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 | MSFT | MICROSOFT CORP | 10.36% | Add +3.7% | 16,176,430 | $2.25B | $139.03 | No quote |
| 2 | META | FACEBOOK INC | 8.04% | Add +4.7% | 9,798,570 | $1.74B | $178.08 | No quote |
| 3 | V | VISA INC | 7.83% | Add +3.6% | 9,883,293 | $1.7B | $172.01 | No quote |
| 4 | GOOG | ALPHABET INC | 7.66% | Add +3.3% | 1,363,684 | $1.66B | $1219.00 | No quote |
| 5 | ADBE | ADOBE INC | 6.12% | Add +4.3% | 4,811,910 | $1.33B | $276.25 | No quote |
| 6 | ZTS | ZOETIS INC | 6.04% | Add +3.4% | 10,532,561 | $1.31B | $124.59 | No quote |
| 7 | MA | MASTERCARD INC | 5.71% | Add +3.9% | 4,565,009 | $1.24B | $271.57 | No quote |
| 8 | ACN | ACCENTURE PLC IRELAND | 5.40% | Add +4.4% | 6,099,712 | $1.17B | $192.35 | No quote |
| 9 | DG | DOLLAR GEN CORP NEW | 4.58% | Add +3.1% | 6,252,710 | $993.81M | $158.94 | No quote |
| 10 | NKE | NIKE INC | 4.56% | Add +3.5% | 10,550,920 | $990.94M | $93.92 | No quote |
| 11 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.14% | Add +4.3% | 2,257,782 | $899.75M | $398.51 | No quote |
| 12 | ORCL | ORACLE CORP | 3.82% | Add +4.3% | 15,058,061 | $828.65M | $55.03 | No quote |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | 3.63% | Add +4.3% | 4,878,159 | $787.43M | $161.42 | No quote |
| 14 | PYPL | PAYPAL HLDGS INC | 3.58% | Add +4.5% | 7,492,543 | $776.15M | $103.59 | No quote |
| 15 | IT | GARTNER INC | 3.41% | Add +4.4% | 5,175,006 | $739.97M | $142.99 | No quote |
| 16 | SBUX | STARBUCKS CORP | 2.98% | Reduce -35.4% | 7,309,875 | $646.34M | $88.42 | No quote |
| 17 | BKNG | BOOKING HLDGS INC | 2.36% | Add +4.9% | 260,988 | $512.22M | $1962.61 | No quote |
| 18 | ALGN | ALIGN TECHNOLOGY INC | 2.32% | Add +6.8% | 2,780,515 | $503.05M | $180.92 | No quote |
| 19 | GOOGL | ALPHABET INC | 2.24% | Add +3.2% | 398,393 | $486.49M | $1221.14 | No quote |
| 20 | REGN | REGENERON PHARMACEUTICALS | 2.10% | Add +3.6% | 1,642,210 | $455.55M | $277.40 | No quote |
| 21 | MSCI | MSCI INC | 2.08% | New | 2,070,846 | $450.93M | $217.75 | No quote |
| 22 | BABA | ALIBABA GROUP HLDG LTD | 0.22% | Add +36.5% | 291,745 | $48.79M | $167.23 | No quote |
| 23 | ICLR | ICON PLC | 0.15% | Add +50.1% | 223,758 | $32.97M | $147.34 | No quote |
| 24 | SAP | SAP SE | 0.13% | Add +52.8% | 230,690 | $27.19M | $117.87 | No quote |
| 25 | MDT | MEDTRONIC PLC | 0.11% | Add +49.8% | 218,002 | $23.68M | $108.62 | No quote |
| 26 | UL | UNILEVER PLC | 0.09% | Add +58.0% | 318,854 | $19.16M | $60.10 | No quote |
| 27 | RELX | RELX PLC | 0.07% | Add +57.9% | 620,112 | $14.71M | $23.72 | No quote |
| 28 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.06% | Add +50.2% | 122,199 | $13.38M | $109.50 | No quote |
| 29 | ABT | ABBOTT LABS | 0.05% | New | 121,639 | $10.18M | $83.67 | No quote |
