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  Repligen Corp. (RGEN)
← All RGEN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $110.77–135.57 · VW $126.67i SEC
2025   Q2 1,917 <0.01 Reduce 93.80% <0.01 $102.97–148.94 · VW $125.43i $238,436 SEC
2025   Q1 30,902 0.01 Reduce 23.80% <0.01 $125.39–182.52 · VW $145.05i $3,931,912 SEC
2024   Q4 40,556 0.02 Add 14.62% <0.01 $121.52–161.24 · VW $142.23i $5,837,611 SEC
2024   Q3 35,383 0.01 Add 142.81% <0.01 $117.63–172.65 · VW $146.37i $5,265,674 SEC
2024   Q2 14,572 <0.01 Buy <0.01 $113.50–184.98 · VW $141.51i $1,836,896 SEC
Price snapshot:
Current price$144.88
52-week low$100.99
52-week high$175.77