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 50 of 64 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.69% | Reduce -3.6% | 15,599,767 | $2.46B | $157.70 | No quote |
| 2 | V | VISA INC | 7.52% | Add +2.8% | 10,160,598 | $1.91B | $187.90 | No quote |
| 3 | GOOG | ALPHABET INC | 7.42% | Add +3.3% | 1,408,389 | $1.88B | $1337.02 | No quote |
| 4 | META | FACEBOOK INC | 7.24% | Reduce -8.6% | 8,959,606 | $1.84B | $205.25 | No quote |
| 5 | ADBE | ADOBE INC | 6.43% | Add +3.0% | 4,953,887 | $1.63B | $329.81 | No quote |
| 6 | ZTS | ZOETIS INC | 5.64% | Add +2.8% | 10,826,159 | $1.43B | $132.35 | No quote |
| 7 | MA | MASTERCARD INC | 5.55% | Add +3.5% | 4,722,849 | $1.41B | $298.59 | No quote |
| 8 | ACN | ACCENTURE PLC IRELAND | 5.22% | Add +3.1% | 6,290,843 | $1.32B | $210.57 | No quote |
| 9 | NKE | NIKE INC | 4.34% | Add +3.1% | 10,881,540 | $1.1B | $101.31 | No quote |
| 10 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.02% | Add +3.1% | 2,328,629 | $1.02B | $438.26 | No quote |
| 11 | DG | DOLLAR GEN CORP NEW | 3.94% | Add +2.6% | 6,416,730 | $1B | $155.98 | No quote |
| 12 | ADP | AUTOMATIC DATA PROCESSING IN | 3.39% | Add +3.6% | 5,051,703 | $861.32M | $170.50 | No quote |
| 13 | PYPL | PAYPAL HLDGS INC | 3.28% | Add +2.6% | 7,690,677 | $831.9M | $108.17 | No quote |
| 14 | IT | GARTNER INC | 3.23% | Add +3.0% | 5,328,987 | $821.2M | $154.10 | No quote |
| 15 | ALGN | ALIGN TECHNOLOGY INC | 3.11% | Add +1.7% | 2,826,782 | $788.79M | $279.04 | No quote |
| 16 | ABT | ABBOTT LABS | 3.05% | Add +7236.6% | 8,924,157 | $775.15M | $86.86 | No quote |
| 17 | SBUX | STARBUCKS CORP | 2.63% | Add +3.7% | 7,582,198 | $666.63M | $87.92 | No quote |
| 18 | REGN | REGENERON PHARMACEUTICALS | 2.48% | Add +2.1% | 1,676,294 | $629.42M | $375.48 | No quote |
| 19 | BKNG | BOOKING HLDGS INC | 2.16% | Add +2.4% | 267,214 | $548.79M | $2053.73 | No quote |
| 20 | NOW | SERVICENOW INC | 2.16% | New | 1,940,426 | $547.82M | $282.32 | No quote |
| 21 | MSCI | MSCI INC | 2.15% | Add +2.0% | 2,112,980 | $545.53M | $258.18 | No quote |
| 22 | GOOGL | ALPHABET INC | 2.13% | Add +1.4% | 404,133 | $541.29M | $1339.39 | No quote |
| 23 | CRM | SALESFORCE COM INC | 1.97% | New | 3,081,772 | $501.22M | $162.64 | No quote |
| 24 | BABA | ALIBABA GROUP HLDG LTD | 0.33% | Add +35.9% | 396,478 | $84.09M | $212.10 | No quote |
| 25 | ICLR | ICON PLC | 0.18% | Add +16.3% | 260,128 | $44.8M | $172.23 | No quote |
| 26 | SAP | SAP SE | 0.15% | Add +20.2% | 277,326 | $37.16M | $133.99 | No quote |
| 27 | MDT | MEDTRONIC PLC | 0.13% | Add +38.5% | 301,831 | $34.24M | $113.45 | No quote |
| 28 | UL | UNILEVER PLC | 0.08% | Add +18.2% | 376,895 | $21.55M | $57.17 | No quote |
| 29 | RELX | RELX PLC | 0.07% | Add +18.2% | 732,845 | $18.52M | $25.27 | No quote |
| 30 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.06% | Add +16.1% | 141,869 | $15.74M | $110.96 | No quote |
| 31 | ORCL | ORACLE CORP | 0.04% | Reduce -98.6% | 212,583 | $11.26M | $52.98 | No quote |
