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  Monolithic Power Systems (MPWR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.01 SEC
2024   Q2 2,442 0.01 Reduce 37.26% <0.01 $821.68 $2,006,543 SEC
2024   Q1 3,892 0.01 Reduce 3.62% <0.01 $677.42 $2,636,519 SEC
2023   Q4 4,038 0.01 Add 62.23% <0.01 $630.78 $2,547,090 SEC
2023   Q3 2,489 <0.01 Add 1.01% $462.00 $1,149,918 SEC
2023   Q2 2,464 <0.01 Add 87.23% <0.01 $540.23 $1,331,127 SEC
2023   Q1 1,316 <0.01 Buy <0.01 $500.54 $658,711 SEC
2018   Q4 0 0.00 Sell 100.00% <0.01 SEC
2018   Q3 3,903 <0.01 Add 9.08% <0.01 $125.54 $490,000 SEC
2018   Q2 3,578 <0.01 Add 12.13% <0.01 $133.59 $478,000 SEC
2018   Q1 3,191 <0.01 Add 42.07% <0.01 $115.95 $370,000 SEC
2017   Q4 2,246 <0.01 Buy <0.01 $112.20 $252,000 SEC