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  PDD Holdings Inc. (PDD)
← All PDD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.02 $95.37–125.36 · VW $105.40i SEC
2025   Q4 31,329 0.02 Reduce 50.49% 0.02 $104.19–139.41 · VW $122.14i $3,552,395 SEC
2025   Q3 63,283 0.03 Reduce 1.60% <0.01 $102.08–136.84 · VW $122.23i $8,364,114 SEC
2025   Q2 64,309 0.02 Reduce 2.85% <0.01 $87.11–122.99 · VW $101.69i $6,730,580 SEC
2025   Q1 66,193 0.02 Reduce 1.34% <0.01 $94.14–133.33 · VW $116.02i $7,833,942 SEC
2024   Q4 67,092 0.02 Reduce 28.66% <0.01 $94.25–155.38 · VW $114.84i $6,507,253 SEC
2024   Q3 94,050 0.03 Add 71.39% 0.01 $88.01–155.67 · VW $119.53i $12,678,881 SEC
2024   Q2 54,875 0.02 Buy 0.02 $110.65–164.69 · VW $138.88i $7,295,631 SEC
Price snapshot:
Current price$84.56
52-week low$71.94
52-week high$139.41