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 46 of 61 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.36% | Add +6.9% | 15,181,675 | $1.79B | $117.94 | No quote |
| 2 | V | VISA INC | 7.44% | Add +5.4% | 9,117,862 | $1.42B | $156.19 | No quote |
| 3 | META | FACEBOOK INC | 6.94% | Add +8.4% | 7,971,629 | $1.33B | $166.69 | No quote |
| 4 | GOOG | ALPHABET INC | 6.78% | Add +6.4% | 1,105,903 | $1.3B | $1173.31 | No quote |
| 5 | ADBE | ADOBE INC | 6.23% | Add +6.3% | 4,476,063 | $1.19B | $266.49 | No quote |
| 6 | NKE | NIKE INC | 5.34% | Add +5.7% | 12,125,595 | $1.02B | $84.21 | No quote |
| 7 | ZTS | ZOETIS INC | 5.32% | Add +5.7% | 10,102,190 | $1.02B | $100.67 | No quote |
| 8 | SBUX | STARBUCKS CORP | 5.28% | Add +5.4% | 13,585,953 | $1.01B | $74.34 | No quote |
| 9 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.20% | Reduce -11.0% | 2,564,017 | $995.61M | $388.30 | No quote |
| 10 | ACN | ACCENTURE PLC IRELAND | 5.20% | Add +6.3% | 5,652,369 | $994.93M | $176.02 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | 5.09% | Reduce -17.4% | 6,095,917 | $973.76M | $159.74 | No quote |
| 12 | DG | DOLLAR GEN CORP NEW | 4.72% | Add +5.7% | 7,564,478 | $902.44M | $119.30 | No quote |
| 13 | ORCL | ORACLE CORP | 3.93% | Add +8.1% | 14,013,917 | $752.69M | $53.71 | No quote |
| 14 | IT | GARTNER INC | 3.81% | Add +6.7% | 4,800,343 | $728.12M | $151.68 | No quote |
| 15 | PYPL | PAYPAL HLDGS INC | 3.77% | New | 6,951,039 | $721.8M | $103.84 | No quote |
| 16 | ALGN | ALIGN TECHNOLOGY INC | 3.70% | Add +45.5% | 2,492,046 | $708.56M | $284.33 | No quote |
| 17 | REGN | REGENERON PHARMACEUTICALS | 3.44% | Add +7.9% | 1,602,561 | $658.04M | $410.62 | No quote |
| 18 | MA | MASTERCARD INC | 3.26% | Add +5.4% | 2,647,805 | $623.43M | $235.45 | No quote |
| 19 | GOOGL | ALPHABET INC | 2.33% | Add +5.5% | 379,452 | $446.57M | $1176.89 | No quote |
| 20 | BKNG | BOOKING HLDGS INC | 2.19% | Add +2.5% | 240,589 | $419.81M | $1744.91 | No quote |
| 21 | BABA | ALIBABA GROUP HLDG LTD | 0.13% | Add +26.8% | 137,292 | $25.05M | $182.45 | No quote |
| 22 | ICLR | ICON PLC | 0.08% | Add +16.6% | 115,017 | $15.71M | $136.58 | No quote |
| 23 | SAP | SAP SE | 0.07% | Add +12.5% | 110,415 | $12.75M | $115.46 | No quote |
| 24 | MDT | MEDTRONIC PLC | 0.05% | Add +34.2% | 112,398 | $10.24M | $91.08 | No quote |
| 25 | UL | UNILEVER PLC | 0.05% | Add +12.8% | 158,231 | $9.13M | $57.72 | No quote |
| 26 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.04% | Add +16.7% | 62,784 | $7.94M | $126.50 | No quote |
| 27 | BIDU | BAIDU INC | 0.04% | Add +17.0% | 45,228 | $7.46M | $164.85 | No quote |
| 28 | RELX | RELX PLC | 0.03% | Add +12.6% | 307,579 | $6.6M | $21.45 | No quote |
| 29 | IWF | ISHARES TR | 0.02% | Reduce -86.4% | 29,071 | $4.4M | $151.35 | No quote |
| 30 | NVO | NOVO-NORDISK A S | 0.01% | Add +44.9% | 45,955 | $2.4M | $52.31 | No quote |
