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 53 of 69 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 10.98% | Add +2.9% | 16,048,078 | $2.53B | $157.71 | |
| 2 | META | FACEBOOK INC | 7.80% | Add +20.4% | 10,783,819 | $1.8B | $166.80 | |
| 3 | GOOG | ALPHABET INC | 7.43% | Add +4.5% | 1,472,308 | $1.71B | $1162.81 | |
| 4 | ADBE | ADOBE INC | 7.09% | Add +3.6% | 5,134,597 | $1.63B | $318.24 | |
| 5 | ABT | ABBOTT LABS | 5.70% | Add +86.7% | 16,659,583 | $1.31B | $78.91 | |
| 6 | V | VISA INC | 5.69% | Reduce -19.8% | 8,145,906 | $1.31B | $161.12 | |
| 7 | MA | MASTERCARD INC | 5.17% | Add +4.5% | 4,934,230 | $1.19B | $241.56 | |
| 8 | ZTS | ZOETIS INC | 4.99% | Reduce -9.8% | 9,767,087 | $1.15B | $117.69 | |
| 9 | ACN | ACCENTURE PLC IRELAND | 4.72% | Add +5.8% | 6,658,492 | $1.09B | $163.26 | |
| 10 | NOW | SERVICENOW INC | 3.89% | Add +61.1% | 3,125,270 | $895.64M | $286.58 | |
| 11 | CRM | SALESFORCE COM INC | 3.79% | Add +96.7% | 6,062,595 | $872.89M | $143.98 | |
| 12 | REGN | REGENERON PHARMACEUTICALS | 3.65% | Add +2.7% | 1,721,002 | $840.35M | $488.29 | |
| 13 | DG | DOLLAR GEN CORP NEW | 3.35% | Reduce -20.3% | 5,112,345 | $772.02M | $151.01 | |
| 14 | PYPL | PAYPAL HLDGS INC | 3.29% | Add +2.9% | 7,911,640 | $757.46M | $95.74 | |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | 3.16% | Add +5.5% | 5,327,251 | $728.13M | $136.68 | |
| 16 | NKE | NIKE INC | 3.15% | Reduce -19.4% | 8,771,584 | $725.76M | $82.74 | |
| 17 | MSCI | MSCI INC | 2.72% | Add +2.5% | 2,166,322 | $625.98M | $288.96 | |
| 18 | ADSK | AUTODESK INC | 2.52% | New | 3,725,811 | $581.6M | $156.10 | |
| 19 | IT | GARTNER INC | 2.44% | Add +5.8% | 5,637,428 | $561.32M | $99.57 | |
| 20 | ALGN | ALIGN TECHNOLOGY INC | 2.29% | Add +7.5% | 3,039,006 | $528.64M | $173.95 | |
| 21 | SBUX | STARBUCKS CORP | 2.29% | Add +5.9% | 8,031,200 | $527.97M | $65.74 | |
| 22 | GOOGL | ALPHABET INC | 2.07% | Add +1.8% | 411,589 | $478.25M | $1161.95 | |
| 23 | BABA | ALIBABA GROUP HLDG LTD | 0.43% | Add +28.1% | 508,008 | $98.8M | $194.48 | |
| 24 | IWF | ISHARES TR | 0.27% | Add +990.2% | 412,466 | $62.14M | $150.65 | |
| 25 | ICLR | ICON PLC | 0.19% | Add +21.9% | 317,219 | $43.14M | $136.00 | |
| 26 | MDT | MEDTRONIC PLC | 0.16% | Add +36.8% | 412,859 | $37.23M | $90.18 | |
| 27 | SAP | SAP SE | 0.16% | Add +19.6% | 331,675 | $36.65M | $110.50 | |
| 28 | EDU | NEW ORIENTAL ED & TECH GRP I | 0.13% | New | 268,008 | $29.01M | $108.24 | |
| 29 | RELX | RELX PLC | 0.08% | Add +24.0% | 908,876 | $19.45M | $21.40 | |
| 30 | UL | UNILEVER PLC | 0.08% | Reduce -0.6% | 374,649 | $18.95M | $50.57 | |
| 31 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.08% | Add +21.4% | 172,300 | $17.32M | $100.54 | |
| 32 | ORCL | ORACLE CORP | 0.07% | Add +49.4% | 317,570 | $15.35M | $48.33 | |
| 33 | GLOB | GLOBANT S A | 0.02% | Add +60.3% | 41,022 | $3.61M | $87.88 | |
| 34 | APPF | APPFOLIO INC | 0.01% | Add +67.6% | 23,275 | $2.58M | No quote | No quote |
