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 44 of 59 rows. Rows without a quote are marked unavailable.
| 1 | ADBE | Adobe Sys Inc | 9.91% | Add +1.6% | 6,461,486 | $1.4B | $216.08 | No quote |
| 2 | GOOG | Alphabet Inc | 7.26% | Add +2.2% | 990,728 | $1.02B | $1031.79 | No quote |
| 3 | MSFT | Microsoft Corp | 7.13% | Add +52.3% | 11,012,266 | $1.01B | $91.27 | No quote |
| 4 | V | Visa Inc | 7.03% | Add +1.7% | 8,280,586 | $990.52M | $119.62 | No quote |
| 5 | NKE | Nike Inc | 6.14% | Add +2.2% | 13,024,429 | $865.34M | $66.44 | No quote |
| 6 | ADP | Automatic Data Processing Inc | 5.69% | Add +2.1% | 7,062,453 | $801.45M | $113.48 | No quote |
| 7 | ACN | Accenture plc Ireland | 5.50% | Add +2.2% | 5,048,799 | $774.99M | $153.50 | No quote |
| 8 | ZTS | Zoetis Inc | 5.30% | Add +125.3% | 8,943,633 | $746.88M | $83.51 | No quote |
| 9 | ORCL | Oracle Corp | 5.29% | Add +3.9% | 16,280,492 | $744.83M | $45.75 | No quote |
| 10 | SBUX | Starbucks Corp | 5.03% | Add +3.0% | 12,229,797 | $707.98M | $57.89 | No quote |
| 11 | ORLY | O Reilly Automotive Inc New | 4.89% | Add +3.8% | 2,786,484 | $689.32M | $247.38 | No quote |
| 12 | ALGN | Align Technology Inc | 4.76% | Add +1.8% | 2,668,377 | $670.11M | $251.13 | No quote |
| 13 | IT | Gartner Inc | 4.50% | Add +30.5% | 5,393,527 | $634.39M | $117.62 | No quote |
| 14 | DG | Dollar Gen Corp New | 4.49% | Add +35.8% | 6,756,945 | $632.11M | $93.55 | No quote |
| 15 | META | Facebook Inc | 4.33% | Reduce -36.8% | 3,816,057 | $609.77M | $159.79 | No quote |
| 16 | REGN | Regeneron Pharmaceuticals | 3.47% | Add +2.1% | 1,419,141 | $488.7M | $344.36 | No quote |
| 17 | BKNG | Booking Hldgs Inc | 3.37% | New | 228,019 | $474.37M | $2080.39 | No quote |
| 18 | MA | Mastercard Incorporated | 2.96% | Add +1.3% | 2,377,053 | $416.37M | $175.16 | No quote |
| 19 | GOOGL | Alphabet Inc | 2.52% | Add +0.5% | 342,555 | $355.28M | $1037.14 | No quote |
| 20 | BABA | Alibaba Group Hldg Ltd | 0.06% | Add +26.2% | 49,202 | $9.03M | $183.55 | No quote |
| 21 | ICLR | Icon PLC | 0.05% | Add +30.9% | 59,927 | $7.08M | $118.14 | No quote |
| 22 | IWF | Ishares Tr | 0.04% | Reduce -57.3% | 42,770 | $5.82M | $136.10 | No quote |
| 23 | UL | Unilever PLC | 0.04% | Add +26.8% | 101,812 | $5.66M | $55.56 | No quote |
| 24 | CHKP | Check Point Software Tech LT | 0.04% | Add +26.2% | 53,154 | $5.28M | $99.35 | No quote |
| 25 | SAP | SAP SE | 0.04% | Add +26.8% | 48,028 | $5.05M | $105.17 | No quote |
| 26 | BIDU | Baidu Inc | 0.03% | Add +31.1% | 20,853 | $4.65M | $223.18 | No quote |
| 27 | RENX | Relx NV | 0.03% | Add +26.9% | 197,838 | $4.11M | No quote | No quote |
| 28 | MDT | Medtronic PLC | 0.03% | Add +127.2% | 50,827 | $4.08M | $80.21 | No quote |
