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  monday.com Ltd. (MNDY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.05 SEC
2025   Q4 79,332 0.05 Reduce 36.94% 0.03 $147.56 $11,706,290 SEC
2025   Q3 125,811 0.08 Add 28.94% 0.02 $193.69 $24,368,286 SEC
2025   Q2 97,575 0.09 Add 36.93% 0.02 $314.48 $30,685,399 SEC
2025   Q1 71,261 0.05 Add 33.98% 0.01 $243.16 $17,327,930 SEC
2024   Q4 53,186 0.03 Buy 0.03 $235.44 $12,522,089 SEC