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  Nu Holdings Ltd. (NU)
← All NU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,217,238 0.12 Add 5.13% <0.01 $13.41–18.98 · VW $15.94i $17,491,709 SEC
2025   Q4 1,157,836 0.08 Reduce 24.87% 0.02 $14.56–17.84 · VW $16.06i $19,382,182 SEC
2025   Q3 1,541,162 0.08 Reduce 38.03% 0.04 $11.89–16.42 · VW $13.97i $24,674,004 SEC
2025   Q2 2,486,803 0.10 Reduce 16.26% 0.02 $9.06–13.98 · VW $12.23i $34,118,941 SEC
2025   Q1 2,969,781 0.10 Add 32.37% 0.02 $9.01–14.08 · VW $11.44i $30,410,559 SEC
2024   Q4 2,243,471 0.06 Buy 0.06 $10.18–16.15 · VW $12.91i $23,242,364 SEC
Price snapshot:
Current price$13.67
Avg. buy price$10.53
+/- since buy29.85%
52-week low$11.20
52-week high$18.98