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 44 of 60 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 10.13% | Add +2.7% | 15,595,445 | $2.09B | $133.96 | No quote |
| 2 | META | FACEBOOK INC | 8.76% | Add +17.4% | 9,357,675 | $1.81B | $193.00 | No quote |
| 3 | V | VISA INC | 8.03% | Add +4.6% | 9,538,670 | $1.66B | $173.55 | No quote |
| 4 | GOOG | ALPHABET INC | 6.92% | Add +19.3% | 1,319,627 | $1.43B | $1080.91 | No quote |
| 5 | ADBE | ADOBE INC | 6.59% | Add +3.0% | 4,611,589 | $1.36B | $294.65 | No quote |
| 6 | MA | MASTERCARD INC | 5.63% | Add +65.9% | 4,392,067 | $1.16B | $264.53 | No quote |
| 7 | ZTS | ZOETIS INC | 5.61% | Add +0.8% | 10,188,554 | $1.16B | $113.49 | No quote |
| 8 | ACN | ACCENTURE PLC IRELAND | 5.23% | Add +3.4% | 5,841,892 | $1.08B | $184.77 | No quote |
| 9 | SBUX | STARBUCKS CORP | 4.60% | Reduce -16.8% | 11,307,128 | $947.88M | $83.83 | No quote |
| 10 | NKE | NIKE INC | 4.15% | Reduce -16.0% | 10,190,033 | $855.45M | $83.95 | No quote |
| 11 | ORCL | ORACLE CORP | 3.99% | Add +3.1% | 14,444,171 | $822.88M | $56.97 | No quote |
| 12 | PYPL | PAYPAL HLDGS INC | 3.98% | Add +3.2% | 7,173,147 | $821.04M | $114.46 | No quote |
| 13 | DG | DOLLAR GEN CORP NEW | 3.97% | Reduce -19.9% | 6,061,528 | $819.28M | $135.16 | No quote |
| 14 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.88% | Reduce -15.6% | 2,164,369 | $799.35M | $369.32 | No quote |
| 15 | IT | GARTNER INC | 3.87% | Add +3.2% | 4,954,947 | $797.45M | $160.94 | No quote |
| 16 | ADP | AUTOMATIC DATA PROCESSING IN | 3.75% | Reduce -23.3% | 4,676,299 | $773.13M | $165.33 | No quote |
| 17 | ALGN | ALIGN TECHNOLOGY INC | 3.45% | Add +4.5% | 2,603,337 | $712.53M | $273.70 | No quote |
| 18 | REGN | REGENERON PHARMACEUTICALS | 2.41% | Reduce -1.1% | 1,585,113 | $496.14M | $313.00 | No quote |
| 19 | BKNG | BOOKING HLDGS INC | 2.26% | Add +3.4% | 248,693 | $466.23M | $1874.71 | No quote |
| 20 | GOOGL | ALPHABET INC | 2.03% | Add +1.7% | 385,932 | $417.89M | $1082.80 | No quote |
| 21 | BABA | ALIBABA GROUP HLDG LTD | 0.18% | Add +55.7% | 213,719 | $36.22M | $169.45 | No quote |
| 22 | ICLR | ICON PLC | 0.11% | Add +29.6% | 149,054 | $22.95M | $153.97 | No quote |
| 23 | SAP | SAP SE | 0.10% | Add +36.8% | 151,003 | $20.66M | $136.80 | No quote |
| 24 | MDT | MEDTRONIC PLC | 0.07% | Add +29.5% | 145,554 | $14.18M | $97.39 | No quote |
| 25 | UL | UNILEVER PLC | 0.06% | Add +27.6% | 201,849 | $12.51M | $61.97 | No quote |
| 26 | RELX | RELX PLC | 0.05% | Add +27.7% | 392,824 | $9.59M | $24.41 | No quote |
| 27 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.05% | Add +29.6% | 81,343 | $9.4M | $115.61 | No quote |
| 28 | IWF | ISHARES TR | 0.04% | Add +76.9% | 51,432 | $8.09M | $157.33 | No quote |
| 29 | NVO | NOVO-NORDISK A S | 0.01% | Add +29.1% | 59,343 | $3.03M | $51.04 | No quote |
