Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Broadcom Inc. (AVGO)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
2,697,567 |
5.78 |
Reduce 23.62%
|
1.23 |
$309.51 |
$834,924,015 |
SEC |
| 2025 Q4 |
3,531,637 |
5.22 |
Reduce 21.27%
|
1.02 |
$346.10 |
$1,222,299,638 |
SEC |
| 2025 Q3 |
4,485,854 |
4.80 |
Buy
|
4.80 |
$329.91 |
$1,479,928,108 |
SEC |