 0.23 $209.11–246.13 · VW $229.21i $3,371,503,000 SEC
2020   Q3 14,723,497 8.30 Reduce 16.62% 1.81 $196.25–232.86 · VW $214.39i $3,096,793,000 SEC
2020   Q2 17,657,952 10.87 Add 10.03% 0.99 $181.35–231.15 · VW $212.68i $3,593,570,000 SEC
2020   Q1 16,048,078 10.99 Add 2.87% 0.31 $132.52–187.51 · VW $167.76i $2,530,942,000 SEC
2019   Q4 15,599,767 9.69 Reduce 3.56% 0.37 $146.65–190.70 · VW $166.45i $2,460,083,000 SEC
2019   Q3 16,176,430 10.36 Add 3.73% 0.37 $133.22–152.50 · VW $145.70i $2,249,009,000 SEC
2019   Q2 15,595,445 10.13 Add 2.73% 0.27 $119.01–141.68 · VW $132.85i $2,089,166,000 SEC
2019   Q1 15,181,675 9.36 Add 6.87% 0.60 $108.80–131.37 · VW $121.28i $1,790,527,000 SEC
2018   Q4 14,206,115 9.41 Add 2.80% 0.26 $93.96–113.42 · VW $106.47i $1,442,915,000 SEC
2018   Q3 13,818,601 9.00 Add 0.83% 0.07 $99.35–116.18 · VW $108.81i $1,580,433,000 SEC
2018   Q2 13,704,554 8.68 Add 24.45% 1.71 $97.26–112.78 · VW $107.46i $1,351,406,000 SEC
2018   Q1 11,012,266 7.13 Add 52.31% 2.45 $87.08–99.99 · VW $95.30i $1,005,090,000 SEC
2017   Q4 7,230,387 4.60 Add 2.11% 0.09 $80.70–96.07 · VW $90.18i $618,487,000 SEC
2017   Q3 7,081,215 4.25 Buy 4.25 $72.92–86.20 · VW $81.10i $527,480,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$190.91
+/- since buy104.80%
52-week low$349.20
52-week high$551.05