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 22 of 25 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 7.45% | Reduce -2.2% | 5,726,917 | $384.56M | $67.15 | No quote |
| 2 | NKE | NIKE INC | 7.08% | Reduce -2.2% | 3,384,469 | $365.59M | $108.02 | No quote |
| 3 | ABT | ABBOTT LABS | 6.65% | Reduce -2.2% | 6,998,285 | $343.48M | $49.08 | No quote |
| 4 | SBUX | STARBUCKS CORP | 6.41% | Add +92.0% | 6,171,996 | $330.94M | $53.62 | No quote |
| 5 | REGN | REGENERON PHARMACEUTICALS | 5.48% | Reduce -2.1% | 554,959 | $283.1M | $510.13 | No quote |
| 6 | ORCL | ORACLE CORP | 5.45% | Reduce -2.3% | 6,982,677 | $281.4M | $40.30 | No quote |
| 7 | PCLN | PRICELINE GRP INC | 5.22% | Reduce -1.8% | 234,277 | $269.74M | No quote | No quote |
| 8 | GOOG | GOOGLE INC | 5.05% | Reduce -1.8% | 501,098 | $260.83M | $520.51 | No quote |
| 9 | TJX | TJX COS INC NEW | 5.04% | Reduce -2.0% | 3,932,657 | $260.22M | $66.17 | No quote |
| 10 | AAPL | APPLE INC | 4.99% | Reduce -2.2% | 2,052,716 | $257.47M | $125.43 | No quote |
| 11 | ACN | ACCENTURE PLC IRELAND | 4.92% | Reduce -2.2% | 2,624,413 | $253.99M | $96.78 | No quote |
| 12 | FAST | FASTENAL CO | 4.08% | Reduce -2.1% | 5,000,617 | $210.93M | $42.18 | No quote |
| 13 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.89% | Reduce -2.2% | 888,847 | $200.86M | $225.98 | No quote |
| 14 | CELG | CELGENE CORP | 3.66% | Reduce -3.0% | 1,633,610 | $189.07M | No quote | No quote |
| 15 | IT | GARTNER INC | 3.62% | Reduce -2.1% | 2,177,985 | $186.83M | $85.78 | No quote |
| 16 | ADP | AUTOMATIC DATA PROCESSING IN | 3.57% | Reduce -2.1% | 2,299,849 | $184.52M | $80.23 | No quote |
| 17 | GOOGL | GOOGLE INC | 3.53% | Reduce -2.4% | 337,314 | $182.16M | $540.04 | No quote |
| 18 | NSRGY | NESTLE S.A. ADR | 3.52% | Reduce -2.6% | 2,516,539 | $181.59M | $72.16 | No quote |
| 19 | META | FACEBOOK INC | 3.29% | New | 1,978,737 | $169.72M | $85.77 | No quote |
| 20 | GWW | GRAINGER W W INC | 2.77% | Reduce -2.4% | 603,823 | $142.9M | $236.65 | No quote |
| 21 | MA | MASTERCARD INC | 2.19% | Reduce -2.1% | 1,209,593 | $113.07M | $93.48 | No quote |
| 22 | ADBE | ADOBE SYS INC | 2.12% | Reduce -1.2% | 1,353,951 | $109.68M | $81.01 | No quote |
| 23 | IWF | ISHARES TR | 0.02% | Reduce -82.9% | 10,484 | $1.04M | $99.01 | No quote |
| 24 | BIDU | BAIDU INC | 0.00% | Add +7.2% | 1,074 | $214K | $199.26 | No quote |
| 25 | FDS | FACTSET RESH SYS INC | - | Sold | 0 | $0 | No quote | No quote |