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  Semtech Corp. (SMTC)
← All SMTC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,553 <0.01 Buy <0.01 $69.16–172.36 · VW $131.35i $503,860 SEC
Price snapshot:
Current price$132.15
Avg. buy price$76.89
+/- since buy71.87%
52-week low$46.02
52-week high$177.35