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  Epam Sys Inc (EPAM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 SEC
2025   Q1 16,512 0.01 Add 22.73% <0.01 $168.84 $2,787,886 SEC
2024   Q4 13,454 0.01 Reduce 35.07% <0.01 $233.82 $3,145,814 SEC
2024   Q3 20,722 0.01 Reduce 19.60% <0.01 $199.03 $4,124,300 SEC
2024   Q2 25,775 0.01 Reduce 27.81% <0.01 $188.11 $4,848,535 SEC
2024   Q1 35,705 0.02 Reduce 2.00% <0.01 $276.16 $9,860,293 SEC
2023   Q4 36,435 0.03 Reduce 34.85% 0.01 $297.34 $10,833,583 SEC
2023   Q3 55,925 0.04 Reduce 4.38% <0.01 $255.69 $14,299,463 SEC
2023   Q2 58,485 0.03 Add 31.05% <0.01 $224.75 $13,144,504 SEC
2023   Q1 44,628 0.04 Buy 0.04 $299.00 $13,343,772 SEC
2022   Q1 0 0.00 Sell 100.00% <0.01 SEC
2021   Q4 3,378 <0.01 Reduce 27.57% <0.01 $668.44 $2,258,000 SEC
2021   Q3 4,664 <0.01 Buy <0.01 $570.54 $2,661,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.01 SEC
2020   Q2 13,089 0.01 Add 45.97% <0.01 $252.04 $3,299,000 SEC
2020   Q1 8,967 0.01 Add 67.58% <0.01 $185.68 $1,665,000 SEC
2019   Q4 5,351 <0.01 Add 15.70% <0.01 $212.11 $1,135,000 SEC
2019   Q3 4,625 <0.01 Add 1.20% $182.27 $843,000 SEC
2019   Q2 4,570 <0.01 Add 7.88% <0.01 $173.09 $791,000 SEC
2019   Q1 4,236 <0.01 Add 6.94% <0.01 $169.03 $716,000 SEC
2018   Q4 3,961 <0.01 Add 47.09% <0.01 $116.13 $460,000 SEC
2018   Q3 2,693 <0.01 Add 9.25% <0.01 $137.76 $371,000 SEC
2018   Q2 2,465 <0.01 Add 11.99% <0.01 $124.14 $306,000 SEC
2018   Q1 2,201 <0.01 Buy <0.01 $114.49 $252,000 SEC