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 15 of 19 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 9.59% | Add +18.6% | 529,500 | $214.45M | $405.00 | No quote |
| 2 | GOOGL | Google Common | 7.20% | Add +18.1% | 249,319 | $161.04M | $645.90 | No quote |
| 3 | SBUX | Starbucks Corp Common | 6.96% | Add +17.8% | 3,382,258 | $155.62M | $46.01 | No quote |
| 4 | QCOM | Qualcomm Inc Common | 6.78% | Add +17.5% | 2,773,948 | $151.74M | $54.70 | No quote |
| 5 | VAR | Varian Medical Sys Common | 6.64% | Add +17.5% | 2,213,594 | $148.6M | No quote | No quote |
| 6 | AGN | Allergan Common | 6.33% | Add +17.6% | 1,614,816 | $141.68M | No quote | No quote |
| 7 | COH | Coach Inc Common | 6.10% | Add +17.5% | 2,234,592 | $136.4M | No quote | No quote |
| 8 | TROW | T Rowe Price Grp Inc Common | 6.06% | Add +18.3% | 2,381,338 | $135.62M | $56.95 | No quote |
| 9 | CTSH | Cognizant Tech Sol Common | 5.83% | Add +15.8% | 2,027,129 | $130.37M | $64.31 | No quote |
| 10 | CHRW | CH Robinson Inc Common | 5.75% | Add +16.9% | 1,844,042 | $128.68M | $69.78 | No quote |
| 11 | ISRG | Intuitive Surgical Common | 5.65% | Add +18.3% | 272,818 | $126.32M | $463.01 | No quote |
| 12 | ACN | Accenture Ltd Common | 5.39% | Add +16.4% | 2,267,421 | $120.7M | $53.23 | No quote |
| 13 | ORCL | Oracle Corp Common | 5.10% | Add +16.7% | 4,451,150 | $114.17M | $25.65 | No quote |
| 14 | MSFT | Microsoft Corp Common | 4.63% | Add +16.4% | 3,985,916 | $103.47M | $25.96 | No quote |
| 15 | ABT | Abbott Labs Common | 4.15% | New | 1,652,231 | $92.91M | $56.23 | No quote |
| 16 | FDS | Factset Res Common | 3.79% | Add +3219.3% | 972,214 | $84.86M | $87.28 | No quote |
| 17 | MA | Mastercard Common | 2.07% | Reduce -68.6% | 124,356 | $46.36M | $372.82 | No quote |
| 18 | INTU | Intuit Inc Common | 1.98% | New | 841,036 | $44.23M | $52.59 | No quote |
| 19 | BCR | Bard (C.R) Common | - | Sold | 0 | $0 | No quote | No quote |