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  SES AI Corp. (SES)
← All SES superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 320,271 <0.01 Reduce 5.29% <0.01 $0.91–2.62 · VW $1.64i $308,101 SEC
2025   Q4 338,156 <0.01 Reduce 15.28% <0.01 $1.66–3.73 · VW $2.62i $608,681 SEC
2025   Q3 399,134 <0.01 Buy <0.01 $0.80–2.17 · VW $1.41i $666,554 SEC
Price snapshot:
Current price$0.70
Avg. buy price$1.67
+/- since buy-58.01%
52-week low$0.70
52-week high$3.73