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  Masimo Corp (MASI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 0.01 SEC
2020   Q3 18,414 0.01 Add 17.36% <0.01 $236.07 $4,347,000 SEC
2020   Q2 15,690 0.01 Add 48.95% <0.01 $227.98 $3,577,000 SEC
2020   Q1 10,534 0.01 Add 37.83% <0.01 $177.14 $1,866,000 SEC
2019   Q4 7,643 <0.01 Add 15.66% <0.01 $158.05 $1,208,000 SEC
2019   Q3 6,608 <0.01 Add 1.57% <0.01 $148.76 $983,000 SEC
2019   Q2 6,506 <0.01 Add 7.11% <0.01 $148.79 $968,000 SEC
2019   Q1 6,074 <0.01 Add 6.13% <0.01 $138.29 $840,000 SEC
2018   Q4 5,723 <0.01 Add 47.73% <0.01 $107.29 $614,000 SEC
2018   Q3 3,874 <0.01 Add 9.07% <0.01 $124.42 $482,000 SEC
2018   Q2 3,552 <0.01 Add 12.12% <0.01 $97.69 $347,000 SEC
2018   Q1 3,168 <0.01 Buy <0.01 $88.07 $279,000 SEC