David M. Polen
Polen Capital Management
Polen Capital Management BillionToOne, Inc, CL-A stake
total: 588
Polen Capital Management BLLN trades
- Total transactions:
- 1
- New positions:
- 1
- Held since:
- 2026 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 16,975 BillionToOne, Inc, CL-A (BLLN) shares with a market value of roughly $2.04M accounting for 0.02% of the overall portfolio. To date, the estimated cost basis is nearly $119.98 for "buy" trades. Polen Capital Management first purchased BLLN in 2026 Q2, initially acquiring 16,975 shares.
When did Polen Capital Management buy BillionToOne, Inc, CL-A (BLLN)?
Polen Capital Management first invested in BillionToOne, Inc, CL-A (BLLN) in 2026 Q2 at the reported quarter-end price of $119.98 per share.
What's the cost basis of Polen Capital Management's BLLN stake?
The estimated cost basis for BillionToOne, Inc, CL-A (BLLN) stake is around $119.98 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $119.98
Polen Capital Management's historical trades in BillionToOne, Inc, CL-A
1 result
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.02%
|
16,975
|
$119.98
|
$2,036,661
|
new
|
+0.02%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.