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  Tencent Music Entertainment Group (TME)
← All TME superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 410,278 0.03 Reduce 0.53% <0.01 $8.78–18.73 · VW $13.49i $3,807,380 SEC
2025   Q4 412,467 0.03 Reduce 26.53% 0.01 $17.44–23.85 · VW $19.89i $7,230,547 SEC
2025   Q3 561,433 0.04 Reduce 43.40% 0.03 $19.57–26.70 · VW $23.36i $13,103,846 SEC
2025   Q2 991,883 0.06 Reduce 49.87% 0.04 $11.71–19.58 · VW $15.79i $19,331,800 SEC
2025   Q1 1,978,769 0.09 Add 86.75% 0.04 $10.26–15.33 · VW $12.77i $28,514,064 SEC
2024   Q4 1,059,587 0.03 Reduce 31.19% 0.02 $10.11–13.83 · VW $11.82i $12,026,312 SEC
2024   Q3 1,539,938 0.05 Add 2.33% <0.01 $9.41–15.53 · VW $12.10i $18,556,253 SEC
2024   Q2 1,504,807 0.05 Reduce 43.49% 0.03 $10.94–15.77 · VW $13.56i $21,142,538 SEC
2024   Q1 2,662,781 0.07 Add 2.56% <0.01 $8.19–11.80 · VW $9.81i $29,796,519 SEC
2023   Q4 2,596,369 0.06 Reduce 26.20% 0.02 $6.09–9.20 · VW $7.79i $23,393,285 SEC
2023   Q3 3,518,249 0.06 Add 10.07% <0.01 $5.70–7.94 · VW $6.66i $22,446,429 SEC
2023   Q2 3,196,407 0.06 Reduce 6.18% <0.01 $6.52–8.40 · VW $7.60i $23,589,484 SEC
2023   Q1 3,406,947 0.07 Add 2336.84% 0.07 $6.75–9.29 · VW $8.19i $28,209,521 SEC
2022   Q4 139,810 <0.01 Reduce 35.26% <0.01 $3.14–8.71 · VW $6.00i $1,157,627 SEC
2022   Q3 215,949 <0.01 Reduce 1.77% <0.01 $3.79–5.40 · VW $4.57i $877,000 SEC
2022   Q2 219,849 <0.01 Add 15.32% <0.01 $3.52–5.55 · VW $4.43i $1,104,000 SEC
2022   Q1 190,639 <0.01 Add 61.37% <0.01 $2.95–7.66 · VW $5.23i $928,000 SEC
2021   Q4 118,139 <0.01 Add 68.65% <0.01 $5.91–9.10 · VW $7.37i $809,000 SEC
2021   Q3 70,049 <0.01 Add 26.05% <0.01 $6.82–14.54 · VW $9.47i $508,000 SEC
2021   Q2 55,574 <0.01 Add 0.65% $14.31–20.57 · VW $17.06i $860,000 SEC
2021   Q1 55,214 <0.01 Add 209.60% <0.01 $16.31–32.25 · VW $23.38i $1,131,000 SEC
2020   Q4 17,834 <0.01 Buy <0.01 $13.85–20.18 · VW $16.43i $343,000 SEC
Price snapshot:
Current price$8.83
Avg. buy price$11.14
+/- since buy-20.75%
52-week low$7.94
52-week high$26.00