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 21 of 24 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | Google Inc Cl A | 8.92% | Reduce -1.3% | 370,196 | $412.59M | $1114.51 | No quote |
| 2 | V | Visa Inc Cl A | 7.26% | Reduce -1.1% | 1,555,054 | $335.67M | $215.86 | No quote |
| 3 | AGN | Allergan Inc | 7.11% | Reduce -0.9% | 2,648,664 | $328.7M | No quote | No quote |
| 4 | QCOM | Qualcomm Inc | 7.02% | Reduce -1.5% | 4,115,757 | $324.57M | $78.86 | No quote |
| 5 | ORCL | Oracle Corp | 6.72% | Reduce -0.8% | 7,591,331 | $310.56M | $40.91 | No quote |
| 6 | TROW | T. Rowe Price Group | 6.41% | Reduce -1.1% | 3,598,292 | $296.32M | $82.35 | No quote |
| 7 | ABT | Abbott Labs | 6.32% | Reduce -0.7% | 7,586,836 | $292.17M | $38.51 | No quote |
| 8 | NKE | Nike Inc Cl B | 5.86% | Reduce -1.4% | 3,669,535 | $271.03M | $73.86 | No quote |
| 9 | SBUX | Starbucks Corp | 5.33% | Reduce -1.4% | 3,359,443 | $246.52M | $73.38 | No quote |
| 10 | EBAY | Ebay Inc | 5.06% | Reduce -0.4% | 4,236,029 | $234M | $55.24 | No quote |
| 11 | ACN | Accenture Plc | 4.92% | Reduce -1.1% | 2,850,507 | $227.24M | $79.72 | No quote |
| 12 | TJX | Tjx Companies | 4.12% | Add +117.3% | 3,143,318 | $190.64M | $60.65 | No quote |
| 13 | ADP | Auto Data Processing | 4.10% | Add +42.8% | 2,451,365 | $189.39M | $77.26 | No quote |
| 14 | AAPL | Apple Inc | 3.70% | Reduce -1.3% | 318,618 | $171.02M | $536.74 | No quote |
| 15 | GWW | W.W. Grainger Inc | 3.58% | Add +0.3% | 655,199 | $165.54M | $252.66 | No quote |
| 16 | IT | Gartner Inc | 3.56% | Reduce -0.7% | 2,368,206 | $164.45M | $69.44 | No quote |
| 17 | FAST | Fastenal | 3.28% | Add +92.7% | 3,071,286 | $151.48M | $49.32 | No quote |
| 18 | FDS | Factset Research | 3.17% | Reduce -1.4% | 1,360,980 | $146.73M | $107.81 | No quote |
| 19 | MA | Mastercard Inc | 2.10% | Add +890.2% | 1,301,454 | $97.22M | $74.70 | No quote |
| 20 | REGN | Regeneron Pharma Inc | 1.42% | Add +12416.5% | 219,163 | $65.81M | $300.28 | No quote |
| 21 | SWI | Solarwinds Inc Com | 0.01% | New | 14,472 | $617K | No quote | No quote |
| 22 | IWF | Ishares Russell 1000 Gr | 0.01% | Reduce -94.6% | 5,821 | $504K | $86.58 | No quote |
| 23 | SAP | Sap Ag Adr | 0.01% | Reduce -6.1% | 5,150 | $419K | $81.36 | No quote |
| 24 | META | Facebook Inc Cl A | - | Sold | 0 | $0 | No quote | No quote |