| 31 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Add +7.0% | 25,247 | $1.77M | No quote | No quote |
| 32 | POOL | POOL CORPORATION | 0.01% | Add +7.0% | 9,288 | $1.53M | $164.94 | No quote |
| 33 | GLOB | GLOBANT S A | 0.01% | Add +11.4% | 19,496 | $1.39M | $71.40 | No quote |
| 34 | BLKB | BLACKBAUD INC | 0.01% | Add +52.0% | 14,922 | $1.19M | No quote | No quote |
| 35 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Reduce -35.4% | 5,707 | $1.08M | $189.07 | No quote |
| 36 | ALRM | ALARM COM HLDGS INC | 0.01% | Add +6.2% | 16,332 | $1.06M | $64.90 | No quote |
| 37 | LOPE | GRAND CANYON ED INC | 0.01% | Add +8.4% | 8,374 | $959K | $114.52 | No quote |
| 38 | MDSO | MEDIDATA SOLUTIONS INC | 0.00% | Add +8.4% | 12,695 | $930K | No quote | No quote |
| 40 | TREX | TREX CO INC | 0.00% | Add +6.8% | 14,937 | $919K | $61.53 | No quote |
| 39 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Add +7.3% | 10,766 | $919K | $85.36 | No quote |
| 41 | ELLI | ELLIE MAE INC | 0.00% | Add +8.2% | 8,876 | $876K | No quote | No quote |
| 42 | FND | FLOOR & DECOR HLDGS INC | 0.00% | Add +6.9% | 21,008 | $866K | $41.22 | No quote |
| 43 | STMP | STAMPS COM INC | 0.00% | Add +55.5% | 10,580 | $861K | No quote | No quote |
| 44 | EEFT | EURONET WORLDWIDE INC | 0.00% | Add +7.0% | 6,029 | $860K | $142.64 | No quote |
| 45 | TREE | LENDINGTREE INC NEW | 0.00% | Add +7.2% | 2,425 | $853K | No quote | No quote |
| 46 | MASI | MASIMO CORP | 0.00% | Add +6.1% | 6,074 | $840K | $138.29 | No quote |
| 47 | LMAT | LEMAITRE VASCULAR INC | 0.00% | Add +8.6% | 26,865 | $833K | No quote | No quote |
| 48 | LFUS | LITTELFUSE INC | 0.00% | Add +8.3% | 4,280 | $781K | $182.48 | No quote |
| 49 | CMD | CANTEL MEDICAL CORP | 0.00% | Add +8.3% | 11,101 | $743K | No quote | No quote |
| 50 | EPAM | EPAM SYS INC | 0.00% | Add +6.9% | 4,236 | $716K | $169.03 | No quote |
| 51 | TXRH | TEXAS ROADHOUSE INC | 0.00% | Add +7.1% | 11,350 | $706K | $62.20 | No quote |
| 52 | NEOG | NEOGEN CORP | 0.00% | Add +8.6% | 11,066 | $635K | No quote | No quote |
| 53 | EXLS | EXLSERVICE HOLDINGS INC | 0.00% | Add +7.0% | 10,006 | $601K | No quote | No quote |
| 54 | HCSG | HEALTHCARE SVCS GRP INC | 0.00% | Add +6.9% | 17,823 | $588K | $32.99 | No quote |
| 55 | AMN | AMN HEALTHCARE SERVICES INC | 0.00% | Add +6.8% | 12,399 | $584K | $47.10 | No quote |
| 56 | FIVE | FIVE BELOW INC | 0.00% | Add +7.0% | 4,603 | $572K | $124.27 | No quote |
| 57 | MED | MEDIFAST INC | 0.00% | New | 4,459 | $569K | No quote | No quote |
| 58 | INGN | INOGEN INC | 0.00% | Add +160.8% | 4,679 | $446K | No quote | No quote |
| 59 | ALTR | ALTAIR ENGR INC | 0.00% | New | 11,364 | $418K | No quote | No quote |
| 61 | PBH | PRESTIGE CONSMR HEALTHCARE I | - | Sold | 0 | $0 | No quote | No quote |
| 60 | NVDA | NVIDIA CORP | - | Sold | 0 | $0 | No quote | No quote |