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 66 of 97 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 10.53% | Add +30.2%20:1 split | 37,560,605 | $3.99B | $106.21 | |
| 2 | GOOG | ALPHABET INC | 8.24% | Reduce -3.5% | 1,426,321 | $3.12B | $2187.45 | |
| 3 | ADBE | ADOBE SYSTEMS INCORPORATED | 6.63% | Add +2.9% | 6,854,867 | $2.51B | $366.06 | |
| 4 | V | VISA INC | 6.49% | Reduce -4.0% | 12,478,536 | $2.46B | $196.89 | |
| 5 | MSFT | MICROSOFT CORP | 6.42% | Reduce -3.3% | 9,469,074 | $2.43B | $256.83 | |
| 6 | MA | MASTERCARD INCORPORATED | 6.37% | Reduce -3.7% | 7,642,344 | $2.41B | $315.48 | |
| 7 | META | META PLATFORMS INC | 5.61% | Add +0.2% | 13,186,427 | $2.13B | $161.25 | |
| 8 | ABT | ABBOTT LABS | 4.41% | Reduce -31.4% | 15,373,096 | $1.67B | $108.65 | |
| 9 | CRM | SALESFORCE INC | 4.28% | Reduce -2.5% | 9,828,924 | $1.62B | $165.04 | |
| 10 | ACN | ACCENTURE PLC IRELAND | 4.23% | Reduce -3.7% | 5,769,613 | $1.6B | $277.65 | |
| 11 | UNH | UNITEDHEALTH GROUP INC | 3.96% | Reduce -22.5% | 2,916,673 | $1.5B | $513.63 | |
| 12 | NOW | SERVICENOW INC | 3.92% | Reduce -2.9% | 3,126,014 | $1.49B | $475.52 | |
| 13 | ADSK | AUTODESK INC | 3.82% | Reduce -2.6% | 8,421,390 | $1.45B | $171.96 | |
| 14 | ABNB | AIRBNB INC | 3.01% | Reduce -1.1% | 12,811,398 | $1.14B | $89.08 | |
| 15 | ZTS | ZOETIS INC | 2.72% | Reduce -10.7% | 5,990,891 | $1.03B | $171.89 | |
| 16 | PYPL | PAYPAL HLDGS INC | 2.39% | Add +0.5% | 12,969,867 | $905.82M | $69.84 | |
| 17 | NFLX | NETFLIX INC | 2.20% | Reduce -4.8% | 4,763,359 | $832.97M | $174.87 | |
| 18 | NKE | NIKE INC | 2.15% | Reduce -3.9% | 7,972,260 | $814.77M | $102.20 | |
| 19 | IT | GARTNER INC | 1.91% | Reduce -11.8% | 2,995,281 | $724.35M | $241.83 | |
| 20 | ISRG | INTUITIVE SURGICAL INC | 1.82% | Reduce -3.7% | 3,438,398 | $690.12M | $200.71 | |
| 21 | ILMN | ILLUMINA INC | 1.36% | Add +6.0% | 2,790,228 | $514.41M | $184.36 | |
| 22 | DOCU | DOCUSIGN INC | 1.30% | Add +55.1% | 8,613,159 | $494.22M | $57.38 | |
| 23 | ALGN | ALIGN TECHNOLOGY INC | 1.20% | Add +2.5% | 1,918,921 | $454.15M | $236.67 | |
| 24 | GOOGL | ALPHABET INC | 1.03% | Reduce -0.1% | 178,255 | $388.46M | $2179.26 | |
| 25 | ICLR | ICON PLC | 0.80% | Reduce -9.8% | 1,404,775 | $304.42M | $216.70 | |
| 26 | IWF | ISHARES TR | 0.67% | Add +4.6% | 1,163,904 | $254.55M | $218.70 | |
| 27 | AON | AON PLC | 0.67% | Reduce -5.1% | 934,339 | $251.97M | $269.68 | |
| 28 | ADP | AUTOMATIC DATA PROCESSING IN | 0.22% | Add +57.8% | 404,815 | $85.03M | $210.04 | |
| 29 | MDT | MEDTRONIC PLC | 0.21% | Reduce -5.0% | 901,899 | $80.95M | $89.75 | |
| 30 | SAP | SAP SE | 0.20% | Reduce -11.6% | 822,456 | $74.61M | $90.72 | |
| 31 | SBUX | STARBUCKS CORP | 0.16% | Reduce -9.0% | 773,038 | $59.05M | $76.39 | |
