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 54 of 68 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 10.86% | Add +10.0% | 17,657,952 | $3.59B | $203.51 | |
| 2 | META | FACEBOOK INC | 8.07% | Add +9.1% | 11,759,416 | $2.67B | $227.07 | |
| 3 | ADBE | ADOBE INC | 7.33% | Add +8.5% | 5,572,036 | $2.43B | $435.31 | |
| 4 | GOOG | ALPHABET INC | 6.95% | Add +10.5% | 1,626,458 | $2.3B | $1413.61 | |
| 5 | V | VISA INC | 5.24% | Add +10.2% | 8,976,785 | $1.73B | $193.17 | |
| 6 | ABT | ABBOTT LABS | 5.17% | Add +12.3% | 18,711,795 | $1.71B | $91.43 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.90% | Add +11.2% | 5,485,637 | $1.62B | $295.70 | |
| 8 | ACN | ACCENTURE PLC IRELAND | 4.73% | Add +9.4% | 7,286,282 | $1.56B | $214.72 | |
| 9 | PYPL | PAYPAL HLDGS INC | 4.56% | Add +9.4% | 8,651,965 | $1.51B | $174.23 | |
| 10 | ZTS | ZOETIS INC | 4.46% | Add +10.4% | 10,780,182 | $1.48B | $137.04 | |
| 11 | ADSK | AUTODESK INC | 4.37% | Add +62.3% | 6,046,593 | $1.45B | $239.19 | |
| 12 | NOW | SERVICENOW INC | 4.19% | Add +9.6% | 3,425,610 | $1.39B | $405.06 | |
| 13 | CRM | SALESFORCE COM INC | 3.80% | Add +10.8% | 6,714,347 | $1.26B | $187.33 | |
| 14 | REGN | REGENERON PHARMACEUTICALS | 3.48% | Add +7.2% | 1,844,534 | $1.15B | $623.65 | |
| 15 | DG | DOLLAR GEN CORP NEW | 3.18% | Add +8.2% | 5,530,001 | $1.05B | $190.51 | |
| 16 | SBUX | STARBUCKS CORP | 2.84% | Add +59.0% | 12,770,818 | $939.81M | $73.59 | |
| 17 | ADP | AUTOMATIC DATA PROCESSING IN | 2.74% | Add +14.3% | 6,091,655 | $906.99M | $148.89 | |
| 18 | ALGN | ALIGN TECHNOLOGY INC | 2.70% | Add +7.2% | 3,258,389 | $894.23M | $274.44 | |
| 19 | MSCI | MSCI INC | 2.41% | Add +10.4% | 2,391,159 | $798.22M | $333.82 | |
| 20 | IT | GARTNER INC | 2.24% | Add +8.4% | 6,113,024 | $741.69M | $121.33 | |
| 21 | NKE | NIKE INC | 2.09% | Reduce -19.6% | 7,051,882 | $691.44M | $98.05 | |
| 22 | GOOGL | ALPHABET INC | 1.90% | Add +7.6% | 442,862 | $628M | $1418.05 | |
| 23 | BABA | ALIBABA GROUP HLDG LTD | 0.47% | Add +42.9% | 725,715 | $156.54M | $215.70 | |
| 24 | ICLR | ICON PLC | 0.20% | Add +21.2% | 384,405 | $64.76M | $168.46 | |
| 25 | SAP | SAP SE | 0.17% | Add +20.3% | 398,975 | $55.86M | $140.00 | |
| 26 | MDT | MEDTRONIC PLC | 0.14% | Add +21.1% | 500,041 | $45.85M | $91.70 | |
| 27 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 0.13% | Add +21.4% | 325,485 | $42.39M | $130.23 | |
| 28 | ORCL | ORACLE CORP | 0.08% | Add +58.0% | 501,851 | $27.74M | $55.27 | |
| 29 | RELX | RELX PLC | 0.07% | Add +10.1% | 1,000,703 | $23.58M | $23.56 | |
| 30 | UL | UNILEVER PLC | 0.07% | Add +10.4% | 413,651 | $22.7M | $54.88 | |
| 31 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.07% | Add +20.9% | 208,277 | $22.38M | $107.43 | |
| 32 | IWF | ISHARES TR | 0.04% | Reduce -83.5% | 67,938 | $13.04M | $191.95 | |
| 33 | APPF | APPFOLIO INC | 0.02% | Add +84.3% | 42,905 | $6.98M | No quote | No quote |
