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 26 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 8.01% | Add +7.9% | 9,680,500 | $860.31M | $88.87 | No quote |
| 2 | META | FACEBOOK INC | 7.14% | Add +8.0% | 5,401,617 | $767.3M | $142.05 | No quote |
| 3 | GOOG | ALPHABET INC | 6.70% | Add +7.5% | 868,047 | $720.1M | $829.56 | No quote |
| 4 | ADP | AUTOMATIC DATA PROCESSING IN | 5.96% | Add +8.3% | 6,250,533 | $639.99M | $102.39 | No quote |
| 5 | NKE | NIKE INC | 5.89% | Add +9.0% | 11,350,849 | $632.58M | $55.73 | No quote |
| 6 | SBUX | STARBUCKS CORP | 5.69% | Add +7.6% | 10,464,718 | $611.04M | $58.39 | No quote |
| 7 | ADBE | ADOBE SYS INC | 5.58% | Add +7.3% | 4,609,638 | $599.85M | $130.13 | No quote |
| 8 | CELG | CELGENE CORP | 5.46% | Add +8.4% | 4,719,883 | $587.3M | No quote | No quote |
| 9 | REGN | REGENERON PHARMACEUTICALS | 5.33% | Add +10.2% | 1,477,907 | $572.7M | $387.51 | No quote |
| 10 | PCLN | PRICELINE GRP INC | 5.17% | Add +6.7% | 312,352 | $555.98M | No quote | No quote |
| 11 | ACN | ACCENTURE PLC IRELAND | 4.92% | Add +7.9% | 4,413,852 | $529.13M | $119.88 | No quote |
| 12 | TJX | TJX COS INC NEW | 4.92% | Add +8.0% | 6,687,215 | $528.83M | $79.08 | No quote |
| 13 | ORCL | ORACLE CORP | 4.88% | Add +8.3% | 11,766,021 | $524.88M | $44.61 | No quote |
| 14 | GOOGL | ALPHABET INC | 4.16% | Add +8.0% | 526,756 | $446.58M | $847.80 | No quote |
| 15 | NSRGY | NESTLE S. A. ADR | 4.10% | Add +10.8% | 5,742,173 | $440.87M | $76.78 | No quote |
| 16 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.82% | Add +8.6% | 1,521,781 | $410.64M | $269.84 | No quote |
| 17 | IT | GARTNER INC | 3.73% | Add +8.2% | 3,715,050 | $401.19M | $107.99 | No quote |
| 18 | ALGN | ALIGN TECHNOLOGY INC | 3.36% | Add +8.6% | 3,149,797 | $361.31M | $114.71 | No quote |
| 19 | DG | DOLLAR GEN CORP NEW | 2.79% | Add +10.2% | 4,300,110 | $299.85M | $69.73 | No quote |
| 20 | MA | MASTERCARD INCORPORATED | 2.19% | Add +7.6% | 2,091,913 | $235.28M | $112.47 | No quote |
| 21 | IWF | ISHARES TR | 0.14% | Reduce -50.1% | 129,178 | $14.7M | $113.80 | No quote |
| 22 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.02% | Add +10.3% | 16,365 | $1.68M | $102.66 | No quote |
| 23 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | Add +10.5% | 14,866 | $1.6M | $107.83 | No quote |
| 24 | AAPL | APPLE INC | 0.01% | Add +7.1% | 10,058 | $1.45M | $143.67 | No quote |
| 25 | FAST | FASTENAL CO | 0.01% | Add +6.7% | 26,663 | $1.37M | $51.49 | No quote |
| 26 | NVO | NOVO-NORDISK A S | 0.01% | Add +7.2% | 16,893 | $579K | $34.27 | No quote |