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  NVIDIA Corp. (NVDA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 4,104,247 4.95 Reduce 22.97% 0.97 $174.40 $715,780,775 SEC
2025   Q4 5,328,112 4.24 Reduce 15.39% 0.59 $186.50 $993,692,985 SEC
2025   Q3 6,297,034 3.81 Add 36,850.09% 3.80 $186.58 $1,174,900,577 SEC
2025   Q2 17,042 0.01 Buy 0.01 $157.99 $2,692,466 SEC
2019   Q1 0 0.00 Sell 100.00% 2.17 SEC
2018   Q4 2,489,689 2.17 Reduce 0.50% 0.02 $133.50 $332,373,000 SEC
2018   Q3 2,502,154 4.00 Buy 4.00 $281.02 $703,155,000 SEC