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  Nu Holdings Ltd (NU)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,217,238 0.12 Add 5.13% <0.01 $14.37 $17,491,709 SEC
2025   Q4 1,157,836 0.08 Reduce 24.87% 0.02 $16.74 $19,382,182 SEC
2025   Q3 1,541,162 0.08 Reduce 38.03% 0.04 $16.01 $24,674,004 SEC
2025   Q2 2,486,803 0.10 Reduce 16.26% 0.02 $13.72 $34,118,941 SEC
2025   Q1 2,969,781 0.10 Add 32.37% 0.02 $10.24 $30,410,559 SEC
2024   Q4 2,243,471 0.06 Buy 0.06 $10.36 $23,242,364 SEC