In a significant portfolio adjustment, Polen Capital Management boosted its holding in Taiwan Semiconductor Manufacturing by 187%, ending the second quarter of 2026 with 501,210 shares. According to a quarterly report filed with the SEC, which reflects trades made before June 30, 2026, the firm's position grew from $59 million to over $239 million.
This move aligns with the firm's commentary for the same period, which noted that a rally in AI infrastructure beneficiaries drove market returns. In its Q2 2026 Global Growth Commentary, Polen Capital specifically mentioned that TSMC was a positive contributor to the portfolio's performance, highlighting the increasing importance of semiconductor-related businesses.