| 30 | IWF | ISHARES TR | 0.03% | Reduce -11.4% | 45,549 | $7.27M | $159.63 | No quote |
| 31 | NVO | NOVO-NORDISK A S | 0.02% | Add +16.5% | 69,149 | $3.58M | $51.70 | No quote |
| 32 | POOL | POOL CORPORATION | 0.01% | Add +1.1% | 10,122 | $2.04M | $201.74 | No quote |
| 33 | GLOB | GLOBANT S A | 0.01% | Add +4.9% | 22,221 | $2.04M | $91.58 | No quote |
| 34 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Add +0.8% | 27,563 | $1.72M | No quote | No quote |
| 35 | TREX | TREX CO INC | 0.01% | Add +0.9% | 16,308 | $1.48M | $90.94 | No quote |
| 36 | BLKB | BLACKBAUD INC | 0.01% | Add +1.1% | 16,297 | $1.47M | No quote | No quote |
| 37 | PAYC | PAYCOM SOFTWARE INC | 0.01% | Add +1.1% | 6,232 | $1.31M | $209.56 | No quote |
| 38 | MDSO | MEDIDATA SOLUTIONS INC | 0.01% | Add +1.0% | 13,864 | $1.27M | No quote | No quote |
| 39 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Add +1.2% | 22,949 | $1.17M | $51.16 | No quote |
| 40 | LMAT | LEMAITRE VASCULAR INC | 0.00% | Add +1.6% | 29,336 | $1M | No quote | No quote |
| 41 | MASI | MASIMO CORP | 0.00% | Add +1.6% | 6,608 | $983K | $148.76 | No quote |
| 42 | EEFT | EURONET WORLDWIDE INC | 0.00% | Add +1.2% | 6,580 | $963K | $146.35 | No quote |
| 43 | USPH | U S PHYSICAL THERAPY INC | 0.00% | Add +1.2% | 7,055 | $921K | No quote | No quote |
| 44 | CMD | CANTEL MEDICAL CORP | 0.00% | Add +1.4% | 12,115 | $906K | No quote | No quote |
| 45 | LOPE | GRAND CANYON ED INC | 0.00% | Add +1.3% | 9,145 | $898K | $98.20 | No quote |
| 46 | EPAM | EPAM SYS INC | 0.00% | Add +1.2% | 4,625 | $843K | $182.27 | No quote |
| 48 | LFUS | LITTELFUSE INC | 0.00% | Add +1.5% | 4,675 | $829K | $177.33 | No quote |
| 47 | ALRM | ALARM COM HLDGS INC | 0.00% | Add +0.8% | 17,769 | $829K | $46.65 | No quote |
| 49 | NEOG | NEOGEN CORP | 0.00% | Add +1.4% | 12,082 | $823K | No quote | No quote |
| 50 | TREE | LENDINGTREE INC NEW | 0.00% | Add +1.5% | 2,645 | $821K | No quote | No quote |
| 51 | APPF | APPFOLIO INC | 0.00% | New | 8,209 | $781K | No quote | No quote |
| 52 | AMN | AMN HEALTHCARE SERVICES INC | 0.00% | Add +1.1% | 13,540 | $779K | $57.53 | No quote |
| 53 | EXLS | EXLSERVICE HOLDINGS INC | 0.00% | Add +2.2% | 10,927 | $732K | No quote | No quote |
| 54 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Add +1.1% | 11,758 | $689K | $58.60 | No quote |
| 55 | ALTR | ALTAIR ENGR INC | 0.00% | Add +61.0% | 19,708 | $682K | No quote | No quote |
| 56 | TXRH | TEXAS ROADHOUSE INC | 0.00% | Add +0.8% | 12,392 | $651K | $52.53 | No quote |
| 57 | FIVE | FIVE BELOW INC | 0.00% | Add +1.1% | 5,028 | $634K | $126.09 | No quote |
| 58 | MED | MEDIFAST INC | 0.00% | Add +0.4% | 4,863 | $504K | No quote | No quote |
| 59 | INGN | INOGEN INC | - | Sold | 0 | $0 | No quote | No quote |