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 66 of 83 rows. Rows without a quote are marked unavailable.
| 1 | META | FACEBOOK INC | 8.65% | Add +3.9% | 12,987,444 | $4.52B | $347.71 | |
| 2 | MSFT | MICROSOFT CORP | 8.32% | Add +4.3% | 16,035,981 | $4.34B | $270.90 | |
| 3 | GOOG | ALPHABET INC | 7.35% | Reduce -1.3% | 1,531,134 | $3.84B | $2506.32 | |
| 4 | ADBE | ADOBE SYSTEMS INCORPORATED | 7.00% | Add +3.1% | 6,245,764 | $3.66B | $585.64 | |
| 5 | ABT | ABBOTT LABS | 4.88% | Add +6.1% | 21,985,004 | $2.55B | $115.93 | |
| 6 | ACN | ACCENTURE PLC IRELAND | 4.65% | Add +3.8% | 8,238,617 | $2.43B | $294.79 | |
| 7 | V | VISA INC | 4.60% | Add +4.6% | 10,275,816 | $2.4B | $233.82 | |
| 8 | AMZN | AMAZON COM INC | 4.59% | Add +8.0% | 696,883 | $2.4B | $3440.16 | |
| 9 | CRM | SALESFORCE COM INC | 4.51% | Add +4.6% | 9,649,227 | $2.36B | $244.27 | |
| 10 | MA | MASTERCARD INCORPORATED | 4.30% | Add +5.2% | 6,157,489 | $2.25B | $365.09 | |
| 11 | ZTS | ZOETIS INC | 4.25% | Add +2.8% | 11,907,759 | $2.22B | $186.36 | |
| 12 | PYPL | PAYPAL HLDGS INC | 3.73% | Add +3.8% | 6,675,832 | $1.95B | $291.48 | |
| 13 | NOW | SERVICENOW INC | 3.69% | Add +4.7% | 3,510,696 | $1.93B | $549.55 | |
| 14 | ADSK | AUTODESK INC | 3.37% | Add +5.3% | 6,022,347 | $1.76B | $291.90 | |
| 15 | SBUX | STARBUCKS CORP | 3.17% | Add +5.4% | 14,802,150 | $1.66B | $111.81 | |
| 16 | UNH | UNITEDHEALTH GROUP INC | 2.87% | Add +4.7% | 3,736,081 | $1.5B | $400.44 | |
| 17 | GOOGL | ALPHABET INC | 2.64% | Add +18.5% | 565,547 | $1.38B | $2441.79 | |
| 18 | NFLX | NETFLIX INC | 2.47% | Add +3.9% | 2,439,314 | $1.29B | $528.21 | |
| 19 | NKE | NIKE INC | 2.34% | Add +6.0% | 7,922,815 | $1.22B | $154.49 | |
| 20 | ILMN | ILLUMINA INC | 2.25% | Add +4.4% | 2,480,776 | $1.17B | $473.21 | |
| 21 | IT | GARTNER INC | 2.10% | Reduce -28.4% | 4,524,493 | $1.1B | $242.20 | |
| 22 | ISRG | INTUITIVE SURGICAL INC | 1.92% | Add +5.1% | 1,090,046 | $1B | $919.64 | |
| 23 | ALGN | ALIGN TECHNOLOGY INC | 1.91% | Add +4.5% | 1,634,605 | $998.74M | $611.00 | |
| 24 | MSCI | MSCI INC | 1.40% | Add +0.4% | 1,372,573 | $731.69M | $533.08 | |
| 25 | BABA | ALIBABA GROUP HLDG LTD | 0.62% | Add +4.0% | 1,417,515 | $321.46M | $226.78 | |
| 26 | AON | AON PLC | 0.37% | Add +54.4% | 812,647 | $194.03M | $238.76 | |
| 27 | ICLR | ICON PLC | 0.31% | Add +1.9% | 782,534 | $161.76M | $206.71 | |
| 28 | MDT | MEDTRONIC PLC | 0.21% | Add +1.1% | 896,906 | $111.33M | $124.13 | |
| 29 | SAP | SAP SE | 0.19% | Add +6.9% | 720,554 | $101.21M | $140.46 | |
| 30 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 0.12% | Add +2.3% | 7,354,287 | $60.23M | $8.19 | |
| 31 | EL | LAUDER ESTEE COS INC | 0.10% | Add +3.3% | 168,197 | $53.5M | $318.08 | |
| 32 | IWF | ISHARES TR | 0.10% | Add +8.5% | 192,017 | $52.13M | $271.48 | |
| 33 | ADP | AUTOMATIC DATA PROCESSING IN | 0.09% | Add +1.9% | 245,611 | $48.78M | $198.62 | |
| 34 | ASML | ASML HOLDING N V | 0.06% | New | 44,250 | $30.57M | $690.85 | |
| 35 | UL | UNILEVER PLC | 0.06% | Reduce -2.4% | 499,917 | $29.25M | $58.50 | |
| 36 | SHOP | SHOPIFY INC | 0.05% | New | 17,897 | $26.15M | $1460.97 | |
| 37 | MELI | MERCADOLIBRE INC | 0.05% | New | 16,023 | $24.96M | $1557.76 | |
| 38 | RVLV | REVOLVE GROUP INC | 0.04% | Reduce -8.5% | 308,028 | $21.22M | $68.90 | |
| 39 | FOXF | FOX FACTORY HLDG CORP | 0.04% | Add +6.6% | 127,566 | $19.86M | No quote | No quote |
| 40 | GSHD | GOOSEHEAD INS INC | 0.04% | Add +17.2% | 146,481 | $18.65M | $127.30 | |
| 41 | WING | WINGSTOP INC | 0.03% | Add +6.5% | 115,426 | $18.2M | $157.63 | |
