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  SiTime Corp. (SITM)
← All SITM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,101 0.02 Buy 0.02 $305.21–446.95 · VW $364.81i $2,452,330 SEC
2025   Q3 0 0.00 Sell 100.00% <0.01 $186.49–319.00 · VW $240.12i SEC
2025   Q2 2,312 <0.01 Buy <0.01 $108.69–243.35 · VW $189.77i $492,641 SEC
2024   Q3 0 0.00 Sell 100.00% 0.01 $106.72–182.45 · VW $143.57i SEC
2024   Q2 46,054 0.01 Reduce 25.19% <0.01 $72.39–132.50 · VW $106.44i $5,728,137 SEC
2024   Q1 61,563 0.01 Add 77.78% <0.01 $83.70–129.43 · VW $104.70i $5,739,554 SEC
2023   Q4 34,628 0.01 Add 0.39% $92.29–132.44 · VW $113.83i $4,227,358 SEC
2023   Q3 34,492 0.01 Reduce 1.97% <0.01 $103.62–141.99 · VW $124.11i $3,940,752 SEC
2023   Q2 35,184 0.01 Add 64.16% <0.01 $81.09–141.67 · VW $106.85i $4,150,601 SEC
2023   Q1 21,433 0.01 Reduce 2.61% <0.01 $95.80–142.88 · VW $122.70i $3,048,475 SEC
2022   Q4 22,008 0.01 Buy 0.01 $73.10–117.86 · VW $92.91i $2,236,453 SEC
Price snapshot:
Current price$602.55
Avg. buy price$345.35
+/- since buy74.48%
52-week low$186.49
52-week high$901.81