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  Hamilton Lane Inc (HLNE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 10,061 <0.01 Reduce 80.77% 0.02 $142.12 $1,429,869 SEC
2025   Q1 52,320 0.02 Reduce 5.97% <0.01 $148.67 $7,778,389 SEC
2024   Q4 55,644 0.02 Reduce 0.33% <0.01 $148.05 $8,238,108 SEC
2024   Q3 55,830 0.02 Reduce 28.63% <0.01 $168.39 $9,401,143 SEC
2024   Q2 78,225 0.02 Reduce 14.90% <0.01 $123.58 $9,667,064 SEC
2024   Q1 91,919 0.02 Reduce 3.65% <0.01 $112.76 $10,364,784 SEC
2023   Q4 95,403 0.16 Reduce 16.89% <0.01 $711.28 $67,858,652 SEC
2023   Q3 114,795 0.03 Reduce 1.42% <0.01 $90.44 $10,382,048 SEC
2023   Q2 116,448 0.02 Reduce 4.83% <0.01 $79.98 $9,313,519 SEC
2023   Q1 122,364 0.02 Reduce 2.65% <0.01 $73.98 $9,052,515 SEC
2022   Q4 125,693 0.02 Reduce 11.03% <0.01 $63.88 $8,029,269 SEC
2022   Q3 141,283 0.02 Add 9.05% <0.01 $59.61 $8,422,000 SEC
2022   Q2 129,556 0.02 Add 34.86% <0.01 $67.18 $8,704,000 SEC
2022   Q1 96,064 0.01 Buy 0.01 $77.29 $7,425,000 SEC