David M. Polen
Polen Capital Management
Polen Capital Management Guardant Health Inc stake
total: 588
Polen Capital Management GH trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 3
- Reduced:
- 1
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 34,372 Guardant Health Inc (GH) shares with a market value of roughly $5.16M accounting for 0.04% of the overall portfolio. To date, the estimated cost basis is nearly $75.12 for "buy" trades and estimated average "sell" price is $150.03. Polen Capital Management first purchased GH in 2025 Q2, initially acquiring 10,183 shares. Since the initial investment in Guardant Health Inc (GH), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Guardant Health Inc (GH)?
Polen Capital Management first invested in Guardant Health Inc (GH) in 2025 Q2 at the reported quarter-end price of $52.04 per share.
What's the cost basis of Polen Capital Management's GH stake?
The estimated cost basis for Guardant Health Inc (GH) stake is around $75.12 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $75.12
- Weighted AVG sell price:
- $150.03
Polen Capital Management's historical trades in Guardant Health Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.04%
|
34,372
|
$150.03
|
$5,156,831
|
-1.02% (-353)
|
-0%
|
|
2026 Q1
|
0.02%
|
34,725
|
$92.37
|
$3,207,548
|
+76.56% (+15,058)
|
+0.01%
|
|
2025 Q4
|
0.01%
|
19,667
|
$102.14
|
$2,008,787
|
+13.87% (+2,396)
|
+0%
|
|
2025 Q3
|
0.00%
|
17,271
|
$62.48
|
$1,079,092
|
+69.61% (+7,088)
|
+0%
|
|
2025 Q2
|
0.00%
|
10,183
|
$52.04
|
$529,923
|
new
|
+0%
|
* 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.