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  NetEase, Inc. (NTES)
← All NTES superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $129.01–156.44 · VW $140.44i SEC
2025   Q3 2,669 <0.01 Reduce 37.08% <0.01 $122.24–159.55 · VW $137.25i $405,661 SEC
2025   Q2 4,242 <0.01 Reduce 1.83% $88.54–135.23 · VW $112.19i $570,888 SEC
2025   Q1 4,321 <0.01 Reduce 8.43% <0.01 $87.67–110.15 · VW $100.85i $444,717 SEC
2024   Q4 4,719 <0.01 Reduce 10.42% <0.01 $75.88–104.40 · VW $87.83i $420,982 SEC
2024   Q3 5,268 <0.01 Add 31.70% <0.01 $75.85–97.19 · VW $88.43i $492,611 SEC
2024   Q2 4,000 <0.01 $95.58 $382,320 SEC
2024   Q1 4,000 <0.01 Buy <0.01 $85.80–114.50 · VW $101.38i $413,880 SEC
Price snapshot:
Current price$131.43
52-week low$105.44
52-week high$156.41