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 24 of 28 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 7.59% | Add +11.3% | 8,070,457 | $598.59M | $74.17 | No quote |
| 2 | NKE | NIKE INC | 6.68% | Add +11.7% | 9,538,792 | $526.54M | $55.20 | No quote |
| 3 | META | FACEBOOK INC | 6.45% | Add +73.4% | 4,451,740 | $508.75M | $114.28 | No quote |
| 4 | SBUX | STARBUCKS CORP | 6.34% | Add +11.6% | 8,743,210 | $499.41M | $57.12 | No quote |
| 5 | GOOG | ALPHABET INC | 5.92% | Add +5.3% | 674,002 | $466.48M | $692.10 | No quote |
| 6 | TJX | TJX COS INC NEW | 5.47% | Add +11.7% | 5,578,531 | $430.83M | $77.23 | No quote |
| 7 | ACN | ACCENTURE PLC IRELAND | 5.30% | Add +10.7% | 3,687,789 | $417.79M | $113.29 | No quote |
| 8 | PCLN | PRICELINE GRP INC | 5.27% | Add +11.6% | 332,867 | $415.55M | No quote | No quote |
| 9 | ORCL | ORACLE CORP | 5.09% | Add +11.3% | 9,799,455 | $401.09M | $40.93 | No quote |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | 5.09% | Add +11.5% | 4,362,933 | $400.82M | $91.87 | No quote |
| 11 | ADBE | ADOBE SYS INC | 4.67% | Add +11.7% | 3,839,277 | $367.76M | $95.79 | No quote |
| 12 | NSRGY | NESTLE S. A. ADR | 4.65% | Add +11.8% | 4,751,003 | $366.49M | $77.14 | No quote |
| 13 | GOOGL | ALPHABET INC | 4.34% | Add +22.1% | 486,723 | $342.42M | $703.53 | No quote |
| 14 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.33% | Add +11.5% | 1,257,405 | $340.88M | $271.10 | No quote |
| 15 | CELG | CELGENE CORP | 4.14% | Add +11.8% | 3,307,674 | $326.24M | No quote | No quote |
| 16 | FAST | FASTENAL CO | 4.03% | Add +11.9% | 7,163,432 | $317.99M | $44.39 | No quote |
| 17 | IT | GARTNER INC | 3.81% | Add +10.9% | 3,078,851 | $299.91M | $97.41 | No quote |
| 18 | AAPL | APPLE INC | 3.52% | Add +11.6% | 2,901,168 | $277.35M | $95.60 | No quote |
| 19 | REGN | REGENERON PHARMACEUTICALS | 3.49% | Add +11.6% | 787,870 | $275.15M | $349.23 | No quote |
| 20 | MA | MASTERCARD INC | 1.93% | Add +11.7% | 1,724,150 | $151.83M | $88.06 | No quote |
| 21 | ALGN | ALIGN TECHNOLOGY INC | 1.71% | Add +11.3% | 1,670,121 | $134.53M | $80.55 | No quote |
| 22 | IWF | ISHARES TR | 0.15% | Add +1631.0% | 118,698 | $11.91M | $100.36 | No quote |
| 23 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.01% | Add +58.6% | 11,026 | $879K | $79.72 | No quote |
| 24 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | Add +58.1% | 9,978 | $794K | $79.58 | No quote |
| 25 | BIDU | BAIDU INC | 0.01% | Add +57.2% | 4,343 | $717K | $165.09 | No quote |
| 26 | NVO | NOVO-NORDISK A S | 0.01% | Add +57.3% | 12,164 | $654K | $53.77 | No quote |
| 27 | ARMH | ARM HLDGS PLC | 0.00% | New | 7,360 | $335K | No quote | No quote |
| 28 | ABT | ABBOTT LABS | - | Sold | 0 | $0 | No quote | No quote |