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 23 of 28 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | 8.67% | Reduce -7.8% | 414,322 | $364.76M | $880.37 | No quote | |
| 2 | NKE | Nike Inc Cl B | 8.09% | Reduce -7.7% | 5,342,002 | $340.18M | $63.68 | No quote |
| 3 | V | Visa Inc Cl A | 7.56% | Add +88.6% | 1,738,324 | $317.68M | $182.75 | No quote |
| 4 | TROW | T Rowe Price Grp Inc | 6.99% | Reduce -7.8% | 4,020,795 | $294.12M | $73.15 | No quote |
| 5 | QCOM | Qualcomm Inc | 6.68% | Reduce -7.8% | 4,597,182 | $280.8M | $61.08 | No quote |
| 6 | AGN | Allergan | 5.93% | Reduce -7.5% | 2,958,238 | $249.2M | No quote | No quote |
| 7 | SBUX | Starbucks Corp | 5.88% | Reduce -26.1% | 3,777,260 | $247.37M | $65.49 | No quote |
| 8 | - | Abbott LabsCUSIP 2824100 | 5.48% | New | 6,610,245 | $230.57M | No quote | No quote |
| 9 | ACN | Accenture Ltd | 5.43% | Reduce -7.9% | 3,174,669 | $228.45M | $71.96 | No quote |
| 10 | INTU | Intuit Inc | 5.42% | Reduce -7.8% | 3,736,618 | $228.05M | $61.03 | No quote |
| 11 | ORCL | Oracle Corp | 4.72% | Reduce -7.7% | 6,460,886 | $198.48M | $30.72 | No quote |
| 12 | GWW | W.W. Granger Inc | 4.31% | Add +61.5% | 719,389 | $181.42M | $252.18 | No quote |
| 13 | EBAY | Ebay Inc | 3.84% | New | 3,124,211 | $161.58M | $51.72 | No quote |
| 14 | ISRG | Intuitive Surgical | 3.75% | Reduce -7.6% | 311,340 | $157.72M | $506.58 | No quote |
| 15 | FDS | Factset Res | 3.69% | Reduce -30.7% | 1,521,372 | $155.09M | $101.94 | No quote |
| 16 | AAPL | Apple Inc | 3.38% | Reduce -7.7% | 358,468 | $141.98M | $396.08 | No quote |
| 17 | VAR | Varian Medical Sys | 3.23% | Reduce -36.8% | 2,016,184 | $135.99M | No quote | No quote |
| 18 | CHRW | CH Robinson Inc | 2.51% | Reduce -7.8% | 1,872,736 | $105.45M | $56.31 | No quote |
| 19 | IT | Gartner Inc | 2.30% | Add +53.2% | 1,697,884 | $96.76M | $56.99 | No quote |
| 20 | FAST | Fastenal | 1.95% | Reduce -7.1% | 1,789,404 | $82.04M | $45.85 | No quote |
| 21 | IWF | Ishares Tr Russell 1 | 0.12% | Add +35.7% | 70,367 | $5.12M | $72.73 | No quote |
| 22 | CLB | Core Laboratories Nv | 0.01% | Reduce -53.4% | 3,306 | $501K | $151.54 | No quote |
| 23 | SAP | Sap Ag Adr | 0.01% | Reduce -9.0% | 5,485 | $399K | $72.74 | No quote |
| 24 | REGN | Regeneron Pharma Inc | 0.01% | New | 1,751 | $394K | $225.01 | No quote |
| 25 | NVO | Novo Nordisk | 0.01% | Reduce -8.9% | 2,258 | $350K | $155.00 | No quote |
| 26 | MA | Mastercard Inc | 0.01% | New | 573 | $329K | $574.17 | No quote |
| 28 | CTSH | Cognizant Tech Sol Common | - | Sold | 0 | $0 | No quote | No quote |
| 27 | ABT | Abbott Labs Common | - | Sold | 0 | $0 | No quote | No quote |