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 25 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 7.47% | Add +317.3% | 5,856,593 | $383.08M | $65.41 | No quote |
| 2 | NKE | NIKE INC | 6.77% | Add +4.3% | 3,461,069 | $347.25M | $100.33 | No quote |
| 3 | ABT | ABBOTT LABS | 6.46% | Add +4.4% | 7,153,966 | $331.44M | $46.33 | No quote |
| 4 | ORCL | ORACLE CORP | 6.01% | Add +4.4% | 7,144,395 | $308.28M | $43.15 | No quote |
| 5 | SBUX | STARBUCKS CORP | 5.94% | Add +6.0% | 3,215,212 | $304.48M | $94.70 | No quote |
| 6 | TJX | TJX COS INC NEW | 5.48% | Add +4.8% | 4,014,346 | $281.21M | $70.05 | No quote |
| 7 | GOOG | GOOGLE INC | 5.45% | Add +6.6% | 510,097 | $279.53M | $548.00 | No quote |
| 8 | PCLN | PRICELINE GRP INC | 5.42% | Add +8.7% | 238,665 | $277.84M | No quote | No quote |
| 9 | AAPL | APPLE INC | 5.09% | Add +4.1% | 2,098,784 | $261.15M | $124.43 | No quote |
| 10 | REGN | REGENERON PHARMACEUTICALS | 4.99% | Add +4.5% | 566,865 | $255.93M | $451.48 | No quote |
| 11 | ACN | ACCENTURE PLC IRELAND | 4.90% | Add +4.2% | 2,684,580 | $251.52M | $93.69 | No quote |
| 12 | FAST | FASTENAL CO | 4.13% | Add +88.3% | 5,105,640 | $211.58M | $41.44 | No quote |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | 3.92% | Add +4.5% | 2,348,827 | $201.15M | $85.64 | No quote |
| 14 | ORLY | O REILLY AUTOMOTIVE INC | 3.83% | Add +4.5% | 908,584 | $196.47M | $216.24 | No quote |
| 15 | NSRGY | NESTLE S.A. ADR | 3.79% | Add +9.3% | 2,582,786 | $194.28M | $75.22 | No quote |
| 16 | CELG | CELGENE CORP | 3.79% | Add +6.3% | 1,685,019 | $194.25M | No quote | No quote |
| 17 | GOOGL | GOOGLE INC | 3.74% | Add +5.5% | 345,621 | $191.72M | $554.70 | No quote |
| 18 | IT | GARTNER INC | 3.64% | Add +4.2% | 2,224,306 | $186.51M | $83.85 | No quote |
| 19 | GWW | GRAINGER W W INC | 2.84% | Add +6.0% | 618,349 | $145.77M | $235.74 | No quote |
| 20 | FDS | FACTSET RESH SYS INC | 2.17% | Reduce -42.9% | 698,664 | $111.21M | $159.17 | No quote |
| 21 | MA | MASTERCARD INC | 2.08% | Add +4.9% | 1,235,852 | $106.77M | $86.39 | No quote |
| 22 | ADBE | ADOBE SYS INC | 1.98% | New | 1,370,181 | $101.31M | $73.94 | No quote |
| 23 | IWF | ISHARES TR | 0.12% | Reduce -31.5% | 61,386 | $6.07M | $98.92 | No quote |
| 24 | BIDU | BAIDU COM INC | 0.00% | New | 1,002 | $209K | $208.58 | No quote |
| 25 | AGN | Allergan Inc | - | Sold | 0 | $0 | No quote | No quote |