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 13 of 17 rows. Rows without a quote are marked unavailable.
| 1 | MA | Mastercard Common | 8.06% | - | 219,728 | $55.81M | $254.00 | No quote |
| 2 | AAPL | Apple Inc Common | 7.55% | - | 222,415 | $52.27M | $235.00 | No quote |
| 3 | GOOGL | Google Common | 7.44% | - | 90,874 | $51.54M | $567.11 | No quote |
| 4 | VAR | Varian Medical Sys Common | 7.28% | - | 911,324 | $50.42M | No quote | No quote |
| 5 | AGN | Allergan Common | 6.48% | - | 686,866 | $44.87M | No quote | No quote |
| 6 | CSCO | Cisco Sys Inc Common | 6.48% | - | 1,722,791 | $44.84M | $26.03 | No quote |
| 7 | QCOM | Qualcomm Inc Common | 5.96% | - | 982,641 | $41.23M | $41.96 | No quote |
| 8 | AMGN | Amgen Inc Common | 5.51% | - | 637,788 | $38.17M | $59.84 | No quote |
| 9 | BCR | Bard (C.R) Common | 5.50% | - | 439,614 | $38.08M | No quote | No quote |
| 10 | AMZN | Amazon.com Common | 5.35% | - | 272,992 | $37.06M | $135.77 | No quote |
| 11 | V | Visa Inc Common | 5.26% | - | 400,335 | $36.44M | $91.03 | No quote |
| 12 | ORCL | Oracle Corp Common | 5.22% | - | 1,404,906 | $36.12M | $25.71 | No quote |
| 13 | ACN | Accenture Ltd Common | 5.04% | - | 831,013 | $34.86M | $41.95 | No quote |
| 14 | GILD | Gilead Inc Common | 4.92% | - | 749,578 | $34.08M | $45.47 | No quote |
| 15 | CHRW | CH Robinson Inc Common | 4.89% | - | 606,261 | $33.86M | $55.85 | No quote |
| 16 | ABT | Abbott Labs Common | 4.72% | - | 620,356 | $32.68M | $52.68 | No quote |
| 17 | ACL | Alcon Inc Common | 4.33% | - | 185,721 | $30.01M | No quote | No quote |