| 34 | GLOB | GLOBANT S A | 0.02% | Add +1.3% | 41,537 | $6.22M | $149.84 | |
| 35 | ETSY | ETSY INC | 0.02% | Add +127.8% | 57,982 | $6.16M | $106.22 | |
| 36 | WING | WINGSTOP INC | 0.02% | Add +81.1% | 42,723 | $5.94M | $138.97 | |
| 37 | EXPO | EXPONENT INC | 0.02% | Add +119.6% | 71,584 | $5.79M | No quote | No quote |
| 38 | FOXF | FOX FACTORY HLDG CORP | 0.02% | Add +24.7% | 66,545 | $5.5M | No quote | No quote |
| 39 | ALRM | ALARM COM HLDGS INC | 0.01% | Add +115.9% | 74,306 | $4.82M | $64.81 | |
| 40 | TREX | TREX CO INC | 0.01% | Add +12.9% | 35,563 | $4.63M | $130.08 | |
| 41 | WDFC | WD-40 CO | 0.01% | New | 21,907 | $4.34M | $198.29 | |
| 42 | HELE | HELEN OF TROY CORP LTD | 0.01% | Add +170.3% | 22,377 | $4.22M | $188.54 | |
| 43 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Add +40.6% | 62,273 | $3.59M | $57.65 | |
| 44 | MASI | MASIMO CORP | 0.01% | Add +49.0% | 15,690 | $3.58M | $227.98 | |
| 45 | TREE | LENDINGTREE INC NEW | 0.01% | Add +129.6% | 11,830 | $3.43M | No quote | No quote |
| 46 | EPAM | EPAM SYS INC | 0.01% | Add +46.0% | 13,089 | $3.3M | $252.04 | |
| 47 | EEFT | EURONET WORLDWIDE INC | 0.01% | Add +166.3% | 33,982 | $3.26M | $95.82 | |
| 48 | POOL | POOL CORPORATION | 0.01% | Add +9.9% | 11,971 | $3.26M | $271.91 | |
| 49 | ENV | ENVESTNET INC | 0.01% | Add +98.0% | 44,194 | $3.25M | No quote | No quote |
| 50 | YETI | YETI HLDGS INC | 0.01% | Add +40.6% | 68,680 | $2.94M | $42.73 | |
| 51 | BL | BLACKLINE INC | 0.01% | New | 34,233 | $2.84M | $82.90 | |
| 52 | PCTY | PAYLOCITY HLDG CORP | 0.01% | Add +93.0% | 18,605 | $2.71M | No quote | No quote |
| 53 | TXRH | TEXAS ROADHOUSE INC | 0.01% | Add +109.5% | 50,300 | $2.64M | $52.56 | |
| 54 | MEDP | MEDPACE HLDGS INC | 0.01% | New | 28,374 | $2.64M | $93.01 | |
| 55 | RVLV | REVOLVE GROUP INC | 0.01% | Add +4.6% | 176,483 | $2.62M | $14.86 | |
| 56 | BLKB | BLACKBAUD INC | 0.01% | Add +40.5% | 44,211 | $2.52M | No quote | No quote |
| 57 | HLI | HOULIHAN LOKEY INC | 0.01% | New | 44,701 | $2.49M | $55.64 | |
| 58 | LMAT | LEMAITRE VASCULAR INC | 0.01% | Add +40.5% | 93,546 | $2.47M | No quote | No quote |
| 59 | FIVE | FIVE BELOW INC | 0.01% | Add +132.0% | 22,763 | $2.43M | $106.93 | |
| 60 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Add +96.3% | 51,253 | $2.32M | $45.25 | |
| 61 | QLYS | QUALYS INC | 0.01% | New | 20,945 | $2.18M | $104.03 | |
| 62 | ALTR | ALTAIR ENGR INC | 0.01% | Add +40.6% | 53,745 | $2.14M | No quote | No quote |
| 63 | ACWX | ISHARES TR | 0.00% | Reduce -55.7% | 5,231 | $226K | $43.20 | |
| 68 | USPH | U S PHYSICAL THERAPY INC | - | Sold | 0 | $0 | No quote | No quote |
| 67 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | - | Sold | 0 | $0 | No quote | No quote |
| 66 | ORLY | O REILLY AUTOMOTIVE INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 65 | LFUS | LITTELFUSE INC | - | Sold | 0 | $0 | No quote | No quote |
| 64 | BKNG | BOOKING HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |