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  The Trade Desk, Inc. (TTD)
← All TTD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 0.01 $60.23–86.43 · VW $71.91i SEC
2023   Q3 35,478 0.01 Add 1.00% <0.01 $69.72–91.85 · VW $82.63i $2,772,606 SEC
2023   Q2 35,125 0.01 Reduce 9.64% <0.01 $57.17–79.38 · VW $68.62i $2,712,353 SEC
2023   Q1 38,871 0.01 Reduce 3.62% <0.01 $41.20–66.35 · VW $54.71i $2,367,633 SEC
2022   Q4 40,329 0.01 Add 3.57% <0.01 $39.43–64.66 · VW $50.93i $1,807,949 SEC
2022   Q3 38,939 0.01 Add 0.54% <0.01 $39.00–76.75 · VW $55.83i $2,327,000 SEC
2022   Q2 38,729 <0.01 Add 6.74% <0.01 $39.39–75.98 · VW $52.80i $1,622,000 SEC
2022   Q1 36,285 <0.01 Add 3.46% <0.01 $51.18–93.26 · VW $73.34i $2,513,000 SEC
2021   Q4 35,071 0.01 Reduce 31.92% <0.01 $65.32–114.09 · VW $90.41i $3,214,000 SEC
2021   Q3 51,515 0.01 Add 3.60% <0.01 $67.37–90.00 · VW $78.18i $3,622,000 SEC
2021   Q2 49,723 0.01 Buy 0.01 $46.71–81.25 · VW $65.62i $3,847,000 SEC
Price snapshot:
Current price$19.79
52-week low$16.98
52-week high$91.45