Polen Capital Management
As of Q1 2026, Polen Capital Management reported 221 long-equity positions worth $14.46B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.61%
- 1-year
- -2.36%
- 3-year
- +37.87%
- 3-year top 5
- +78.58%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. 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 68 of 87 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 11.79% | Reduce -0.9% | 37,237,857 | $4.21B | $113.00 | |
| 2 | GOOG | ALPHABET INC | 7.67% | Reduce -0.2%20:1 split | 28,471,359 | $2.74B | $96.15 | |
| 3 | MSFT | MICROSOFT CORP | 6.26% | Add +1.4% | 9,600,504 | $2.24B | $232.90 | |
| 4 | ADBE | ADOBE SYSTEMS INCORPORATED | 5.34% | Add +1.1% | 6,930,964 | $1.91B | $275.20 | |
| 5 | V | VISA INC | 5.06% | Reduce -18.5% | 10,165,168 | $1.81B | $177.65 | |
| 6 | META | META PLATFORMS INC | 5.04% | Add +0.6% | 13,265,354 | $1.8B | $135.68 | |
| 7 | MA | MASTERCARD INCORPORATED | 4.90% | Reduce -19.5% | 6,151,516 | $1.75B | $284.34 | |
| 8 | NFLX | NETFLIX INC | 4.84% | Add +53.9% | 7,332,431 | $1.73B | $235.44 | |
| 9 | CRM | SALESFORCE INC | 4.46% | Add +12.5% | 11,057,687 | $1.59B | $143.84 | |
| 10 | ADSK | AUTODESK INC | 4.41% | Add +0.0% | 8,424,908 | $1.57B | $186.80 | |
| 11 | ABT | ABBOTT LABS | 4.25% | Add +2.1% | 15,689,512 | $1.52B | $96.76 | |
| 12 | NOW | SERVICENOW INC | 4.18% | Add +26.5% | 3,953,299 | $1.49B | $377.61 | |
| 13 | ACN | ACCENTURE PLC IRELAND | 4.18% | Add +0.5% | 5,799,259 | $1.49B | $257.30 | |
| 14 | UNH | UNITEDHEALTH GROUP INC | 4.03% | Reduce -2.3% | 2,849,593 | $1.44B | $505.04 | |
| 15 | ABNB | AIRBNB INC | 3.73% | Reduce -1.0% | 12,685,378 | $1.33B | $105.04 | |
| 16 | PYPL | PAYPAL HLDGS INC | 3.07% | Reduce -1.8% | 12,742,055 | $1.1B | $86.07 | |
| 17 | ZTS | ZOETIS INC | 2.48% | Reduce -0.5% | 5,963,848 | $884.38M | $148.29 | |
| 18 | ILMN | ILLUMINA INC | 2.42% | Add +62.0% | 4,521,397 | $862.64M | $190.79 | |
| 19 | IT | GARTNER INC | 2.24% | Reduce -3.7% | 2,884,216 | $798.03M | $276.69 | |
| 20 | NKE | NIKE INC | 1.89% | Add +1.7% | 8,105,103 | $673.7M | $83.12 | |
| 21 | DOCU | DOCUSIGN INC | 1.29% | Add +0.4% | 8,647,060 | $462.36M | $53.47 | |
| 22 | ALGN | ALIGN TECHNOLOGY INC | 1.15% | Add +3.6% | 1,988,038 | $411.74M | $207.11 | |
| 23 | GOOGL | ALPHABET INC | 0.96% | Add +0.7%20:1 split | 3,590,163 | $343.4M | $95.65 | |
| 24 | ICLR | ICON PLC | 0.86% | Add +18.4% | 1,663,024 | $305.63M | $183.78 | |
| 25 | AON | AON PLC | 0.80% | Add +13.9% | 1,064,589 | $285.17M | $267.87 | |
| 26 | IWF | ISHARES TR | 0.35% | Reduce -49.3% | 590,425 | $124.23M | $210.40 | |
