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 NewAmsterdam Pharma Co. N.V. (NAMS)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	0	0.00	Sell 100.00%	<0.01	$28.53–37.76 · VW $32.39i		SEC
2025 Q4	11,239	<0.01	Buy	<0.01	$31.00–42.00 · VW $36.90i	$394,264	SEC

Price snapshot:

Current price$33.28

52-week low$20.53

52-week high$42.21