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 12 of 18 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 10.17% | Add +11.0% | 327,739 | $105.72M | $322.56 | No quote |
| 2 | VAR | Varian Medical Sys Common | 8.95% | Add +11.2% | 1,344,000 | $93.11M | No quote | No quote |
| 3 | GOOGL | Google Common | 7.64% | Add +11.1% | 133,806 | $79.48M | $593.97 | No quote |
| 4 | ORCL | Oracle Corp Common | 7.28% | Add +11.3% | 2,417,234 | $75.66M | $31.30 | No quote |
| 5 | QCOM | Qualcomm Inc Common | 7.11% | Add +11.0% | 1,494,373 | $73.96M | $49.49 | No quote |
| 6 | CHRW | CH Robinson Inc Common | 6.93% | Add +11.2% | 898,472 | $72.05M | $80.19 | No quote |
| 7 | AMZN | Amazon.com Common | 6.74% | Add +10.8% | 389,173 | $70.05M | $180.00 | No quote |
| 8 | AGN | Allergan Common | 6.71% | Add +11.2% | 1,015,439 | $69.73M | No quote | No quote |
| 9 | MSFT | Microsoft Corp Common | 5.81% | Add +11.5% | 2,165,571 | $60.44M | $27.91 | No quote |
| 10 | BCR | Bard (C.R) Common | 5.74% | Add +11.3% | 650,641 | $59.71M | No quote | No quote |
| 11 | ACN | Accenture Ltd Common | 5.70% | Add +11.0% | 1,223,440 | $59.33M | $48.49 | No quote |
| 12 | COH | Coach Inc Common | 5.45% | Add +125.3% | 1,024,446 | $56.66M | No quote | No quote |
| 13 | TROW | T Rowe Price Grp Inc Common | 5.22% | New | 840,789 | $54.27M | $64.54 | No quote |
| 14 | SBUX | Starbucks Corp Common | 4.25% | Add +43.7% | 1,376,478 | $44.23M | $32.13 | No quote |
| 15 | MA | Mastercard Common | 3.30% | Reduce -47.3% | 153,341 | $34.37M | $224.11 | No quote |
| 16 | AMGN | Amgen Inc Common | 3.00% | Reduce -33.4% | 567,587 | $31.16M | $54.90 | No quote |
| 18 | CSCO | Cisco Sys Inc Common | - | Sold | 0 | $0 | No quote | No quote |
| 17 | ABT | Abbott Labs Common | - | Sold | 0 | $0 | No quote | No quote |