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 75 of 94 rows. Rows without a quote are marked unavailable.
| 1 | META | FACEBOOK INC | 8.24% | Add +1.9% | 13,234,318 | $4.49B | $339.39 | |
| 2 | GOOG | ALPHABET INC | 7.61% | Add +1.6% | 1,556,225 | $4.15B | $2665.31 | |
| 3 | AMZN | AMAZON COM INC | 6.95% | Add +65.4% | 1,152,907 | $3.79B | $3285.04 | |
| 4 | ADBE | ADOBE SYSTEMS INCORPORATED | 6.03% | Reduce -8.7% | 5,704,396 | $3.28B | $575.72 | |
| 5 | MSFT | MICROSOFT CORP | 5.19% | Reduce -37.4% | 10,040,370 | $2.83B | $281.92 | |
| 6 | MA | MASTERCARD INCORPORATED | 4.88% | Add +24.1% | 7,642,367 | $2.66B | $347.68 | |
| 7 | CRM | SALESFORCE COM INC | 4.87% | Add +1.3% | 9,777,594 | $2.65B | $271.22 | |
| 8 | ABT | ABBOTT LABS | 4.77% | Add +0.1% | 22,012,696 | $2.6B | $118.13 | |
| 9 | V | VISA INC | 4.46% | Add +6.2% | 10,910,106 | $2.43B | $222.75 | |
| 10 | ACN | ACCENTURE PLC IRELAND | 3.95% | Reduce -18.4% | 6,723,544 | $2.15B | $319.92 | |
| 11 | ADSK | AUTODESK INC | 3.61% | Add +14.5% | 6,897,362 | $1.97B | $285.17 | |
| 12 | NOW | SERVICENOW INC | 3.50% | Reduce -12.6% | 3,067,253 | $1.91B | $622.27 | |
| 13 | ZTS | ZOETIS INC | 3.41% | Reduce -19.5% | 9,582,626 | $1.86B | $194.14 | |
| 14 | PYPL | PAYPAL HLDGS INC | 3.28% | Add +3.0% | 6,878,660 | $1.79B | $260.21 | |
| 15 | ABNB | AIRBNB INC | 2.94% | New | 9,534,237 | $1.6B | $167.75 | |
| 16 | NFLX | NETFLIX INC | 2.93% | Add +7.2% | 2,615,141 | $1.6B | $610.34 | |
| 17 | GOOGL | ALPHABET INC | 2.82% | Add +1.7% | 575,265 | $1.54B | $2673.52 | |
| 18 | UNH | UNITEDHEALTH GROUP INC | 2.73% | Add +1.9% | 3,806,974 | $1.49B | $390.74 | |
| 19 | SBUX | STARBUCKS CORP | 2.63% | Reduce -12.2% | 13,000,370 | $1.43B | $110.31 | |
| 20 | IT | GARTNER INC | 2.51% | Reduce -0.3% | 4,509,180 | $1.37B | $303.88 | |
| 21 | NKE | NIKE INC | 2.14% | Add +1.3% | 8,024,628 | $1.17B | $145.23 | |
| 22 | ALGN | ALIGN TECHNOLOGY INC | 2.02% | Add +1.3% | 1,656,405 | $1.1B | $665.43 | |
| 23 | ISRG | INTUITIVE SURGICAL INC | 2.00% | Add +0.8% | 1,098,919 | $1.09B | $994.15 | |
| 24 | ILMN | ILLUMINA INC | 1.89% | Add +2.2% | 2,536,079 | $1.03B | $405.61 | |
| 25 | MSCI | MSCI INC | 1.54% | Add +0.8% | 1,383,494 | $841.64M | $608.34 | |
| 26 | ICLR | ICON PLC | 0.80% | Add +112.1% | 1,659,850 | $434.91M | $262.02 | |
| 27 | AON | AON PLC | 0.54% | Add +25.8% | 1,022,244 | $292.13M | $285.77 | |
| 28 | MDT | MEDTRONIC PLC | 0.23% | Add +13.0% | 1,013,186 | $127M | $125.35 | |
| 29 | SAP | SAP SE | 0.20% | Add +9.9% | 792,271 | $106.99M | $135.04 | |
| 30 | BABA | ALIBABA GROUP HLDG LTD | 0.13% | Reduce -66.1% | 480,951 | $71.21M | $148.05 | |
