Polen Capital trim Uber Technologies, Inc. Common Stock
Polen Capital trim $291.4M of disclosed value in Uber Technologies, Inc. Common Stock.
Signal
Investor Move
Action
Trim
Capital
$291.4M 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
Dec 31, 2025
Total Changes
399
New
167
Reduced/Sold
224
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| ORCL | Oracle Corporation | Reduced | $1.4B | 0.05% |
| MSFT | Microsoft Corporation | Reduced | $1.9B | 0.03% |
| NFLX | Netflix, Inc. | Reduced | $16.3M | 0.02% |
| 2824100 | ABBOTT LABS | Reduced | $496.4M | 0.02% |
| SHOP | Shopify Inc. | Reduced | $1.2B | 0.02% |
| ISRG | Intuitive Surgical, Inc. | New | $477.2M | 0.02% |
| AMZN | Amazon.com, Inc. | Reduced | $2B | 0.02% |
| WDAY | Workday, Inc. | Reduced | $2.3M | 0.02% |
| ZTS | Zoetis Inc. | Reduced | $699.9M | 0.02% |
| IWF | iShares Russell 1000 Growth ETF | New | $367.3M | 0.02% |
| MA.BA | Mastercard Incorporated | Reduced | $1.2B | 0.01% |
| V.BA | Visa Inc. | Reduced | $1.2B | 0.01% |
| AVGO | Broadcom Inc. | Reduced | $1.2B | 0.01% |
| PAYC | Paycom Software, Inc. | Reduced | $292.4M | 0.01% |
| AON | Aon plc | Reduced | $651.5M | 0.01% |
| CSGP | CoStar Group, Inc. | Reduced | $328.9M | 0.01% |
| ADBE | Adobe Inc. | Reduced | $470.9M | 0.01% |
| NVDA | NVIDIA Corporation | Reduced | $993.7M | 0.01% |
| SBUX | Starbucks Corporation | Reduced | $571.4M | 0.01% |
| NOW | ServiceNow, Inc. | Reduced | $870.2M | 0.01% |