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  Nuvalent, Inc. (NUVL)
← All NUVL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 12,744 0.01 Add 100.41% <0.01 $93.91–113.01 · VW $101.84i $1,305,623 SEC
2025   Q4 6,359 <0.01 Buy <0.01 $82.00–112.88 · VW $100.83i $639,652 SEC
Price snapshot:
Current price$123.94
Avg. buy price$101.52
+/- since buy22.08%
52-week low$71.13
52-week high$123.97