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 16 of 18 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 8.35% | Add +1.6% | 669,618 | $356.35M | $532.17 | No quote |
| 2 | CTSH | Cognizant Tech Sol Common | 7.43% | Add +1.4% | 4,294,290 | $317.26M | $73.88 | No quote |
| 3 | GOOGL | Google Common | 7.09% | Add +1.8% | 427,891 | $302.68M | $707.38 | No quote |
| 4 | QCOM | Qualcomm Inc Common | 6.90% | Add +1.6% | 4,758,942 | $294.39M | $61.86 | No quote |
| 5 | TROW | T Rowe Price Grp Inc Common | 6.34% | Add +1.8% | 4,156,274 | $270.66M | $65.12 | No quote |
| 6 | SBUX | Starbucks Corp Common | 6.11% | Add +1.4% | 4,862,911 | $260.8M | $53.63 | No quote |
| 7 | AGN | Allergan Common | 5.93% | Add +1.6% | 2,761,250 | $253.29M | No quote | No quote |
| 8 | ABT | Abbott Labs Common | 5.82% | Add +1.6% | 3,794,610 | $248.55M | $65.50 | No quote |
| 9 | NKE | Nike Inc Cl B Common | 5.57% | Add +247.0% | 4,606,275 | $237.68M | $51.60 | No quote |
| 10 | INTU | Intuit Inc Common | 5.38% | Add +2.1% | 3,863,314 | $229.79M | $59.48 | No quote |
| 11 | ISRG | Intuitive Surgical Common | 5.37% | Add +1.4% | 467,725 | $229.36M | $490.37 | No quote |
| 12 | MSFT | Microsoft Corp Common | 5.25% | Add +0.7% | 8,397,178 | $224.29M | $26.71 | No quote |
| 13 | ORCL | Oracle Corp Common | 5.22% | Reduce -12.0% | 6,686,833 | $222.81M | $33.32 | No quote |
| 14 | ACN | Accenture Ltd Common | 5.13% | Reduce -14.1% | 3,294,471 | $219.08M | $66.50 | No quote |
| 15 | VAR | Varian Medical Sys Common | 5.01% | Add +1.7% | 3,044,406 | $213.84M | No quote | No quote |
| 16 | FDS | Factset Res Common | 4.27% | Add +0.8% | 2,068,116 | $182.12M | $88.06 | No quote |
| 17 | CHRW | CH Robinson Inc Common | 2.84% | Add +1.7% | 1,918,183 | $121.27M | $63.22 | No quote |
| 18 | GWW | W.W. Granger Inc Common | 1.98% | New | 418,647 | $84.72M | $202.37 | No quote |