Microsoft Corp (MSFT) is now the largest holding in the Polen Capital Management portfolio, at 8.55% as of September 30, 2026, according to the 13F-HR filed with the SEC on November 13, 2026. MSFT ranked 3rd a quarter earlier, at 6.74% of the book. The filing lists 1.53M shares worth about $787M.
What did the 2026 Q3 filing report for MSFT?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 8.55% |
| Shares | 1.53M |
| Reported value | $787M |
| Rank in portfolio | 1st of 256 |
| Rank a quarter earlier | 3rd |
| Largest holding a quarter earlier | LLY at 6.89% |
| Next largest holding now | NVDA at 7.3% |
How did MSFT become the largest holding?
Polen Capital Management trimmed the MSFT share count by 27% in 2026 Q3; the name moved up as the rest of the book shifted. LLY, the largest holding a quarter earlier at 6.89%, was trimmed to 4.64%, now 9th. The next largest holding now is NVDA at 7.3%.
Where does MSFT sit in the Polen Capital Management portfolio?
MSFT is the largest of 256 stock positions in the Polen Capital Management portfolio at 8.55%, above the fund's average stock position of 0%. The MSFT cut was the 4th largest of the quarter's 302 position changes by percent change to portfolio. 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 MSFT?
Polen Capital Management first reported MSFT in the quarter ended September 30, 2017. The weight peaked at 10.98% in 2020 Q1. Last quarter the fund cut the position by 26%. Every reported trade is on the Polen Capital Management MSFT trade history page.
Did other funds buy or sell MSFT in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 13, 2026, 14 hold MSFT. One other tracked fund sold out of it. The largest buyers of MSFT this quarter were Donald Yacktman, Richard Pzena and Ronald Muhlenkamp. The largest sellers were Lewis Sanders, Vulcan Value Partners and Eric H. Schoenstein. Every tracked holder of MSFT is on the MSFT ownership page.
FAQ
What is the largest holding in the Polen Capital Management portfolio?
MSFT is the largest holding in the Polen Capital Management portfolio as of 2026 Q3, at 8.55% of the reported value.
What was the largest holding of Polen Capital Management a quarter earlier?
LLY, at 6.89% of the book. LLY, the largest holding a quarter earlier at 6.89%, was trimmed to 4.64%, now 9th.
How did MSFT become the largest holding of Polen Capital Management?
MSFT ranked 3rd a quarter earlier, at 6.74% of the book. Polen Capital Management trimmed the MSFT share count by 27% in 2026 Q3; the name moved up as the rest of the book shifted. LLY, the largest holding a quarter earlier at 6.89%, was trimmed to 4.64%, now 9th.
How many MSFT shares does Polen Capital Management hold?
Polen Capital Management holds 1.53M shares of MSFT, worth about $787M at September 30, 2026 prices.