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  Taiwan Semiconductor S.A. (TSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 174,686 0.41 Reduce 12.92% 0.03 $337.95 $59,035,081 SEC
2025   Q4 200,593 0.26 Add 13.29% 0.03 $303.89 $60,958,295 SEC
2025   Q3 177,059 0.16 Buy 0.16 $279.29 $49,450,793 SEC
2024   Q1 0 0.00 Sell 100.00% 0.01 SEC
2023   Q4 42,083 0.01 Reduce 25.36% <0.01 $104.00 $4,376,632 SEC
2023   Q3 56,381 0.01 Buy 0.01 $86.90 $4,899,509 SEC