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  Fabrinet (FN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,930 0.01 Buy 0.01 $521.52 $1,006,534 SEC
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 4,098 <0.01 Reduce 73.13% <0.01 $294.68 $1,207,599 SEC
2025   Q1 15,249 0.01 Add 20.98% <0.01 $197.51 $3,011,853 SEC
2024   Q4 12,605 0.01 Buy 0.01 $219.88 $2,771,633 SEC