| 32 | NVO | NOVO-NORDISK A S | 0.03% | Add +71.8% | 118,809 | $6.88M | $57.88 | No quote |
| 33 | IWF | ISHARES TR | 0.03% | Reduce -16.9% | 37,833 | $6.66M | $175.93 | No quote |
| 34 | GLOB | GLOBANT S A | 0.01% | Add +15.2% | 25,594 | $2.71M | $106.04 | No quote |
| 35 | POOL | POOL CORPORATION | 0.01% | Add +15.7% | 11,709 | $2.49M | $212.40 | No quote |
| 36 | ACWX | ISHARES TR | 0.01% | New | 46,108 | $2.27M | $49.12 | No quote |
| 37 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Add +15.7% | 31,884 | $2.22M | No quote | No quote |
| 38 | TREX | TREX CO INC | 0.01% | Add +15.6% | 18,857 | $1.7M | $89.89 | No quote |
| 39 | APPF | APPFOLIO INC | 0.01% | Add +69.2% | 13,886 | $1.53M | No quote | No quote |
| 40 | BLKB | BLACKBAUD INC | 0.01% | Add +15.7% | 18,856 | $1.5M | No quote | No quote |
| 41 | LMAT | LEMAITRE VASCULAR INC | 0.01% | Add +36.0% | 39,888 | $1.43M | No quote | No quote |
| 42 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Add +15.7% | 26,555 | $1.35M | $50.80 | No quote |
| 43 | EXPO | EXPONENT INC | 0.01% | New | 19,527 | $1.35M | No quote | No quote |
| 44 | MASI | MASIMO CORP | 0.00% | Add +15.7% | 7,643 | $1.21M | $158.05 | No quote |
| 45 | EEFT | EURONET WORLDWIDE INC | 0.00% | Add +15.6% | 7,609 | $1.2M | $157.58 | No quote |
| 46 | USPH | U S PHYSICAL THERAPY INC | 0.00% | Add +46.8% | 10,358 | $1.18M | No quote | No quote |
| 47 | EPAM | EPAM SYS INC | 0.00% | Add +15.7% | 5,351 | $1.14M | $212.11 | No quote |
| 48 | LFUS | LITTELFUSE INC | 0.00% | Add +15.6% | 5,403 | $1.03M | $191.38 | No quote |
| 49 | LOPE | GRAND CANYON ED INC | 0.00% | Add +15.7% | 10,579 | $1.01M | $95.76 | No quote |
| 50 | AMN | AMN HEALTHCARE SERVICES INC | 0.00% | Add +15.6% | 15,657 | $976K | $62.34 | No quote |
| 51 | WING | WINGSTOP INC | 0.00% | New | 10,973 | $946K | $86.21 | No quote |
| 52 | TREE | LENDINGTREE INC NEW | 0.00% | Add +15.9% | 3,065 | $930K | No quote | No quote |
| 53 | NEOG | NEOGEN CORP | 0.00% | Add +15.6% | 13,968 | $912K | No quote | No quote |
| 54 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Add +15.7% | 13,603 | $888K | $65.28 | No quote |
| 55 | ALRM | ALARM COM HLDGS INC | 0.00% | Add +15.8% | 20,569 | $884K | $42.98 | No quote |
| 56 | EXLS | EXLSERVICE HOLDINGS INC | 0.00% | Add +15.6% | 12,633 | $877K | No quote | No quote |
| 57 | ENV | ENVESTNET INC | 0.00% | New | 12,076 | $841K | No quote | No quote |
| 58 | ALTR | ALTAIR ENGR INC | 0.00% | Add +15.9% | 22,846 | $820K | No quote | No quote |
| 59 | TXRH | TEXAS ROADHOUSE INC | 0.00% | Add +15.7% | 14,331 | $807K | $56.31 | No quote |
| 60 | FIVE | FIVE BELOW INC | 0.00% | Add +15.7% | 5,818 | $744K | $127.88 | No quote |
| 61 | MED | MEDIFAST INC | 0.00% | Add +15.9% | 5,636 | $618K | No quote | No quote |
| 62 | PAYC | PAYCOM SOFTWARE INC | 0.00% | Reduce -72.5% | 1,712 | $453K | $264.60 | No quote |
| 64 | MDSO | MEDIDATA SOLUTIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 63 | CMD | CANTEL MEDICAL CORP | - | Sold | 0 | $0 | No quote | No quote |