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  NIKE, Inc. (NKE)
← All NKE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $56.99–69.14 · VW $62.77i SEC
2025   Q3 3,509 <0.01 Reduce 3.97% $60.29–76.97 · VW $67.30i $244,710 SEC
2025   Q2 3,654 <0.01 Reduce 41.15% <0.01 $59.19–80.17 · VW $72.24i $259,598 SEC
2025   Q1 6,209 <0.01 Reduce 54.37% <0.01 $52.28–80.96 · VW $64.61i $394,152 SEC
2024   Q4 13,607 <0.01 Reduce 10.70% <0.01 $68.62–82.44 · VW $76.83i $1,029,649 SEC
2024   Q3 15,237 <0.01 Reduce 99.83% 1.70 $72.71–90.62 · VW $80.70i $1,346,928 SEC
2024   Q2 8,967,481 1.70 Reduce 5.32% 0.11 $70.75–98.04 · VW $84.04i $675,879,010 SEC
2024   Q1 9,471,571 2.06 Add 60.43% 0.78 $88.77–103.94 · VW $95.92i $890,138,289 SEC
2023   Q4 5,904,020 1.55 Reduce 4.11% 0.06 $99.05–123.39 · VW $108.79i $640,999,473 SEC
2023   Q3 6,157,296 1.55 Reduce 3.08% 0.05 $88.66–112.15 · VW $103.69i $588,760,668 SEC
2023   Q2 6,353,109 1.74 Reduce 1.89% 0.04 $96.55–114.76 · VW $104.34i $701,192,677 SEC
2023   Q1 6,475,261 2.09 Reduce 0.75% 0.02 $104.83–128.68 · VW $112.92i $794,126,103 SEC
2022   Q4 6,524,307 2.23 Reduce 19.50% 0.37 $101.68–131.31 · VW $117.26i $763,409,135 SEC
2022   Q3 8,105,103 1.89 Add 1.67% 0.03 $82.22–113.36 · VW $101.76i $673,696,000 SEC
2022   Q2 7,972,260 2.15 Reduce 3.87% 0.08 $99.53–123.82 · VW $109.93i $814,765,000 SEC
2022   Q1 8,293,257 2.18 Add 0.97% 0.02 $103.46–139.86 · VW $120.72i $1,115,941,000 SEC
2021   Q4 8,213,772 2.30 Add 2.36% 0.05 $130.93–173.37 · VW $146.95i $1,368,989,000 SEC
2021   Q3 8,024,628 2.14 Add 1.29% 0.03 $144.37–179.10 · VW $164.24i $1,165,417,000 SEC
2021   Q2 7,922,815 2.35 Add 5.95% 0.13 $126.68–174.38 · VW $155.27i $1,223,996,000 SEC
2021   Q1 7,477,597 2.24 Add 2.45% 0.05 $125.44–146.66 · VW $136.19i $993,698,000 SEC
2020   Q4 7,298,700 2.40 Add 2.06% 0.05 $130.27–147.95 · VW $137.67i $1,032,547,000 SEC
2020   Q3 7,151,504 2.41 Add 1.41% 0.03 $110.21–136.35 · VW $127.09i $897,800,000 SEC
2020   Q2 7,051,882 2.09 Reduce 19.61% 0.62 $93.44–112.79 · VW $106.04i $691,437,000 SEC
2020   Q1 8,771,584 3.15 Reduce 19.39% 0.84 $60.00–100.69 · VW $86.42i $725,761,000 SEC
2019   Q4 10,881,540 4.34 Add 3.13% 0.13 $85.15–105.62 · VW $93.38i $1,102,409,000 SEC
2019   Q3 10,550,920 4.56 Add 3.54% 0.16 $83.62–96.87 · VW $91.33i $990,942,000 SEC
2019   Q2 10,190,033 4.15 Reduce 15.96% 0.85 $77.08–89.87 · VW $83.82i $855,453,000 SEC
2019   Q1 12,125,595 5.34 Add 5.68% 0.29 $77.07–90.00 · VW $81.40i $1,021,096,000 SEC
2018   Q4 11,473,813 5.55 Reduce 12.98% 0.83 $66.53–86.40 · VW $79.55i $850,668,000 SEC
2018   Q3 13,185,175 6.36 Add 0.08% <0.01 $69.52–86.04 · VW $76.89i $1,117,048,000 SEC
2018   Q2 13,174,844 6.74 Add 1.15% 0.08 $71.15–83.68 · VW $79.01i $1,049,772,000 SEC
2018   Q1 13,024,429 6.14 Add 2.22% 0.13 $63.21–73.49 · VW $69.50i $865,343,000 SEC
2017   Q4 12,741,989 5.92 Add 1.24% 0.07 $59.24–70.25 · VW $65.51i $797,011,000 SEC
2017   Q3 12,586,480 5.25 Add 3.52% 0.18 $50.35–61.21 · VW $57.33i $652,609,000 SEC
2017   Q2 12,158,635 6.27 Add 7.12% 0.42 $50.79–60.53 · VW $54.71i $717,359,000 SEC
2017   Q1 11,350,849 5.89 Add 9.04% 0.49 $50.81–59.00 · VW $54.27i $632,583,000 SEC
2016   Q4 10,410,133 5.82 Add 5.76% 0.32 $50.06–58.42 · VW $55.21i $529,147,000 SEC
2016   Q3 9,843,582 6.17 Add 3.20% 0.19 $49.01–59.18 · VW $52.75i $518,265,000 SEC
2016   Q2 9,538,792 6.68 Add 11.71% 0.70 $51.48–60.33 · VW $56.48i $526,541,000 SEC
2016   Q1 8,539,045 7.21 Add 11.83% 0.76 $55.17–65.44 · VW $58.61i $524,895,000 SEC
2015   Q4 7,635,794 7.38 Add 9.96% 0.67 $53.64–68.19 · VW $61.14i $477,237,000 SEC
2015   Q3 6,944,450 7.82 Add 2.59% 0.20 $54.01–67.65 · VW $62.60i $426,980,000 SEC
2015   Q2 6,768,938 7.08 Reduce 2.21% 0.15 $47.25–58.86 · VW $54.00i $365,590,000 SEC
2015   Q1 6,922,138 6.77 Add 4.34% 0.28 $47.59–52.75 · VW $50.39i $347,249,000 SEC
2014   Q4 6,634,248 6.57 Reduce 2.01% 0.14 $45.35–49.75 · VW $47.89i $318,941,000 SEC
2014   Q3 6,770,672 6.79 Reduce 3.02% 0.18 $39.17–49.88 · VW $46.23i $301,972,000 SEC
2014   Q2 6,981,642 5.91 Reduce 4.87% 0.29 $36.57–40.15 · VW $38.67i $270,713,000 SEC
2014   Q1 7,339,070 5.86 Reduce 1.37% 0.09 $35.30–40.04 · VW $37.93i $271,032,000 SEC
2013   Q4 7,440,818 6.48 Reduce 26.08% 2.20 $34.92–40.13 · VW $38.07i $292,573,000 SEC
2013   Q3 10,066,148 8.42 Reduce 5.78% 0.50 $31.75–39.94 · VW $37.09i $365,602,000 SEC
2013   Q2 10,684,004 8.56 Buy 8.56 $29.56–33.42 · VW $31.46i $340,179,000 SEC
Price snapshot:
Current price$43.76
52-week low$40.00
52-week high$78.03