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 47 of 60 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.41% | Add +2.8% | 14,206,115 | $1.44B | $101.57 | No quote |
| 2 | V | VISA INC | 7.44% | Add +3.0% | 8,648,461 | $1.14B | $131.94 | No quote |
| 3 | GOOG | ALPHABET INC | 7.02% | Add +2.5% | 1,039,199 | $1.08B | $1035.61 | No quote |
| 4 | ORLY | O REILLY AUTOMOTIVE INC NEW | 6.47% | Add +2.0% | 2,881,956 | $992.34M | $344.33 | No quote |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | 6.31% | Add +3.2% | 7,376,430 | $967.2M | $131.12 | No quote |
| 6 | META | FACEBOOK INC | 6.29% | Add +88.2% | 7,354,192 | $964.06M | $131.09 | No quote |
| 7 | ADBE | ADOBE INC | 6.21% | Add +4.1% | 4,209,605 | $952.38M | $226.24 | No quote |
| 8 | NKE | NIKE INC | 5.55% | Reduce -13.0% | 11,473,813 | $850.67M | $74.14 | No quote |
| 9 | SBUX | STARBUCKS CORP | 5.41% | Reduce -28.5% | 12,893,995 | $830.37M | $64.40 | No quote |
| 10 | ZTS | ZOETIS INC | 5.33% | Add +1.9% | 9,553,567 | $817.21M | $85.54 | No quote |
| 11 | DG | DOLLAR GEN CORP NEW | 5.04% | Add +1.5% | 7,155,529 | $773.37M | $108.08 | No quote |
| 12 | ACN | ACCENTURE PLC IRELAND | 4.89% | Add +3.0% | 5,318,111 | $749.91M | $141.01 | No quote |
| 13 | ORCL | ORACLE CORP | 3.82% | Add +2.4% | 12,969,357 | $585.57M | $45.15 | No quote |
| 14 | IT | GARTNER INC | 3.75% | Reduce -18.1% | 4,499,201 | $575.18M | $127.84 | No quote |
| 15 | REGN | REGENERON PHARMACEUTICALS | 3.62% | Reduce -0.2% | 1,485,255 | $554.74M | $373.50 | No quote |
| 16 | MA | MASTERCARD INCORPORATED | 3.09% | Add +38.9% | 2,513,147 | $474.11M | $188.65 | No quote |
| 17 | BKNG | BOOKING HLDGS INC | 2.64% | Reduce -0.9% | 234,731 | $404.31M | $1722.42 | No quote |
| 18 | GOOGL | ALPHABET INC | 2.45% | Add +4.0% | 359,569 | $375.74M | $1044.96 | No quote |
| 19 | ALGN | ALIGN TECHNOLOGY INC | 2.34% | Reduce -18.8% | 1,713,303 | $358.82M | $209.43 | No quote |
| 20 | NVDA | NVIDIA CORP | 2.17% | Reduce -0.5% | 2,489,689 | $332.37M | $133.50 | No quote |
| 21 | IWF | ISHARES TR | 0.18% | Add +644.9% | 213,454 | $27.94M | $130.91 | No quote |
| 22 | BABA | ALIBABA GROUP HLDG LTD | 0.10% | Add +39.3% | 108,292 | $14.84M | $137.07 | No quote |
| 23 | ICLR | ICON PLC | 0.08% | Add +19.5% | 98,614 | $12.74M | $129.21 | No quote |
| 24 | SAP | SAP SE | 0.06% | Add +37.7% | 98,179 | $9.77M | $99.55 | No quote |
| 25 | MDT | MEDTRONIC PLC | 0.05% | Add +19.6% | 83,735 | $7.62M | $90.97 | No quote |
| 26 | UL | UNILEVER PLC | 0.05% | Add +14.6% | 140,318 | $7.33M | $52.25 | No quote |
| 27 | BIDU | BAIDU INC | 0.04% | Add +19.3% | 38,666 | $6.13M | $158.59 | No quote |
| 28 | RELX | RELX PLC | 0.04% | Add +14.8% | 273,132 | $5.61M | $20.52 | No quote |
| 29 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.04% | Add +19.5% | 53,811 | $5.52M | $102.66 | No quote |
