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 27 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 7.70% | Add +7.8% | 8,972,673 | $700.05M | $78.02 | No quote |
| 2 | GOOG | ALPHABET INC | 6.86% | Add +9.0% | 807,231 | $623.04M | $771.82 | No quote |
| 3 | ADP | AUTOMATIC DATA PROCESSING IN | 6.53% | Add +28.0% | 5,770,975 | $593.14M | $102.78 | No quote |
| 4 | META | FACEBOOK INC | 6.33% | Add +8.2% | 5,003,453 | $575.65M | $115.05 | No quote |
| 5 | SBUX | STARBUCKS CORP | 5.94% | Add +7.8% | 9,727,375 | $540.06M | $55.52 | No quote |
| 6 | NKE | NIKE INC | 5.82% | Add +5.8% | 10,410,133 | $529.15M | $50.83 | No quote |
| 7 | CELG | CELGENE CORP | 5.54% | Add +27.0% | 4,352,572 | $503.81M | No quote | No quote |
| 8 | REGN | REGENERON PHARMACEUTICALS | 5.42% | Add +65.3% | 1,340,649 | $492.14M | $367.09 | No quote |
| 9 | ACN | ACCENTURE PLC IRELAND | 5.27% | Add +8.0% | 4,089,466 | $479M | $117.13 | No quote |
| 10 | TJX | TJX COS INC NEW | 5.12% | Add +7.7% | 6,189,811 | $465.04M | $75.13 | No quote |
| 11 | ADBE | ADOBE SYS INC | 4.87% | Add +8.4% | 4,298,126 | $442.49M | $102.95 | No quote |
| 12 | PCLN | PRICELINE GRP INC | 4.72% | Reduce -14.4% | 292,722 | $429.15M | No quote | No quote |
| 13 | ORCL | ORACLE CORP | 4.60% | Add +7.2% | 10,864,265 | $417.73M | $38.45 | No quote |
| 14 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.29% | Add +8.0% | 1,401,678 | $390.24M | $278.41 | No quote |
| 15 | GOOGL | ALPHABET INC | 4.25% | Add +6.6% | 487,960 | $386.68M | $792.45 | No quote |
| 16 | NSRGY | NESTLE S. A. ADR | 4.10% | Add +5.3% | 5,180,631 | $372.36M | $71.88 | No quote |
| 17 | IT | GARTNER INC | 3.82% | Add +8.1% | 3,435,091 | $347.19M | $101.07 | No quote |
| 18 | DG | DOLLAR GEN CORP NEW | 3.18% | Add +120.1% | 3,903,635 | $289.14M | $74.07 | No quote |
| 19 | ALGN | ALIGN TECHNOLOGY INC | 3.07% | Add +66.6% | 2,901,702 | $278.94M | $96.13 | No quote |
| 20 | MA | MASTERCARD INCORPORATED | 2.21% | Add +9.3% | 1,943,628 | $200.68M | $103.25 | No quote |
| 21 | IWF | ISHARES TR | 0.30% | Add +116.3% | 258,918 | $27.16M | $104.90 | No quote |
| 22 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.01% | Add +16.2% | 14,842 | $1.25M | $84.49 | No quote |
| 23 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | Add +16.6% | 13,454 | $1.18M | $87.78 | No quote |
| 24 | FAST | FASTENAL CO | 0.01% | Add +6.4% | 24,990 | $1.17M | $46.98 | No quote |
| 25 | AAPL | APPLE INC | 0.01% | Reduce -99.7% | 9,393 | $1.09M | $115.83 | No quote |
| 26 | NVO | NOVO-NORDISK A S | 0.01% | Add +12.2% | 15,766 | $565K | $35.84 | No quote |
| 27 | BIDU | BAIDU INC | - | Sold | 0 | $0 | No quote | No quote |