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 57 of 70 rows. Rows without a quote are marked unavailable.
| 1 | META | FACEBOOK INC | 8.38% | Add +1.7% | 11,957,142 | $3.13B | $261.90 | |
| 2 | MSFT | MICROSOFT CORP | 8.28% | Reduce -16.6% | 14,723,497 | $3.1B | $210.33 | |
| 3 | ADBE | ADOBE SYSTEMS INCORPORATED | 7.51% | Add +2.7% | 5,724,906 | $2.81B | $490.43 | |
| 4 | GOOG | ALPHABET INC | 6.63% | Add +3.7% | 1,685,973 | $2.48B | $1469.60 | |
| 5 | ABT | ABBOTT LABS | 5.65% | Add +3.7% | 19,404,698 | $2.11B | $108.83 | |
| 6 | MA | MASTERCARD INCORPORATED | 5.06% | Add +2.0% | 5,594,314 | $1.89B | $338.17 | |
| 7 | V | VISA INC | 4.99% | Add +3.9% | 9,322,902 | $1.86B | $199.97 | |
| 8 | ZTS | ZOETIS INC | 4.88% | Add +2.3% | 11,024,646 | $1.82B | $165.37 | |
| 9 | ACN | ACCENTURE PLC IRELAND | 4.59% | Add +4.3% | 7,601,083 | $1.72B | $225.99 | |
| 10 | CRM | SALESFORCE COM INC | 4.54% | Add +0.6% | 6,757,081 | $1.7B | $251.32 | |
| 11 | NOW | SERVICENOW INC | 4.14% | Reduce -6.8% | 3,191,209 | $1.55B | $485.00 | |
| 12 | PYPL | PAYPAL HLDGS INC | 4.13% | Reduce -9.3% | 7,844,084 | $1.55B | $197.03 | |
| 13 | ADSK | AUTODESK INC | 3.90% | Add +4.4% | 6,315,238 | $1.46B | $231.01 | |
| 14 | DG | DOLLAR GEN CORP NEW | 3.17% | Add +2.2% | 5,651,553 | $1.18B | $209.62 | |
| 15 | SBUX | STARBUCKS CORP | 3.02% | Add +3.0% | 13,160,538 | $1.13B | $85.92 | |
| 16 | REGN | REGENERON PHARMACEUTICALS | 2.90% | Add +5.0% | 1,937,657 | $1.08B | $559.78 | |
| 17 | UNH | UNITEDHEALTH GROUP INC | 2.85% | New | 3,419,053 | $1.07B | $311.77 | |
| 18 | NKE | NIKE INC | 2.40% | Add +1.4% | 7,151,504 | $897.8M | $125.54 | |
| 19 | ALGN | ALIGN TECHNOLOGY INC | 2.27% | Reduce -20.3% | 2,597,811 | $850.42M | $327.36 | |
| 20 | IT | GARTNER INC | 2.09% | Add +2.1% | 6,241,116 | $779.83M | $124.95 | |
| 21 | ISRG | INTUITIVE SURGICAL INC | 1.87% | New | 984,769 | $698.73M | $709.54 | |
| 22 | GOOGL | ALPHABET INC | 1.77% | Add +2.2% | 452,421 | $663.07M | $1465.60 | |
| 23 | MSCI | MSCI INC | 1.72% | Reduce -24.6% | 1,804,019 | $643.64M | $356.78 | |
| 24 | BABA | ALIBABA GROUP HLDG LTD | 0.76% | Add +32.4% | 960,828 | $282.46M | $293.98 | |
| 25 | ILMN | ILLUMINA INC | 0.47% | New | 562,775 | $173.94M | $309.08 | |
| 26 | ICLR | ICON PLC | 0.28% | Add +41.6% | 544,491 | $104.05M | $191.09 | |
| 27 | SAP | SAP SE | 0.22% | Add +34.7% | 537,334 | $83.72M | $155.81 | |
| 28 | MDT | MEDTRONIC PLC | 0.20% | Add +41.7% | 708,601 | $73.64M | $103.92 | |
| 29 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 0.18% | Add +41.9% | 461,798 | $69.04M | $149.50 | |
| 30 | AON | AON PLC | 0.18% | New | 327,757 | $67.62M | $206.30 | |
| 31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.15% | Reduce -93.2% | 415,192 | $57.92M | $139.49 | |
| 32 | EL | LAUDER ESTEE COS INC | 0.10% | New | 168,680 | $36.81M | $218.25 | |
| 33 | ORCL | ORACLE CORP | 0.10% | Add +22.4% | 614,183 | $36.67M | $59.70 | |
| 34 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.10% | Add +41.6% | 295,007 | $35.5M | $120.34 | |
