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  Unity Software Inc. (U)
← All U superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $16.78–48.81 · VW $24.67i SEC
2025   Q4 5,449 <0.01 Reduce 36.90% <0.01 $34.04–52.15 · VW $40.47i $240,682 SEC
2025   Q3 8,635 <0.01 Buy <0.01 $26.27–46.94 · VW $36.91i $345,745 SEC
Price snapshot:
Current price$30.68
52-week low$16.78
52-week high$52.15