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 24 of 29 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 7.73% | Add +10.2% | 6,447,554 | $500.01M | $77.55 | No quote |
| 2 | NKE | NIKE INC | 7.38% | Add +119.9% | 7,635,794 | $477.24M | $62.50 | No quote |
| 3 | SBUX | STARBUCKS CORP | 6.48% | Add +10.1% | 6,984,749 | $419.29M | $60.03 | No quote |
| 4 | GOOG | ALPHABET INC | 6.34% | New | 540,233 | $409.97M | $758.88 | No quote |
| 5 | ABT | ABBOTT LABS | 5.51% | Add +10.0% | 7,936,268 | $356.42M | $44.91 | No quote |
| 6 | REGN | REGENERON PHARMACEUTICALS | 5.25% | Add +8.7% | 625,697 | $339.67M | $542.87 | No quote |
| 7 | PCLN | PRICELINE GRP INC | 5.25% | Add +9.7% | 266,100 | $339.26M | No quote | No quote |
| 8 | TJX | TJX COS INC NEW | 4.91% | Add +10.4% | 4,474,248 | $317.27M | $70.91 | No quote |
| 9 | ACN | ACCENTURE PLC IRELAND | 4.80% | Add +10.0% | 2,971,122 | $310.48M | $104.50 | No quote |
| 10 | GOOGL | ALPHABET INC | 4.67% | New | 387,808 | $301.72M | $778.01 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | 4.56% | Add +10.7% | 3,479,707 | $294.8M | $84.72 | No quote |
| 12 | ADBE | ADOBE SYS INC | 4.44% | Add +11.5% | 3,058,700 | $287.33M | $93.94 | No quote |
| 13 | ORCL | ORACLE CORP | 4.41% | Add +9.4% | 7,808,622 | $285.25M | $36.53 | No quote |
| 14 | NSRGY | Nestle S.A. Adr | 4.24% | Add +8.1% | 3,682,910 | $274.08M | $74.42 | No quote |
| 15 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.95% | Add +10.2% | 1,008,725 | $255.63M | $253.42 | No quote |
| 16 | AAPL | APPLE INC | 3.77% | Add +9.8% | 2,318,198 | $244.01M | $105.26 | No quote |
| 17 | META | FACEBOOK INC | 3.71% | Add +10.9% | 2,291,191 | $239.8M | $104.66 | No quote |
| 18 | FAST | FASTENAL CO | 3.53% | Add +8.9% | 5,585,497 | $228M | $40.82 | No quote |
| 19 | IT | GARTNER INC | 3.47% | Add +10.3% | 2,476,847 | $224.65M | $90.70 | No quote |
| 20 | CELG | CELGENE CORP | 3.37% | Add +7.8% | 1,818,909 | $217.83M | No quote | No quote |
| 21 | MA | MASTERCARD INC | 2.11% | Add +10.0% | 1,403,433 | $136.64M | $97.36 | No quote |
| 22 | IWF | ISHARES TR | 0.09% | Add +1040.2% | 57,786 | $5.75M | $99.49 | No quote |
| 23 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.01% | Add +97.0% | 5,843 | $476K | $81.47 | No quote |
| 24 | BIDU | BAIDU INC | 0.01% | New | 2,334 | $441K | $188.95 | No quote |
| 25 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | New | 5,315 | $432K | $81.28 | No quote |
| 26 | NVO | NOVO-NORDISK A S | 0.01% | New | 6,499 | $377K | $58.01 | No quote |
| 29 | GWW | GRAINGER W W INC | - | Sold | 0 | $0 | No quote | No quote |
| 28 | GOOG | GOOGLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 27 | GOOGL | GOOGLE INC | - | Sold | 0 | $0 | No quote | No quote |