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  TransMedics Group Inc. (TMDX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 7,422 0.01 Reduce 31.46% <0.01 $99.41 $737,821 SEC
2025   Q4 10,828 0.01 Add 90.30% <0.01 $121.65 $1,317,226 SEC
2025   Q3 5,690 <0.01 Reduce 50.02% <0.01 $112.20 $638,418 SEC
2025   Q2 11,385 <0.01 Buy <0.01 $134.01 $1,525,704 SEC