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  HDFC Bank Ltd. (HDB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 23,926 <0.01 Reduce 93.48% 0.06 $24.88 $595,289 SEC
2025   Q4 367,007 0.06 Reduce 38.15% 0.03 $36.54 $13,410,415 SEC
2025   Q3 593,360 0.07 Add 3.97% <0.01 $34.16 $20,269,165 SEC
2025   Q2 570,679 0.13 Reduce 12.35% 0.02 $76.67 $43,753,926 SEC
2025   Q1 651,063 0.14 Reduce 15.95% 0.02 $66.44 $43,256,617 SEC
2024   Q4 774,580 0.13 Reduce 7.68% 0.01 $63.86 $49,464,671 SEC
2024   Q3 839,039 0.14 Reduce 1.69% <0.01 $62.56 $52,490,307 SEC
2024   Q2 853,428 0.14 Add 20.11% 0.02 $64.33 $54,901,016 SEC
2024   Q1 710,550 0.09 Add 26.13% 0.02 $55.97 $39,769,506 SEC
2023   Q4 563,327 0.01 Add 19.07% <0.01 $9.18 $5,171,232 SEC
2023   Q3 473,113 0.07 Add 2.49% <0.01 $59.01 $27,918,389 SEC
2023   Q2 461,637 0.08 Add 55.85% 0.03 $69.70 $32,176,124 SEC
2023   Q1 296,215 0.05 Reduce 5.92% <0.01 $66.67 $19,748,687 SEC
2022   Q4 314,866 0.06 Buy 0.06 $68.41 $21,539,983 SEC