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 | 9.30% | Add +14.2% | 464,713 | $155.99M | $335.67 | No quote |
| 2 | QCOM | Qualcomm Inc Common | 7.17% | Add +14.3% | 2,117,847 | $120.27M | $56.79 | No quote |
| 3 | ORCL | Oracle Corp Common | 6.71% | Add +14.1% | 3,421,323 | $112.6M | $32.91 | No quote |
| 4 | COH | Coach Inc Common | 6.48% | Add +14.7% | 1,698,763 | $108.6M | No quote | No quote |
| 5 | VAR | Varian Medical Sys Common | 6.39% | Reduce -4.9% | 1,529,776 | $107.12M | No quote | No quote |
| 6 | MA | Mastercard Common | 6.34% | Add +34.6% | 352,920 | $106.35M | $301.34 | No quote |
| 7 | ACN | Accenture Ltd Common | 6.24% | Add +14.3% | 1,733,098 | $104.71M | $60.42 | No quote |
| 8 | AGN | Allergan Common | 6.12% | Reduce -2.0% | 1,233,218 | $102.67M | No quote | No quote |
| 9 | BCR | Bard (C.R) Common | 6.05% | Add +14.3% | 923,591 | $101.47M | No quote | No quote |
| 10 | SBUX | Starbucks Corp Common | 6.03% | Add +14.5% | 2,561,305 | $101.15M | $39.49 | No quote |
| 11 | CHRW | CH Robinson Inc Common | 5.99% | Add +14.3% | 1,273,331 | $100.39M | $78.84 | No quote |
| 12 | CTSH | Cognizant Tech Sol Common | 5.97% | Add +108.5% | 1,365,201 | $100.12M | $73.34 | No quote |
| 13 | GOOGL | Google Common | 5.70% | Add +13.9% | 188,897 | $95.65M | $506.38 | No quote |
| 14 | MSFT | Microsoft Corp Common | 4.72% | Add +13.6% | 3,046,873 | $79.22M | $26.00 | No quote |
| 15 | TROW | T Rowe Price Grp Inc Common | 4.26% | Add +13.7% | 1,184,141 | $71.45M | $60.34 | No quote |
| 16 | ISRG | Intuitive Surgical Common | 3.29% | New | 148,179 | $55.14M | $372.11 | No quote |
| 17 | BMC | BMC Software Inc Common | 3.23% | Add +64.8% | 989,527 | $54.13M | No quote | No quote |
| 18 | AMZN | Amazon.com Common | - | Sold | 0 | $0 | No quote | No quote |