Polen Capital Management reduced its position in Visa (V) by 26.17% during the second quarter of 2026, selling an estimated $219.63 million worth of shares. According to its 13F filing dated August 4, 2026, the firm's stake decreased from 2.45 million to 1.81 million shares. This disclosure reflects trades made between March 31 and June 30, 2026.
While the firm did not comment specifically on the Visa reduction, its quarterly commentaries noted an unusually active period of repositioning. Polen stated it was redeploying capital into companies with stronger business momentum and long-term demand tailwinds, particularly in sectors like AI infrastructure, aerospace, and power. Despite the large sale, Visa remained a significant holding for the growth-focused investor, with its portfolio weight increasing slightly from 5.11% to 5.34%.