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  ServiceTitan, Inc. (TTAN)
← All TTAN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $58.01–109.95 · VW $74.45i SEC
2025   Q4 2,975 <0.01 Add 32.69% <0.01 $83.48–111.36 · VW $98.93i $316,838 SEC
2025   Q3 2,242 <0.01 Reduce 35.22% <0.01 $97.36–119.99 · VW $110.67i $226,061 SEC
2025   Q2 3,461 <0.01 Buy <0.01 $80.23–131.33 · VW $107.61i $370,950 SEC
Price snapshot:
Current price$80.35
52-week low$54.17
52-week high$119.99