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 59 of 78 rows. Rows without a quote are marked unavailable.
| 1 | META | FACEBOOK INC | 8.27% | Add +1.4% | 12,497,902 | $3.68B | $294.53 | |
| 2 | MSFT | MICROSOFT CORP | 8.15% | Add +1.5% | 15,382,318 | $3.63B | $235.77 | |
| 3 | GOOG | ALPHABET INC | 7.21% | Reduce -9.7% | 1,551,385 | $3.21B | $2068.63 | |
| 4 | ADBE | ADOBE SYSTEMS INCORPORATED | 6.47% | Add +2.6% | 6,056,335 | $2.88B | $475.37 | |
| 5 | ABT | ABBOTT LABS | 5.58% | Add +1.1% | 20,712,324 | $2.48B | $119.84 | |
| 6 | ACN | ACCENTURE PLC IRELAND | 4.93% | Add +1.9% | 7,934,854 | $2.19B | $276.25 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.69% | Add +1.3% | 5,856,129 | $2.09B | $356.05 | |
| 8 | V | VISA INC | 4.68% | Add +2.3% | 9,826,837 | $2.08B | $211.73 | |
| 9 | AMZN | AMAZON COM INC | 4.49% | New | 645,536 | $2B | $3094.08 | |
| 10 | CRM | SALESFORCE COM INC | 4.39% | Add +31.0% | 9,228,555 | $1.96B | $211.87 | |
| 11 | ZTS | ZOETIS INC | 4.10% | Add +2.2% | 11,587,601 | $1.82B | $157.48 | |
| 12 | NOW | SERVICENOW INC | 3.77% | Add +3.1% | 3,354,536 | $1.68B | $500.11 | |
| 13 | ADSK | AUTODESK INC | 3.56% | Reduce -10.7% | 5,717,326 | $1.58B | $277.15 | |
| 14 | PYPL | PAYPAL HLDGS INC | 3.51% | Reduce -19.1% | 6,434,326 | $1.56B | $242.84 | |
| 15 | SBUX | STARBUCKS CORP | 3.45% | Add +1.8% | 14,048,204 | $1.54B | $109.27 | |
| 16 | UNH | UNITEDHEALTH GROUP INC | 2.99% | Add +2.8% | 3,569,650 | $1.33B | $372.07 | |
| 17 | NFLX | NETFLIX INC | 2.75% | New | 2,346,817 | $1.22B | $521.66 | |
| 18 | IT | GARTNER INC | 2.59% | Add +0.0% | 6,322,108 | $1.15B | $182.55 | |
| 19 | NKE | NIKE INC | 2.23% | Add +2.5% | 7,477,597 | $993.7M | $132.89 | |
| 20 | GOOGL | ALPHABET INC | 2.21% | Add +3.3% | 477,409 | $984.67M | $2062.52 | |
| 21 | ILMN | ILLUMINA INC | 2.05% | Add +2.1% | 2,377,029 | $912.92M | $384.06 | |
| 22 | ALGN | ALIGN TECHNOLOGY INC | 1.90% | Reduce -39.8% | 1,564,625 | $847.29M | $541.53 | |
| 23 | ISRG | INTUITIVE SURGICAL INC | 1.72% | Add +2.7% | 1,036,837 | $766.16M | $738.94 | |
| 24 | MSCI | MSCI INC | 1.29% | Reduce -24.9% | 1,367,415 | $573.33M | $419.28 | |
| 25 | BABA | ALIBABA GROUP HLDG LTD | 0.69% | Add +12.2% | 1,363,684 | $309.19M | $226.73 | |
| 26 | ICLR | ICON PLC | 0.34% | Add +23.1% | 767,550 | $150.72M | $196.37 | |
| 27 | AON | AON PLC | 0.27% | Add +39.5% | 526,184 | $121.08M | $230.11 | |
| 28 | MDT | MEDTRONIC PLC | 0.24% | Add +8.8% | 887,449 | $104.83M | $118.13 | |
| 29 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 0.23% | Add +36.4%10:1 split | 7,189,265 | $100.65M | $14.00 | |
| 30 | SAP | SAP SE | 0.19% | Add +2.8% | 674,210 | $82.79M | $122.79 | |
| 31 | EL | LAUDER ESTEE COS INC | 0.11% | Add +0.1% | 162,841 | $47.36M | $290.85 | |
| 32 | ADP | AUTOMATIC DATA PROCESSING IN | 0.10% | Reduce -38.1% | 241,129 | $45.45M | $188.47 | |
| 33 | IWF | ISHARES TR | 0.10% | Add +179.5% | 176,917 | $43M | $243.04 | |
| 34 | UL | UNILEVER PLC | 0.06% | Reduce -24.4% | 511,928 | $28.58M | $55.83 | |
| 35 | ETSY | ETSY INC | 0.04% | Add +10.7% | 82,144 | $16.57M | $201.67 | |
| 36 | FOXF | FOX FACTORY HLDG CORP | 0.03% | Add +21.6% | 119,659 | $15.2M | No quote | No quote |
| 37 | RVLV | REVOLVE GROUP INC | 0.03% | Add +24.3% | 336,599 | $15.12M | $44.93 | |
| 38 | GLOB | GLOBANT S A | 0.03% | Add +19.5% | 72,353 | $15.02M | $207.61 | |
