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 28 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 8.20% | Add +3.1% | 8,320,846 | $688.13M | $82.70 | No quote |
| 2 | META | FACEBOOK INC | 7.06% | Add +3.8% | 4,622,813 | $592.97M | $128.27 | No quote |
| 3 | GOOG | ALPHABET INC | 6.86% | Add +9.8% | 740,384 | $575.49M | $777.29 | No quote |
| 4 | NKE | NIKE INC | 6.17% | Add +3.2% | 9,843,582 | $518.27M | $52.65 | No quote |
| 5 | PCLN | PRICELINE GRP INC | 6.00% | Add +2.8% | 342,149 | $503.47M | No quote | No quote |
| 6 | SBUX | STARBUCKS CORP | 5.82% | Add +3.2% | 9,022,392 | $488.47M | $54.14 | No quote |
| 7 | ACN | ACCENTURE PLC IRELAND | 5.51% | Add +2.7% | 3,787,777 | $462.75M | $122.17 | No quote |
| 8 | ADBE | ADOBE SYS INC | 5.13% | Add +3.3% | 3,964,016 | $430.25M | $108.54 | No quote |
| 9 | TJX | TJX COS INC NEW | 5.12% | Add +3.0% | 5,748,367 | $429.86M | $74.78 | No quote |
| 10 | ORCL | ORACLE CORP | 4.74% | Add +3.4% | 10,133,372 | $398.04M | $39.28 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | 4.74% | Add +3.3% | 4,507,960 | $397.6M | $88.20 | No quote |
| 12 | NSRGY | NESTLE S. A. ADR | 4.63% | Add +3.5% | 4,917,942 | $388.35M | $78.97 | No quote |
| 13 | GOOGL | ALPHABET INC | 4.39% | Reduce -5.9% | 457,885 | $368.17M | $804.06 | No quote |
| 14 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.33% | Add +3.2% | 1,297,688 | $363.5M | $280.11 | No quote |
| 15 | CELG | CELGENE CORP | 4.27% | Add +3.6% | 3,426,051 | $358.13M | No quote | No quote |
| 16 | AAPL | APPLE INC | 4.02% | Add +2.8% | 2,982,582 | $337.18M | $113.05 | No quote |
| 17 | REGN | REGENERON PHARMACEUTICALS | 3.89% | Add +3.0% | 811,301 | $326.16M | $402.02 | No quote |
| 18 | IT | GARTNER INC | 3.35% | Add +3.2% | 3,176,639 | $280.97M | $88.45 | No quote |
| 19 | MA | MASTERCARD INCORPORATED | 2.16% | Add +3.1% | 1,777,872 | $180.93M | $101.77 | No quote |
| 20 | ALGN | ALIGN TECHNOLOGY INC | 1.95% | Add +4.3% | 1,741,340 | $163.25M | $93.75 | No quote |
| 21 | DG | DOLLAR GEN CORP NEW | 1.48% | New | 1,773,731 | $124.14M | $69.99 | No quote |
| 22 | IWF | ISHARES TR | 0.15% | Add +0.9% | 119,716 | $12.47M | $104.17 | No quote |
| 23 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | Add +15.6% | 11,535 | $1.22M | $105.77 | No quote |
| 24 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.01% | Add +15.9% | 12,775 | $991K | $77.57 | No quote |
| 25 | FAST | FASTENAL CO | 0.01% | Reduce -99.7% | 23,480 | $981K | $41.78 | No quote |
| 26 | BIDU | BAIDU INC | 0.01% | Add +15.4% | 5,013 | $913K | $182.13 | No quote |
| 27 | NVO | NOVO-NORDISK A S | 0.01% | Add +15.5% | 14,050 | $584K | $41.57 | No quote |
| 28 | ARMH | ARM HLDGS PLC | - | Sold | 0 | $0 | No quote | No quote |