Polen Focus Growth Portfolio Q3 2026 Portfolio Update
The Polen Focus Growth Portfolio returned 4.46% net of fees in Q3 2026, compared with 0.92% for its index. ServiceNow, Shopify and Microsoft were top relative contributors; Nvidia, Apple (not owned) and Lam Research were the largest relative detractors.
Why it matters — The excerpt does not mention Meta, so it provides no direct information about META’s performance or portfolio exposure.