Polen Capital Management – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Polen Capital Management in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MSFT | 2,845,888 | $370.17 | Reduced | -27.21% | 7.27% | $1.05B | 2026 Q1 |
| GOOG | 2,946,637 | $286.86 | Reduced | -26.67% | 5.83% | $845.27M | 2026 Q1 |
| LLY | 914,557 | $919.77 | Reduced | -26.61% | 5.80% | $841.18M | 2026 Q1 |
| AVGO | 2,697,567 | $309.51 | Reduced | -23.62% | 5.76% | $834.92M | 2026 Q1 |
| AMZN | 3,896,739 | $208.27 | Reduced | -54.97% | 5.60% | $811.57M | 2026 Q1 |
| MA | 1,541,388 | $499.66 | Reduced | -27.69% | 5.31% | $770.17M | 2026 Q1 |
| SHOP | 6,306,740 | $118.62 | Reduced | -12.43% | 5.16% | $748.11M | 2026 Q1 |
| V | 2,445,760 | $302.24 | Reduced | -27.54% | 5.10% | $739.21M | 2026 Q1 |
| ORCL | 5,024,257 | $147.11 | Reduced | -30.08% | 5.10% | $739.12M | 2026 Q1 |
| NVDA | 4,104,247 | $174.4 | Reduced | -22.97% | 4.94% | $715.78M | 2026 Q1 |
| MSCI | 929,509 | $539.01 | Reduced | -30.17% | 3.46% | $501.01M | 2026 Q1 |
| ZTS | 4,223,076 | $118.21 | Reduced | -24.08% | 3.44% | $499.21M | 2026 Q1 |
| SBUX | 5,055,488 | $89.59 | Reduced | -25.49% | 3.12% | $452.92M | 2026 Q1 |
| AON | 1,354,053 | $322.78 | Reduced | -26.66% | 3.01% | $437.06M | 2026 Q1 |
| IDXX | 695,811 | $561.89 | Reduced | -27.56% | 2.70% | $390.97M | 2026 Q1 |
| ABNB | 2,273,747 | $126.28 | Reduced | -24.98% | 1.98% | $287.13M | 2026 Q1 |
| ISRG | 606,826 | $460.99 | Reduced | -27.98% | 1.93% | $279.74M | 2026 Q1 |
| ACN | 1,354,748 | $198.29 | Reduced | -28.04% | 1.85% | $268.63M | 2026 Q1 |
| SNPS | 671,233 | $396.48 | Reduced | -20.55% | 1.84% | $266.13M | 2026 Q1 |
| UBER | 2,917,928 | $71.93 | Reduced | -18.17% | 1.45% | $209.89M | 2026 Q1 |
| IWF | 1,627,452 | $106.6 | Reduced | -47.58% | 1.20% | $173.49M | 2026 Q1 |
| MELI | 34,452 | $1729.01 | Reduced | -28.11% | 0.41% | $59.57M | 2026 Q1 |
| TSM | 174,686 | $337.95 | Reduced | -12.92% | 0.41% | $59.04M | 2026 Q1 |
| ACWI | 306,415 | $138.37 | Reduced | -49.78% | 0.29% | $42.4M | 2026 Q1 |
| BSX | 579,739 | $62.75 | Reduced | -85.58% | 0.25% | $36.38M | 2026 Q1 |