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  Sea Ltd (SE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 32,874 0.02 Reduce 23.03% <0.01 $82.81 $2,722,322 SEC
2025   Q4 42,710 0.02 Reduce 39.19% 0.02 $127.57 $5,448,541 SEC
2025   Q3 70,233 0.04 Reduce 16.32% <0.01 $178.73 $12,552,732 SEC
2025   Q2 83,932 0.04 Buy 0.04 $159.94 $13,424,131 SEC