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 22 of 25 rows. Rows without a quote are marked unavailable.
| 1 | AGN | Allergan Common | 7.64% | Add +15.8% | 3,196,551 | $356.83M | No quote | No quote |
| 2 | GOOGL | Google Common | 7.63% | Add +5.0% | 449,159 | $356.65M | $794.03 | No quote |
| 3 | CTSH | Cognizant Tech Sol Common | 7.40% | Add +5.1% | 4,512,840 | $345.73M | $76.61 | No quote |
| 4 | NKE | Nike Inc Cl B Common | 7.31% | Add +25.6% | 5,786,377 | $341.45M | $59.01 | No quote |
| 5 | QCOM | Qualcomm Inc Common | 7.15% | Add +4.8% | 4,986,996 | $333.88M | $66.95 | No quote |
| 6 | TROW | T Rowe Price Grp Inc Common | 6.98% | Add +4.9% | 4,358,610 | $326.33M | $74.87 | No quote |
| 7 | SBUX | Starbucks Corp Common | 6.23% | Add +5.1% | 5,109,234 | $291.02M | $56.96 | No quote |
| 8 | INTU | Intuit Inc Common | 5.70% | Add +5.0% | 4,055,081 | $266.22M | $65.65 | No quote |
| 9 | ACN | Accenture Ltd Common | 5.61% | Add +4.6% | 3,447,184 | $261.88M | $75.97 | No quote |
| 10 | ABT | Abbott Labs Common | 5.42% | Add +88.8% | 7,163,276 | $253.01M | $35.32 | No quote |
| 11 | VAR | Varian Medical Sys Common | 4.91% | Add +4.7% | 3,187,931 | $229.53M | No quote | No quote |
| 12 | ORCL | Oracle Corp Common | 4.85% | Add +4.7% | 7,001,972 | $226.44M | $32.34 | No quote |
| 13 | FDS | Factset Res Common | 4.35% | Add +6.2% | 2,195,238 | $203.28M | $92.60 | No quote |
| 14 | AAPL | Apple Inc Common | 3.68% | Reduce -42.0% | 388,265 | $171.86M | $442.63 | No quote |
| 15 | ISRG | Intuitive Surgical Common | 3.54% | Reduce -28.0% | 336,811 | $165.44M | $491.19 | No quote |
| 16 | V | Visa Inc Cl A Common | 3.35% | New | 921,725 | $156.55M | $169.84 | No quote |
| 17 | CHRW | CH Robinson Inc Common | 2.58% | Add +5.9% | 2,031,112 | $120.77M | $59.46 | No quote |
| 18 | GWW | W.W. Granger Inc Common | 2.15% | Add +6.4% | 445,589 | $100.25M | $224.98 | No quote |
| 19 | FAST | Fastenal Common | 2.12% | New | 1,927,058 | $98.95M | $51.35 | No quote |
| 20 | IT | Gartner Inc Common | 1.29% | New | 1,108,540 | $60.32M | $54.41 | No quote |
| 21 | IWF | Ishares Tr Russell 1 Common | 0.08% | New | 51,843 | $3.7M | $71.31 | No quote |
| 22 | CLB | Core Laboratories Nv Common | 0.02% | New | 7,099 | $979K | $137.91 | No quote |
| 23 | SAP | Sap Ag Adr Common | 0.01% | New | 6,025 | $485K | $80.50 | No quote |
| 24 | NVO | Novo Nordisk Common | 0.01% | New | 2,480 | $401K | $161.69 | No quote |
| 25 | MSFT | Microsoft Corp Common | - | Sold | 0 | $0 | No quote | No quote |