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.
Get email alerts when Polen Capital Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 62 of 76 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 7.83% | Add +3.0% | 15,158,274 | $3.37B | $222.42 | |
| 2 | META | FACEBOOK INC | 7.82% | Add +3.0% | 12,320,489 | $3.37B | $273.16 | |
| 3 | GOOG | ALPHABET INC | 6.99% | Add +1.9% | 1,717,539 | $3.01B | $1751.88 | |
| 4 | ADBE | ADOBE SYSTEMS INCORPORATED | 6.86% | Add +3.1% | 5,900,921 | $2.95B | $500.12 | |
| 5 | ABT | ABBOTT LABS | 5.21% | Add +5.6% | 20,492,206 | $2.24B | $109.49 | |
| 6 | V | VISA INC | 4.88% | Add +3.1% | 9,608,745 | $2.1B | $218.73 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.79% | Add +3.3% | 5,780,117 | $2.06B | $356.94 | |
| 8 | ACN | ACCENTURE PLC IRELAND | 4.72% | Add +2.4% | 7,784,316 | $2.03B | $261.21 | |
| 9 | ADSK | AUTODESK INC | 4.54% | Add +1.4% | 6,402,047 | $1.95B | $305.34 | |
| 10 | ZTS | ZOETIS INC | 4.36% | Add +2.9% | 11,342,900 | $1.88B | $165.50 | |
| 11 | PYPL | PAYPAL HLDGS INC | 4.33% | Add +1.4% | 7,957,698 | $1.86B | $234.20 | |
| 12 | NOW | SERVICENOW INC | 4.16% | Add +2.0% | 3,254,730 | $1.79B | $550.43 | |
| 13 | CRM | SALESFORCE COM INC | 3.64% | Add +4.2% | 7,042,522 | $1.57B | $222.53 | |
| 14 | SBUX | STARBUCKS CORP | 3.43% | Add +4.9% | 13,802,906 | $1.48B | $106.98 | |
| 15 | ALGN | ALIGN TECHNOLOGY INC | 3.23% | Add +0.1% | 2,599,314 | $1.39B | $534.38 | |
| 16 | DG | DOLLAR GEN CORP NEW | 2.83% | Add +2.6% | 5,796,091 | $1.22B | $210.30 | |
| 17 | UNH | UNITEDHEALTH GROUP INC | 2.83% | Add +1.6% | 3,473,709 | $1.22B | $350.68 | |
| 18 | NKE | NIKE INC | 2.40% | Add +2.1% | 7,298,700 | $1.03B | $141.47 | |
| 19 | IT | GARTNER INC | 2.35% | Add +1.3% | 6,319,907 | $1.01B | $160.19 | |
| 20 | REGN | REGENERON PHARMACEUTICALS | 2.25% | Add +3.4% | 2,002,804 | $967.58M | $483.11 | |
| 21 | ILMN | ILLUMINA INC | 2.00% | Add +313.7% | 2,328,278 | $861.46M | $370.00 | |
| 22 | ISRG | INTUITIVE SURGICAL INC | 1.92% | Add +2.5% | 1,009,582 | $825.94M | $818.10 | |
| 23 | MSCI | MSCI INC | 1.89% | Add +1.0% | 1,821,485 | $813.35M | $446.53 | |
| 24 | GOOGL | ALPHABET INC | 1.88% | Add +2.1% | 462,002 | $809.72M | $1752.64 | |
| 25 | BABA | ALIBABA GROUP HLDG LTD | 0.66% | Add +26.5% | 1,215,380 | $282.86M | $232.73 | |
| 26 | ICLR | ICON PLC | 0.28% | Add +14.6% | 623,697 | $121.61M | $194.98 | |
| 27 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 0.23% | Add +14.1% | 526,979 | $97.92M | $185.81 | |
| 28 | MDT | MEDTRONIC PLC | 0.22% | Add +15.2% | 815,961 | $95.58M | $117.14 | |
| 29 | SAP | SAP SE | 0.20% | Add +22.1% | 655,840 | $85.52M | $130.39 | |
| 30 | AON | AON PLC | 0.19% | Add +15.1% | 377,305 | $79.71M | $211.27 | |
| 31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.16% | Reduce -6.1% | 389,776 | $68.68M | $176.20 | |
| 32 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.10% | Add +14.7% | 338,437 | $44.98M | $132.91 | |
| 33 | EL | LAUDER ESTEE COS INC | 0.10% | Reduce -3.6% | 162,612 | $43.29M | $266.19 | |
| 34 | UL | UNILEVER PLC | 0.10% | Add +21.3% | 677,517 | $40.9M | $60.36 | |
| 35 | IWF | ISHARES TR | 0.04% | Add +156.0% | 63,295 | $15.26M | $241.14 | |
| 36 | ETSY | ETSY INC | 0.03% | Add +7.1% | 74,205 | $13.2M | $177.91 | |
