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 46 of 59 rows. Rows without a quote are marked unavailable.
| 1 | ADBE | ADOBE SYS INC | 8.72% | Reduce -13.8% | 5,569,384 | $1.36B | $243.81 | No quote |
| 2 | MSFT | MICROSOFT CORP | 8.68% | Add +24.4% | 13,704,554 | $1.35B | $98.61 | No quote |
| 3 | GOOG | ALPHABET INC | 7.22% | Add +1.7% | 1,007,682 | $1.12B | $1115.65 | No quote |
| 4 | V | VISA INC | 7.13% | Add +1.3% | 8,388,030 | $1.11B | $132.45 | No quote |
| 5 | NKE | NIKE INC | 6.74% | Add +1.1% | 13,174,844 | $1.05B | $79.68 | No quote |
| 6 | ADP | AUTOMATIC DATA PROCESSING IN | 6.16% | Add +1.2% | 7,146,946 | $958.69M | $134.14 | No quote |
| 7 | ACN | ACCENTURE PLC IRELAND | 5.38% | Add +1.5% | 5,124,412 | $838.3M | $163.59 | No quote |
| 8 | ALGN | ALIGN TECHNOLOGY INC | 5.20% | Reduce -11.3% | 2,366,768 | $809.77M | $342.14 | No quote |
| 9 | ZTS | ZOETIS INC | 5.09% | Add +3.9% | 9,295,080 | $791.85M | $85.19 | No quote |
| 10 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.98% | Add +1.8% | 2,835,262 | $775.64M | $273.57 | No quote |
| 11 | META | FACEBOOK INC | 4.83% | Add +1.4% | 3,868,689 | $751.76M | $194.32 | No quote |
| 12 | IT | GARTNER INC | 4.68% | Add +1.7% | 5,487,422 | $729.28M | $132.90 | No quote |
| 13 | ORCL | ORACLE CORP | 4.59% | Reduce -0.4% | 16,214,494 | $714.41M | $44.06 | No quote |
| 14 | DG | DOLLAR GEN CORP NEW | 4.44% | Add +3.8% | 7,012,185 | $691.4M | $98.60 | No quote |
| 15 | SBUX | STARBUCKS CORP | 3.85% | Add +0.5% | 12,286,385 | $600.19M | $48.85 | No quote |
| 16 | REGN | REGENERON PHARMACEUTICALS | 3.29% | Add +4.5% | 1,483,634 | $511.84M | $344.99 | No quote |
| 17 | MA | MASTERCARD INCORPORATED | 3.05% | Add +1.7% | 2,417,823 | $475.15M | $196.52 | No quote |
| 18 | BKNG | BOOKING HLDGS INC | 3.02% | Add +1.8% | 232,221 | $470.73M | $2027.09 | No quote |
| 19 | GOOGL | ALPHABET INC | 2.51% | Add +0.9% | 345,666 | $390.32M | $1129.19 | No quote |
| 20 | BABA | ALIBABA GROUP HLDG LTD | 0.06% | Add +8.9% | 53,594 | $9.94M | $185.52 | No quote |
| 21 | ICLR | ICON PLC | 0.06% | Add +8.8% | 65,218 | $8.64M | $132.52 | No quote |
| 22 | SAP | SAP SE | 0.05% | Add +29.8% | 62,332 | $7.21M | $115.65 | No quote |
| 23 | UL | UNILEVER PLC | 0.04% | Reduce -0.2% | 101,652 | $5.62M | $55.28 | No quote |
| 24 | BIDU | BAIDU INC | 0.04% | Add +9.0% | 22,723 | $5.52M | $243.01 | No quote |
| 25 | MDT | MEDTRONIC PLC | 0.03% | Add +8.8% | 55,279 | $4.73M | $85.60 | No quote |
| 26 | RENX | RELX NV | 0.03% | Reduce -0.2% | 197,501 | $4.21M | No quote | No quote |
| 27 | IWF | ISHARES TR | 0.02% | Reduce -42.9% | 24,438 | $3.51M | $143.79 | No quote |
| 28 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.02% | Reduce -33.1% | 35,553 | $3.47M | $97.69 | No quote |
| 29 | NVO | NOVO-NORDISK A S | 0.01% | Add +9.3% | 24,519 | $1.13M | $46.13 | No quote |
