Polen Capital Management
As of Q1 2026, Polen Capital Management reported 221 long-equity positions worth $14.46B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.61%
- 1-year
- -2.36%
- 3-year
- +37.87%
- 3-year top 5
- +78.58%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 74 of 96 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 8.25% | Add +27.8% | 1,473,347 | $4.91B | $3334.34 | |
| 2 | GOOG | ALPHABET INC | 7.75% | Add +2.5% | 1,595,228 | $4.62B | $2893.59 | |
| 3 | META | META PLATFORMS INC | 5.90% | Reduce -21.1% | 10,442,770 | $3.51B | $336.35 | |
| 4 | MSFT | MICROSOFT CORP | 5.74% | Add +1.2% | 10,163,241 | $3.42B | $336.32 | |
| 5 | ABT | ABBOTT LABS | 5.33% | Add +2.5% | 22,551,358 | $3.17B | $140.74 | |
| 6 | ADBE | ADOBE SYSTEMS INCORPORATED | 5.18% | Reduce -4.6% | 5,439,885 | $3.08B | $567.06 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.84% | Add +5.0% | 8,021,640 | $2.88B | $359.32 | |
| 8 | ACN | ACCENTURE PLC IRELAND | 4.69% | Add +0.2% | 6,736,383 | $2.79B | $414.55 | |
| 9 | CRM | SALESFORCE COM INC | 4.31% | Add +3.2% | 10,088,504 | $2.56B | $254.13 | |
| 10 | V | VISA INC | 4.18% | Add +5.3% | 11,493,290 | $2.49B | $216.71 | |
| 11 | ZTS | ZOETIS INC | 4.03% | Add +2.5% | 9,819,787 | $2.4B | $244.03 | |
| 12 | ADSK | AUTODESK INC | 3.44% | Add +5.6% | 7,284,891 | $2.05B | $281.19 | |
| 13 | NOW | SERVICENOW INC | 3.44% | Add +2.8% | 3,152,215 | $2.05B | $649.11 | |
| 14 | UNH | UNITEDHEALTH GROUP INC | 3.27% | Add +1.9% | 3,877,447 | $1.95B | $502.14 | |
| 15 | GOOGL | ALPHABET INC | 2.88% | Add +3.0% | 592,834 | $1.72B | $2897.04 | |
| 16 | ABNB | AIRBNB INC | 2.78% | Add +4.1% | 9,923,783 | $1.65B | $166.49 | |
| 17 | NFLX | NETFLIX INC | 2.73% | Add +3.0% | 2,694,913 | $1.62B | $602.44 | |
| 18 | SBUX | STARBUCKS CORP | 2.59% | Add +1.4% | 13,179,043 | $1.54B | $116.97 | |
| 19 | IT | GARTNER INC | 2.58% | Add +1.9% | 4,595,720 | $1.54B | $334.32 | |
| 20 | PYPL | PAYPAL HLDGS INC | 2.37% | Add +8.6% | 7,472,721 | $1.41B | $188.58 | |
| 21 | NKE | NIKE INC | 2.30% | Add +2.4% | 8,213,772 | $1.37B | $166.67 | |
| 22 | ISRG | INTUITIVE SURGICAL INC | 2.06% | Add +3.3%3:1 split | 3,406,918 | $1.22B | $359.30 | |
| 23 | ALGN | ALIGN TECHNOLOGY INC | 1.96% | Add +7.3% | 1,777,198 | $1.17B | $657.18 | |
| 24 | ILMN | ILLUMINA INC | 1.70% | Add +5.0% | 2,662,702 | $1.01B | $380.44 | |
| 25 | MSCI | MSCI INC | 1.46% | Add +2.4% | 1,416,033 | $867.59M | $612.69 | |
| 26 | DOCU | DOCUSIGN INC | 0.96% | New | 3,738,508 | $569.41M | $152.31 | |
| 27 | ICLR | ICON PLC | 0.83% | Reduce -4.4% | 1,586,759 | $491.42M | $309.70 | |
| 28 | AON | AON PLC | 0.53% | Add +2.0% | 1,042,408 | $313.31M | $300.56 | |
| 29 | SAP | SAP SE | 0.19% | Add +2.2% | 809,865 | $113.47M | $140.11 | |
| 30 | MDT | MEDTRONIC PLC | 0.17% | Reduce -0.7% | 1,006,439 | $104.12M | $103.45 | |