| 32 | GLOB | GLOBANT S A | 0.10% | Add +39.3% | 220,281 | $38.33M | $174.00 | |
| 33 | ASML | ASML HOLDING N V | 0.09% | Reduce -7.6% | 73,525 | $34.99M | $475.88 | |
| 34 | MELI | MERCADOLIBRE INC | 0.07% | Reduce -3.6% | 41,709 | $26.56M | $636.86 | |
| 35 | UL | UNILEVER PLC | 0.06% | Reduce -7.5% | 503,017 | $23.05M | $45.83 | |
| 36 | SHOP | SHOPIFY INC | 0.04% | Reduce -6.6%10:1 split | 512,852 | $16.02M | $31.24 | |
| 37 | ACWI | ISHARES TR | 0.04% | Add +359.4% | 178,941 | $15.01M | $83.89 | |
| 38 | FOXF | FOX FACTORY HLDG CORP | 0.04% | Reduce -15.6% | 165,681 | $13.34M | No quote | No quote |
| 39 | QLYS | QUALYS INC | 0.03% | Reduce -14.0% | 98,820 | $12.47M | $126.14 | |
| 40 | HLI | HOULIHAN LOKEY INC | 0.03% | Reduce -16.4% | 146,055 | $11.53M | $78.93 | |
| 41 | YETI | YETI HLDGS INC | 0.03% | Reduce -14.1% | 259,028 | $11.21M | $43.27 | |
| 42 | GSHD | GOOSEHEAD INS INC | 0.03% | Add +7.5% | 232,196 | $10.6M | $45.67 | |
| 43 | AMN | AMN HEALTHCARE SVCS INC | 0.03% | Reduce -33.5% | 91,554 | $10.04M | $109.71 | |
| 44 | RVLV | REVOLVE GROUP INC | 0.03% | Reduce -6.8% | 382,830 | $9.92M | $25.91 | |
| 45 | ALRM | ALARM COM HLDGS INC | 0.03% | Reduce -16.3% | 160,207 | $9.91M | $61.86 | |
| 46 | FIVE | FIVE BELOW INC | 0.02% | Add +412.8% | 81,911 | $9.29M | $113.43 | |
| 47 | PGNY | PROGYNY INC | 0.02% | Reduce -16.0% | 309,470 | $8.99M | $29.05 | |
| 48 | BL | BLACKLINE INC | 0.02% | Reduce -14.5% | 132,207 | $8.81M | $66.60 | |
| 49 | HLNE | HAMILTON LANE INC | 0.02% | Add +34.9% | 129,556 | $8.7M | No quote | No quote |
| 50 | DAVA | ENDAVA PLC | 0.02% | Reduce -46.5% | 92,827 | $8.19M | No quote | No quote |
| 51 | OLO | OLO INC | 0.02% | Add +3.6% | 771,763 | $7.62M | No quote | No quote |
| 52 | SKIL | SKILLSOFT CORP | 0.02% | - | 1,768,064 | $6.75M | No quote | No quote |
| 53 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.02% | Reduce -15.9% | 437,998 | $6.5M | No quote | No quote |
| 54 | ALTR | ALTAIR ENGR INC | 0.02% | Reduce -15.1% | 122,511 | $6.43M | No quote | No quote |
| 55 | WING | WINGSTOP INC | 0.02% | Reduce -16.8% | 85,601 | $6.4M | $74.77 | |
| 56 | BMBL | BUMBLE INC | 0.02% | Reduce -11.6% | 225,571 | $6.35M | No quote | No quote |
| 57 | ACWX | ISHARES TR | 0.02% | Reduce -73.3% | 141,015 | $6.35M | $45.00 | |
| 58 | CATH | GLOBAL X FDS | 0.02% | Reduce -8.1% | 132,208 | $6.07M | $45.92 | |
| 59 | APPF | APPFOLIO INC | 0.01% | Reduce -48.5% | 62,330 | $5.65M | No quote | No quote |
| 60 | AZTA | AZENTA INC | 0.01% | New | 64,118 | $4.62M | No quote | No quote |
| 61 | PCTY | PAYLOCITY HLDG CORP | 0.01% | Reduce -16.7% | 25,562 | $4.46M | No quote | No quote |
| 62 | DOCS | DOXIMITY INC | 0.01% | New | 127,720 | $4.45M | $34.82 | |
| 63 | WRBY | WARBY PARKER INC | 0.01% | Reduce -16.0% | 367,609 | $4.14M | $11.26 | |