| 29 | NVO | Novo-Nordisk A S | 0.01% | Add +19.8% | 22,433 | $1.11M | $49.26 | No quote |
| 30 | OLLI | Ollies Bargain Outlt Hldgs I | 0.01% | Add +42.4% | 11,802 | $712K | $60.33 | No quote |
| 31 | POOL | Pool Corporation | 0.01% | Add +42.4% | 4,835 | $707K | $146.23 | No quote |
| 32 | CMD | Cantel Medical Corp | 0.00% | Add +42.5% | 5,774 | $643K | No quote | No quote |
| 33 | BLKB | Blackbaud Inc | 0.00% | Add +42.5% | 5,530 | $563K | No quote | No quote |
| 34 | PAYC | Paycom Software Inc | 0.00% | Add +42.4% | 4,889 | $525K | $107.38 | No quote |
| 35 | LFUS | Littelfuse Inc | 0.00% | Add +42.5% | 2,225 | $463K | $208.09 | No quote |
| 36 | FOXF | Fox Factory Hldg Corp | 0.00% | Add +42.6% | 13,121 | $458K | No quote | No quote |
| 37 | LOPE | Grand Canyon Ed Inc | 0.00% | Add +42.5% | 4,355 | $457K | $104.94 | No quote |
| 38 | STMP | Stamps Com Inc | 0.00% | Add +42.5% | 2,245 | $451K | No quote | No quote |
| 39 | TREX | Trex Co Inc | 0.00% | Add +42.4% | 3,888 | $423K | $108.80 | No quote |
| 40 | MDSO | Medidata Solutions Inc | 0.00% | Add +42.4% | 6,607 | $415K | No quote | No quote |
| 42 | MKTX | Marketaxess Hldgs Inc | 0.00% | Add +42.5% | 1,852 | $403K | $217.60 | No quote |
| 41 | HCSG | Healthcare Svcs Grp Inc | 0.00% | Add +42.6% | 9,265 | $403K | $43.50 | No quote |
| 43 | NEOG | Neogen Corp | 0.00% | Add +89.9% | 5,763 | $386K | No quote | No quote |
| 44 | MPWR | Monolithic Pwr Sys Inc | 0.00% | Add +42.1% | 3,191 | $370K | $115.95 | No quote |
| 45 | AMN | AMN Healthcare Services Inc | 0.00% | Add +42.4% | 6,459 | $367K | $56.82 | No quote |
| 46 | TXRH | Texas Roadhouse Inc | 0.00% | Add +42.3% | 5,915 | $342K | $57.82 | No quote |
| 47 | CELG | Celgene Corp | 0.00% | Reduce -99.9% | 3,743 | $334K | No quote | No quote |
| 48 | ALRM | Alarm Com Hldgs Inc | 0.00% | Add +42.2% | 8,515 | $322K | $37.82 | No quote |
| 49 | TREE | Lendingtree Inc New | 0.00% | Add +42.5% | 949 | $311K | No quote | No quote |
| 50 | EXLS | ExlService Holdings Inc | 0.00% | Add +42.4% | 5,209 | $291K | No quote | No quote |
| 51 | LMAT | Lemaitre Vascular Inc | 0.00% | New | 7,908 | $287K | No quote | No quote |
| 52 | FIVE | Five Below Inc | 0.00% | New | 3,878 | $284K | $73.23 | No quote |
| 53 | MASI | Masimo Corp | 0.00% | New | 3,168 | $279K | $88.07 | No quote |
| 54 | NTRI | Nutri Sys Inc New | 0.00% | Add +104.3% | 9,659 | $260K | No quote | No quote |
| 55 | EPAM | Epam Sys Inc | 0.00% | New | 2,201 | $252K | $114.49 | No quote |
| 56 | EEFT | Euronet Worldwide Inc | 0.00% | New | 3,138 | $248K | $79.03 | No quote |
| 59 | PCLN | PRICELINE GRP INC | - | Sold | 0 | $0 | No quote | No quote |
| 58 | AZPN | ASPEN TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 57 | AAPL | APPLE INC | - | Sold | 0 | $0 | No quote | No quote |