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 26 of 30 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 8.55% | Add +7.7% | 10,425,812 | $977.73M | $93.78 | No quote |
| 2 | META | FACEBOOK INC | 7.67% | Add +7.5% | 5,805,442 | $876.51M | $150.98 | No quote |
| 3 | ADBE | ADOBE SYS INC | 7.50% | Add +31.5% | 6,062,530 | $857.48M | $141.44 | No quote |
| 4 | GOOG | ALPHABET INC | 7.37% | Add +6.8% | 926,730 | $842.15M | $908.73 | No quote |
| 5 | REGN | REGENERON PHARMACEUTICALS | 6.81% | Add +7.3% | 1,586,320 | $779.11M | $491.14 | No quote |
| 6 | NKE | NIKE INC | 6.27% | Add +7.1% | 12,158,635 | $717.36M | $59.00 | No quote |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | 5.97% | Add +6.6% | 6,661,902 | $682.58M | $102.46 | No quote |
| 8 | SBUX | STARBUCKS CORP | 5.78% | Add +8.3% | 11,335,091 | $660.95M | $58.31 | No quote |
| 9 | CELG | CELGENE CORP | 5.77% | Add +7.7% | 5,082,991 | $660.13M | No quote | No quote |
| 10 | ORCL | ORACLE CORP | 5.53% | Add +7.3% | 12,620,261 | $632.78M | $50.14 | No quote |
| 11 | PCLN | PRICELINE GRP INC | 5.47% | Add +7.1% | 334,430 | $625.56M | No quote | No quote |
| 12 | ACN | ACCENTURE PLC IRELAND | 5.14% | Add +7.6% | 4,748,751 | $587.33M | $123.68 | No quote |
| 13 | ALGN | ALIGN TECHNOLOGY INC | 4.41% | Add +6.8% | 3,362,570 | $504.79M | $150.12 | No quote |
| 14 | IT | GARTNER INC | 4.29% | Add +6.9% | 3,972,949 | $490.7M | $123.51 | No quote |
| 15 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.95% | Add +35.7% | 2,065,445 | $451.8M | $218.74 | No quote |
| 16 | GOOGL | ALPHABET INC | 3.60% | Reduce -16.0% | 442,595 | $411.47M | $929.68 | No quote |
| 17 | DG | DOLLAR GEN CORP NEW | 3.01% | Add +11.2% | 4,780,742 | $344.64M | $72.09 | No quote |
| 18 | MA | MASTERCARD INCORPORATED | 2.42% | Add +9.0% | 2,279,419 | $276.84M | $121.45 | No quote |
| 19 | IWF | ISHARES TR | 0.25% | Add +82.9% | 236,298 | $28.12M | $119.02 | No quote |
| 20 | TJX | TJX COS INC NEW | 0.14% | Reduce -96.7% | 218,353 | $15.76M | $72.17 | No quote |
| 21 | BABA | ALIBABA GROUP HLDG LTD | 0.02% | Add +18.3% | 17,582 | $2.48M | $140.88 | No quote |
| 22 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.02% | Add +17.6% | 19,240 | $2.1M | $109.10 | No quote |
| 23 | AAPL | APPLE INC | 0.01% | Reduce -1.3% | 9,923 | $1.43M | $144.01 | No quote |
| 24 | FAST | FASTENAL CO | 0.01% | Reduce -1.0% | 26,400 | $1.15M | $43.52 | No quote |
| 25 | ICLR | ICON PLC | 0.01% | New | 7,539 | $737K | $97.76 | No quote |
| 26 | NVO | NOVO-NORDISK A S | 0.01% | Reduce -1.4% | 16,653 | $714K | $42.88 | No quote |
| 27 | UL | UNILEVER PLC | 0.01% | New | 10,577 | $572K | $54.08 | No quote |
| 28 | RENX | RELX NV | 0.00% | New | 20,553 | $425K | No quote | No quote |
| 29 | BIDU | BAIDU INC | 0.00% | New | 2,076 | $371K | $178.71 | No quote |
| 30 | NSRGY | NESTLE S. A. ADR | - | Sold | 0 | $0 | No quote | No quote |