| 64 | HELE | HELEN OF TROY LTD | 0.01% | Reduce -17.7% | 25,105 | $4.08M | $162.40 | |
| 65 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | New | 33,894 | $4.03M | $118.87 | |
| 66 | FTCH | FARFETCH LTD | 0.01% | Reduce -13.6% | 540,614 | $3.87M | No quote | No quote |
| 67 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Reduce -13.8% | 13,322 | $3.73M | $280.14 | |
| 68 | DT | DYNATRACE INC | 0.01% | Reduce -16.5% | 91,541 | $3.61M | $39.44 | |
| 69 | FICO | FAIR ISAAC CORP | 0.01% | Reduce -13.2% | 7,684 | $3.08M | $400.96 | |
| 70 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Reduce -4.5% | 33,616 | $2.12M | $62.95 | |
| 71 | CPRT | COPART INC | 0.01% | Reduce -21.6% | 18,188 | $1.98M | $108.64 | |
| 72 | TREX | TREX CO INC | 0.00% | Reduce -21.6% | 32,238 | $1.75M | $54.41 | |
| 73 | TYL | TYLER TECHNOLOGIES INC | 0.00% | Reduce -15.2% | 5,036 | $1.67M | $332.41 | |
| 74 | TTD | THE TRADE DESK INC | 0.00% | Add +6.7% | 38,729 | $1.62M | No quote | No quote |
| 75 | AZPN | ASPEN TECHNOLOGY INC | 0.00% | New | 8,235 | $1.51M | No quote | No quote |
| 76 | ETSY | ETSY INC | 0.00% | Reduce -51.9% | 17,324 | $1.27M | $73.19 | |
| 77 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | Add +15.3% | 219,849 | $1.1M | $5.02 | |
| 78 | RH | RH | 0.00% | Reduce -58.2% | 5,050 | $1.07M | $212.28 | |
| 79 | CRL | CHARLES RIV LABS INTL INC | 0.00% | New | 4,685 | $1M | $213.87 | |
| 80 | KARO | KAROOOOO LTD | 0.00% | Add +7.1% | 44,123 | $949K | $21.51 | |
| 81 | MYTE | MYT NETHERLANDS PARENT B V | 0.00% | Add +33.0% | 82,527 | $815K | No quote | No quote |
| 82 | TPLC | TIMOTHY PLAN | 0.00% | Reduce -30.2% | 21,968 | $687K | No quote | No quote |
| 83 | SQ | BLOCK INC | 0.00% | New | 4,783 | $294K | No quote | No quote |
| 96 | TRUP | TRUPANION INC | - | Sold | 0 | $0 | No quote | No quote |
| 95 | REGN | REGENERON PHARMACEUTICALS | - | Sold | 0 | $0 | No quote | No quote |
| 94 | ORLY | OREILLY AUTOMOTIVE INC | - | Sold | 0 | $0 | No quote | No quote |
| 93 | ORCL | ORACLE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 92 | MSCI | MSCI INC | - | Sold | 0 | $0 | No quote | No quote |
| 91 | MEDP | MEDPACE HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 90 | MBUU | MALIBU BOATS INC | - | Sold | 0 | $0 | No quote | No quote |
| 89 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 88 | EXPO | EXPONENT INC | - | Sold | 0 | $0 | No quote | No quote |
| 87 | DG | DOLLAR GEN CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 86 | BKNG | BOOKING HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 85 | BIGC | BIGCOMMERCE HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 84 | AZPN | ASPEN TECHNOLOGY INC | - | 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 |