Polen Capital Management LLC
CIK 0001034524 · As of Q1 2016 · filed May 16, 2016
| V VISA INC-CLASS A SHARES | 7.6% | Added +12.4% | 7,247,829 | $554.3M |
| NKE NIKE INC -CL B | 7.2% | Added +11.8% | 8,539,045 | $524.9M |
| GOOG ALPHABET INC-CL C | 6.5% | Added +18.5% | 640,034 | $476.8M |
| SBUX STARBUCKS CORP | 6.4% | Added +12.1% | 7,832,928 | $467.6M |
| TJX TJX COMPANIES INC | 5.4% | Added +11.7% | 4,996,490 | $391.5M |
| ACN ACCENTURE PLC-CL A | 5.3% | Added +12.1% | 3,331,955 | $384.5M |
| PRICELINE GRP INC | 5.3% | Added +12.0% | 298,162 | $384.3M |
| ORCL ORACLE CORP | 4.9% | Added +12.7% | 8,800,921 | $360.0M |
| ADP AUTOMATIC DATA PROCESSING | 4.8% | Added +12.4% | 3,912,914 | $351.0M |
| ADBE ADOBE INC | 4.4% | Added +12.4% | 3,438,106 | $322.5M |
| NSRGY NESTLE SA-SPONS ADR | 4.4% | Added +15.4% | 4,248,774 | $318.8M |
| FAST FASTENAL CO | 4.3% | Added +14.6% | 6,399,034 | $313.6M |
| ORLY O'REILLY AUTOMOTIVE INC | 4.2% | Added +11.8% | 1,127,667 | $308.6M |
| GOOGL ALPHABET INC-CL A | 4.2% | Added +2.8% | 398,770 | $304.2M |
| CELG CELGENE CORP | 4.1% | Added +62.7% | 2,958,764 | $296.1M |
| META META PLATFORMS INC-CLASS A | 4.0% | Added +12.0% | 2,566,802 | $292.9M |
| AAPL APPLE INC | 3.9% | Added +12.2% | 2,600,345 | $283.4M |
| REGN REGENERON PHARMACEUTICALS | 3.5% | Added +12.8% | 706,090 | $254.5M |
| IT GARTNER INC | 3.4% | Added +12.1% | 2,775,352 | $248.0M |
| ABT ABBOTT LABORATORIES | 2.6% | Reduced −43.1% | 4,516,348 | $188.9M |
| MA MASTERCARD INC - A | 2.0% | Added +10.0% | 1,543,381 | $145.8M |
| ALGN ALIGN TECHNOLOGY INC | 1.5% | New | 1,500,605 | $109.1M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Reduced −88.1% | 6,857 | $684K |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Added +19.0% | 6,951 | $608K |
| BIDU BAIDU INC - SPON ADR | 0.0% | Added +18.3% | 2,762 | $527K |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.0% | Added +18.7% | 6,310 | $499K |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +19.0% | 7,732 | $419K |
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.