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  Affirm Holdings Inc. (AFRM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 4,763 <0.01 Reduce 85.55% <0.01 $45.82 $218,241 SEC
2025   Q4 32,969 0.01 Reduce 0.38% $74.43 $2,453,883 SEC
2025   Q3 33,096 0.01 Add 10.22% <0.01 $73.08 $2,418,656 SEC
2025   Q2 30,027 0.01 Buy 0.01 $69.14 $2,076,067 SEC