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  Spotify Technology S.A. (SPOT)
← All SPOT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 107,429 0.36 Add 49.92% 0.12 $405.00–609.20 · VW $493.09i $52,093,417 SEC
2025   Q4 71,658 0.18 Add 547.02% 0.15 $548.73–700.12 · VW $616.52i $41,612,380 SEC
2025   Q3 11,075 0.03 Reduce 62.39% 0.04 $615.63–748.30 · VW $691.87i $7,730,097 SEC
2025   Q2 29,446 0.07 Reduce 24.01% 0.02 $475.01–785.00 · VW $641.10i $22,595,264 SEC
2025   Q1 38,749 0.07 Reduce 36.33% 0.03 $451.43–652.63 · VW $560.02i $21,313,221 SEC
2024   Q4 60,861 0.07 Buy 0.07 $362.31–506.47 · VW $448.72i $27,227,935 SEC
Price snapshot:
Current price$479.84
Avg. buy price$535.07
+/- since buy-10.32%
52-week low$405.00
52-week high$748.30