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 20 of 23 rows. Rows without a quote are marked unavailable.
| 1 | V | Visa Inc | 7.57% | Reduce -2.0% | 1,403,350 | $367.96M | $262.20 | No quote |
| 2 | NKE | Nike Inc | 6.57% | Reduce -2.0% | 3,317,124 | $318.94M | $96.15 | No quote |
| 3 | ABT | Abbott Labs | 6.35% | Reduce -2.2% | 6,850,845 | $308.43M | $45.02 | No quote |
| 4 | ORCL | Oracle Corp | 6.34% | Reduce -2.0% | 6,845,534 | $307.84M | $44.97 | No quote |
| 5 | TJX | Tjx Cos Inc New | 5.41% | Reduce -1.4% | 3,830,452 | $262.69M | $68.58 | No quote |
| 6 | GOOG | Google Inc | 5.19% | Add +39.5% | 478,604 | $251.94M | $526.40 | No quote |
| 7 | PCLN | Priceline Grp Inc | 5.16% | Add +44.0% | 219,618 | $250.41M | No quote | No quote |
| 8 | SBUX | Starbucks Corp | 5.13% | Reduce -2.0% | 3,034,122 | $248.95M | $82.05 | No quote |
| 9 | AGN | Allergan Inc | 5.09% | Reduce -52.5% | 1,162,639 | $247.17M | No quote | No quote |
| 10 | ACN | Accenture Plc Ireland | 4.74% | Reduce -2.0% | 2,575,395 | $230.01M | $89.31 | No quote |
| 11 | AAPL | Apple Inc | 4.58% | Reduce -1.5% | 2,016,598 | $222.59M | $110.38 | No quote |
| 12 | REGN | Regeneron Pharmaceuticals | 4.58% | Reduce -1.7% | 542,293 | $222.48M | $410.25 | No quote |
| 13 | ADP | Automatic Data Processing Inc | 3.86% | Reduce -1.3% | 2,247,283 | $187.36M | $83.37 | No quote |
| 14 | IT | Gartner Inc | 3.70% | Reduce -2.4% | 2,133,772 | $179.69M | $84.21 | No quote |
| 15 | CELG | Celgene Corp | 3.65% | New | 1,585,432 | $177.35M | No quote | No quote |
| 16 | GOOGL | Google Inc | 3.58% | Reduce -3.5% | 327,762 | $173.93M | $530.66 | No quote |
| 17 | FDS | Factset Resh Sys Inc | 3.55% | Reduce -2.1% | 1,224,220 | $172.31M | $140.75 | No quote |
| 18 | NSRGY | Nestle S.A. Adr | 3.55% | Reduce -6.3% | 2,361,979 | $172.31M | $72.95 | No quote |
| 19 | ORLY | O Reilly Automotive | 3.45% | Reduce -2.1% | 869,169 | $167.42M | $192.62 | No quote |
| 20 | GWW | Grainger W W Inc | 3.06% | Reduce -3.5% | 583,562 | $148.74M | $254.89 | No quote |
| 21 | FAST | Fastenal Co | 2.66% | Reduce -4.3% | 2,712,089 | $128.99M | $47.56 | No quote |
| 22 | MA | Mastercard Inc | 2.09% | Reduce -1.9% | 1,178,546 | $101.54M | $86.16 | No quote |
| 23 | IWF | Ishares | 0.18% | Add +469.1% | 89,594 | $8.57M | $95.61 | No quote |