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 47 of 62 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.00% | Add +0.8% | 13,818,601 | $1.58B | $114.37 | No quote |
| 2 | V | VISA INC | 7.17% | Add +0.1% | 8,393,660 | $1.26B | $150.09 | No quote |
| 3 | GOOG | ALPHABET INC | 6.89% | Add +0.6% | 1,014,131 | $1.21B | $1193.47 | No quote |
| 4 | NKE | NIKE INC | 6.36% | Add +0.1% | 13,185,175 | $1.12B | $84.72 | No quote |
| 5 | ADBE | ADOBE SYS INC | 6.21% | Reduce -27.4% | 4,042,284 | $1.09B | $269.95 | No quote |
| 6 | ADP | AUTOMATIC DATA PROCESSING IN | 6.13% | Add +0.0% | 7,149,461 | $1.08B | $150.66 | No quote |
| 7 | SBUX | STARBUCKS CORP | 5.84% | Add +46.8% | 18,035,326 | $1.03B | $56.84 | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.58% | Reduce -0.4% | 2,824,418 | $980.98M | $347.32 | No quote |
| 9 | ACN | ACCENTURE PLC IRELAND | 5.00% | Add +0.7% | 5,160,737 | $878.36M | $170.20 | No quote |
| 10 | IT | GARTNER INC | 4.96% | Add +0.1% | 5,492,634 | $870.58M | $158.50 | No quote |
| 11 | ZTS | ZOETIS INC | 4.89% | Add +0.9% | 9,374,674 | $858.35M | $91.56 | No quote |
| 12 | ALGN | ALIGN TECHNOLOGY INC | 4.70% | Reduce -10.8% | 2,111,097 | $825.9M | $391.22 | No quote |
| 13 | DG | DOLLAR GEN CORP NEW | 4.39% | Add +0.5% | 7,049,753 | $770.54M | $109.30 | No quote |
| 14 | NVDA | NVIDIA CORP | 4.00% | New | 2,502,154 | $703.16M | $281.02 | No quote |
| 15 | ORCL | ORACLE CORP | 3.72% | Reduce -21.9% | 12,666,244 | $653.07M | $51.56 | No quote |
| 16 | META | FACEBOOK INC | 3.66% | Add +1.0% | 3,908,313 | $642.76M | $164.46 | No quote |
| 17 | REGN | REGENERON PHARMACEUTICALS | 3.42% | Add +0.3% | 1,488,492 | $601.41M | $404.04 | No quote |
| 18 | BKNG | BOOKING HLDGS INC | 2.67% | Add +2.0% | 236,804 | $469.82M | $1984.00 | No quote |
| 19 | GOOGL | ALPHABET INC | 2.38% | Add +0.0% | 345,670 | $417.25M | $1207.08 | No quote |
| 20 | MA | MASTERCARD INCORPORATED | 2.29% | Reduce -25.2% | 1,809,014 | $402.71M | $222.61 | No quote |
| 21 | MDSO | MEDIDATA SOLUTIONS INC | 0.26% | Add +8218.5% | 616,652 | $45.21M | No quote | No quote |
| 22 | BABA | ALIBABA GROUP HLDG LTD | 0.07% | Add +45.1% | 77,766 | $12.81M | $164.76 | No quote |
| 23 | ICLR | ICON PLC | 0.07% | Add +26.5% | 82,500 | $12.68M | $153.75 | No quote |
| 24 | SAP | SAP SE | 0.05% | Add +14.4% | 71,300 | $8.77M | $123.00 | No quote |
| 25 | BIDU | BAIDU INC | 0.04% | Add +42.6% | 32,399 | $7.41M | $228.68 | No quote |
| 26 | MDT | MEDTRONIC PLC | 0.04% | Add +26.6% | 70,005 | $6.89M | $98.38 | No quote |
| 27 | UL | UNILEVER PLC | 0.04% | Add +20.5% | 122,458 | $6.73M | $54.97 | No quote |
| 28 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.03% | Add +26.6% | 45,015 | $5.3M | $117.67 | No quote |
| 29 | RELX | RELX PLC | 0.03% | New | 237,947 | $4.98M | $20.93 | No quote |
| 30 | IWF | ISHARES TR | 0.03% | Add +17.3% | 28,655 | $4.47M | $155.99 | No quote |