| 27 | ADP | AUTOMATIC DATA PROCESSING IN | 0.35% | Add +35.3% | 547,696 | $123.88M | $226.19 | |
| 28 | SAP | SAP SE | 0.33% | Add +74.9% | 1,438,757 | $116.9M | $81.25 | |
| 29 | SBUX | STARBUCKS CORP | 0.22% | Add +23.2% | 952,239 | $80.24M | $84.26 | |
| 30 | MDT | MEDTRONIC PLC | 0.21% | Add +1.1% | 911,475 | $73.6M | $80.75 | |
| 31 | GLOB | GLOBANT S A | 0.13% | Add +9.9% | 242,133 | $45.3M | $187.08 | |
| 32 | MELI | MERCADOLIBRE INC | 0.10% | Add +0.8% | 42,040 | $34.8M | $827.78 | |
| 33 | ASML | ASML HOLDING N V | 0.09% | Add +4.2% | 76,630 | $31.83M | $415.35 | |
| 34 | ACWI | ISHARES TR | 0.07% | Add +85.1% | 331,140 | $25.77M | $77.83 | |
| 35 | UL | UNILEVER PLC | 0.06% | Add +4.4% | 524,945 | $23.01M | $43.84 | |
| 36 | QLYS | QUALYS INC | 0.04% | Add +12.3% | 111,002 | $15.47M | $139.39 | |
| 37 | FIVE | FIVE BELOW INC | 0.04% | Add +35.2% | 110,707 | $15.24M | $137.67 | |
| 38 | FOXF | FOX FACTORY HLDG CORP | 0.04% | Add +8.8% | 180,336 | $14.26M | No quote | No quote |
| 39 | SHOP | SHOPIFY INC | 0.04% | Add +2.2% | 524,274 | $14.12M | $26.94 | |
| 40 | PGNY | PROGYNY INC | 0.04% | Add +9.1% | 337,641 | $12.51M | $37.06 | |
| 41 | HLI | HOULIHAN LOKEY INC | 0.03% | Add +9.6% | 160,096 | $12.07M | $75.38 | |
| 42 | WING | WINGSTOP INC | 0.03% | Add +6.6% | 91,282 | $11.45M | $125.42 | |
| 43 | ALRM | ALARM COM HLDGS INC | 0.03% | Add +8.9% | 174,449 | $11.32M | $64.86 | |
| 44 | GSHD | GOOSEHEAD INS INC | 0.03% | Add +35.0% | 313,367 | $11.17M | $35.64 | |
| 45 | RVLV | REVOLVE GROUP INC | 0.03% | Add +30.3% | 498,621 | $10.82M | $21.69 | |
| 46 | DAVA | ENDAVA PLC | 0.03% | Add +34.2% | 124,597 | $10.05M | No quote | No quote |
| 47 | BL | BLACKLINE INC | 0.02% | Add +10.6% | 146,222 | $8.76M | $59.90 | |
| 48 | HLNE | HAMILTON LANE INC | 0.02% | Add +9.1% | 141,283 | $8.42M | No quote | No quote |
| 49 | YETI | YETI HLDGS INC | 0.02% | Add +8.7% | 281,542 | $8.03M | $28.52 | |
| 50 | AMN | AMN HEALTHCARE SVCS INC | 0.02% | Reduce -23.3% | 70,265 | $7.45M | $105.96 | |
| 51 | APPF | APPFOLIO INC | 0.02% | Add +11.3% | 69,356 | $7.26M | No quote | No quote |
| 52 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.02% | Add +35.1% | 591,723 | $7.01M | No quote | No quote |
| 53 | BMBL | BUMBLE INC | 0.02% | Add +41.6% | 319,451 | $6.87M | No quote | No quote |
| 54 | OLO | OLO INC | 0.02% | Add +9.2% | 842,779 | $6.66M | No quote | No quote |
| 55 | DOCS | DOXIMITY INC | 0.02% | Add +65.9% | 211,853 | $6.4M | $30.22 | |
| 56 | EEFT | EURONET WORLDWIDE INC | 0.02% | New | 83,011 | $6.29M | $75.76 | |
