Polen Capital Management LLC
CIK 0001034524 · As of Q1 2014 · filed May 14, 2014
| Google Inc Cl A | 8.9% | Reduced −1.3% | 370,196 | $412.6M |
| V VISA INC-CLASS A SHARES | 7.3% | Reduced −1.1% | 1,555,054 | $335.7M |
| Allergan Inc | 7.1% | Reduced −0.9% | 2,648,664 | $328.7M |
| QCOM QUALCOMM INC | 7.0% | Reduced −1.5% | 4,115,757 | $324.6M |
| ORCL ORACLE CORP | 6.7% | Reduced −0.8% | 7,591,331 | $310.6M |
| TROW T ROWE PRICE GROUP INC | 6.4% | Reduced −1.1% | 3,598,292 | $296.3M |
| ABT ABBOTT LABORATORIES | 6.3% | Reduced −0.7% | 7,586,836 | $292.2M |
| NKE NIKE INC -CL B | 5.9% | Reduced −1.4% | 3,669,535 | $271.0M |
| SBUX STARBUCKS CORP | 5.3% | Reduced −1.4% | 3,359,443 | $246.5M |
| EBAY EBAY INC | 5.1% | Reduced −0.4% | 4,236,029 | $234.0M |
| ACN ACCENTURE PLC-CL A | 4.9% | Reduced −1.1% | 2,850,507 | $227.2M |
| TJX TJX COMPANIES INC | 4.1% | Added +117.3% | 3,143,318 | $190.6M |
| ADP AUTOMATIC DATA PROCESSING | 4.1% | Added +42.8% | 2,451,365 | $189.4M |
| AAPL APPLE INC | 3.7% | Reduced −1.3% | 318,618 | $171.0M |
| GWW WW GRAINGER INC | 3.6% | Added +0.3% | 655,199 | $165.5M |
| IT GARTNER INC | 3.6% | Reduced −0.7% | 2,368,206 | $164.4M |
| FAST FASTENAL CO | 3.3% | Added +92.7% | 3,071,286 | $151.5M |
| FDS FACTSET RESEARCH SYSTEMS INC | 3.2% | Reduced −1.4% | 1,360,980 | $146.7M |
| MA MASTERCARD INC - A | 2.1% | Added +890.2% | 1,301,454 | $97.2M |
| REGN REGENERON PHARMACEUTICALS | 1.4% | Added +12416.4% | 219,163 | $65.8M |
| Solarwinds Inc Com | 0.0% | New | 14,472 | $617K |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Reduced −94.6% | 5,821 | $504K |
| SAP SAP SE-SPONSORED ADR | 0.0% | Reduced −6.1% | 5,150 | $419K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| META META PLATFORMS INC-CLASS A | 2,302,109 | $125.8M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.