DLOCAL LTD (DLO) is gone from the Polen Capital Management portfolio as of September 30, 2026, according to the 13F-HR filed with the SEC on November 13, 2026. A quarter earlier the position was 456K shares worth about $5.93M, or 0.05% of the reported book. DLO had been in the portfolio for about 4 years, since the quarter ended December 31, 2022.
What did the 2026 Q3 filing report for DLO?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 456K | 0 |
| Reported value | $5.93M | $0 |
| Portfolio weight | 0.05% | 0% |
| Held since | 2022 Q4 | sold out in 2026 Q3 |
| Quarters held | 15 |
What did Polen Capital Management sell?
Polen Capital Management sold 456K shares of DLO between the quarter ended June 30, 2026 and September 30, 2026. The DLO exit was the 55th largest of the quarter's 302 position changes by percent change to portfolio.
Where does DLO sit in the Polen Capital Management portfolio?
Before the sale, DLO carried 0.05% of the Polen Capital Management portfolio, below the fund's average stock position of 0%. The largest stock position is MSFT at 8.55%. Next come NVDA at 7.3% and GOOG at 6.01%. The three largest stocks together are 21.86% of the book. Across the 2026 Q3 portfolio, Polen Capital Management reported 256 stock positions, with 83 opened and 46 closed. The total portfolio value is about $9.21B, down 21% from the prior quarter.
How long has Polen Capital Management held DLO?
Polen Capital Management held DLO for about 4 years, from the quarter ended December 31, 2022 to June 30, 2026. The weight peaked at 0.1% in 2023 Q3. The share count had been unchanged the quarter before. Every reported trade is on the Polen Capital Management DLO trade history page.
FAQ
How many DLO shares did Polen Capital Management sell?
Polen Capital Management sold all 456K shares of DLO it reported a quarter earlier, worth about $5.93M.
When did Polen Capital Management first buy DLO?
Polen Capital Management first reported DLO in the quarter ended December 31, 2022.
How much of the Polen Capital Management portfolio was DLO?
DLO was 0.05% of the Polen Capital Management portfolio at the prior quarter-end, and 0% after the sale.