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  MACOM Technology Solutions Holdings, Inc. (MTSI)
← All MTSI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,063 <0.01 Buy <0.01 $163.89–258.98 · VW $221.01i $236,060 SEC
Price snapshot:
Current price$294.24
Avg. buy price$222.07
+/- since buy32.50%
52-week low$118.16
52-week high$418.90