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  Rubrik, Inc. (RBRK)
← All RBRK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $64.75–92.77 · VW $77.99i SEC
2025   Q3 2,998 <0.01 Buy <0.01 $72.68–99.75 · VW $84.65i $246,586 SEC
Price snapshot:
Current price$83.84
52-week low$42.25
52-week high$99.75