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  ICON plc (ICLR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.08 SEC
2025   Q4 105,206 0.08 Reduce 76.28% 0.19 $182.22 $19,170,588 SEC
2025   Q3 443,461 0.25 Reduce 17.94% 0.04 $175.00 $77,605,716 SEC
2025   Q2 540,410 0.24 Reduce 14.90% 0.05 $145.45 $78,602,580 SEC
2025   Q1 635,052 0.35 Reduce 10.75% 0.04 $174.99 $111,127,679 SEC
2024   Q4 711,510 0.40 Reduce 32.48% 0.25 $209.71 $149,210,727 SEC
2024   Q3 1,053,770 0.78 Reduce 2.88% 0.02 $287.31 $302,758,583 SEC
2024   Q2 1,085,062 0.85 Reduce 1.20% 0.01 $313.47 $340,134,263 SEC
2024   Q1 1,098,219 0.85 Reduce 7.88% <0.01 $335.95 $368,946,776 SEC
2023   Q4 1,192,170 0.01 Reduce 2.52% 0.02 $4.47 $5,328,335 SEC
2023   Q3 1,222,961 0.79 Reduce 16.58% 0.15 $246.25 $301,154,200 SEC
2023   Q2 1,466,021 0.91 Reduce 1.39% 0.01 $250.20 $366,798,511 SEC
2023   Q1 1,486,714 0.84 Reduce 2.95% 0.03 $213.59 $317,547,297 SEC
2022   Q4 1,531,939 0.87 Reduce 7.88% 0.07 $194.25 $297,579,125 SEC
2022   Q3 1,663,024 0.86 Add 18.38% 0.13 $183.78 $305,631,000 SEC
2022   Q2 1,404,775 0.80 Reduce 9.78% 0.07 $216.70 $304,415,000 SEC
2022   Q1 1,557,050 0.74 Reduce 1.87% 0.02 $243.22 $378,706,000 SEC
2021   Q4 1,586,759 0.83 Reduce 4.40% 0.04 $309.70 $491,419,000 SEC
2021   Q3 1,659,850 0.80 Add 112.11% 0.42 $262.02 $434,914,000 SEC
2021   Q2 782,534 0.31 Add 1.95% <0.01 $206.71 $161,758,000 SEC
2021   Q1 767,550 0.34 Add 23.06% 0.06 $196.37 $150,724,000 SEC
2020   Q4 623,697 0.28 Add 14.55% 0.04 $194.98 $121,608,000 SEC
2020   Q3 544,491 0.28 Add 41.65% 0.08 $191.09 $104,047,000 SEC
2020   Q2 384,405 0.20 Add 21.18% 0.04 $168.46 $64,757,000 SEC
2020   Q1 317,219 0.19 Add 21.95% 0.03 $136.00 $43,142,000 SEC
2019   Q4 260,128 0.18 Add 16.25% 0.03 $172.23 $44,802,000 SEC
2019   Q3 223,758 0.15 Add 50.12% 0.05 $147.34 $32,969,000 SEC
2019   Q2 149,054 0.11 Add 29.59% 0.03 $153.97 $22,950,000 SEC
2019   Q1 115,017 0.08 Add 16.63% 0.01 $136.58 $15,709,000 SEC
2018   Q4 98,614 0.08 Add 19.53% 0.01 $129.21 $12,742,000 SEC
2018   Q3 82,500 0.07 Add 26.50% 0.01 $153.75 $12,684,000 SEC
2018   Q2 65,218 0.06 Add 8.83% <0.01 $132.52 $8,643,000 SEC
2018   Q1 59,927 0.05 Add 30.86% 0.01 $118.14 $7,080,000 SEC
2017   Q4 45,793 0.04 Add 75.30% 0.02 $112.16 $5,136,000 SEC
2017   Q3 26,122 0.02 Add 246.49% 0.01 $113.89 $2,975,000 SEC
2017   Q2 7,539 0.01 Buy 0.01 $97.76 $737,000 SEC