Polen Capital Management
As of Q2 2026, Polen Capital Management reported 219 long-equity positions worth $11.61B in aggregate.
Copy-investor backtest
- Latest quarter
- +3.05%
- 1-year
- -4.51%
- 3-year
- +27.82%
- 5-year
- +6.68%
- 3-year vs S&P 500
- -45.26%
- 5-year vs S&P 500
- -66.61%
- 5-year top 5
- +24.77%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 15 of 18 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 10.53% | Add +5.5% | 659,099 | $439.79M | $667.26 | No quote |
| 2 | GOOGL | Google Common | 7.60% | Add +5.9% | 420,395 | $317.19M | $754.50 | No quote |
| 3 | CTSH | Cognizant Tech Sol Common | 7.09% | Add +5.8% | 4,235,398 | $296.14M | $69.92 | No quote |
| 4 | QCOM | Qualcomm Inc Common | 7.01% | Add +5.7% | 4,686,402 | $292.85M | $62.49 | No quote |
| 5 | ACN | Accenture Ltd Common | 6.43% | Add +5.6% | 3,836,386 | $268.66M | $70.03 | No quote |
| 6 | TROW | T Rowe Price Grp Inc Common | 6.19% | Add +5.6% | 4,083,778 | $258.5M | $63.30 | No quote |
| 7 | ABT | Abbott Labs Common | 6.13% | Add +39.8% | 3,735,838 | $256.13M | $68.56 | No quote |
| 8 | AGN | Allergan Common | 5.96% | Add +5.7% | 2,719,194 | $249.02M | No quote | No quote |
| 9 | MSFT | Microsoft Corp Common | 5.95% | Add +29.2% | 8,335,128 | $248.22M | $29.78 | No quote |
| 10 | SBUX | Starbucks Corp Common | 5.83% | Add +5.7% | 4,796,946 | $243.45M | $50.75 | No quote |
| 11 | ORCL | Oracle Corp Common | 5.73% | Add +5.8% | 7,595,121 | $239.17M | $31.49 | No quote |
| 12 | ISRG | Intuitive Surgical Common | 5.47% | Add +5.7% | 461,201 | $228.59M | $495.63 | No quote |
| 13 | INTU | Intuit Inc Common | 5.33% | Add +74.1% | 3,781,977 | $222.68M | $58.88 | No quote |
| 14 | FDS | Factset Res Common | 4.74% | Add +6.2% | 2,050,697 | $197.73M | $96.42 | No quote |
| 15 | VAR | Varian Medical Sys Common | 4.32% | Add +5.8% | 2,993,022 | $180.54M | No quote | No quote |
| 16 | NKE | Nike Inc Cl B Common | 3.02% | Add +83.5% | 1,327,456 | $125.99M | $94.91 | No quote |
| 17 | CHRW | CH Robinson Inc Common | 2.65% | Reduce -47.4% | 1,886,254 | $110.44M | $58.55 | No quote |
| 18 | COH | Coach Inc Common | - | Sold | 0 | $0 | No quote | No quote |