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  NetEase.com Inc. (NTES)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 SEC
2025   Q3 2,669 <0.01 Reduce 37.08% <0.01 $151.99 $405,661 SEC
2025   Q2 4,242 <0.01 Reduce 1.83% $134.58 $570,888 SEC
2025   Q1 4,321 <0.01 Reduce 8.43% <0.01 $102.92 $444,717 SEC
2024   Q4 4,719 <0.01 Reduce 10.42% <0.01 $89.21 $420,982 SEC
2024   Q3 5,268 <0.01 Add 31.70% <0.01 $93.51 $492,611 SEC
2024   Q2 4,000 <0.01 $95.58 $382,320 SEC
2024   Q1 4,000 <0.01 Buy <0.01 $103.47 $413,880 SEC