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  QUALCOMM Inc. (QCOM)
← All QCOM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q3 0 0.00 Sell 100.00% 6.76 $71.82–81.97 · VW $75.67i SEC
2014   Q2 3,909,900 6.76 Reduce 5.00% 0.35 $76.77–81.66 · VW $79.39i $309,664,000 SEC
2014   Q1 4,115,757 7.02 Reduce 1.49% 0.10 $70.98–79.72 · VW $75.21i $324,569,000 SEC
2013   Q4 4,177,898 6.87 Reduce 3.23% 0.22 $65.47–74.32 · VW $70.96i $310,209,000 SEC
2013   Q3 4,317,176 6.70 Reduce 6.09% 0.43 $59.02–70.37 · VW $65.39i $290,805,000 SEC
2013   Q2 4,597,182 7.07 Buy 7.07 $59.46–67.65 · VW $62.93i $280,796,000 SEC
Price snapshot:
Current price$183.98
52-week low$121.54
52-week high$258.96