What did Polen Capital Management actually do?

A source-backed history of material decisions from Polen Capital Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 56
Stocks observed: 19
Outcomes observed: 56

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 4, 2026
35d lag
MSFTTRIM-26.3%
Polen Capital Management · 7.3% of reported portfolio
Original SEC filing ↗
+6.1% vs SPY
42 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 4, 2026
35d lag
GOOGTRIM-26.5%
Polen Capital Management · 5.8% of reported portfolio
Original SEC filing ↗
-5.7% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
AVGOTRIM-27.3%
Polen Capital Management · 5.8% of reported portfolio
Original SEC filing ↗
-15.2% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
AMZNTRIM-27.9%
Polen Capital Management · 5.6% of reported portfolio
Original SEC filing ↗
-8.0% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
VTRIM-26.2%
Polen Capital Management · 5.1% of reported portfolio
Original SEC filing ↗
-2.2% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
MATRIM-25.9%
Polen Capital Management · 5.3% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
ORCLTRIM-28.9%
Polen Capital Management · 5.1% of reported portfolio
Original SEC filing ↗
-1.7% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
AONTRIM-87.9%
Polen Capital Management · 3.0% of reported portfolio
Original SEC filing ↗
-25.4% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
TSMADD+186.9%
Polen Capital Management · 2.1% of reported portfolio
Original SEC filing ↗
+14.3% vs SPY
42 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 4, 2026
35d lag
METATRIM-30.9%
Polen Capital Management · 1.9% of reported portfolio
Original SEC filing ↗
+23.5% vs SPY
42 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 4, 2026
35d lag
UBERTRIM-80.5%
Polen Capital Management · 1.5% of reported portfolio
Original SEC filing ↗
-0.3% vs SPY
42 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
AMZNTRIM-55.0%
Polen Capital Management · 8.5% of reported portfolio
Original SEC filing ↗
-5.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
MSFTTRIM-27.2%
Polen Capital Management · 8.1% of reported portfolio
Original SEC filing ↗
+12.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
ORCLTRIM-30.1%
Polen Capital Management · 6.0% of reported portfolio
Original SEC filing ↗
-27.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
GOOGTRIM-26.7%
Polen Capital Management · 5.4% of reported portfolio
Original SEC filing ↗
-17.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
AVGOTRIM-23.6%
Polen Capital Management · 5.2% of reported portfolio
Original SEC filing ↗
-12.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
MATRIM-27.7%
Polen Capital Management · 5.2% of reported portfolio
Original SEC filing ↗
+10.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
VTRIM-27.5%
Polen Capital Management · 5.1% of reported portfolio
Original SEC filing ↗
+6.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
NVDATRIM-23.0%
Polen Capital Management · 4.2% of reported portfolio
Original SEC filing ↗
-5.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
AONTRIM-26.7%
Polen Capital Management · 2.8% of reported portfolio
Original SEC filing ↗
+7.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
ADBETRIM-99.1%
Polen Capital Management · 2.0% of reported portfolio
Original SEC filing ↗
+1.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
METANEWNEW
Polen Capital Management · 1.9% of reported portfolio
Original SEC filing ↗
-9.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 12, 2026
43d lag
AMZNTRIM-23.1%
Polen Capital Management · 8.0% of reported portfolio
Original SEC filing ↗
+24.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 12, 2026
43d lag
ORCLTRIM-22.6%
Polen Capital Management · 8.5% of reported portfolio
Original SEC filing ↗
+12.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 12, 2026
43d lag
MSFTTRIM-22.1%
Polen Capital Management · 8.4% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 12, 2026
43d lag
MATRIM-22.2%
Polen Capital Management · 5.1% of reported portfolio
Original SEC filing ↗
-15.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 12, 2026
43d lag
VTRIM-22.2%
Polen Capital Management · 4.8% of reported portfolio
Original SEC filing ↗
-7.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 12, 2026
43d lag
AONTRIM-25.9%
Polen Capital Management · 2.9% of reported portfolio
