Fund · Polen Capital
Polen Capital
Large-cap quality growth.
Copying every 13F the day after it was filed returned 14.1% a year, against 14.1% for SPY over the same 13.2 years and 53 quarters, since Aug 2013. Clone score 53 of 100: Coin flip.
| Manager | Polen Capital |
| Clone score | 53 / 100 |
| Verdict | Coin flip |
| Copy, a year | 14.1% |
| SPY, a year | 14.1% |
| Edge, a year | +0.0% |
| Latest quarter | Q2 2026 |
| Filed | 4 Aug 2026 |
| 13F value | $11.6B |
| Positions | 219 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 6.9% | $800M | TRIM |
| NVDA | NVIDIA CORPORATION | 6.9% | $796M | TRIM |
| MSFT | MICROSOFT CORP | 6.7% | $783M | TRIM |
| GOOG | ALPHABET INC | 6.6% | $765M | TRIM |
| AVGO | BROADCOM INC | 6.4% | $740M | TRIM |
| AMZN | AMAZON COM INC | 5.8% | $670M | TRIM |
| V | VISA INC | 5.3% | $619M | TRIM |
| MA | MASTERCARD INCORPORATED | 5.1% | $587M | TRIM |
| NOW | SERVICENOW INC | 4.6% | $533M | TRIM |
| ORCL | ORACLE CORP | 4.5% | $524M | TRIM |
| SHOP | SHOPIFY INC | 4.5% | $523M | TRIM |
| MSCI | MSCI INC | 3.2% | $376M | TRIM |
| LRCX | LAM RESEARCH CORP | 3.2% | $372M | TRIM |
| SBUX | STARBUCKS CORP | 3.1% | $363M | TRIM |
| IDXX | IDEXX LABS INC | 2.4% | $280M | TRIM |