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  TransMedics Group, Inc. (TMDX)
← All TMDX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,422 0.01 Reduce 31.46% <0.01 $93.08–151.85 · VW $128.34i $737,821 SEC
2025   Q4 10,828 0.01 Add 90.30% <0.01 $107.22–156.00 · VW $126.37i $1,317,226 SEC
2025   Q3 5,690 <0.01 Reduce 50.02% <0.01 $98.89–133.54 · VW $116.27i $638,418 SEC
2025   Q2 11,385 <0.01 Buy <0.01 $62.23–145.50 · VW $109.86i $1,525,704 SEC
Price snapshot:
Current price$75.74
Avg. buy price$128.15
+/- since buy-40.90%
52-week low$60.10
52-week high$156.00