Polen Capital Management LLC
CIK 0001034524 · As of Q1 2015 · filed May 15, 2015
| V VISA INC-CLASS A SHARES | 7.5% | Added +317.3% | 5,856,593 | $383.1M |
| NKE NIKE INC -CL B | 6.8% | Added +4.3% | 3,461,069 | $347.2M |
| ABT ABBOTT LABORATORIES | 6.5% | Added +4.4% | 7,153,966 | $331.4M |
| ORCL ORACLE CORP | 6.0% | Added +4.4% | 7,144,395 | $308.3M |
| SBUX STARBUCKS CORP | 5.9% | Added +6.0% | 3,215,212 | $304.5M |
| TJX TJX COMPANIES INC | 5.5% | Added +4.8% | 4,014,346 | $281.2M |
| GOOGLE INC | 5.5% | Added +6.6% | 510,097 | $279.5M |
| PRICELINE GRP INC | 5.4% | Added +8.7% | 238,665 | $277.8M |
| AAPL APPLE INC | 5.1% | Added +4.1% | 2,098,784 | $261.2M |
| REGN REGENERON PHARMACEUTICALS | 5.0% | Added +4.5% | 566,865 | $255.9M |
| ACN ACCENTURE PLC-CL A | 4.9% | Added +4.2% | 2,684,580 | $251.5M |
| FAST FASTENAL CO | 4.1% | Added +88.3% | 5,105,640 | $211.6M |
| ADP AUTOMATIC DATA PROCESSING | 3.9% | Added +4.5% | 2,348,827 | $201.2M |
| ORLY O'REILLY AUTOMOTIVE INC | 3.8% | Added +4.5% | 908,584 | $196.5M |
| NSRGY NESTLE SA-SPONS ADR | 3.8% | Added +9.3% | 2,582,786 | $194.3M |
| CELG CELGENE CORP | 3.8% | Added +6.3% | 1,685,019 | $194.2M |
| GOOGLE INC | 3.7% | Added +5.4% | 345,621 | $191.7M |
| IT GARTNER INC | 3.6% | Added +4.2% | 2,224,306 | $186.5M |
| GWW WW GRAINGER INC | 2.8% | Added +6.0% | 618,349 | $145.8M |
| FDS FACTSET RESEARCH SYSTEMS INC | 2.2% | Reduced −42.9% | 698,664 | $111.2M |
| MA MASTERCARD INC - A | 2.1% | Added +4.9% | 1,235,852 | $106.8M |
| ADBE ADOBE INC | 2.0% | New | 1,370,181 | $101.3M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.1% | Reduced −31.5% | 61,386 | $6.1M |
| BIDU BAIDU INC - SPON ADR | 0.0% | New | 1,002 | $209K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| Allergan Inc | 1,162,639 | $247.2M |
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.