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  Alarm Com Hldgs Inc (ALRM)
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 21,461 <0.01 Reduce 81.86% 0.02 $60.80 $1,304,823 SEC
2024   Q3 118,324 0.02 Reduce 7.68% <0.01 $54.67 $6,468,791 SEC
2024   Q2 128,165 0.02 Add 2.19% <0.01 $63.54 $8,143,630 SEC
2024   Q1 125,424 0.02 Reduce 2.71% <0.01 $72.47 $9,089,506 SEC
2023   Q4 128,913 0.02 Reduce 8.85% <0.01 $64.62 $8,330,387 SEC
2023   Q3 141,435 0.02 Reduce 1.46% <0.01 $61.14 $8,647,312 SEC
2023   Q2 143,532 0.02 Reduce 4.54% <0.01 $51.68 $7,417,717 SEC
2023   Q1 150,357 0.02 Reduce 0.54% <0.01 $50.28 $7,559,983 SEC
2022   Q4 151,177 0.02 Reduce 13.34% <0.01 $49.48 $7,480,238 SEC
2022   Q3 174,449 0.03 Add 8.89% <0.01 $64.86 $11,315,000 SEC
2022   Q2 160,207 0.03 Reduce 16.25% <0.01 $61.86 $9,910,000 SEC
2022   Q1 191,301 0.02 Reduce 4.24% <0.01 $66.46 $12,714,000 SEC
2021   Q4 199,775 0.03 Add 25.01% <0.01 $84.81 $16,943,000 SEC
2021   Q3 159,811 0.02 Add 8.13% <0.01 $78.19 $12,496,000 SEC
2021   Q2 147,793 0.02 Add 6.63% <0.01 $84.70 $12,518,000 SEC
2021   Q1 138,601 0.03 Add 21.28% <0.01 $86.38 $11,972,000 SEC
2020   Q4 114,284 0.03 Add 23.38% <0.01 $103.45 $11,823,000 SEC
2020   Q3 92,629 0.01 Add 24.66% <0.01 $55.25 $5,118,000 SEC
2020   Q2 74,306 0.01 Add 115.89% <0.01 $64.81 $4,816,000 SEC
2020   Q1 34,418 0.01 Add 67.33% <0.01 $38.90 $1,339,000 SEC
2019   Q4 20,569 <0.01 Add 15.76% <0.01 $42.98 $884,000 SEC
2019   Q3 17,769 <0.01 Add 0.79% $46.65 $829,000 SEC
2019   Q2 17,630 <0.01 Add 7.95% <0.01 $53.49 $943,000 SEC
2019   Q1 16,332 0.01 Add 6.22% <0.01 $64.90 $1,060,000 SEC
2018   Q4 15,375 0.01 Add 47.67% <0.01 $51.90 $798,000 SEC
2018   Q3 10,412 <0.01 Add 9.07% <0.01 $57.43 $598,000 SEC
2018   Q2 9,546 <0.01 Add 12.11% <0.01 $40.33 $385,000 SEC
2018   Q1 8,515 <0.01 Add 42.18% <0.01 $37.82 $322,000 SEC
2017   Q4 5,989 <0.01 Buy <0.01 $37.74 $226,000 SEC