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  Nutanix, Inc. (NTNX)
← All NTNX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $46.12–77.90 · VW $57.32i SEC
2025   Q3 8,820 <0.01 Reduce 2.12% $62.16–82.42 · VW $72.53i $656,120 SEC
2025   Q2 9,011 <0.01 Buy <0.01 $54.66–83.36 · VW $72.58i $688,801 SEC
Price snapshot:
Current price$55.22
52-week low$34.01
52-week high$82.42