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  Thredup Inc (TDUP)
← All TDUP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $3.08–6.45 · VW $4.44i SEC
2025   Q4 145,615 <0.01 Add 31.93% <0.01 $5.98–10.00 · VW $7.95i $930,480 SEC
2025   Q3 110,370 <0.01 Add 108.29% <0.01 $6.59–12.28 · VW $9.67i $1,042,997 SEC
2025   Q2 52,989 <0.01 Buy <0.01 $2.53–8.74 · VW $6.34i $396,888 SEC