David M. Polen
Polen Capital Management
Polen Capital Management ODDITY TECH LTD, CL-A stake
total: 588
Polen Capital Management ODD trades
- Total transactions:
- 4
- New positions:
- 1
- Sold out:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Polen Capital Management doesn't hold any ODDITY TECH LTD, CL-A (ODD) shares. To date, the estimated cost basis is nearly $75.47 for "buy" trades and estimated average "sell" price is $45.98. Polen Capital Management first purchased ODD in 2025 Q2, initially acquiring 33,751 shares. Since the initial investment in ODDITY TECH LTD, CL-A (ODD), Polen Capital Management has made 3 more transactions.
When did Polen Capital Management sell ODDITY TECH LTD, CL-A (ODD)?
Polen Capital Management sold off the entire ODDITY TECH LTD, CL-A (ODD) position in 2026 Q1.
When did Polen Capital Management buy ODDITY TECH LTD, CL-A (ODD)?
Polen Capital Management first invested in ODDITY TECH LTD, CL-A (ODD) in 2025 Q2 at the reported quarter-end price of $75.47 per share.
What's the cost basis of Polen Capital Management's ODD stake?
The estimated cost basis for ODDITY TECH LTD, CL-A (ODD) stake is around $75.47 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $75.47
- Weighted AVG sell price:
- $45.98
Polen Capital Management's historical trades in ODDITY TECH LTD, CL-A
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.00%
|
0
|
$40.18
|
|
-100% (-16,175)
|
-0%
|
|
2025 Q4
|
0.00%
|
16,175
|
$40.18
|
$649,912
|
-35.06% (-8,734)
|
-0%
|
|
2025 Q3
|
0.01%
|
24,909
|
$62.30
|
$1,551,831
|
-26.20% (-8,842)
|
-0%
|
|
2025 Q2
|
0.01%
|
33,751
|
$75.47
|
$2,547,188
|
new
|
+0.01%
|
* 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.