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 AXT Inc. (AXTI)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
49,368 |
0.02 |
Add 122.23%
|
0.01 |
$56.98 |
$2,812,989 |
SEC |
| 2025 Q4 |
22,215 |
<0.01 |
Buy
|
<0.01 |
$16.35 |
$363,215 |
SEC |