| 39 | WING | WINGSTOP INC | 0.03% | Add +41.5% | 108,391 | $13.78M | $127.17 | |
| 40 | MEDP | MEDPACE HLDGS INC | 0.03% | Add +21.1% | 81,948 | $13.44M | $164.06 | |
| 41 | GSHD | GOOSEHEAD INS INC | 0.03% | Add +61.4% | 125,010 | $13.4M | $107.18 | |
| 42 | EXPO | EXPONENT INC | 0.03% | Add +22.0% | 129,515 | $12.62M | No quote | No quote |
| 43 | ALRM | ALARM COM HLDGS INC | 0.03% | Add +21.3% | 138,601 | $11.97M | $86.38 | |
| 44 | DAVA | ENDAVA PLC | 0.03% | Add +55.5% | 134,349 | $11.38M | No quote | No quote |
| 45 | BL | BLACKLINE INC | 0.03% | Add +24.6% | 104,517 | $11.33M | $108.40 | |
| 46 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.03% | New | 249,436 | $11.26M | No quote | No quote |
| 47 | APPF | APPFOLIO INC | 0.02% | Add +21.4% | 76,817 | $10.86M | No quote | No quote |
| 48 | PGNY | PROGYNY INC | 0.02% | New | 221,805 | $9.87M | $44.51 | |
| 49 | YETI | YETI HLDGS INC | 0.02% | Add +24.3% | 131,131 | $9.47M | $72.21 | |
| 50 | EEFT | EURONET WORLDWIDE INC | 0.02% | Add +19.5% | 61,161 | $8.46M | $138.31 | |
| 51 | HELE | HELEN OF TROY LTD | 0.02% | Add +21.1% | 39,962 | $8.42M | $210.65 | |
| 52 | HLI | HOULIHAN LOKEY INC | 0.02% | Add +21.0% | 126,281 | $8.4M | $66.51 | |
| 53 | SLP | SIMULATIONS PLUS INC | 0.02% | Add +46.2% | 130,758 | $8.27M | $63.24 | |
| 54 | AMN | AMN HEALTHCARE SVCS INC | 0.02% | Add +24.4% | 97,802 | $7.21M | $73.70 | |
| 55 | MBUU | MALIBU BOATS INC | 0.02% | Add +24.3% | 89,901 | $7.16M | $79.68 | |
| 56 | QLYS | QUALYS INC | 0.02% | Add +24.4% | 66,665 | $6.99M | $104.78 | |
| 57 | ALTR | ALTAIR ENGR INC | 0.01% | Add +24.3% | 102,529 | $6.42M | No quote | No quote |
| 58 | PCTY | PAYLOCITY HLDG CORP | 0.01% | Add +24.3% | 35,471 | $6.38M | No quote | No quote |
| 59 | TREX | TREX CO INC | 0.01% | Reduce -34.7% | 68,209 | $6.24M | $91.54 | |
| 60 | ENV | ENVESTNET INC | 0.01% | Add +20.0% | 81,606 | $5.89M | No quote | No quote |
| 61 | GNRC | GENERAC HLDGS INC | 0.01% | Add +10.4% | 12,979 | $4.25M | $327.45 | |
| 62 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Reduce -57.4% | 40,703 | $3.89M | $95.47 | |
| 63 | DT | DYNATRACE INC | 0.01% | Add +10.2% | 76,473 | $3.69M | $48.24 | |
| 64 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Add +45.8% | 24,513 | $3.54M | No quote | No quote |
| 65 | CDW | CDW CORP | 0.01% | Add +10.0% | 15,967 | $2.65M | $165.78 | |
| 66 | YNDX | YANDEX N V | 0.00% | New | 31,308 | $2.01M | No quote | No quote |
| 67 | CPRT | COPART INC | 0.00% | Add +10.7% | 18,212 | $1.98M | $108.61 | |
| 68 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.00% | Reduce -95.0% | 17,034 | $1.91M | $111.95 | |
| 69 | HEI | HEICO CORP NEW | 0.00% | Add +9.9% | 14,413 | $1.81M | No quote | No quote |
| 70 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | Add +209.6% | 55,214 | $1.13M | $20.48 | |
| 71 | TPLC | TIMOTHY PLAN | 0.00% | New | 12,662 | $417K | No quote | No quote |
| 78 | WDFC | WD-40 CO | - | Sold | 0 | $0 | No quote | No quote |
| 77 | REGN | REGENERON PHARMACEUTICALS | - | Sold | 0 | $0 | No quote | No quote |
| 76 | ORCL | ORACLE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 75 | TREE | LENDINGTREE INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 74 | ACWI | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 73 | ACWX | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 72 | DG | DOLLAR GEN CORP NEW | - | Sold | 0 | $0 | No quote | No quote |