| 31 | IWF | ISHARES TR | 0.12% | Add +264.2% | 239,423 | $73.17M | $305.59 | |
| 32 | ADP | AUTOMATIC DATA PROCESSING IN | 0.11% | Reduce -2.3% | 272,171 | $67.11M | $246.58 | |
| 33 | ASML | ASML HOLDING N V | 0.11% | Add +2.5% | 80,770 | $64.3M | $796.14 | |
| 34 | MELI | MERCADOLIBRE INC | 0.10% | Add +162.3% | 45,222 | $60.98M | $1348.39 | |
| 35 | GLOB | GLOBANT S A | 0.09% | Add +112.1% | 177,024 | $55.6M | $314.09 | |
| 36 | ACWX | ISHARES TR | 0.05% | Add +4408.5% | 577,855 | $32.13M | $55.60 | |
| 37 | FOXF | FOX FACTORY HLDG CORP | 0.05% | Add +25.2% | 172,966 | $29.42M | No quote | No quote |
| 38 | UL | UNILEVER PLC | 0.05% | Reduce -2.5% | 521,260 | $28.04M | $53.79 | |
| 39 | TRUP | TRUPANION INC | 0.05% | Add +25.3% | 207,364 | $27.38M | $132.03 | |
| 40 | WING | WINGSTOP INC | 0.05% | Add +25.1% | 156,459 | $27.04M | $172.80 | |
| 41 | SHOP | SHOPIFY INC | 0.04% | Add +0.2% | 19,001 | $26.17M | $1377.40 | |
| 42 | DAVA | ENDAVA PLC | 0.04% | Add +1.6% | 155,570 | $26.12M | No quote | No quote |
| 43 | MEDP | MEDPACE HLDGS INC | 0.04% | Add +25.1% | 118,225 | $25.73M | $217.64 | |
| 44 | GSHD | GOOSEHEAD INS INC | 0.04% | Add +15.2% | 183,163 | $23.83M | $130.08 | |
| 45 | EXPO | EXPONENT INC | 0.04% | Add +25.8% | 188,320 | $21.98M | No quote | No quote |
| 46 | RVLV | REVOLVE GROUP INC | 0.04% | Add +28.4% | 384,363 | $21.54M | $56.04 | |
| 47 | PGNY | PROGYNY INC | 0.03% | Add +25.3% | 385,879 | $19.43M | $50.35 | |
| 48 | YETI | YETI HLDGS INC | 0.03% | Add +49.7% | 228,774 | $18.95M | $82.83 | |
| 49 | HLI | HOULIHAN LOKEY INC | 0.03% | Add +25.3% | 182,141 | $18.86M | $103.52 | |
| 50 | AMN | AMN HEALTHCARE SVCS INC | 0.03% | Add +28.6% | 146,291 | $17.9M | $122.33 | |
| 51 | ALRM | ALARM COM HLDGS INC | 0.03% | Add +25.0% | 199,775 | $16.94M | $84.81 | |
| 52 | BL | BLACKLINE INC | 0.03% | Add +31.0% | 159,576 | $16.52M | $103.54 | |
| 53 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.03% | Add +67.4% | 543,916 | $16.38M | No quote | No quote |
| 54 | APPF | APPFOLIO INC | 0.03% | Add +26.2% | 126,611 | $15.33M | No quote | No quote |
| 55 | WRBY | WARBY PARKER INC | 0.03% | New | 323,557 | $15.07M | $46.56 | |
| 56 | OLO | OLO INC | 0.02% | Add +42.8% | 704,500 | $14.66M | No quote | No quote |
| 57 | HELE | HELEN OF TROY LTD | 0.02% | Add +24.5% | 57,592 | $14.08M | $244.48 | |
| 58 | QLYS | QUALYS INC | 0.02% | Add +28.6% | 99,669 | $13.68M | $137.22 | |
| 59 | ALTR | ALTAIR ENGR INC | 0.02% | Add +28.6% | 153,381 | $11.86M | No quote | No quote |
| 60 | BIGC | BIGCOMMERCE HLDGS INC | 0.02% | New | 303,717 | $10.74M | No quote | No quote |
| 61 | PCTY | PAYLOCITY HLDG CORP | 0.02% | Add +16.1% | 41,861 | $9.89M | No quote | No quote |
| 62 | MBUU | MALIBU BOATS INC | 0.02% | Add +30.4% | 136,241 | $9.36M | $68.73 | |
