Focused investors/Polen Capital Management

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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 29 of 36 rows. Rows without a quote are marked unavailable.


1	META	FACEBOOK INC	8.17%	Add +2.3%	5,940,032	$1.01B	$170.87	No quote
2	ADBE	ADOBE SYS INC	7.55%	Add +3.7%	6,288,816	$938.17M	$149.18	No quote
3	GOOG	ALPHABET INC	7.38%	Add +3.1%	955,618	$916.54M	$959.11	No quote
4	V	VISA INC	6.82%	Reduce -22.8%	8,044,351	$846.59M	$105.24	No quote
5	CELG	CELGENE CORP	6.14%	Add +2.9%	5,231,324	$762.83M	No quote	No quote
6	ADP	AUTOMATIC DATA PROCESSING IN	6.00%	Add +2.3%	6,813,929	$744.9M	$109.32	No quote
7	ORCL	ORACLE CORP	5.98%	Add +21.7%	15,357,706	$742.55M	$48.35	No quote
8	ACN	ACCENTURE PLC IRELAND	5.30%	Add +2.6%	4,873,017	$658.2M	$135.07	No quote
9	NKE	NIKE INC	5.25%	Add +3.5%	12,586,480	$652.61M	$51.85	No quote
10	SBUX	STARBUCKS CORP	5.08%	Add +3.6%	11,748,596	$631.02M	$53.71	No quote
11	PCLN	PRICELINE GRP INC	5.06%	Add +2.7%	343,368	$628.65M	No quote	No quote
12	REGN	REGENERON PHARMACEUTICALS	4.94%	Reduce -13.4%	1,373,614	$614.17M	$447.12	No quote
13	ORLY	O REILLY AUTOMOTIVE INC NEW	4.63%	Add +29.4%	2,672,521	$575.58M	$215.37	No quote
14	ALGN	ALIGN TECHNOLOGY INC	4.60%	Reduce -8.8%	3,065,176	$570.95M	$186.27	No quote
15	MSFT	MICROSOFT CORP	4.25%	New	7,081,215	$527.48M	$74.49	No quote
16	IT	GARTNER INC	4.08%	Add +2.5%	4,072,192	$506.62M	$124.41	No quote
17	DG	DOLLAR GEN CORP NEW	3.22%	Add +3.2%	4,935,680	$400.04M	$81.05	No quote
18	GOOGL	ALPHABET INC	2.70%	Reduce -22.1%	344,614	$335.56M	$973.72	No quote
19	MA	MASTERCARD INCORPORATED	2.64%	Add +1.8%	2,320,131	$327.6M	$141.20	No quote
20	BABA	ALIBABA GROUP HLDG LTD	0.04%	Add +58.6%	27,883	$4.82M	$172.72	No quote
21	IWF	ISHARES TR	0.03%	Reduce -87.4%	29,765	$3.72M	$125.05	No quote
22	CHKP	CHECK POINT SOFTWARE TECH LT	0.03%	Add +56.7%	30,148	$3.44M	$114.00	No quote
23	ICLR	ICON PLC	0.02%	Add +246.5%	26,122	$2.98M	$113.89	No quote
24	UL	UNILEVER PLC	0.02%	Add +323.7%	44,813	$2.6M	$57.95	No quote
25	SAP	SAP SE	0.02%	New	21,213	$2.33M	$109.65	No quote
26	RENX	RELX NV	0.01%	Add +324.6%	87,259	$1.86M	No quote	No quote
27	BIDU	BAIDU INC	0.01%	Add +245.8%	7,178	$1.78M	$247.70	No quote
28	AAPL	APPLE INC	0.01%	Add +5.2%	10,439	$1.61M	$154.13	No quote
29	NVO	NOVO-NORDISK A S	0.01%	Add +5.2%	17,525	$844K	$48.16	No quote
30	TJX	TJX COS INC NEW	0.00%	Reduce -98.3%	3,645	$269K	$73.80	No quote
31	FOXF	FOX FACTORY HLDG CORP	0.00%	New	5,216	$225K	No quote	No quote
32	OLLI	OLLIES BARGAIN OUTLT HLDGS I	0.00%	New	4,667	$217K	$46.50	No quote
33	CMD	CANTEL MEDICAL CORP	0.00%	New	2,286	$215K	No quote	No quote
34	POOL	POOL CORPORATION	0.00%	New	1,913	$207K	$108.21	No quote
35	MDSO	MEDIDATA SOLUTIONS INC	0.00%	New	2,622	$205K	No quote	No quote
36	FAST	FASTENAL CO	-	Sold	0	$0	No quote	No quote