| 31 | ASML | ASML HOLDING N V | 0.11% | Add +78.0% | 78,762 | $58.69M | $745.11 | |
| 32 | ADP | AUTOMATIC DATA PROCESSING IN | 0.10% | Add +13.4% | 278,462 | $55.67M | $199.92 | |
| 33 | UL | UNILEVER PLC | 0.05% | Add +7.0% | 534,704 | $28.99M | $54.22 | |
| 34 | MELI | MERCADOLIBRE INC | 0.05% | Add +7.6% | 17,244 | $28.96M | $1679.42 | |
| 35 | SHOP | SHOPIFY INC | 0.05% | Add +6.0% | 18,961 | $25.71M | $1355.78 | |
| 36 | GSHD | GOOSEHEAD INS INC | 0.04% | Add +8.5% | 158,994 | $24.21M | $152.29 | |
| 37 | GLOB | GLOBANT S A | 0.04% | Add +8.6% | 83,472 | $23.46M | $281.00 | |
| 38 | DAVA | ENDAVA PLC | 0.04% | Add +7.4% | 153,075 | $20.8M | No quote | No quote |
| 39 | WING | WINGSTOP INC | 0.04% | Add +8.3% | 125,015 | $20.49M | $163.93 | |
| 40 | FOXF | FOX FACTORY HLDG CORP | 0.04% | Add +8.3% | 138,109 | $19.96M | No quote | No quote |
| 41 | RVLV | REVOLVE GROUP INC | 0.03% | Reduce -2.8% | 299,407 | $18.49M | $61.77 | |
| 42 | IWF | ISHARES TR | 0.03% | Reduce -65.8% | 65,743 | $18.02M | $274.04 | |
| 43 | MEDP | MEDPACE HLDGS INC | 0.03% | Add +8.1% | 94,522 | $17.89M | $189.28 | |
| 44 | PGNY | PROGYNY INC | 0.03% | Add +28.6% | 307,911 | $17.24M | $56.00 | |
| 45 | EXPO | EXPONENT INC | 0.03% | Add +8.4% | 149,651 | $16.93M | No quote | No quote |
| 46 | OLO | OLO INC | 0.03% | New | 493,499 | $14.82M | No quote | No quote |
| 47 | BL | BLACKLINE INC | 0.03% | Add +9.6% | 121,850 | $14.39M | $118.06 | |
| 48 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.03% | Add +8.5% | 324,956 | $14.38M | No quote | No quote |
| 49 | ETSY | ETSY INC | 0.02% | Reduce -14.7% | 64,887 | $13.49M | $207.96 | |
| 50 | HLI | HOULIHAN LOKEY INC | 0.02% | Add +8.0% | 145,396 | $13.39M | $92.10 | |
| 51 | YETI | YETI HLDGS INC | 0.02% | Add +9.6% | 152,858 | $13.1M | $85.69 | |
| 52 | AMN | AMN HEALTHCARE SVCS INC | 0.02% | Add +9.3% | 113,730 | $13.05M | $114.75 | |
| 53 | TRUP | TRUPANION INC | 0.02% | Add +8.4% | 165,548 | $12.86M | $77.67 | |
| 54 | ALRM | ALARM COM HLDGS INC | 0.02% | Add +8.1% | 159,811 | $12.5M | $78.19 | |
| 55 | APPF | APPFOLIO INC | 0.02% | Add +8.3% | 100,342 | $12.08M | No quote | No quote |
| 56 | HELE | HELEN OF TROY LTD | 0.02% | Add +8.5% | 46,245 | $10.39M | $224.67 | |
| 57 | PCTY | PAYLOCITY HLDG CORP | 0.02% | Reduce -4.5% | 36,041 | $10.11M | No quote | No quote |
| 58 | QLYS | QUALYS INC | 0.02% | Add +9.2% | 77,483 | $8.62M | $111.29 | |
| 59 | ALTR | ALTAIR ENGR INC | 0.02% | Add +9.3% | 119,227 | $8.22M | No quote | No quote |
| 60 | MBUU | MALIBU BOATS INC | 0.01% | Add +9.3% | 104,522 | $7.31M | $69.98 | |
| 61 | SLP | SIMULATIONS PLUS INC | 0.01% | Add +9.4% | 178,076 | $7.03M | $39.50 | |
