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 26 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | Google Inc | 9.30% | Reduce -3.5% | 375,044 | $420.32M | $1120.71 | No quote |
| 2 | V | Visa Inc Cl A | 7.75% | Reduce -4.0% | 1,573,099 | $350.3M | $222.68 | No quote |
| 3 | QCOM | Qualcomm Inc | 6.87% | Reduce -3.2% | 4,177,898 | $310.21M | $74.25 | No quote |
| 4 | TROW | T. Rowe Price Group | 6.75% | Reduce -3.5% | 3,638,873 | $304.83M | $83.77 | No quote |
| 5 | AGN | Allergan Inc | 6.57% | Reduce -4.2% | 2,674,059 | $297.03M | No quote | No quote |
| 6 | ABT | Abbott Labs | 6.48% | Add +22.4% | 7,642,439 | $292.94M | $38.33 | No quote |
| 7 | ORCL | Oracle Corp | 6.48% | Add +25.8% | 7,656,087 | $292.92M | $38.26 | No quote |
| 8 | NKE | Nike Inc Cl B | 6.47% | Reduce -26.1% | 3,720,409 | $292.57M | $78.64 | No quote |
| 9 | SBUX | Starbucks Corp | 5.91% | Reduce -3.7% | 3,405,919 | $266.99M | $78.39 | No quote |
| 10 | ACN | Accenture Plc | 5.24% | Reduce -3.4% | 2,881,373 | $236.91M | $82.22 | No quote |
| 11 | EBAY | Ebay Inc | 5.17% | Reduce -4.2% | 4,253,104 | $233.45M | $54.89 | No quote |
| 12 | AAPL | Apple Inc | 4.01% | Reduce -4.4% | 322,954 | $181.21M | $561.11 | No quote |
| 13 | IT | Gartner Inc | 3.75% | Add +48.2% | 2,385,880 | $169.52M | $71.05 | No quote |
| 14 | GWW | W.W. Grainger Inc | 3.69% | Reduce -4.6% | 653,228 | $166.85M | $255.42 | No quote |
| 15 | FDS | Factset Research | 3.32% | Reduce -3.6% | 1,380,863 | $149.93M | $108.58 | No quote |
| 16 | ADP | Auto Data Processing | 3.07% | Reduce -3.6% | 1,716,576 | $138.72M | $80.81 | No quote |
| 17 | META | Facebook Inc Cl A | 2.78% | Reduce -4.3% | 2,302,109 | $125.83M | $54.66 | No quote |
| 18 | MA | Mastercard Inc | 2.43% | Reduce -3.9% | 131,437 | $109.81M | $835.46 | No quote |
| 19 | TJX | Tjx Companies | 2.04% | New | 1,446,789 | $92.2M | $63.73 | No quote |
| 20 | FAST | Fastenal | 1.68% | Reduce -6.0% | 1,594,202 | $75.74M | $47.51 | No quote |
| 21 | IWF | Ishares Russell 1000 Growth | 0.20% | New | 107,524 | $9.24M | $85.95 | No quote |
| 22 | REGN | Regeneron Pharma Inc | 0.01% | - | 1,751 | $482K | $275.27 | No quote |
| 23 | SAP | Sap Ag Adr | 0.01% | - | 5,485 | $478K | $87.15 | No quote |
| 26 | INTU | Intuit Inc | - | Sold | 0 | $0 | No quote | No quote |
| 25 | CLB | Core Laboratories Nv | - | Sold | 0 | $0 | No quote | No quote |
| 24 | CHRW | CH Robinson Inc | - | Sold | 0 | $0 | No quote | No quote |