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
← All VONG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.01 $82.52–98.46 · VW $92.70i SEC
2024   Q2 34,536 0.01 Add 3.82% <0.01 $81.08–95.30 · VW $87.65i $3,239,822 SEC
2024   Q1 33,266 0.01 $86.67 $2,883,164 SEC
2023   Q4 33,266 <0.01 Buy <0.01 $65.85–78.54 · VW $72.22i $2,595,413 SEC
Price snapshot:
Current price$125.14
52-week low$105.10
52-week high$132.77