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  Align Technology Inc. (ALGN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 SEC
2024   Q4 4,504 <0.01 Reduce 55.91% <0.01 $208.50 $939,062 SEC
2024   Q3 10,215 0.01 Reduce 48.94% <0.01 $254.33 $2,597,947 SEC
2024   Q2 20,006 0.01 Reduce 98.35% 0.90 $241.43 $4,829,955 SEC
2024   Q1 1,216,069 0.92 Reduce 4.10% 0.03 $327.92 $398,773,479 SEC
2023   Q4 1,268,118 0.84 Reduce 17.88% 0.22 $274.00 $347,464,348 SEC
2023   Q3 1,544,171 1.24 Reduce 2.40% 0.03 $305.32 $471,466,405 SEC
2023   Q2 1,582,077 1.39 Reduce 2.43% 0.03 $353.64 $559,485,633 SEC
2023   Q1 1,621,415 1.43 Reduce 3.15% 0.03 $334.14 $541,779,875 SEC
2022   Q4 1,674,073 1.03 Reduce 15.79% 0.18 $210.90 $353,061,941 SEC
2022   Q3 1,988,038 1.15 Add 3.60% 0.04 $207.11 $411,743,000 SEC
2022   Q2 1,918,921 1.20 Add 2.52% 0.03 $236.67 $454,151,000 SEC
2022   Q1 1,871,737 1.59 Add 5.32% 0.08 $436.00 $816,077,000 SEC
2021   Q4 1,777,198 1.96 Add 7.29% 0.13 $657.18 $1,167,939,000 SEC
2021   Q3 1,656,405 2.02 Add 1.33% 0.03 $665.43 $1,102,222,000 SEC
2021   Q2 1,634,605 1.91 Add 4.47% 0.08 $611.00 $998,744,000 SEC
2021   Q1 1,564,625 1.91 Reduce 39.81% 1.29 $541.53 $847,291,000 SEC
2020   Q4 2,599,314 3.23 Add 0.06% <0.01 $534.38 $1,389,021,000 SEC
2020   Q3 2,597,811 2.28 Reduce 20.27% 0.55 $327.36 $850,419,000 SEC
2020   Q2 3,258,389 2.71 Add 7.22% 0.18 $274.44 $894,232,000 SEC
2020   Q1 3,039,006 2.30 Add 7.51% 0.16 $173.95 $528,635,000 SEC
2019   Q4 2,826,782 3.11 Add 1.66% 0.05 $279.04 $788,785,000 SEC
2019   Q3 2,780,515 2.32 Add 6.81% 0.15 $180.92 $503,051,000 SEC
2019   Q2 2,603,337 3.45 Add 4.47% 0.15 $273.70 $712,533,000 SEC
2019   Q1 2,492,046 3.70 Add 45.45% 1.16 $284.33 $708,563,000 SEC
2018   Q4 1,713,303 2.34 Reduce 18.84% 0.89 $209.43 $358,817,000 SEC
2018   Q3 2,111,097 4.70 Reduce 10.80% 0.56 $391.22 $825,903,000 SEC
2018   Q2 2,366,768 5.20 Reduce 11.30% 0.54 $342.14 $809,766,000 SEC
2018   Q1 2,668,377 4.76 Add 1.79% 0.08 $251.13 $670,110,000 SEC
2017   Q4 2,621,506 4.33 Reduce 14.47% 0.67 $222.19 $582,472,000 SEC
2017   Q3 3,065,176 4.60 Reduce 8.84% 0.39 $186.27 $570,950,000 SEC
2017   Q2 3,362,570 4.41 Add 6.76% 0.28 $150.12 $504,789,000 SEC
2017   Q1 3,149,797 3.36 Add 8.55% 0.26 $114.71 $361,313,000 SEC
2016   Q4 2,901,702 3.07 Add 66.64% 1.23 $96.13 $278,941,000 SEC
2016   Q3 1,741,340 1.95 Add 4.26% 0.08 $93.75 $163,251,000 SEC
2016   Q2 1,670,121 1.71 Add 11.30% 0.17 $80.55 $134,528,000 SEC
2016   Q1 1,500,605 1.50 Buy 1.50 $72.69 $109,079,000 SEC