Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Servicetitan Inc (TTAN)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2025 Q4 |
2,975 |
<0.01 |
Add 32.69%
|
<0.01 |
$106.50 |
$316,838 |
SEC |
| 2025 Q3 |
2,242 |
<0.01 |
Reduce 35.22%
|
<0.01 |
$100.83 |
$226,061 |
SEC |
| 2025 Q2 |
3,461 |
<0.01 |
Buy
|
<0.01 |
$107.18 |
$370,950 |
SEC |