Polen Capital trim ON HOLDING AG
Polen Capital trim $3.0M of disclosed value in ON HOLDING AG.
Signal
Investor Move
Action
Trim
Capital
$3.0M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
300
New
69
Reduced/Sold
164
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| AMZN | Amazon.com, Inc. | Reduced | $811.6M | 0.08% |
| MSFT | Microsoft Corporation | Reduced | $1.1B | 0.06% |
| ORCL | Oracle Corporation | Reduced | $739.1M | 0.05% |
| LLY | Eli Lilly and Company | Reduced | $841.2M | 0.03% |
| 2824100 | ABBOTT LABORATORIES | Reduced | $1.5M | 0.03% |
| ADBE | Adobe Inc. | Reduced | $2.9M | 0.03% |
| MA.BA | Mastercard Incorporated | Reduced | $770.2M | 0.03% |
| V.BA | Visa Inc. | Reduced | $739.2M | 0.03% |
| GOOG | Alphabet Inc. | Reduced | $845.3M | 0.03% |
| SHOP | Shopify Inc. | Reduced | $748.1M | 0.03% |
| AVGO | Broadcom Inc. | Reduced | $834.9M | 0.03% |
| BSX | Boston Scientific Corporation | Reduced | $36.4M | 0.02% |
| INTU | Intuit Inc. | Reduced | $8.6M | 0.02% |
| PAYC | Paycom Software, Inc. | Reduced | $3.7M | 0.02% |
| NVDA | NVIDIA Corporation | Reduced | $715.8M | 0.02% |
| META | Meta Platforms, Inc. | New | $272.7M | 0.02% |
| MSCI | MSCI Inc. | Reduced | $501M | 0.02% |
| IDXX | IDEXX Laboratories, Inc. | Reduced | $391M | 0.02% |
| ACN | Accenture plc | Reduced | $268.6M | 0.02% |
| LRCX | Lam Research Corporation | New | $225.3M | 0.02% |