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 14 of 18 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 9.33% | Reduce -2.5% | 516,381 | $309.56M | $599.47 | No quote |
| 2 | QCOM | Qualcomm Inc Common | 7.54% | Add +32.6% | 3,678,883 | $250.24M | $68.02 | No quote |
| 3 | CTSH | Cognizant Tech Sol Common | 6.40% | Add +36.0% | 2,757,588 | $212.2M | $76.95 | No quote |
| 4 | GOOGL | Google Common | 6.37% | Add +32.2% | 329,489 | $211.28M | $641.24 | No quote |
| 5 | SBUX | Starbucks Corp Common | 6.33% | Add +11.1% | 3,756,843 | $209.97M | $55.89 | No quote |
| 6 | TROW | T Rowe Price Grp Inc Common | 6.29% | Add +34.3% | 3,197,516 | $208.8M | $65.30 | No quote |
| 7 | AGN | Allergan Common | 6.13% | Add +32.1% | 2,132,502 | $203.51M | No quote | No quote |
| 8 | VAR | Varian Medical Sys Common | 6.09% | Add +32.4% | 2,930,906 | $202.12M | No quote | No quote |
| 9 | ISRG | Intuitive Surgical Common | 5.90% | Add +32.4% | 361,207 | $195.68M | $541.75 | No quote |
| 10 | CHRW | CH Robinson Inc Common | 5.86% | Add +61.0% | 2,968,758 | $194.42M | $65.49 | No quote |
| 11 | ACN | Accenture Ltd Common | 5.86% | Add +32.9% | 3,013,381 | $194.36M | $64.50 | No quote |
| 12 | COH | Coach Inc Common | 5.63% | Add +8.3% | 2,419,223 | $186.96M | No quote | No quote |
| 13 | ORCL | Oracle Corp Common | 5.24% | Add +34.0% | 5,964,114 | $173.91M | $29.16 | No quote |
| 14 | MSFT | Microsoft Corp Common | 5.19% | Add +33.9% | 5,338,657 | $172.17M | $32.25 | No quote |
| 15 | FDS | Factset Res Common | 4.52% | Add +55.7% | 1,513,652 | $149.91M | $99.04 | No quote |
| 16 | ABT | Abbott Labs Common | 4.07% | Add +33.4% | 2,203,931 | $135.08M | $61.29 | No quote |
| 17 | INTU | Intuit Inc Common | 3.24% | Add +112.9% | 1,790,379 | $107.66M | $60.13 | No quote |
| 18 | MA | Mastercard Common | - | Sold | 0 | $0 | No quote | No quote |