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  Insight Enterprises Inc (NSIT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 9,897 <0.01 Reduce 76.51% 0.02 $138.08 $1,366,627 SEC
2025   Q1 42,133 0.02 Add 1.69% <0.01 $149.99 $6,319,586 SEC
2024   Q4 41,431 0.02 Add 93.99% <0.01 $152.10 $6,301,655 SEC
2024   Q3 21,357 0.01 Buy 0.01 $215.39 $4,600,117 SEC