| 35 | TREX | TREX CO INC | 0.01% | Add +67.1% | 31,505 | $2.53M | $80.15 | |
| 36 | EXPO | EXPONENT INC | 0.01% | Add +67.0% | 32,603 | $2.34M | No quote | No quote |
| 37 | FOXF | FOX FACTORY HLDG CORP | 0.01% | Add +67.4% | 53,367 | $2.24M | No quote | No quote |
| 38 | POOL | POOL CORPORATION | 0.01% | Reduce -7.0% | 10,892 | $2.14M | $196.75 | |
| 39 | WING | WINGSTOP INC | 0.01% | Add +115.0% | 23,588 | $1.88M | $79.70 | |
| 40 | MASI | MASIMO CORP | 0.01% | Add +37.8% | 10,534 | $1.87M | $177.14 | |
| 41 | BLKB | BLACKBAUD INC | 0.01% | Add +66.9% | 31,463 | $1.75M | No quote | No quote |
| 42 | EPAM | EPAM SYS INC | 0.01% | Add +67.6% | 8,967 | $1.67M | $185.68 | |
| 43 | LMAT | LEMAITRE VASCULAR INC | 0.01% | Add +66.9% | 66,572 | $1.66M | No quote | No quote |
| 44 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Add +66.8% | 26,116 | $1.51M | $57.82 | |
| 45 | RVLV | REVOLVE GROUP INC | 0.01% | New | 168,735 | $1.46M | $8.64 | |
| 46 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Add +66.8% | 44,294 | $1.42M | $32.08 | |
| 47 | ALRM | ALARM COM HLDGS INC | 0.01% | Add +67.3% | 34,418 | $1.34M | $38.90 | |
| 48 | USPH | U S PHYSICAL THERAPY INC | 0.01% | Add +86.9% | 19,358 | $1.34M | No quote | No quote |
| 49 | ENV | ENVESTNET INC | 0.01% | Add +84.8% | 22,315 | $1.2M | No quote | No quote |
| 50 | HELE | HELEN OF TROY CORP LTD | 0.01% | New | 8,280 | $1.19M | $144.08 | |
| 51 | EEFT | EURONET WORLDWIDE INC | 0.00% | Add +67.7% | 12,760 | $1.09M | $85.74 | |
| 52 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.00% | Add +67.8% | 22,819 | $1.06M | $46.32 | |
| 53 | ALTR | ALTAIR ENGR INC | 0.00% | Add +67.3% | 38,228 | $1.01M | No quote | No quote |
| 54 | ORLY | O REILLY AUTOMOTIVE INC NEW | 0.00% | Reduce -99.9% | 3,311 | $997K | $301.12 | |
| 55 | TXRH | TEXAS ROADHOUSE INC | 0.00% | Add +67.5% | 24,011 | $992K | $41.31 | |
| 56 | ETSY | ETSY INC | 0.00% | New | 25,454 | $978K | $38.42 | |
| 57 | YETI | YETI HLDGS INC | 0.00% | New | 48,846 | $953K | $19.51 | |
| 58 | TREE | LENDINGTREE INC NEW | 0.00% | Add +68.1% | 5,152 | $945K | No quote | No quote |
| 59 | PCTY | PAYLOCITY HLDG CORP | 0.00% | New | 9,641 | $851K | No quote | No quote |
| 60 | LFUS | LITTELFUSE INC | 0.00% | Add +10.4% | 5,963 | $796K | $133.49 | |
| 61 | FIVE | FIVE BELOW INC | 0.00% | Add +68.7% | 9,813 | $691K | $70.42 | |
| 62 | BKNG | BOOKING HLDGS INC | 0.00% | Reduce -99.8% | 456 | $613K | $1344.30 | |
| 63 | ACWX | ISHARES TR | 0.00% | Reduce -74.4% | 11,804 | $444K | $37.61 | |
| 69 | PAYC | PAYCOM SOFTWARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 68 | NVO | NOVO-NORDISK A S | - | Sold | 0 | $0 | No quote | No quote |
| 67 | NEOG | NEOGEN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 66 | MED | MEDIFAST INC | - | Sold | 0 | $0 | No quote | No quote |
| 65 | LOPE | GRAND CANYON ED INC | - | Sold | 0 | $0 | No quote | No quote |
| 64 | EXLS | EXLSERVICE HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |