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  Twist Bioscience Corp. (TWST)
← All TWST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 24,037 0.01 Buy 0.01 $32.53–57.88 · VW $44.94i $1,142,238 SEC
Price snapshot:
Current price$90.35
Avg. buy price$47.52
+/- since buy90.13%
52-week low$23.30
52-week high$105.47