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.
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 12 of 18 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 10.30% | Add +24.2% | 407,024 | $141.83M | $348.45 | No quote |
| 2 | VAR | Varian Medical Sys Common | 7.90% | Add +19.7% | 1,608,556 | $108.8M | No quote | No quote |
| 3 | QCOM | Qualcomm Inc Common | 7.38% | Add +24.0% | 1,852,567 | $101.58M | $54.83 | No quote |
| 4 | ORCL | Oracle Corp Common | 7.27% | Add +24.1% | 2,999,744 | $100.1M | $33.37 | No quote |
| 5 | GOOGL | Google Common | 7.06% | Add +23.9% | 165,768 | $97.18M | $586.21 | No quote |
| 6 | AGN | Allergan Common | 6.49% | Add +24.0% | 1,259,018 | $89.42M | No quote | No quote |
| 7 | ACN | Accenture Ltd Common | 6.05% | Add +24.0% | 1,516,579 | $83.37M | $54.97 | No quote |
| 8 | SBUX | Starbucks Corp Common | 6.00% | Add +62.5% | 2,237,035 | $82.66M | $36.95 | No quote |
| 9 | CHRW | CH Robinson Inc Common | 6.00% | Add +24.0% | 1,114,191 | $82.6M | $74.13 | No quote |
| 10 | BCR | Bard (C.R) Common | 5.83% | Add +24.2% | 808,072 | $80.25M | No quote | No quote |
| 11 | COH | Coach Inc Common | 5.60% | Add +44.5% | 1,480,826 | $77.06M | No quote | No quote |
| 12 | TROW | T Rowe Price Grp Inc Common | 5.02% | Add +23.9% | 1,041,418 | $69.17M | $66.42 | No quote |
| 13 | MSFT | Microsoft Corp Common | 4.94% | Add +23.9% | 2,682,192 | $68.02M | $25.36 | No quote |
| 14 | MA | Mastercard Common | 4.79% | Add +70.9% | 262,103 | $65.98M | $251.72 | No quote |
| 15 | CTSH | Cognizant Tech Sol Common | 3.87% | New | 654,715 | $53.29M | $81.40 | No quote |
| 16 | AMZN | Amazon.com Common | 3.34% | Reduce -34.4% | 255,245 | $45.98M | $180.13 | No quote |
| 17 | BMC | BMC Software Inc Common | 2.17% | New | 600,437 | $29.87M | No quote | No quote |
| 18 | AMGN | Amgen Inc Common | - | Sold | 0 | $0 | No quote | No quote |