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  The Trade Desk Inc (TTD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 0.01 SEC
2023   Q3 35,478 0.01 Add 1.00% <0.01 $78.15 $2,772,606 SEC
2023   Q2 35,125 0.01 Reduce 9.64% <0.01 $77.22 $2,712,353 SEC
2023   Q1 38,871 0.01 Reduce 3.62% <0.01 $60.91 $2,367,633 SEC
2022   Q4 40,329 0.01 Add 3.57% <0.01 $44.83 $1,807,949 SEC
2022   Q3 38,939 0.01 Add 0.54% <0.01 $59.76 $2,327,000 SEC
2022   Q2 38,729 <0.01 Add 6.74% <0.01 $41.88 $1,622,000 SEC
2022   Q1 36,285 <0.01 Add 3.46% <0.01 $69.26 $2,513,000 SEC
2021   Q4 35,071 0.01 Reduce 31.92% <0.01 $91.64 $3,214,000 SEC
2021   Q3 51,515 0.01 Add 3.60% <0.01 $70.31 $3,622,000 SEC
2021   Q2 49,723 0.01 Buy 0.01 $77.37 $3,847,000 SEC