Polen Capital Management sold 2.35M shares of Uber Technologies Inc (UBER) in 2026 Q2, according to the 13F-HR filed with the SEC on August 4, 2026, 80% of the position. What remains is 570K shares worth about $41.1M, 0.35% of the portfolio against 1.45% a quarter earlier.
What did the 2026 Q2 filing report for UBER?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 2.92M | 570K |
| Shares sold | -2.35M (80%) | |
| Reported value | $209.9M | $41.1M |
| Portfolio weight | 1.45% | 0.35% |
| Rank in portfolio | 30th of 219 |
How much did Polen Capital Management cut UBER?
Polen Capital Management sold 2.35M shares of UBER during 2026 Q2, cutting the stake from 2.92M to 570K. The reported value of the position fell by about $168.8M, from about $209.9M to about $41.1M.
Where does UBER sit in the Polen Capital Management portfolio?
UBER ranks 30th of 219 stock positions in the Polen Capital Management portfolio at 0.35%, below the fund's average stock position of 0%. The UBER cut was the 18th 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 UBER?
Polen Capital Management first reported UBER in the quarter ended June 30, 2025. The weight peaked at 1.45% in 2025 Q3. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 18%. Every reported trade is on the Polen Capital Management UBER trade history page.
Did other funds buy or sell UBER in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 9 hold UBER. Of those, 4 added to the position this quarter and 3 trimmed it. The largest buyers of UBER this quarter were Bill Ackman, Terry Smith and David Tepper. The largest sellers were William Von Mueffling, Thomas Russo and John Armitage. Every tracked holder of UBER is on the UBER ownership page.
FAQ
How many UBER shares did Polen Capital Management sell in 2026 Q2?
Polen Capital Management sold 2.35M shares of UBER, 80% of the position, leaving 570K shares.
What remains of the UBER position of Polen Capital Management?
Polen Capital Management still holds 570K shares of UBER, worth about $41.1M at June 30, 2026 prices.
How much of the Polen Capital Management portfolio is UBER now?
UBER is 0.35% of the Polen Capital Management portfolio, down from 1.45% a quarter earlier.
Did other funds trim UBER in 2026 Q2?
Among the 9 other tracked funds that hold UBER, 3 trimmed it in 2026 Q2 and 4 added to it.