| 30 | POOL | POOL CORPORATION | 0.01% | Add +12.2% | 5,426 | $822K | $151.49 | No quote |
| 31 | FOXF | FOX FACTORY HLDG CORP | 0.00% | Add +12.2% | 14,722 | $685K | No quote | No quote |
| 32 | CMD | CANTEL MEDICAL CORP | 0.00% | Add +12.1% | 6,475 | $637K | No quote | No quote |
| 34 | STMP | STAMPS COM INC | 0.00% | Add +12.0% | 2,515 | $636K | No quote | No quote |
| 33 | BLKB | BLACKBAUD INC | 0.00% | Add +12.3% | 6,208 | $636K | No quote | No quote |
| 35 | NTRI | NUTRI SYS INC NEW | 0.00% | Add +64.3% | 15,872 | $611K | No quote | No quote |
| 36 | MDSO | MEDIDATA SOLUTIONS INC | 0.00% | Add +12.2% | 7,413 | $597K | No quote | No quote |
| 37 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Reduce -30.9% | 8,156 | $591K | $72.46 | No quote |
| 38 | LFUS | LITTELFUSE INC | 0.00% | Add +12.0% | 2,493 | $569K | $228.24 | No quote |
| 39 | TREX | TREX CO INC | 0.00% | Add +124.3% | 8,721 | $546K | $62.61 | No quote |
| 40 | LOPE | GRAND CANYON ED INC | 0.00% | Add +12.1% | 4,883 | $545K | $111.61 | No quote |
| 41 | PAYC | PAYCOM SOFTWARE INC | 0.00% | Add +12.2% | 5,483 | $542K | $98.85 | No quote |
| 42 | NEOG | NEOGEN CORP | 0.00% | Add +12.1% | 6,460 | $518K | No quote | No quote |
| 43 | FIVE | FIVE BELOW INC | 0.00% | Add +31.1% | 5,086 | $497K | $97.72 | No quote |
| 44 | MPWR | MONOLITHIC PWR SYS INC | 0.00% | Add +12.1% | 3,578 | $478K | $133.59 | No quote |
| 45 | HCSG | HEALTHCARE SVCS GRP INC | 0.00% | Add +12.1% | 10,390 | $449K | $43.21 | No quote |
| 46 | GLOB | GLOBANT S A | 0.00% | New | 7,869 | $447K | $56.81 | No quote |
| 47 | TXRH | TEXAS ROADHOUSE INC | 0.00% | Add +12.2% | 6,635 | $435K | $65.56 | No quote |
| 48 | AMN | AMN HEALTHCARE SERVICES INC | 0.00% | Add +12.1% | 7,241 | $424K | $58.56 | No quote |
| 49 | ALRM | ALARM COM HLDGS INC | 0.00% | Add +12.1% | 9,546 | $385K | $40.33 | No quote |
| 50 | MASI | MASIMO CORP | 0.00% | Add +12.1% | 3,552 | $347K | $97.69 | No quote |
| 51 | EXLS | EXLSERVICE HOLDINGS INC | 0.00% | Add +12.2% | 5,845 | $331K | No quote | No quote |
| 52 | LMAT | LEMAITRE VASCULAR INC | 0.00% | Add +24.5% | 9,849 | $330K | No quote | No quote |
| 53 | EPAM | EPAM SYS INC | 0.00% | Add +12.0% | 2,465 | $306K | $124.14 | No quote |
| 54 | EEFT | EURONET WORLDWIDE INC | 0.00% | Add +12.3% | 3,523 | $295K | $83.74 | No quote |
| 55 | CELG | CELGENE CORP | 0.00% | Reduce -2.9% | 3,636 | $289K | No quote | No quote |
| 57 | PBH | PRESTIGE BRANDS HLDGS INC | 0.00% | New | 6,591 | $253K | $38.39 | No quote |
| 56 | MKTX | MARKETAXESS HLDGS INC | 0.00% | Reduce -30.8% | 1,281 | $253K | $197.50 | No quote |
| 58 | TREE | LENDINGTREE INC NEW | 0.00% | Add +12.4% | 1,067 | $228K | No quote | No quote |
| 59 | WAGE | WAGEWORKS INC | 0.00% | New | 4,146 | $207K | No quote | No quote |