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.
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 73 of 98 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 9.18% | Reduce -2.1% | 1,442,092 | $4.7B | $3259.95 | |
| 2 | GOOG | ALPHABET INC | 8.06% | Reduce -7.3% | 1,478,727 | $4.13B | $2792.99 | |
| 3 | ADBE | ADOBE SYSTEMS INCORPORATED | 5.93% | Add +22.5% | 6,662,539 | $3.04B | $455.62 | |
| 4 | MSFT | MICROSOFT CORP | 5.89% | Reduce -3.7% | 9,791,102 | $3.02B | $308.31 | |
| 5 | META | META PLATFORMS INC | 5.72% | Add +26.1% | 13,165,612 | $2.93B | $222.36 | |
| 6 | V | VISA INC | 5.63% | Add +13.1% | 12,993,382 | $2.88B | $221.77 | |
| 7 | MA | MASTERCARD INCORPORATED | 5.54% | Reduce -1.1% | 7,932,570 | $2.83B | $357.38 | |
| 8 | ABT | ABBOTT LABS | 5.18% | Reduce -0.6% | 22,423,328 | $2.65B | $118.36 | |
| 9 | ABNB | AIRBNB INC | 4.34% | Add +30.5% | 12,953,525 | $2.22B | $171.76 | |
| 10 | CRM | SALESFORCE COM INC | 4.18% | Reduce -0.1% | 10,078,023 | $2.14B | $212.32 | |
| 11 | ACN | ACCENTURE PLC IRELAND | 3.94% | Reduce -11.1% | 5,988,665 | $2.02B | $337.23 | |
| 12 | UNH | UNITEDHEALTH GROUP INC | 3.75% | Reduce -3.0% | 3,762,772 | $1.92B | $509.97 | |
| 13 | NFLX | NETFLIX INC | 3.66% | Add +85.7% | 5,005,530 | $1.88B | $374.59 | |
| 14 | ADSK | AUTODESK INC | 3.62% | Add +18.7% | 8,650,112 | $1.85B | $214.35 | |
| 15 | NOW | SERVICENOW INC | 3.50% | Add +2.1% | 3,219,600 | $1.79B | $556.89 | |
| 16 | PYPL | PAYPAL HLDGS INC | 2.92% | Add +72.8% | 12,911,679 | $1.49B | $115.65 | |
| 17 | ZTS | ZOETIS INC | 2.47% | Reduce -31.7% | 6,706,372 | $1.26B | $188.59 | |
| 18 | NKE | NIKE INC | 2.18% | Add +1.0% | 8,293,257 | $1.12B | $134.56 | |
| 19 | ISRG | INTUITIVE SURGICAL INC | 2.10% | Add +4.8% | 3,571,683 | $1.08B | $301.68 | |
| 20 | IT | GARTNER INC | 1.97% | Reduce -26.1% | 3,397,198 | $1.01B | $297.46 | |
| 21 | ILMN | ILLUMINA INC | 1.79% | Reduce -1.2% | 2,631,171 | $919.33M | $349.40 | |
| 22 | ALGN | ALIGN TECHNOLOGY INC | 1.59% | Add +5.3% | 1,871,737 | $816.08M | $436.00 | |
| 23 | DOCU | DOCUSIGN INC | 1.16% | Add +48.5% | 5,551,792 | $594.71M | $107.12 | |
| 24 | GOOGL | ALPHABET INC | 0.97% | Reduce -69.9% | 178,451 | $496.34M | $2781.35 | |
| 25 | MSCI | MSCI INC | 0.84% | Reduce -39.5% | 856,456 | $430.7M | $502.88 | |
| 26 | ICLR | ICON PLC | 0.74% | Reduce -1.9% | 1,557,050 | $378.71M | $243.22 | |
| 27 | AON | AON PLC | 0.63% | Reduce -5.5% | 984,696 | $320.65M | $325.63 | |
| 28 | IWF | ISHARES TR | 0.60% | Add +364.7% | 1,112,613 | $308.9M | $277.63 | |
| 29 | MDT | MEDTRONIC PLC | 0.21% | Reduce -5.6% | 949,789 | $105.38M | $110.95 | |
| 30 | SAP | SAP SE | 0.20% | Add +14.9% | 930,669 | $103.27M | $110.96 | |
| 31 | SBUX | STARBUCKS CORP | 0.15% | Reduce -93.5% | 849,854 | $77.31M | $90.97 | |
| 32 | ADP | AUTOMATIC DATA PROCESSING IN | 0.11% | Reduce -5.8% | 256,507 | $58.37M | $227.54 | |
