SEAGATE TECHNOLOGY ULC (STX) is a new holding of Polen Capital Management as of September 30, 2026, according to the 13F-HR filed with the SEC on November 13, 2026: 204K shares worth about $188M, 2.04% of the portfolio. The position did not appear in the prior quarter. STX enters the book as the 18th largest of 256 stock positions.
What did the 2026 Q3 filing report for STX?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Value | |
|---|---|
| Shares | 204K |
| Reported value | $188M |
| Portfolio weight | 2.04% |
| Rank in portfolio | 18th of 256 |
How big is the new STX position?
Polen Capital Management opened 83 stock positions in 2026 Q3; STX is the largest of them by weight. An average stock position in the Polen Capital Management portfolio is 0% of the reported value, so the new name comes in above the fund's typical size.
Where does STX sit in the Polen Capital Management portfolio?
STX ranks 18th of 256 stock positions in the Polen Capital Management portfolio at 2.04%, above 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. The STX purchase was the 5th 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.
Has Polen Capital Management held STX before?
Polen Capital Management has not reported STX before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many STX shares does Polen Capital Management hold?
Polen Capital Management holds 204K shares of STX as of September 30, 2026, worth about $188M.
What is STX's weight in the Polen Capital Management portfolio?
STX is 2.04% of the Polen Capital Management portfolio and ranks 18th of 256 stocks by weight.
Has Polen Capital Management owned STX before?
No. Polen Capital Management has not reported STX before in the filings we track, which start with the quarter ended June 30, 2013.