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 29 rows. Rows without a quote are marked unavailable.
| 1 | NKE | Nike Inc Cl B | 8.42% | Reduce -5.8% | 5,033,074 | $365.6M | $72.64 | No quote |
| 2 | GOOGL | 7.84% | Reduce -6.2% | 388,608 | $340.39M | $875.91 | No quote | |
| 3 | V | Visa Inc Cl A | 7.21% | Reduce -5.8% | 1,637,735 | $312.97M | $191.10 | No quote |
| 4 | QCOM | Qualcomm Inc | 6.70% | Reduce -6.1% | 4,317,176 | $290.81M | $67.36 | No quote |
| 5 | SBUX | Starbucks Corp | 6.27% | Reduce -6.4% | 3,535,935 | $272.16M | $76.97 | No quote |
| 6 | TROW | T Rowe Price Grp Inc | 6.24% | Reduce -6.3% | 3,768,936 | $271.1M | $71.93 | No quote |
| 7 | AGN | Allergan | 5.82% | Reduce -5.6% | 2,792,480 | $252.58M | No quote | No quote |
| 8 | EBAY | Ebay Inc | 5.70% | Add +42.1% | 4,439,621 | $247.69M | $55.79 | No quote |
| 9 | INTU | Intuit Inc | 5.39% | Reduce -5.5% | 3,529,205 | $234.02M | $66.31 | No quote |
| 10 | ACN | Accenture Ltd | 5.06% | Reduce -6.0% | 2,983,765 | $219.72M | $73.64 | No quote |
| 11 | ABT | Abbott Labs | 4.77% | New | 6,244,148 | $207.24M | $33.19 | No quote |
| 12 | ORCL | Oracle Corp | 4.65% | Reduce -5.8% | 6,084,748 | $201.83M | $33.17 | No quote |
| 13 | GWW | W.W. Granger Inc | 4.12% | Reduce -4.9% | 684,442 | $179.13M | $261.71 | No quote |
| 14 | AAPL | Apple Inc | 3.71% | Reduce -5.8% | 337,758 | $161.03M | $476.75 | No quote |
| 15 | FDS | Factset Res | 3.60% | Reduce -5.8% | 1,432,406 | $156.28M | $109.10 | No quote |
| 16 | ADP | Auto Data Processing | 2.97% | New | 1,780,671 | $128.89M | $72.38 | No quote |
| 17 | META | Facebook Inc Cl A | 2.78% | New | 2,404,382 | $120.8M | $50.24 | No quote |
| 18 | CHRW | CH Robinson Inc | 2.42% | Reduce -5.8% | 1,763,941 | $105.06M | $59.56 | No quote |
| 19 | IT | Gartner Inc | 2.22% | Reduce -5.2% | 1,609,440 | $96.57M | $60.00 | No quote |
| 20 | MA | Mastercard Inc | 2.12% | Add +23778.9% | 136,826 | $92.05M | $672.78 | No quote |
| 21 | FAST | Fastenal | 1.96% | Reduce -5.2% | 1,695,843 | $85.22M | $50.25 | No quote |
| 22 | REGN | Regeneron Pharma Inc | 0.01% | - | 1,751 | $548K | $312.96 | No quote |
| 23 | CLB | Core Laboratories Nv | 0.01% | Reduce -6.4% | 3,094 | $524K | $169.36 | No quote |
| 24 | SAP | Sap Ag Adr | 0.01% | - | 5,485 | $405K | $73.84 | No quote |
| 29 | VAR | Varian Medical Sys | - | Sold | 0 | $0 | No quote | No quote |
| 28 | NVO | Novo Nordisk | - | Sold | 0 | $0 | No quote | No quote |
| 27 | IWF | Ishares Tr Russell 1 | - | Sold | 0 | $0 | No quote | No quote |
| 26 | ISRG | Intuitive Surgical | - | Sold | 0 | $0 | No quote | No quote |
| 25 | - | Abbott LabsCUSIP 2824100 | - | Sold | 0 | $0 | No quote | No quote |