Original SEC filing ↗
-11.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 12, 2026
43d lag
ADBETRIM-27.6%
Polen Capital Management · 2.1% of reported portfolio
Original SEC filing ↗
-20.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 12, 2026
43d lag
INTUTRIM-22.5%
Polen Capital Management · 1.5% of reported portfolio
Original SEC filing ↗
-15.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 12, 2026
43d lag
GOOGLTRIM-93.5%
Polen Capital Management · 0.4% of reported portfolio
Original SEC filing ↗
+21.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
ORCLTRIM-22.5%
Polen Capital Management · 8.0% of reported portfolio
Original SEC filing ↗
-27.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
VTRIM-22.6%
Polen Capital Management · 6.1% of reported portfolio
Original SEC filing ↗
-8.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
ADBETRIM-44.7%
Polen Capital Management · 4.0% of reported portfolio
Original SEC filing ↗
-22.6% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
NVDAADD+36850.1%
Polen Capital Management · 3.8% of reported portfolio
Original SEC filing ↗
-3.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
GOOGTRIM-29.3%
Polen Capital Management · 3.6% of reported portfolio
Original SEC filing ↗
+8.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
TMOTRIM-94.8%
Polen Capital Management · 2.7% of reported portfolio
Original SEC filing ↗
-14.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
INTUNEWNEW
Polen Capital Management · 1.5% of reported portfolio
Original SEC filing ↗
-40.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
GOOGLTRIM-23.6%
Polen Capital Management · 0.3% of reported portfolio
Original SEC filing ↗
+8.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
AMZNTRIM-21.6%
Polen Capital Management · 10.6% of reported portfolio
Original SEC filing ↗
+1.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
AAPLTRIM-99.7%
Polen Capital Management · 1.9% of reported portfolio
Original SEC filing ↗
+12.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
UNHTRIM-99.4%
Polen Capital Management · 1.7% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 12, 2025
42d lag
GOOGTRIM-32.9%
Polen Capital Management · 5.7% of reported portfolio
Original SEC filing ↗
+17.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 12, 2025
42d lag
AAPLTRIM-56.5%
Polen Capital Management · 4.2% of reported portfolio
Original SEC filing ↗
-1.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 12, 2025
42d lag
AONADD+318.1%
Polen Capital Management · 3.8% of reported portfolio
Original SEC filing ↗
-7.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 12, 2025
42d lag
GOOGLTRIM-50.3%
Polen Capital Management · 0.6% of reported portfolio
Original SEC filing ↗
+17.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 10, 2025
41d lag
AMZNTRIM-24.1%
Polen Capital Management · 12.4% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Feb 10, 2025
133d lag
MSFTTRIM-22.0%
Polen Capital Management · 10.1% of reported portfolio
Original SEC filing ↗
+12.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Feb 10, 2025
133d lag
GOOGTRIM-23.1%
Polen Capital Management · 7.7% of reported portfolio
Original SEC filing ↗
-11.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 10, 2025
41d lag
ORCLADD+22.3%
Polen Capital Management · 4.8% of reported portfolio
Original SEC filing ↗
-7.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Feb 10, 2025
133d lag
ADBEADD+24.3%
Polen Capital Management · 4.4% of reported portfolio
Original SEC filing ↗
-10.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Feb 10, 2025
133d lag
CRMTRIM-99.5%
Polen Capital Management · 4.3% of reported portfolio
Original SEC filing ↗
-7.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Feb 10, 2025
133d lag
AAPLNEWNEW
Polen Capital Management · 4.1% of reported portfolio
Original SEC filing ↗
-5.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Feb 10, 2025
133d lag
ORCLNEWNEW
Polen Capital Management · 3.9% of reported portfolio
Original SEC filing ↗
-7.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 10, 2025
41d lag
UNHTRIM-43.6%
Polen Capital Management · 3.0% of reported portfolio
Original SEC filing ↗
-25.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Feb 10, 2025
133d lag
GOOGLTRIM-39.1%
Polen Capital Management · 1.0% of reported portfolio
Original SEC filing ↗
-11.0% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.