| 63 | ACWI | ISHARES TR | 0.01% | Add +2052.0% | 81,927 | $8.67M | $105.78 | |
| 64 | CATH | GLOBAL X FDS | 0.01% | Add +44.7% | 144,531 | $8.51M | $58.91 | |
| 65 | ETSY | ETSY INC | 0.01% | Reduce -58.7% | 26,807 | $5.87M | $218.94 | |
| 66 | RH | RH | 0.01% | Add +41.1% | 10,292 | $5.52M | $535.95 | |
| 67 | TYL | TYLER TECHNOLOGIES INC | 0.01% | Add +21.9% | 9,297 | $5M | $537.92 | |
| 68 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Add +25.8% | 11,880 | $4.93M | $415.15 | |
| 69 | DT | DYNATRACE INC | 0.01% | Reduce -5.9% | 80,853 | $4.88M | $60.34 | |
| 70 | TREX | TREX CO INC | 0.01% | Add +10.6% | 35,581 | $4.81M | $135.04 | |
| 71 | CDW | CDW CORP | 0.01% | Add +10.6% | 19,742 | $4.04M | $204.79 | |
| 72 | CPRT | COPART INC | 0.01% | Add +10.6% | 22,409 | $3.4M | $151.64 | |
| 73 | FICO | FAIR ISAAC CORP | 0.01% | Add +25.3% | 7,739 | $3.36M | $433.65 | |
| 74 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Reduce -20.7% | 21,682 | $3.3M | No quote | No quote |
| 75 | TTD | THE TRADE DESK INC | 0.01% | Reduce -31.9% | 35,071 | $3.21M | No quote | No quote |
| 76 | FTCH | FARFETCH LTD | 0.01% | Add +48.0% | 91,689 | $3.07M | No quote | No quote |
| 77 | EPAM | EPAM SYS INC | 0.00% | Reduce -27.6% | 3,378 | $2.26M | No quote | No quote |
| 78 | YNDX | YANDEX N V | 0.00% | Add +10.8% | 35,513 | $2.15M | No quote | No quote |
| 79 | KARO | KAROOOOO LTD | 0.00% | Add +6.7% | 41,184 | $1.68M | $40.77 | |
| 80 | TPLC | TIMOTHY PLAN | 0.00% | Add +167.0% | 34,353 | $1.33M | No quote | No quote |
| 81 | REGN | REGENERON PHARMACEUTICALS | 0.00% | Reduce -10.1% | 1,938 | $1.22M | $631.58 | |
| 82 | MYTE | MYT NETHERLANDS PARENT B V | 0.00% | New | 55,300 | $1.17M | No quote | No quote |
| 83 | DG | DOLLAR GEN CORP NEW | 0.00% | Reduce -20.9% | 4,138 | $976K | $235.86 | |
| 84 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | Add +68.7% | 118,139 | $809K | $6.85 | |
| 85 | ORLY | OREILLY AUTOMOTIVE INC | 0.00% | - | 1,035 | $731K | $706.28 | |
| 86 | FND | FLOOR & DECOR HLDGS INC | 0.00% | New | 4,689 | $610K | $130.09 | |
| 87 | ORCL | ORACLE CORP | 0.00% | - | 4,216 | $368K | $87.29 | |
| 88 | TPIF | TIMOTHY PLAN | 0.00% | Add +2.0% | 12,139 | $353K | No quote | No quote |
| 89 | ATHM | AUTOHOME INC | 0.00% | - | 10,995 | $324K | No quote | No quote |
| 90 | BKNG | BOOKING HOLDINGS INC | 0.00% | - | 134 | $321K | $2395.52 | |
| 91 | BABA | ALIBABA GROUP HLDG LTD | 0.00% | Reduce -99.5% | 2,244 | $267K | $118.98 | |
| 92 | TAL | TAL EDUCATION GROUP | 0.00% | - | 17,340 | $68K | $3.92 | |
| 96 | SLP | SIMULATIONS PLUS INC | - | Sold | 0 | $0 | No quote | No quote |
| 95 | EL | LAUDER ESTEE COS INC | - | Sold | 0 | $0 | No quote | No quote |
| 94 | HEI | HEICO CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 93 | GNRC | GENERAC HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |