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  Oddity Tech Ltd (ODD)
← All ODD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $10.80–39.63 · VW $20.31i SEC
2025   Q4 16,175 <0.01 Reduce 35.06% <0.01 $35.76–60.49 · VW $43.58i $649,912 SEC
2025   Q3 24,909 0.01 Reduce 26.20% <0.01 $56.14–77.83 · VW $65.34i $1,551,831 SEC
2025   Q2 33,751 0.01 Buy 0.01 $35.30–79.18 · VW $65.49i $2,547,188 SEC