| 30 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Add +8.3% | 27,342 | $2.26M | No quote | No quote |
| 31 | GLOB | GLOBANT S A | 0.01% | Add +8.6% | 21,174 | $2.14M | $101.07 | No quote |
| 32 | POOL | POOL CORPORATION | 0.01% | Add +7.7% | 10,007 | $1.91M | $190.97 | No quote |
| 33 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Add +8.0% | 6,162 | $1.4M | $226.71 | No quote |
| 34 | BLKB | BLACKBAUD INC | 0.01% | Add +8.0% | 16,119 | $1.35M | No quote | No quote |
| 35 | MDSO | MEDIDATA SOLUTIONS INC | 0.01% | Add +8.1% | 13,726 | $1.24M | No quote | No quote |
| 36 | TREX | TREX CO INC | 0.01% | Add +8.2% | 16,164 | $1.16M | $71.70 | No quote |
| 37 | TREE | LENDINGTREE INC NEW | 0.01% | Add +7.5% | 2,607 | $1.1M | No quote | No quote |
| 38 | EEFT | EURONET WORLDWIDE INC | 0.01% | Add +7.8% | 6,500 | $1.09M | $168.31 | No quote |
| 39 | LOPE | GRAND CANYON ED INC | 0.01% | Add +7.8% | 9,031 | $1.06M | $117.04 | No quote |
| 40 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Add +8.1% | 11,635 | $1.01M | $87.15 | No quote |
| 41 | MASI | MASIMO CORP | 0.00% | Add +7.1% | 6,506 | $968K | $148.79 | No quote |
| 42 | CMD | CANTEL MEDICAL CORP | 0.00% | Add +7.7% | 11,952 | $964K | No quote | No quote |
| 43 | FND | FLOOR & DECOR HLDGS INC | 0.00% | Add +7.9% | 22,671 | $950K | $41.90 | No quote |
| 44 | ALRM | ALARM COM HLDGS INC | 0.00% | Add +8.0% | 17,630 | $943K | $53.49 | No quote |
| 45 | USPH | U S PHYSICAL THERAPY INC | 0.00% | New | 6,972 | $855K | No quote | No quote |
| 46 | LFUS | LITTELFUSE INC | 0.00% | Add +7.6% | 4,605 | $815K | $176.98 | No quote |
| 47 | LMAT | LEMAITRE VASCULAR INC | 0.00% | Add +7.5% | 28,881 | $808K | No quote | No quote |
| 48 | EPAM | EPAM SYS INC | 0.00% | Add +7.9% | 4,570 | $791K | $173.09 | No quote |
| 49 | NEOG | NEOGEN CORP | 0.00% | Add +7.7% | 11,918 | $740K | No quote | No quote |
| 50 | AMN | AMN HEALTHCARE SERVICES INC | 0.00% | Add +8.0% | 13,390 | $726K | $54.22 | No quote |
| 51 | EXLS | EXLSERVICE HOLDINGS INC | 0.00% | Add +6.8% | 10,688 | $707K | No quote | No quote |
| 52 | TXRH | TEXAS ROADHOUSE INC | 0.00% | Add +8.3% | 12,290 | $660K | $53.70 | No quote |
| 53 | MED | MEDIFAST INC | 0.00% | Add +8.7% | 4,845 | $622K | No quote | No quote |
| 54 | FIVE | FIVE BELOW INC | 0.00% | Add +8.1% | 4,976 | $597K | $119.98 | No quote |
| 55 | ALTR | ALTAIR ENGR INC | 0.00% | Add +7.7% | 12,242 | $494K | No quote | No quote |
| 56 | INGN | INOGEN INC | 0.00% | Add +8.6% | 5,083 | $339K | No quote | No quote |
| 60 | STMP | STAMPS COM INC | - | Sold | 0 | $0 | No quote | No quote |
| 59 | HCSG | HEALTHCARE SVCS GRP INC | - | Sold | 0 | $0 | No quote | No quote |
| 58 | ELLI | ELLIE MAE INC | - | Sold | 0 | $0 | No quote | No quote |
| 57 | BIDU | BAIDU INC | - | Sold | 0 | $0 | No quote | No quote |