| 42 | TRUP | TRUPANION INC | 0.03% | New | 152,713 | $17.58M | $115.10 | |
| 43 | GLOB | GLOBANT S A | 0.03% | Add +6.2% | 76,866 | $16.85M | $219.17 | |
| 44 | DAVA | ENDAVA PLC | 0.03% | Add +6.1% | 142,514 | $16.16M | No quote | No quote |
| 45 | ETSY | ETSY INC | 0.03% | Reduce -7.4% | 76,051 | $15.65M | $205.84 | |
| 46 | MEDP | MEDPACE HLDGS INC | 0.03% | Add +6.7% | 87,411 | $15.44M | $176.63 | |
| 47 | PGNY | PROGYNY INC | 0.03% | Add +7.9% | 239,340 | $14.12M | $59.00 | |
| 48 | APPF | APPFOLIO INC | 0.03% | Add +20.6% | 92,614 | $13.08M | No quote | No quote |
| 49 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.02% | Add +20.0% | 299,392 | $13.03M | No quote | No quote |
| 50 | YETI | YETI HLDGS INC | 0.02% | Add +6.4% | 139,517 | $12.81M | $91.82 | |
| 51 | ALRM | ALARM COM HLDGS INC | 0.02% | Add +6.6% | 147,793 | $12.52M | $84.70 | |
| 52 | BL | BLACKLINE INC | 0.02% | Add +6.4% | 111,226 | $12.38M | $111.27 | |
| 53 | EXPO | EXPONENT INC | 0.02% | Add +6.6% | 138,067 | $12.32M | No quote | No quote |
| 54 | HLI | HOULIHAN LOKEY INC | 0.02% | Add +6.7% | 134,682 | $11.02M | $81.79 | |
| 55 | AMN | AMN HEALTHCARE SVCS INC | 0.02% | Add +6.4% | 104,059 | $10.09M | $96.98 | |
| 56 | HELE | HELEN OF TROY LTD | 0.02% | Add +6.7% | 42,630 | $9.73M | $228.13 | |
| 57 | SLP | SIMULATIONS PLUS INC | 0.02% | Add +24.5% | 162,824 | $8.94M | $54.91 | |
| 58 | ALTR | ALTAIR ENGR INC | 0.01% | Add +6.4% | 109,101 | $7.53M | No quote | No quote |
| 59 | PCTY | PAYLOCITY HLDG CORP | 0.01% | Add +6.4% | 37,738 | $7.2M | No quote | No quote |
| 60 | QLYS | QUALYS INC | 0.01% | Add +6.4% | 70,930 | $7.14M | $100.69 | |
| 61 | MBUU | MALIBU BOATS INC | 0.01% | Add +6.4% | 95,648 | $7.01M | $73.33 | |
| 62 | DT | DYNATRACE INC | 0.01% | Add +7.8% | 82,415 | $4.82M | $58.42 | |
| 63 | ENV | ENVESTNET INC | 0.01% | Reduce -22.3% | 63,384 | $4.81M | No quote | No quote |
| 64 | GNRC | GENERAC HLDGS INC | 0.01% | Reduce -22.1% | 10,104 | $4.2M | $415.18 | |
| 65 | TTD | THE TRADE DESK INC | 0.01% | New | 49,723 | $3.85M | No quote | No quote |
| 66 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Add +7.6% | 26,370 | $3.63M | No quote | No quote |
| 67 | EEFT | EURONET WORLDWIDE INC | 0.01% | Reduce -56.3% | 26,741 | $3.62M | $135.34 | |
| 68 | PAYC | PAYCOM SOFTWARE INC | 0.01% | New | 8,997 | $3.27M | $363.45 | |
| 69 | TREX | TREX CO INC | 0.01% | Reduce -54.4% | 31,114 | $3.18M | $102.20 | |
| 70 | CDW | CDW CORP | 0.01% | Add +7.9% | 17,229 | $3.01M | $174.65 | |
| 71 | CPRT | COPART INC | 0.00% | Add +7.4% | 19,555 | $2.58M | $131.83 | |
| 72 | FTCH | FARFETCH LTD | 0.00% | New | 47,805 | $2.41M | No quote | No quote |
| 73 | YNDX | YANDEX N V | 0.00% | Add +0.6% | 31,508 | $2.23M | No quote | No quote |
| 74 | HEI | HEICO CORP NEW | 0.00% | Add +7.7% | 15,520 | $2.16M | No quote | No quote |
| 75 | KARO | KAROOOOO LTD | 0.00% | New | 38,164 | $1.4M | $36.76 | |
| 76 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | Add +0.7% | 55,574 | $860K | $15.47 | |
| 77 | TPLC | TIMOTHY PLAN | 0.00% | - | 12,662 | $442K | No quote | No quote |
| 78 | TAL | TAL EDUCATION GROUP | 0.00% | New | 17,340 | $437K | $25.20 | |
| 79 | ACWX | ISHARES TR | 0.00% | New | 7,552 | $434K | $57.47 | |
| 80 | ACWI | ISHARES TR | 0.00% | New | 3,330 | $337K | $101.20 | |
| 81 | TPIF | TIMOTHY PLAN | 0.00% | New | 9,140 | $266K | No quote | No quote |
| 83 | FND | FLOOR & DECOR HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 82 | CHKP | CHECK POINT SOFTWARE TECH LT | - | Sold | 0 | $0 | No quote | No quote |