| 33 | ASML | ASML HOLDING N V | 0.10% | Reduce -1.5% | 79,550 | $53.13M | $667.93 | |
| 34 | MELI | MERCADOLIBRE INC | 0.10% | Reduce -4.3% | 43,290 | $51.49M | $1189.49 | |
| 35 | GLOB | GLOBANT S A | 0.08% | Reduce -10.7% | 158,168 | $41.45M | $262.07 | |
| 36 | SHOP | SHOPIFY INC | 0.07% | Add +188.9% | 54,902 | $37.11M | $675.97 | |
| 37 | ACWX | ISHARES TR | 0.05% | Reduce -8.6% | 528,305 | $27.62M | $52.27 | |
| 38 | UL | UNILEVER PLC | 0.05% | Add +4.3% | 543,872 | $24.78M | $45.57 | |
| 39 | DAVA | ENDAVA PLC | 0.05% | Add +11.6% | 173,533 | $23.09M | No quote | No quote |
| 40 | RVLV | REVOLVE GROUP INC | 0.04% | Add +6.9% | 410,877 | $22.06M | $53.69 | |
| 41 | FOXF | FOX FACTORY HLDG CORP | 0.04% | Add +13.4% | 196,203 | $19.22M | No quote | No quote |
| 42 | PGNY | PROGYNY INC | 0.04% | Reduce -4.5% | 368,359 | $18.93M | $51.40 | |
| 43 | YETI | YETI HLDGS INC | 0.04% | Add +31.8% | 301,494 | $18.08M | $59.98 | |
| 44 | TRUP | TRUPANION INC | 0.03% | Reduce -4.4% | 198,273 | $17.67M | $89.12 | |
| 45 | GSHD | GOOSEHEAD INS INC | 0.03% | Add +17.9% | 216,022 | $16.97M | $78.57 | |
| 46 | QLYS | QUALYS INC | 0.03% | Add +15.3% | 114,864 | $16.36M | $142.41 | |
| 47 | HLI | HOULIHAN LOKEY INC | 0.03% | Reduce -4.1% | 174,617 | $15.33M | $87.80 | |
| 48 | WRBY | WARBY PARKER INC | 0.03% | Add +35.3% | 437,794 | $14.8M | $33.81 | |
| 49 | AMN | AMN HEALTHCARE SVCS INC | 0.03% | Reduce -5.9% | 137,691 | $14.37M | $104.33 | |
| 50 | APPF | APPFOLIO INC | 0.03% | Reduce -4.5% | 120,919 | $13.69M | No quote | No quote |
| 51 | ALRM | ALARM COM HLDGS INC | 0.02% | Reduce -4.2% | 191,301 | $12.71M | $66.46 | |
| 52 | WING | WINGSTOP INC | 0.02% | Reduce -34.2% | 102,941 | $12.08M | $117.35 | |
| 53 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.02% | Reduce -4.2% | 520,952 | $11.52M | No quote | No quote |
| 54 | BL | BLACKLINE INC | 0.02% | Reduce -3.1% | 154,697 | $11.33M | $73.22 | |
| 55 | SKIL | SKILLSOFT CORP | 0.02% | New | 1,768,064 | $10.68M | No quote | No quote |
| 56 | OLO | OLO INC | 0.02% | Add +5.7% | 744,672 | $9.87M | No quote | No quote |
| 57 | FTCH | FARFETCH LTD | 0.02% | Add +582.4% | 625,659 | $9.46M | No quote | No quote |
| 58 | ALTR | ALTAIR ENGR INC | 0.02% | Reduce -6.0% | 144,236 | $9.29M | No quote | No quote |
| 59 | CATH | GLOBAL X FDS | 0.02% | Reduce -0.5% | 143,837 | $8.02M | $55.76 | |
| 60 | MBUU | MALIBU BOATS INC | 0.01% | Reduce -5.9% | 128,245 | $7.44M | $58.01 | |
| 61 | HLNE | HAMILTON LANE INC | 0.01% | New | 96,064 | $7.43M | No quote | No quote |
| 62 | BMBL | BUMBLE INC | 0.01% | New | 255,081 | $7.39M | No quote | No quote |
| 63 | PCTY | PAYLOCITY HLDG CORP | 0.01% | Reduce -26.7% | 30,690 | $6.32M | No quote | No quote |
| 64 | BIGC | BIGCOMMERCE HLDGS INC | 0.01% | Reduce -6.0% | 285,540 | $6.26M | No quote | No quote |
