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  Globant S.A. (GLOB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.03 SEC
2025   Q4 90,462 0.03 Reduce 33.04% <0.01 $65.37 $5,913,474 SEC
2025   Q3 135,108 0.03 Reduce 50.51% 0.04 $57.38 $7,752,498 SEC
2025   Q2 272,981 0.08 Reduce 64.75% 0.19 $90.84 $24,797,565 SEC
2025   Q1 774,418 0.29 Add 22.05% 0.05 $117.72 $91,164,439 SEC
2024   Q4 634,524 0.37 Add 0.24% <0.01 $214.42 $136,054,594 SEC
2024   Q3 632,979 0.32 Add 32.61% 0.08 $198.14 $125,418,400 SEC
2024   Q2 477,338 0.21 Reduce 4.26% <0.01 $178.26 $85,090,262 SEC
2024   Q1 498,574 0.23 Add 39.28% 0.06 $201.90 $100,662,005 SEC
2023   Q4 357,970 0.01 Reduce 2.86% <0.01 $14.45 $5,171,232 SEC
2023   Q3 368,492 0.19 Add 0.38% <0.01 $197.85 $72,906,110 SEC
2023   Q2 367,091 0.16 Add 83.04% 0.07 $179.72 $65,973,593 SEC
2023   Q1 200,552 0.09 Reduce 5.68% <0.01 $164.01 $32,892,691 SEC
2022   Q4 212,638 0.10 Reduce 12.18% 0.02 $168.16 $35,757,206 SEC
2022   Q3 242,133 0.13 Add 9.92% 0.01 $187.08 $45,298,000 SEC
2022   Q2 220,281 0.10 Add 39.27% 0.03 $174.00 $38,329,000 SEC
2022   Q1 158,168 0.08 Reduce 10.65% <0.01 $262.07 $41,451,000 SEC
2021   Q4 177,024 0.09 Add 112.08% 0.05 $314.09 $55,601,000 SEC
2021   Q3 83,472 0.04 Add 8.59% <0.01 $281.00 $23,456,000 SEC
2021   Q2 76,866 0.03 Add 6.24% <0.01 $219.17 $16,847,000 SEC
2021   Q1 72,353 0.03 Add 19.54% <0.01 $207.61 $15,021,000 SEC
2020   Q4 60,525 0.03 Add 24.60% <0.01 $217.61 $13,171,000 SEC
2020   Q3 48,576 0.02 Add 16.95% <0.01 $179.22 $8,706,000 SEC
2020   Q2 41,537 0.02 Add 1.26% <0.01 $149.84 $6,224,000 SEC
2020   Q1 41,022 0.02 Add 60.28% <0.01 $87.88 $3,605,000 SEC
2019   Q4 25,594 0.01 Add 15.18% <0.01 $106.04 $2,714,000 SEC
2019   Q3 22,221 0.01 Add 4.94% <0.01 $91.58 $2,035,000 SEC
2019   Q2 21,174 0.01 Add 8.61% <0.01 $101.07 $2,140,000 SEC
2019   Q1 19,496 0.01 Add 11.38% <0.01 $71.40 $1,392,000 SEC
2018   Q4 17,504 0.01 Add 103.70% <0.01 $56.33 $986,000 SEC
2018   Q3 8,593 <0.01 Add 9.20% <0.01 $59.00 $507,000 SEC
2018   Q2 7,869 <0.01 Buy <0.01 $56.81 $447,000 SEC