Polen Capital Management sold 630K shares of Synopsys Inc (SNPS) in 2026 Q2, according to the 13F-HR filed with the SEC on August 4, 2026, 94% of the position. What remains is 41.3K shares worth about $18.4M, 0.16% of the portfolio against 1.84% a quarter earlier.
What did the 2026 Q2 filing report for SNPS?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 671K | 41.3K |
| Shares sold | -630K (94%) | |
| Reported value | $266.1M | $18.4M |
| Portfolio weight | 1.84% | 0.16% |
| Rank in portfolio | 36th of 219 |
How much did Polen Capital Management cut SNPS?
Polen Capital Management sold 630K shares of SNPS during 2026 Q2, cutting the stake from 671K to 41.3K. The reported value of the position fell by about $247.7M, from about $266.1M to about $18.4M.
Where does SNPS sit in the Polen Capital Management portfolio?
SNPS ranks 36th of 219 stock positions in the Polen Capital Management portfolio at 0.16%, below the fund's average stock position of 0%. The SNPS cut was the 5th largest of the quarter's 289 position changes by percent change to portfolio. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held SNPS?
Polen Capital Management first reported SNPS in the quarter ended September 30, 2025. The weight peaked at 1.84% in 2026 Q1. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 21%. Every reported trade is on the Polen Capital Management SNPS trade history page.
FAQ
How many SNPS shares did Polen Capital Management sell in 2026 Q2?
Polen Capital Management sold 630K shares of SNPS, 94% of the position, leaving 41.3K shares.
What remains of the SNPS position of Polen Capital Management?
Polen Capital Management still holds 41.3K shares of SNPS, worth about $18.4M at June 30, 2026 prices.
How much of the Polen Capital Management portfolio is SNPS now?
SNPS is 0.16% of the Polen Capital Management portfolio, down from 1.84% a quarter earlier.