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 18 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 10.10% | Reduce -3.9% | 446,556 | $170.22M | $381.18 | No quote |
| 2 | MA | Mastercard Common | 7.44% | Add +12.1% | 395,544 | $125.45M | $317.16 | No quote |
| 3 | QCOM | Qualcomm Inc Common | 6.81% | Add +11.4% | 2,360,397 | $114.79M | $48.63 | No quote |
| 4 | AGN | Allergan Common | 6.71% | Add +11.4% | 1,373,361 | $113.14M | No quote | No quote |
| 5 | CTSH | Cognizant Tech Sol Common | 6.51% | Add +28.3% | 1,750,882 | $109.78M | $62.70 | No quote |
| 6 | ORCL | Oracle Corp Common | 6.50% | Add +11.5% | 3,814,271 | $109.62M | $28.74 | No quote |
| 7 | GOOGL | Google Common | 6.44% | Add +11.7% | 211,036 | $108.55M | $514.38 | No quote |
| 8 | CHRW | CH Robinson Inc Common | 6.41% | Add +23.9% | 1,577,676 | $108.02M | $68.47 | No quote |
| 9 | SBUX | Starbucks Corp Common | 6.35% | Add +12.2% | 2,872,381 | $107.11M | $37.29 | No quote |
| 10 | ACN | Accenture Ltd Common | 6.09% | Add +12.4% | 1,948,407 | $102.64M | $52.68 | No quote |
| 11 | COH | Coach Inc Common | 5.85% | Add +12.0% | 1,902,115 | $98.59M | No quote | No quote |
| 12 | VAR | Varian Medical Sys Common | 5.83% | Add +23.1% | 1,883,601 | $98.25M | No quote | No quote |
| 13 | TROW | T Rowe Price Grp Inc Common | 5.70% | Add +70.0% | 2,013,406 | $96.18M | $47.77 | No quote |
| 14 | MSFT | Microsoft Corp Common | 5.06% | Add +12.4% | 3,425,892 | $85.27M | $24.89 | No quote |
| 15 | ISRG | Intuitive Surgical Common | 4.98% | Add +55.6% | 230,621 | $84.01M | $364.28 | No quote |
| 16 | BCR | Bard (C.R) Common | 3.07% | Reduce -36.0% | 590,654 | $51.71M | No quote | No quote |
| 17 | FDS | Factset Res Common | 0.15% | New | 29,290 | $2.61M | $88.97 | No quote |
| 18 | BMC | BMC Software Inc Common | - | Sold | 0 | $0 | No quote | No quote |