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  Pagaya Technologies Ltd (PGY)
← All PGY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.01 $10.40–26.80 · VW $15.41i SEC
2025   Q4 63,497 0.01 Reduce 16.31% <0.01 $20.24–31.54 · VW $25.41i $1,327,087 SEC
2025   Q3 75,870 0.01 Add 120.02% <0.01 $21.25–44.99 · VW $33.26i $2,252,580 SEC
2025   Q2 34,483 <0.01 Buy <0.01 $8.60–23.45 · VW $15.68i $735,178 SEC