| 37 | GLOB | GLOBANT S A | 0.03% | Add +24.6% | 60,525 | $13.17M | $217.61 | |
| 38 | ALRM | ALARM COM HLDGS INC | 0.03% | Add +23.4% | 114,284 | $11.82M | $103.45 | |
| 39 | APPF | APPFOLIO INC | 0.03% | Add +23.6% | 63,271 | $11.39M | No quote | No quote |
| 40 | BL | BLACKLINE INC | 0.03% | Add +29.4% | 83,910 | $11.19M | $133.38 | |
| 41 | FOXF | FOX FACTORY HLDG CORP | 0.02% | Add +24.0% | 98,363 | $10.4M | No quote | No quote |
| 42 | WING | WINGSTOP INC | 0.02% | Add +50.3% | 76,580 | $10.15M | $132.55 | |
| 43 | GSHD | GOOSEHEAD INS INC | 0.02% | Add +23.8% | 77,433 | $9.66M | $124.77 | |
| 44 | EXPO | EXPONENT INC | 0.02% | Add +24.6% | 106,191 | $9.56M | No quote | No quote |
| 45 | WDFC | WD-40 CO | 0.02% | Add +23.8% | 35,635 | $9.47M | $265.69 | |
| 46 | MEDP | MEDPACE HLDGS INC | 0.02% | Add +101.4% | 67,656 | $9.42M | $139.20 | |
| 47 | FND | FLOOR & DECOR HLDGS INC | 0.02% | Add +29.3% | 95,497 | $8.87M | $92.85 | |
| 48 | TREX | TREX CO INC | 0.02% | Add +22.6% | 104,405 | $8.74M | $83.72 | |
| 49 | RVLV | REVOLVE GROUP INC | 0.02% | Add +29.3% | 270,747 | $8.44M | $31.17 | |
| 50 | EEFT | EURONET WORLDWIDE INC | 0.02% | Add +20.6% | 51,179 | $7.42M | $144.92 | |
| 51 | HELE | HELEN OF TROY LTD | 0.02% | Add +23.4% | 32,989 | $7.33M | $222.20 | |
| 52 | YETI | YETI HLDGS INC | 0.02% | Add +29.4% | 105,483 | $7.22M | $68.47 | |
| 53 | HLI | HOULIHAN LOKEY INC | 0.02% | Add +32.2% | 104,335 | $7.01M | $67.23 | |
| 54 | DAVA | ENDAVA PLC | 0.02% | New | 86,376 | $6.63M | No quote | No quote |
| 55 | QLYS | QUALYS INC | 0.02% | Add +29.2% | 53,607 | $6.53M | $121.87 | |
| 56 | SLP | SIMULATIONS PLUS INC | 0.01% | New | 89,429 | $6.43M | $71.92 | |
| 57 | PCTY | PAYLOCITY HLDG CORP | 0.01% | Add +29.1% | 28,529 | $5.87M | No quote | No quote |
| 58 | ENV | ENVESTNET INC | 0.01% | Add +21.7% | 67,983 | $5.59M | No quote | No quote |
| 59 | AMN | AMN HEALTHCARE SVCS INC | 0.01% | Add +29.2% | 78,615 | $5.37M | $68.24 | |
| 60 | ALTR | ALTAIR ENGR INC | 0.01% | Add +29.2% | 82,459 | $4.8M | No quote | No quote |
| 61 | TREE | LENDINGTREE INC NEW | 0.01% | Add +20.9% | 16,965 | $4.65M | No quote | No quote |
| 62 | MBUU | MALIBU BOATS INC | 0.01% | Add +30.6% | 72,325 | $4.52M | $62.44 | |
| 63 | ACWX | ISHARES TR | 0.01% | New | 67,261 | $3.57M | $53.05 | |
| 64 | DT | DYNATRACE INC | 0.01% | New | 69,407 | $3M | $43.27 | |
| 65 | GNRC | GENERAC HLDGS INC | 0.01% | New | 11,756 | $2.67M | $227.37 | |
| 66 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | New | 16,819 | $2.19M | No quote | No quote |
| 67 | CPRT | COPART INC | 0.00% | New | 16,458 | $2.09M | $127.23 | |
| 68 | CDW | CDW CORP | 0.00% | New | 14,518 | $1.91M | $131.77 | |
| 69 | HEI | HEICO CORP NEW | 0.00% | New | 13,117 | $1.74M | No quote | No quote |
| 70 | ACWI | ISHARES TR | 0.00% | New | 11,658 | $1.06M | $90.75 | |
| 71 | ORCL | ORACLE CORP | 0.00% | Reduce -98.0% | 11,968 | $774K | $64.67 | |
| 72 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | New | 17,834 | $343K | $19.23 | |
| 76 | RELX | RELX PLC | - | Sold | 0 | $0 | No quote | No quote |
| 75 | POOL | POOL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 74 | MASI | MASIMO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 73 | BLKB | BLACKBAUD INC | - | Sold | 0 | $0 | No quote | No quote |