| 31 | NVO | NOVO-NORDISK A S | 0.01% | Add +5.0% | 25,750 | $1.21M | $47.15 | No quote |
| 32 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Add +9.2% | 16,069 | $1.13M | No quote | No quote |
| 33 | POOL | POOL CORPORATION | 0.01% | Add +9.0% | 5,916 | $987K | $166.84 | No quote |
| 34 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Add +9.1% | 5,981 | $930K | $155.49 | No quote |
| 35 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Add +9.2% | 8,903 | $856K | $96.15 | No quote |
| 36 | TREX | TREX CO INC | 0.00% | Add +9.1% | 9,514 | $732K | $76.94 | No quote |
| 37 | BLKB | BLACKBAUD INC | 0.00% | Add +9.1% | 6,771 | $687K | No quote | No quote |
| 38 | CMD | CANTEL MEDICAL CORP | 0.00% | Add +9.2% | 7,070 | $650K | No quote | No quote |
| 39 | NTRI | NUTRI SYS INC NEW | 0.00% | Add +9.1% | 17,323 | $642K | No quote | No quote |
| 40 | STMP | STAMPS COM INC | 0.00% | Add +9.3% | 2,749 | $622K | No quote | No quote |
| 41 | FIVE | FIVE BELOW INC | 0.00% | Reduce -6.5% | 4,755 | $618K | $129.97 | No quote |
| 42 | LOPE | GRAND CANYON ED INC | 0.00% | Add +9.2% | 5,332 | $601K | $112.72 | No quote |
| 43 | ALRM | ALARM COM HLDGS INC | 0.00% | Add +9.1% | 10,412 | $598K | $57.43 | No quote |
| 44 | LFUS | LITTELFUSE INC | 0.00% | Add +9.3% | 2,724 | $539K | $197.87 | No quote |
| 45 | LMAT | LEMAITRE VASCULAR INC | 0.00% | Add +33.9% | 13,183 | $511K | No quote | No quote |
| 46 | GLOB | GLOBANT S A | 0.00% | Add +9.2% | 8,593 | $507K | $59.00 | No quote |
| 47 | NEOG | NEOGEN CORP | 0.00% | Add +9.2% | 7,051 | $504K | No quote | No quote |
| 48 | TXRH | TEXAS ROADHOUSE INC | 0.00% | Add +9.0% | 7,235 | $501K | $69.25 | No quote |
| 49 | MPWR | MONOLITHIC PWR SYS INC | 0.00% | Add +9.1% | 3,903 | $490K | $125.54 | No quote |
| 50 | MASI | MASIMO CORP | 0.00% | Add +9.1% | 3,874 | $482K | $124.42 | No quote |
| 51 | HCSG | HEALTHCARE SVCS GRP INC | 0.00% | Add +9.2% | 11,342 | $461K | $40.65 | No quote |
| 52 | AMN | AMN HEALTHCARE SERVICES INC | 0.00% | Add +9.1% | 7,902 | $432K | $54.67 | No quote |
| 53 | EXLS | EXLSERVICE HOLDINGS INC | 0.00% | Add +9.1% | 6,375 | $422K | No quote | No quote |
| 54 | EEFT | EURONET WORLDWIDE INC | 0.00% | Add +9.1% | 3,842 | $385K | $100.21 | No quote |
| 55 | EPAM | EPAM SYS INC | 0.00% | Add +9.3% | 2,693 | $371K | $137.76 | No quote |
| 56 | TREE | LENDINGTREE INC NEW | 0.00% | Add +44.9% | 1,546 | $356K | No quote | No quote |
| 57 | ELLI | ELLIE MAE INC | 0.00% | New | 3,625 | $344K | No quote | No quote |
| 58 | PBH | PRESTIGE CONSMR HEALTHCARE I | 0.00% | Add +9.1% | 7,188 | $272K | $37.84 | No quote |
| 62 | WAGE | WAGEWORKS INC | - | Sold | 0 | $0 | No quote | No quote |
| 61 | RENX | RELX NV | - | Sold | 0 | $0 | No quote | No quote |
| 60 | MKTX | MARKETAXESS HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 59 | CELG | CELGENE CORP | - | Sold | 0 | $0 | No quote | No quote |