Polen Capital Management recent buys & sells (2026 Q3)
David M. Polen
Polen Capital Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $9.21B (-$2B)
- Previous value:
- $11.61B
- # of changes:
- 302
- New positions:
- 83
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 13 Nov 2026
Polen Capital Management has disclosed a total of 302 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 82, bought 83 totally new, decreased the number of shares of 91 and completely sold out 46 position(s).
What stocks is Polen Capital Management buying now?
In the recent quarter Polen Capital Management has bought 165 securities out of which top 5 purchases (by % change to portfolio) are (META) Meta Platforms Inc (added shares +52.01%), (STX) SEAGATE TECHNOLOGY ULC (new buy), (ASML) ASML Holding N.V. New York Registry Shares (added shares +292.75%), (EME) EMCOR Group Inc (added shares +36.16%) and (PWR) Quanta Services Inc (new buy).
In the latest report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -26.87%), (NVDA) NVIDIA Corp (reduced shares -25.99%), (GOOG) Alphabet Inc, CL-C (reduced shares -24.98%), (NOW) ServiceNow Inc (reduced shares -26.33%) and (AMZN) Amazon.com Inc (reduced shares -25.55%).
302 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
iShares Global Industrials ETF
|
new
|
+1,291
|
1,291
|
+0%
|
$189.21
|
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
iShares Global Tech ETF
|
new
|
+105,675
|
105,675
|
+0.17%
|
$148.22
|
|
0.17%
|
2026 Q3
|
~0.25 years
|
|
|
|
iShares Global Healthcare ETF
|
new
|
+2,608
|
2,608
|
+0%
|
$102.12
|
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
iShares U.S. Aerospace & Defense ETF
|
new
|
+131,379
|
131,379
|
+0.1%
|
$69.06
|
+3.07%($71.18)
|
0.10%
|
2026 Q3
|
~0.25 years
|
|
|
|
Johnson Controls International PLC
|
new
|
+1,382
|
1,382
|
+0%
|
$148.61
|
-6.25%($139.33)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
Kodiak Gas Services, Inc
|
new
|
+11,915
|
11,915
|
+0.01%
|
$52.97
|
-16.82%($44.06)
|
0.01%
|
2026 Q3
|
~0.25 years
|
|
|
|
Kopin Corp
|
new
|
+42,943
|
42,943
|
+0%
|
$4.60
|
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
Manitowoc Company Inc
|
new
|
+48,385
|
48,385
|
+0.01%
|
$21.46
|
+10.48%($23.71)
|
0.01%
|
2026 Q3
|
~0.25 years
|
|
|
|
Marcus Corp
|
new
|
+22,133
|
22,133
|
+0.01%
|
$27.89
|
|
0.01%
|
2026 Q3
|
~0.25 years
|
|
|
|
MAREX GROUP LTD
|
new
|
+70,409
|
70,409
|
+0.05%
|
$69.76
|
|
0.05%
|
2026 Q3
|
~0.25 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q3
Insight
—
Consensus shift · 2026 Q3
Insight
—
Consensus shift · 2026 Q3
Insight
—
Consensus shift · 2026 Q3
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".