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.
Get email alerts when Polen Capital Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 22 of 25 rows. Rows without a quote are marked unavailable.
| 1 | NKE | NIKE INC | 7.82% | Add +2.6% | 3,472,225 | $426.98M | $122.97 | No quote |
| 2 | V | VISA INC | 7.47% | Add +2.2% | 5,853,523 | $407.76M | $69.66 | No quote |
| 3 | SBUX | STARBUCKS CORP | 6.61% | Add +2.8% | 6,344,218 | $360.61M | $56.84 | No quote |
| 4 | GOOG | GOOGLE INC | 5.50% | Reduce -1.5% | 493,575 | $300.3M | $608.42 | No quote |
| 5 | PCLN | PRICELINE GRP INC | 5.50% | Add +3.5% | 242,483 | $299.92M | No quote | No quote |
| 6 | ABT | ABBOTT LABS | 5.32% | Add +3.1% | 7,212,757 | $290.1M | $40.22 | No quote |
| 7 | TJX | TJX COS INC NEW | 5.30% | Add +3.1% | 4,053,112 | $289.47M | $71.42 | No quote |
| 8 | REGN | REGENERON PHARMACEUTICALS | 4.91% | Add +3.7% | 575,505 | $267.69M | $465.14 | No quote |
| 9 | ACN | ACCENTURE PLC IRELAND | 4.86% | Add +2.9% | 2,700,473 | $265.35M | $98.26 | No quote |
| 10 | ORCL | ORACLE CORP | 4.72% | Add +2.2% | 7,134,873 | $257.71M | $36.12 | No quote |
| 11 | NSRGY | Nestle S.A. Adr | 4.70% | Add +35.4% | 3,406,351 | $256.29M | $75.24 | No quote |
| 12 | ADP | AUTOMATIC DATA PROCESSING IN | 4.62% | Add +36.6% | 3,142,746 | $252.36M | $80.30 | No quote |
| 13 | GOOGL | GOOGLE INC | 4.33% | Add +9.8% | 370,416 | $236.03M | $637.20 | No quote |
| 14 | AAPL | APPLE INC | 4.25% | Add +2.9% | 2,111,493 | $232.16M | $109.95 | No quote |
| 15 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.19% | Add +3.0% | 915,633 | $228.66M | $249.73 | No quote |
| 16 | ADBE | ADOBE SYS INC | 4.13% | Add +102.7% | 2,744,000 | $225.61M | $82.22 | No quote |
| 17 | IT | GARTNER INC | 3.45% | Add +3.1% | 2,244,524 | $188.38M | $83.93 | No quote |
| 18 | FAST | FASTENAL CO | 3.44% | Add +2.5% | 5,126,885 | $187.7M | $36.61 | No quote |
| 19 | META | FACEBOOK INC | 3.40% | Add +4.4% | 2,065,946 | $185.38M | $89.73 | No quote |
| 20 | CELG | CELGENE CORP | 3.34% | Add +3.3% | 1,687,289 | $182.45M | No quote | No quote |
| 21 | MA | MASTERCARD INC | 2.11% | Add +5.5% | 1,275,459 | $114.94M | $90.12 | No quote |
| 22 | IWF | ISHARES TR | 0.01% | Reduce -51.7% | 5,068 | $471K | $92.94 | No quote |
| 23 | GWW | GRAINGER W W INC | 0.00% | Reduce -99.8% | 1,246 | $268K | $215.09 | No quote |
| 24 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.00% | New | 2,966 | $235K | $79.23 | No quote |
| 25 | BIDU | BAIDU INC | - | Sold | 0 | $0 | No quote | No quote |