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 40 of 54 rows. Rows without a quote are marked unavailable.
| 1 | ADBE | ADOBE SYS INC | 8.29% | Add +1.2% | 6,362,305 | $1.11B | $175.24 | No quote |
| 2 | META | FACEBOOK INC | 7.92% | Add +1.6% | 6,035,504 | $1.07B | $176.46 | No quote |
| 3 | GOOG | ALPHABET INC | 7.54% | Add +1.4% | 969,113 | $1.01B | $1046.40 | No quote |
| 4 | V | VISA INC | 6.90% | Add +1.2% | 8,139,421 | $928.06M | $114.02 | No quote |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | 6.03% | Add +1.5% | 6,915,960 | $810.48M | $117.19 | No quote |
| 6 | NKE | NIKE INC | 5.92% | Add +1.2% | 12,741,989 | $797.01M | $62.55 | No quote |
| 7 | ACN | ACCENTURE PLC IRELAND | 5.62% | Add +1.4% | 4,940,069 | $756.28M | $153.09 | No quote |
| 8 | ORCL | ORACLE CORP | 5.51% | Add +2.0% | 15,668,777 | $740.82M | $47.28 | No quote |
| 9 | SBUX | STARBUCKS CORP | 5.07% | Add +1.1% | 11,873,272 | $681.88M | $57.43 | No quote |
| 10 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.80% | Add +0.5% | 2,684,772 | $645.8M | $240.54 | No quote |
| 11 | MSFT | MICROSOFT CORP | 4.60% | Add +2.1% | 7,230,387 | $618.49M | $85.54 | No quote |
| 12 | PCLN | PRICELINE GRP INC | 4.54% | Add +2.4% | 351,697 | $611.16M | No quote | No quote |
| 13 | ALGN | ALIGN TECHNOLOGY INC | 4.33% | Reduce -14.5% | 2,621,506 | $582.47M | $222.19 | No quote |
| 14 | CELG | CELGENE CORP | 3.97% | Reduce -2.3% | 5,113,170 | $533.61M | No quote | No quote |
| 15 | REGN | REGENERON PHARMACEUTICALS | 3.88% | Add +1.2% | 1,389,545 | $522.41M | $375.96 | No quote |
| 16 | IT | GARTNER INC | 3.78% | Add +1.5% | 4,132,209 | $508.88M | $123.15 | No quote |
| 17 | DG | DOLLAR GEN CORP NEW | 3.44% | Add +0.8% | 4,977,513 | $462.96M | $93.01 | No quote |
| 18 | GOOGL | ALPHABET INC | 2.67% | Reduce -1.0% | 341,014 | $359.22M | $1053.40 | No quote |
| 19 | MA | MASTERCARD INCORPORATED | 2.64% | Add +1.2% | 2,347,515 | $355.32M | $151.36 | No quote |
| 20 | ZTS | ZOETIS INC | 2.13% | New | 3,969,552 | $285.97M | $72.04 | No quote |
| 21 | IWF | ISHARES TR | 0.10% | Add +236.4% | 100,145 | $13.49M | $134.68 | No quote |
| 22 | BABA | ALIBABA GROUP HLDG LTD | 0.05% | Add +39.8% | 38,991 | $6.72M | $172.42 | No quote |
| 23 | ICLR | ICON PLC | 0.04% | Add +75.3% | 45,793 | $5.14M | $112.16 | No quote |
| 24 | UL | UNILEVER PLC | 0.03% | Add +79.2% | 80,286 | $4.44M | $55.34 | No quote |
| 25 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.03% | Add +39.7% | 42,114 | $4.36M | $103.62 | No quote |
| 26 | SAP | SAP SE | 0.03% | Add +78.6% | 37,885 | $4.26M | $112.37 | No quote |
| 27 | BIDU | BAIDU INC | 0.03% | Add +121.7% | 15,911 | $3.73M | $234.24 | No quote |
| 28 | RENX | RELX NV | 0.03% | Add +78.7% | 155,937 | $3.6M | No quote | No quote |
| 29 | AAPL | APPLE INC | 0.01% | Add +7.4% | 11,214 | $1.9M | $169.25 | No quote |
| 30 | MDT | MEDTRONIC PLC | 0.01% | New | 22,367 | $1.81M | $80.74 | No quote |
| 31 | NVO | NOVO-NORDISK A S | 0.01% | Add +6.8% | 18,719 | $1.01M | $53.69 | No quote |
| 32 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Add +77.6% | 8,289 | $441K | $53.20 | No quote |
| 33 | POOL | POOL CORPORATION | 0.00% | Add +77.5% | 3,395 | $440K | $129.60 | No quote |
| 34 | CMD | CANTEL MEDICAL CORP | 0.00% | Add +77.3% | 4,052 | $417K | No quote | No quote |
| 35 | BLKB | BLACKBAUD INC | 0.00% | New | 3,880 | $367K | No quote | No quote |
| 36 | FOXF | FOX FACTORY HLDG CORP | 0.00% | Add +76.4% | 9,202 | $357K | No quote | No quote |
| 37 | HCSG | HEALTHCARE SVCS GRP INC | 0.00% | New | 6,499 | $343K | $52.78 | No quote |
| 39 | LFUS | LITTELFUSE INC | 0.00% | New | 1,562 | $309K | $197.82 | No quote |
| 38 | AZPN | ASPEN TECHNOLOGY INC | 0.00% | New | 4,675 | $309K | No quote | No quote |
| 41 | TREX | TREX CO INC | 0.00% | New | 2,730 | $296K | $108.42 | No quote |
| 40 | STMP | STAMPS COM INC | 0.00% | New | 1,576 | $296K | No quote | No quote |
| 42 | MDSO | MEDIDATA SOLUTIONS INC | 0.00% | Add +77.0% | 4,640 | $294K | No quote | No quote |
| 43 | PAYC | PAYCOM SOFTWARE INC | 0.00% | New | 3,433 | $276K | $80.40 | No quote |
| 44 | LOPE | GRAND CANYON ED INC | 0.00% | New | 3,057 | $274K | $89.63 | No quote |
| 45 | MKTX | MARKETAXESS HLDGS INC | 0.00% | New | 1,300 | $262K | $201.54 | No quote |
| 46 | MPWR | MONOLITHIC PWR SYS INC | 0.00% | New | 2,246 | $252K | $112.20 | No quote |
| 47 | NEOG | NEOGEN CORP | 0.00% | New | 3,035 | $250K | No quote | No quote |
| 48 | NTRI | NUTRI SYS INC NEW | 0.00% | New | 4,727 | $249K | No quote | No quote |
| 49 | TREE | LENDINGTREE INC NEW | 0.00% | New | 666 | $227K | No quote | No quote |
| 50 | ALRM | ALARM COM HLDGS INC | 0.00% | New | 5,989 | $226K | $37.74 | No quote |
| 51 | AMN | AMN HEALTHCARE SERVICES INC | 0.00% | New | 4,537 | $223K | $49.15 | No quote |
| 52 | EXLS | EXLSERVICE HOLDINGS INC | 0.00% | New | 3,658 | $221K | No quote | No quote |
| 53 | TXRH | TEXAS ROADHOUSE INC | 0.00% | New | 4,158 | $219K | $52.67 | No quote |
| 54 | TJX | TJX COS INC NEW | - | Sold | 0 | $0 | No quote | No quote |