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  Twilio Inc. (TWLO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,708 <0.01 Reduce 11.39% <0.01 $125.82 $340,721 SEC
2025   Q4 3,056 <0.01 Add 1.49% $142.24 $434,685 SEC
2025   Q3 3,011 <0.01 Reduce 77.38% <0.01 $100.09 $301,371 SEC
2025   Q2 13,313 0.01 Buy 0.01 $124.36 $1,655,605 SEC