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 18 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc Common | 9.67% | Add +20.9% | 624,417 | $364.66M | $584.00 | No quote |
| 2 | QCOM | Qualcomm Inc Common | 6.55% | Add +20.6% | 4,435,841 | $246.99M | $55.68 | No quote |
| 3 | TROW | T Rowe Price Grp Inc Common | 6.45% | Add +20.9% | 3,865,810 | $243.39M | $62.96 | No quote |
| 4 | SBUX | Starbucks Corp Common | 6.41% | Add +20.8% | 4,537,890 | $241.96M | $53.32 | No quote |
| 5 | ISRG | Intuitive Surgical Common | 6.40% | Add +20.8% | 436,298 | $241.62M | $553.79 | No quote |
| 6 | CTSH | Cognizant Tech Sol Common | 6.37% | Add +45.2% | 4,003,321 | $240.2M | $60.00 | No quote |
| 7 | AGN | Allergan Common | 6.31% | Add +20.6% | 2,572,748 | $238.16M | No quote | No quote |
| 8 | GOOGL | Google Common | 6.10% | Add +20.5% | 396,918 | $230.24M | $580.07 | No quote |
| 9 | ACN | Accenture Ltd Common | 5.79% | Add +20.6% | 3,633,611 | $218.31M | $60.08 | No quote |
| 10 | ORCL | Oracle Corp Common | 5.65% | Add +20.4% | 7,181,823 | $213.3M | $29.70 | No quote |
| 11 | CHRW | CH Robinson Inc Common | 5.56% | Add +20.8% | 3,585,604 | $209.87M | $58.53 | No quote |
| 12 | MSFT | Microsoft Corp Common | 5.23% | Add +20.8% | 6,449,855 | $197.3M | $30.59 | No quote |
| 13 | FDS | Factset Res Common | 4.76% | Add +27.6% | 1,930,819 | $179.45M | $92.94 | No quote |
| 14 | ABT | Abbott Labs Common | 4.57% | Add +21.3% | 2,672,371 | $172.29M | $64.47 | No quote |
| 15 | VAR | Varian Medical Sys Common | 4.56% | Reduce -3.5% | 2,828,120 | $171.95M | No quote | No quote |
| 16 | COH | Coach Inc Common | 4.52% | Add +20.6% | 2,917,915 | $170.64M | No quote | No quote |
| 17 | INTU | Intuit Inc Common | 3.42% | Add +21.3% | 2,171,798 | $128.9M | $59.35 | No quote |
| 18 | NKE | Nike Inc Cl B Common | 1.68% | New | 723,520 | $63.49M | $87.75 | No quote |