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  On Holdings AG (ONON)
← All ONON superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 88,051 0.02 Reduce 54.73% 0.02 $31.41–51.08 · VW $41.78i $2,995,481 SEC
2025   Q4 194,483 0.04 Reduce 24.73% <0.01 $34.38–50.02 · VW $42.23i $9,039,553 SEC
2025   Q3 258,374 0.04 Reduce 47.25% 0.04 $40.80–54.72 · VW $46.72i $10,942,155 SEC
2025   Q2 489,827 0.08 Add 105.01% 0.04 $35.81–61.29 · VW $51.28i $25,495,494 SEC
2025   Q1 238,933 0.03 Reduce 14.17% <0.01 $34.59–64.05 · VW $49.52i $10,493,939 SEC
2024   Q4 278,383 0.04 Reduce 5.80% <0.01 $46.28–60.12 · VW $53.20i $15,247,057 SEC
2024   Q3 295,518 0.04 Buy 0.04 $35.24–52.16 · VW $43.35i $14,820,217 SEC
Price snapshot:
Current price$37.92
Avg. buy price$51.12
+/- since buy-25.83%
52-week low$31.41
52-week high$54.41