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 25 of 27 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 7.61% | Add +12.4% | 7,247,829 | $554.31M | $76.48 | No quote |
| 2 | NKE | NIKE INC | 7.21% | Add +11.8% | 8,539,045 | $524.9M | $61.47 | No quote |
| 3 | GOOG | ALPHABET INC | 6.55% | Add +18.5% | 640,034 | $476.79M | $744.95 | No quote |
| 4 | SBUX | STARBUCKS CORP | 6.42% | Add +12.1% | 7,832,928 | $467.63M | $59.70 | No quote |
| 5 | TJX | TJX COS INC NEW | 5.37% | Add +11.7% | 4,996,490 | $391.48M | $78.35 | No quote |
| 6 | ACN | ACCENTURE PLC IRELAND | 5.28% | Add +12.1% | 3,331,955 | $384.51M | $115.40 | No quote |
| 7 | PCLN | PRICELINE GRP INC | 5.28% | Add +12.1% | 298,162 | $384.32M | No quote | No quote |
| 8 | ORCL | ORACLE CORP | 4.94% | Add +12.7% | 8,800,921 | $360.05M | $40.91 | No quote |
| 9 | ADP | AUTOMATIC DATA PROCESSING IN | 4.82% | Add +12.4% | 3,912,914 | $351.03M | $89.71 | No quote |
| 10 | ADBE | ADOBE SYS INC | 4.43% | Add +12.4% | 3,438,106 | $322.49M | $93.80 | No quote |
| 11 | NSRGY | Nestle S.A. Adr | 4.38% | Add +15.4% | 4,248,774 | $318.77M | $75.03 | No quote |
| 12 | FAST | FASTENAL CO | 4.30% | Add +14.6% | 6,399,034 | $313.55M | $49.00 | No quote |
| 13 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.24% | Add +11.8% | 1,127,667 | $308.6M | $273.66 | No quote |
| 14 | GOOGL | ALPHABET INC | 4.18% | Add +2.8% | 398,770 | $304.22M | $762.90 | No quote |
| 15 | CELG | CELGENE CORP | 4.07% | Add +62.7% | 2,958,764 | $296.14M | No quote | No quote |
| 16 | META | FACEBOOK INC | 4.02% | Add +12.0% | 2,566,802 | $292.87M | $114.10 | No quote |
| 17 | AAPL | APPLE INC | 3.89% | Add +12.2% | 2,600,345 | $283.41M | $108.99 | No quote |
| 18 | REGN | REGENERON PHARMACEUTICALS | 3.49% | Add +12.8% | 706,090 | $254.5M | $360.44 | No quote |
| 19 | IT | GARTNER INC | 3.40% | Add +12.1% | 2,775,352 | $247.98M | $89.35 | No quote |
| 20 | ABT | ABBOTT LABS | 2.59% | Reduce -43.1% | 4,516,348 | $188.92M | $41.83 | No quote |
| 21 | MA | MASTERCARD INC | 2.00% | Add +10.0% | 1,543,381 | $145.85M | $94.50 | No quote |
| 22 | ALGN | ALIGN TECHNOLOGY INC | 1.50% | New | 1,500,605 | $109.08M | $72.69 | No quote |
| 23 | IWF | ISHARES TR | 0.01% | Reduce -88.1% | 6,857 | $684K | $99.75 | No quote |
| 24 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.01% | Add +19.0% | 6,951 | $608K | $87.47 | No quote |
| 25 | BIDU | BAIDU INC | 0.01% | Add +18.3% | 2,762 | $527K | $190.80 | No quote |
| 26 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | Add +18.7% | 6,310 | $499K | $79.08 | No quote |
| 27 | NVO | NOVO-NORDISK A S | 0.01% | Add +19.0% | 7,732 | $419K | $54.19 | No quote |