| 35 | UL | UNILEVER PLC | 0.09% | Add +35.0% | 558,576 | $34.45M | $61.68 | |
| 36 | RELX | RELX PLC | 0.04% | Reduce -25.0% | 750,119 | $16.78M | $22.37 | |
| 37 | GLOB | GLOBANT S A | 0.02% | Add +16.9% | 48,576 | $8.71M | $179.22 | |
| 38 | ETSY | ETSY INC | 0.02% | Add +19.5% | 69,267 | $8.43M | $121.63 | |
| 39 | APPF | APPFOLIO INC | 0.02% | Add +19.3% | 51,199 | $7.26M | No quote | No quote |
| 40 | WING | WINGSTOP INC | 0.02% | Add +19.3% | 50,964 | $6.96M | $136.65 | |
| 41 | EXPO | EXPONENT INC | 0.02% | Add +19.0% | 85,211 | $6.14M | No quote | No quote |
| 42 | TREX | TREX CO INC | 0.02% | Add +19.7%2:1 split | 85,123 | $6.1M | $71.60 | |
| 43 | FOXF | FOX FACTORY HLDG CORP | 0.02% | Add +19.2% | 79,307 | $5.9M | No quote | No quote |
| 44 | BL | BLACKLINE INC | 0.02% | Add +89.4% | 64,848 | $5.81M | $89.63 | |
| 45 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Add +18.6% | 73,879 | $5.53M | $74.80 | |
| 46 | WDFC | WD-40 CO | 0.01% | Add +31.4% | 28,782 | $5.45M | $189.32 | |
| 47 | GSHD | GOOSEHEAD INS INC | 0.01% | New | 62,534 | $5.42M | $86.59 | |
| 48 | IWF | ISHARES TR | 0.01% | Reduce -63.6% | 24,725 | $5.36M | $216.91 | |
| 49 | HELE | HELEN OF TROY LTD | 0.01% | Add +19.4% | 26,729 | $5.17M | $193.54 | |
| 50 | ALRM | ALARM COM HLDGS INC | 0.01% | Add +24.7% | 92,629 | $5.12M | $55.25 | |
| 51 | POOL | POOL CORP | 0.01% | Add +19.0% | 14,250 | $4.77M | $334.53 | |
| 52 | HLI | HOULIHAN LOKEY INC | 0.01% | Add +76.6% | 78,945 | $4.66M | $59.05 | |
| 53 | MASI | MASIMO CORP | 0.01% | Add +17.4% | 18,414 | $4.35M | $236.07 | |
| 54 | ENV | ENVESTNET INC | 0.01% | Add +26.4% | 55,872 | $4.31M | No quote | No quote |
| 55 | TREE | LENDINGTREE INC NEW | 0.01% | Add +18.6% | 14,032 | $4.31M | No quote | No quote |
| 56 | QLYS | QUALYS INC | 0.01% | Add +98.0% | 41,478 | $4.07M | $98.00 | |
| 57 | EEFT | EURONET WORLDWIDE INC | 0.01% | Add +24.9% | 42,432 | $3.87M | $91.11 | |
| 58 | MEDP | MEDPACE HLDGS INC | 0.01% | Add +18.4% | 33,599 | $3.76M | $111.76 | |
| 59 | YETI | YETI HLDGS INC | 0.01% | Add +18.7% | 81,533 | $3.7M | $45.32 | |
| 60 | PCTY | PAYLOCITY HLDG CORP | 0.01% | Add +18.8% | 22,097 | $3.57M | No quote | No quote |
| 61 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Add +18.7% | 60,847 | $3.56M | $58.46 | |
| 62 | RVLV | REVOLVE GROUP INC | 0.01% | Add +18.7% | 209,419 | $3.44M | $16.43 | |
| 63 | BLKB | BLACKBAUD INC | 0.01% | Add +18.6% | 52,431 | $2.93M | No quote | No quote |
| 64 | MBUU | MALIBU BOATS INC | 0.01% | New | 55,360 | $2.74M | $49.57 | |
| 65 | ALTR | ALTAIR ENGR INC | 0.01% | Add +18.7% | 63,809 | $2.68M | No quote | No quote |
| 70 | TXRH | TEXAS ROADHOUSE INC | - | Sold | 0 | $0 | No quote | No quote |
| 69 | LMAT | LEMAITRE VASCULAR INC | - | Sold | 0 | $0 | No quote | No quote |
| 68 | ACWX | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 67 | FIVE | FIVE BELOW INC | - | Sold | 0 | $0 | No quote | No quote |
| 66 | EPAM | EPAM SYS INC | - | Sold | 0 | $0 | No quote | No quote |