| 30 | NVO | NOVO-NORDISK A S | 0.01% | Add +23.2% | 31,720 | $1.46M | $46.06 | No quote |
| 31 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Add +46.9% | 23,599 | $1.39M | No quote | No quote |
| 32 | POOL | POOL CORPORATION | 0.01% | Add +46.7% | 8,677 | $1.29M | $148.67 | No quote |
| 33 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Add +47.7% | 8,833 | $1.08M | $122.50 | No quote |
| 34 | STMP | STAMPS COM INC | 0.01% | Add +147.5% | 6,804 | $1.06M | No quote | No quote |
| 35 | GLOB | GLOBANT S A | 0.01% | Add +103.7% | 17,504 | $986K | $56.33 | No quote |
| 36 | TREX | TREX CO INC | 0.01% | Add +47.0% | 13,990 | $830K | $59.33 | No quote |
| 37 | ALRM | ALARM COM HLDGS INC | 0.01% | Add +47.7% | 15,375 | $798K | $51.90 | No quote |
| 38 | MDSO | MEDIDATA SOLUTIONS INC | 0.01% | Reduce -98.1% | 11,709 | $789K | No quote | No quote |
| 39 | CMD | CANTEL MEDICAL CORP | 0.01% | Add +44.9% | 10,246 | $763K | No quote | No quote |
| 40 | LOPE | GRAND CANYON ED INC | 0.00% | Add +44.9% | 7,728 | $743K | $96.14 | No quote |
| 41 | LFUS | LITTELFUSE INC | 0.00% | Add +45.0% | 3,951 | $678K | $171.60 | No quote |
| 42 | HCSG | HEALTHCARE SVCS GRP INC | 0.00% | Add +47.0% | 16,678 | $670K | $40.17 | No quote |
| 43 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Add +12.7% | 10,037 | $668K | $66.55 | No quote |
| 44 | AMN | AMN HEALTHCARE SERVICES INC | 0.00% | Add +46.9% | 11,609 | $658K | $56.68 | No quote |
| 45 | TXRH | TEXAS ROADHOUSE INC | 0.00% | Add +46.5% | 10,596 | $633K | $59.74 | No quote |
| 46 | BLKB | BLACKBAUD INC | 0.00% | Add +44.9% | 9,814 | $617K | No quote | No quote |
| 47 | MASI | MASIMO CORP | 0.00% | Add +47.7% | 5,723 | $614K | $107.29 | No quote |
| 48 | LMAT | LEMAITRE VASCULAR INC | 0.00% | Add +87.6% | 24,734 | $585K | No quote | No quote |
| 49 | NEOG | NEOGEN CORP | 0.00% | Add +44.5% | 10,187 | $581K | No quote | No quote |
| 50 | EEFT | EURONET WORLDWIDE INC | 0.00% | Add +46.7% | 5,635 | $577K | $102.40 | No quote |
| 51 | ELLI | ELLIE MAE INC | 0.00% | Add +126.2% | 8,201 | $515K | No quote | No quote |
| 52 | FND | FLOOR & DECOR HLDGS INC | 0.00% | New | 19,650 | $509K | $25.90 | No quote |
| 53 | TREE | LENDINGTREE INC NEW | 0.00% | Add +46.3% | 2,262 | $497K | No quote | No quote |
| 54 | EXLS | EXLSERVICE HOLDINGS INC | 0.00% | Add +46.7% | 9,350 | $492K | No quote | No quote |
| 55 | EPAM | EPAM SYS INC | 0.00% | Add +47.1% | 3,961 | $460K | $116.13 | No quote |
| 56 | FIVE | FIVE BELOW INC | 0.00% | Reduce -9.6% | 4,301 | $440K | $102.30 | No quote |
| 57 | PBH | PRESTIGE CONSMR HEALTHCARE I | 0.00% | Add +47.0% | 10,570 | $326K | $30.84 | No quote |
| 58 | INGN | INOGEN INC | 0.00% | New | 1,794 | $223K | No quote | No quote |
| 60 | NTRI | NUTRI SYS INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 59 | MPWR | MONOLITHIC PWR SYS INC | - | Sold | 0 | $0 | No quote | No quote |