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  Doximity Inc. (DOCS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 SEC
2025   Q3 7,211 <0.01 Add 21.91% <0.01 $73.15 $527,485 SEC
2025   Q2 5,915 <0.01 Buy <0.01 $61.34 $362,826 SEC
2024   Q3 0 0.00 Sell 100.00% 0.01 SEC
2024   Q2 105,500 0.01 Reduce 36.75% <0.01 $27.97 $2,950,822 SEC
2024   Q1 166,789 0.01 Reduce 3.53% <0.01 $26.91 $4,488,298 SEC
2023   Q4 172,888 0.01 Reduce 19.60% <0.01 $28.04 $4,847,784 SEC
2023   Q3 215,037 0.01 Add 11.61% <0.01 $21.22 $4,563,075 SEC
2023   Q2 192,660 0.02 Reduce 4.79% <0.01 $34.02 $6,554,300 SEC
2023   Q1 202,352 0.02 Reduce 2.24% <0.01 $32.38 $6,552,174 SEC
2022   Q4 206,979 0.02 Reduce 2.30% <0.01 $33.56 $6,946,215 SEC
2022   Q3 211,853 0.02 Add 65.87% <0.01 $30.22 $6,402,000 SEC
2022   Q2 127,720 0.01 Buy 0.01 $34.82 $4,447,000 SEC