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 20 of 26 rows. Rows without a quote are marked unavailable.
| 1 | AGN | Allergan Inc | 9.80% | Reduce -2.9% | 2,447,375 | $436.1M | No quote | No quote |
| 2 | V | Visa Inc | 6.87% | Reduce -3.1% | 1,432,587 | $305.67M | $213.37 | No quote |
| 3 | NKE | Nike Inc | 6.79% | Reduce -3.0% | 3,385,336 | $301.97M | $89.20 | No quote |
| 4 | ABT | Abbott Labs | 6.54% | Reduce -2.9% | 7,001,825 | $291.21M | $41.59 | No quote |
| 5 | ORCL | Oracle Corp | 6.01% | Reduce -3.2% | 6,984,325 | $267.36M | $38.28 | No quote |
| 6 | SBUX | Starbucks Corp | 5.25% | Reduce -3.1% | 3,094,987 | $233.55M | $75.46 | No quote |
| 7 | TJX | Tjx Cos Inc New | 5.17% | Add +30.3% | 3,885,129 | $229.88M | $59.17 | No quote |
| 8 | ACN | Accenture Plc Ireland | 4.80% | Reduce -3.0% | 2,628,270 | $213.73M | $81.32 | No quote |
| 9 | AAPL | Apple Inc | 4.64% | Reduce -3.4% | 2,047,325 | $206.27M | $100.75 | No quote |
| 10 | GOOGL | Google Inc | 4.49% | Reduce -3.2% | 339,574 | $199.81M | $588.41 | No quote |
| 11 | REGN | Regeneron Pharmaceuticals | 4.47% | Add +164.6% | 551,902 | $198.97M | $360.52 | No quote |
| 12 | GOOG | Google Inc | 4.45% | Reduce -3.1% | 343,051 | $198.06M | $577.36 | No quote |
| 13 | ADP | Automatic Data Processing Inc | 4.25% | Reduce -3.0% | 2,276,034 | $189.09M | $83.08 | No quote |
| 14 | NSRGY | Nestle S.A. Adr | 4.17% | Reduce -3.3% | 2,520,198 | $185.56M | $73.63 | No quote |
| 15 | PCLN | Priceline Grp Inc | 3.97% | Add +92.0% | 152,500 | $176.68M | No quote | No quote |
| 16 | IT | Gartner Inc | 3.61% | Reduce -2.9% | 2,186,536 | $160.65M | $73.47 | No quote |
| 17 | GWW | Grainger W W Inc | 3.42% | Reduce -3.2% | 604,852 | $152.21M | $251.65 | No quote |
| 18 | FDS | Factset Resh Sys Inc | 3.42% | Reduce -3.1% | 1,250,546 | $151.98M | $121.53 | No quote |
| 19 | ORLY | O Reilly Automotive | 3.00% | New | 887,854 | $133.5M | $150.36 | No quote |
| 20 | FAST | Fastenal Co | 2.86% | Reduce -3.2% | 2,833,974 | $127.25M | $44.90 | No quote |
| 21 | MA | Mastercard Inc | 1.99% | Reduce -3.1% | 1,200,728 | $88.76M | $73.92 | No quote |
| 22 | IWF | Ishares | 0.03% | Add +16.1% | 15,742 | $1.44M | $91.60 | No quote |
| 26 | SWI | Solarwinds Inc | - | Sold | 0 | $0 | No quote | No quote |
| 25 | SAP | Sap Ag | - | Sold | 0 | $0 | No quote | No quote |
| 24 | QCOM | Qualcomm Inc | - | Sold | 0 | $0 | No quote | No quote |
| 23 | TROW | Price T Rowe Group Inc | - | Sold | 0 | $0 | No quote | No quote |