| 62 | DT | DYNATRACE INC | 0.01% | Add +4.2% | 85,901 | $6.1M | $70.97 | |
| 63 | CATH | GLOBAL X FDS | 0.01% | New | 99,879 | $5.39M | $53.93 | |
| 64 | RH | RH | 0.01% | New | 7,296 | $4.87M | $666.94 | |
| 65 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Add +5.0% | 9,446 | $4.68M | $495.77 | |
| 66 | TTD | THE TRADE DESK INC | 0.01% | Add +3.6% | 51,515 | $3.62M | No quote | No quote |
| 67 | TYL | TYLER TECHNOLOGIES INC | 0.01% | New | 7,629 | $3.5M | $458.64 | |
| 68 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Add +3.6% | 27,328 | $3.36M | No quote | No quote |
| 69 | TREX | TREX CO INC | 0.01% | Add +3.4% | 32,176 | $3.28M | $101.94 | |
| 70 | CDW | CDW CORP | 0.01% | Add +3.6% | 17,852 | $3.25M | $182.00 | |
| 71 | CPRT | COPART INC | 0.01% | Add +3.6% | 20,265 | $2.81M | $138.71 | |
| 72 | EPAM | EPAM SYS INC | 0.00% | New | 4,664 | $2.66M | $570.54 | |
| 73 | GNRC | GENERAC HLDGS INC | 0.00% | Reduce -36.3% | 6,436 | $2.63M | $408.64 | |
| 74 | YNDX | YANDEX N V | 0.00% | Add +1.8% | 32,063 | $2.56M | No quote | No quote |
| 75 | FICO | FAIR ISAAC CORP | 0.00% | New | 6,176 | $2.46M | $397.99 | |
| 76 | FTCH | FARFETCH LTD | 0.00% | Add +29.6% | 61,970 | $2.32M | No quote | No quote |
| 77 | HEI | HEICO CORP NEW | 0.00% | Add +3.6% | 16,074 | $2.12M | No quote | No quote |
| 78 | REGN | REGENERON PHARMACEUTICALS | 0.00% | New | 2,155 | $1.3M | $605.10 | |
| 79 | KARO | KAROOOOO LTD | 0.00% | Add +1.1% | 38,584 | $1.14M | $29.52 | |
| 80 | DG | DOLLAR GEN CORP NEW | 0.00% | New | 5,234 | $1.11M | $212.07 | |
| 81 | EL | LAUDER ESTEE COS INC | 0.00% | Reduce -98.4% | 2,707 | $812K | $299.96 | |
| 82 | ACWX | ISHARES TR | 0.00% | Add +69.7% | 12,817 | $710K | $55.40 | |
| 83 | ORLY | OREILLY AUTOMOTIVE INC | 0.00% | New | 1,035 | $632K | $610.63 | |
| 84 | ATHM | AUTOHOME INC | 0.00% | New | 10,995 | $516K | No quote | No quote |
| 85 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | Add +26.1% | 70,049 | $508K | $7.25 | |
| 86 | TPLC | TIMOTHY PLAN | 0.00% | Add +1.6% | 12,865 | $448K | No quote | No quote |
| 87 | ACWI | ISHARES TR | 0.00% | Add +14.3% | 3,807 | $380K | $99.82 | |
| 88 | ORCL | ORACLE CORP | 0.00% | New | 4,216 | $367K | $87.05 | |
| 89 | TPIF | TIMOTHY PLAN | 0.00% | Add +30.2% | 11,897 | $338K | No quote | No quote |
| 90 | BKNG | BOOKING HOLDINGS INC | 0.00% | New | 134 | $318K | $2373.13 | |
| 91 | TAL | TAL EDUCATION GROUP | 0.00% | - | 17,340 | $84K | $4.84 | |
| 94 | EDU | NEW ORIENTAL ED & TECHNOLOGY | - | Sold | 0 | $0 | No quote | No quote |
| 93 | EEFT | EURONET WORLDWIDE INC | - | Sold | 0 | $0 | No quote | No quote |
| 92 | ENV | ENVESTNET INC | - | Sold | 0 | $0 | No quote | No quote |