| 65 | HELE | HELEN OF TROY LTD | 0.01% | Reduce -47.0% | 30,498 | $5.97M | $195.85 | |
| 66 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Add +30.1% | 15,457 | $5.35M | $346.38 | |
| 67 | DT | DYNATRACE INC | 0.01% | Add +35.6% | 109,608 | $5.16M | $47.10 | |
| 68 | ETSY | ETSY INC | 0.01% | Add +34.2% | 35,976 | $4.47M | $124.28 | |
| 69 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Add +17.1% | 25,392 | $4.2M | No quote | No quote |
| 70 | FICO | FAIR ISAAC CORP | 0.01% | Add +14.4% | 8,853 | $4.13M | $466.51 | |
| 71 | RH | RH | 0.01% | Add +17.4% | 12,081 | $3.94M | $326.05 | |
| 72 | ACWI | ISHARES TR | 0.01% | Reduce -52.5% | 38,955 | $3.89M | $99.78 | |
| 73 | CPRT | COPART INC | 0.01% | Add +3.6% | 23,208 | $2.91M | $125.47 | |
| 74 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Add +650.7% | 35,201 | $2.85M | $80.99 | |
| 75 | TREX | TREX CO INC | 0.01% | Add +15.6% | 41,114 | $2.69M | $65.33 | |
| 76 | TYL | TYLER TECHNOLOGIES INC | 0.01% | Reduce -36.1% | 5,939 | $2.64M | $444.86 | |
| 77 | FIVE | FIVE BELOW INC | 0.00% | New | 15,972 | $2.53M | $158.34 | |
| 78 | TTD | THE TRADE DESK INC | 0.00% | Add +3.5% | 36,285 | $2.51M | No quote | No quote |
| 79 | KARO | KAROOOOO LTD | 0.00% | - | 41,184 | $1.22M | $29.65 | |
| 80 | TPLC | TIMOTHY PLAN | 0.00% | Reduce -8.3% | 31,492 | $1.15M | No quote | No quote |
| 81 | REGN | REGENERON PHARMACEUTICALS | 0.00% | Reduce -28.6% | 1,383 | $966K | $698.48 | |
| 82 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | Add +61.4% | 190,639 | $928K | $4.87 | |
| 83 | MYTE | MYT NETHERLANDS PARENT B V | 0.00% | Add +12.2% | 62,029 | $759K | No quote | No quote |
| 84 | MEDP | MEDPACE HLDGS INC | 0.00% | Reduce -96.2% | 4,555 | $745K | $163.56 | |
| 85 | ORLY | OREILLY AUTOMOTIVE INC | 0.00% | - | 1,035 | $709K | $685.02 | |
| 86 | DG | DOLLAR GEN CORP NEW | 0.00% | Reduce -30.8% | 2,863 | $637K | $222.49 | |
| 87 | EXPO | EXPONENT INC | 0.00% | Reduce -97.6% | 4,486 | $485K | No quote | No quote |
| 88 | ORCL | ORACLE CORP | 0.00% | - | 4,216 | $349K | $82.78 | |
| 89 | BKNG | BOOKING HOLDINGS INC | 0.00% | - | 134 | $315K | $2350.75 | |
| 90 | IWM | ISHARES TR | 0.00% | New | 1,215 | $249K | $204.94 | |
| 97 | YNDX | YANDEX N V | - | Sold | 0 | $0 | No quote | No quote |
| 96 | TPIF | TIMOTHY PLAN | - | Sold | 0 | $0 | No quote | No quote |
| 95 | TAL | TAL EDUCATION GROUP | - | Sold | 0 | $0 | No quote | No quote |
| 94 | EPAM | EPAM SYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 93 | CDW | CDW CORP | - | Sold | 0 | $0 | No quote | No quote |
| 92 | ATHM | AUTOHOME INC | - | Sold | 0 | $0 | No quote | No quote |
| 91 | BABA | ALIBABA GROUP HLDG LTD | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | FORUM ENERGY TECHNOLOGIES INNOTE 9.000% 8/0 | OTHER | 1,533,494 | $56.1M |