| 57 | PAYC | PAYCOM SOFTWARE INC | 0.02% | Add +39.3% | 18,563 | $6.13M | $330.01 | |
| 58 | ALTR | ALTAIR ENGR INC | 0.02% | Add +11.1% | 136,138 | $6.02M | No quote | No quote |
| 59 | CATH | GLOBAL X FDS | 0.01% | Reduce -7.5% | 122,342 | $5.34M | $43.65 | |
| 60 | DT | DYNATRACE INC | 0.01% | Add +67.4% | 153,252 | $5.34M | $34.81 | |
| 61 | WRBY | WARBY PARKER INC | 0.01% | Add +8.8% | 399,804 | $5.33M | $13.34 | |
| 62 | AZTA | AZENTA INC | 0.01% | Add +85.9% | 119,193 | $5.11M | No quote | No quote |
| 63 | FTCH | FARFETCH LTD | 0.01% | Add +8.2% | 585,165 | $4.36M | No quote | No quote |
| 64 | ACWX | ISHARES TR | 0.01% | Reduce -24.3% | 106,695 | $4.27M | $40.01 | |
| 65 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.01% | Add +10.4% | 37,428 | $3.9M | $104.15 | |
| 66 | FND | FLOOR & DECOR HLDGS INC | 0.01% | Add +47.3% | 49,531 | $3.48M | $70.26 | |
| 67 | SKIL | SKILLSOFT CORP | 0.01% | - | 1,768,064 | $3.24M | No quote | No quote |
| 68 | FICO | FAIR ISAAC CORP | 0.01% | Reduce -2.3% | 7,511 | $3.1M | $412.06 | |
| 69 | HELE | HELEN OF TROY LTD | 0.01% | Add +10.8% | 27,816 | $2.68M | $96.46 | |
| 70 | TTD | THE TRADE DESK INC | 0.01% | Add +0.5% | 38,939 | $2.33M | No quote | No quote |
| 71 | IWM | ISHARES TR | 0.01% | New | 13,325 | $2.2M | $164.95 | |
| 72 | AZPN | ASPEN TECHNOLOGY INC | 0.01% | Add +0.4% | 8,270 | $1.97M | No quote | No quote |
| 73 | CPRT | COPART INC | 0.01% | Add +0.3% | 18,251 | $1.94M | $106.41 | |
| 74 | TYL | TYLER TECHNOLOGIES INC | 0.01% | Add +2.4% | 5,158 | $1.79M | $347.42 | |
| 75 | ETSY | ETSY INC | 0.00% | Add +0.3% | 17,372 | $1.74M | $100.10 | |
| 76 | TREX | TREX CO INC | 0.00% | Add +0.3% | 32,342 | $1.42M | $43.94 | |
| 77 | RH | RH | 0.00% | Add +0.2% | 5,060 | $1.25M | $246.05 | |
| 78 | KARO | KAROOOOO LTD | 0.00% | Reduce -1.5% | 43,453 | $1.03M | $23.80 | |
| 79 | MYTE | MYT NETHERLANDS PARENT B V | 0.00% | Add +0.5% | 82,917 | $955K | No quote | No quote |
| 80 | CRL | CHARLES RIV LABS INTL INC | 0.00% | Reduce -0.8% | 4,650 | $915K | $196.77 | |
| 81 | TME | TENCENT MUSIC ENTMT GROUP | 0.00% | Reduce -1.8% | 215,949 | $877K | $4.06 | |
| 82 | ISRG | INTUITIVE SURGICAL INC | 0.00% | Reduce -99.9% | 3,897 | $730K | $187.32 | |
| 83 | TPLC | TIMOTHY PLAN | 0.00% | Reduce -1.0% | 21,752 | $656K | No quote | No quote |
| 84 | JMST | J P MORGAN EXCHANGE TRADED F | 0.00% | New | 5,875 | $296K | No quote | No quote |
| 86 | PCTY | PAYLOCITY HLDG CORP | - | Sold | 0 | $0 | No quote | No quote |
| 85 | SQ | BLOCK INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | FORUM ENERGY TECHNOLOGIES INNOTE 9.000% 8/0 | OTHER | 946,672 | $56.1M |