Polen Capital Management LLC
CIK 0001034524 · As of Q1 2017 · filed May 11, 2017
| V VISA INC-CLASS A SHARES | 8.0% | Added +7.9% | 9,680,500 | $860.3M |
| META META PLATFORMS INC-CLASS A | 7.1% | Added +8.0% | 5,401,617 | $767.3M |
| GOOG ALPHABET INC-CL C | 6.7% | Added +7.5% | 868,047 | $720.1M |
| ADP AUTOMATIC DATA PROCESSING | 6.0% | Added +8.3% | 6,250,533 | $640.0M |
| NKE NIKE INC -CL B | 5.9% | Added +9.0% | 11,350,849 | $632.6M |
| SBUX STARBUCKS CORP | 5.7% | Added +7.6% | 10,464,718 | $611.0M |
| ADBE ADOBE INC | 5.6% | Added +7.2% | 4,609,638 | $599.9M |
| CELG CELGENE CORP | 5.5% | Added +8.4% | 4,719,883 | $587.3M |
| REGN REGENERON PHARMACEUTICALS | 5.3% | Added +10.2% | 1,477,907 | $572.7M |
| PRICELINE GRP INC | 5.2% | Added +6.7% | 312,352 | $556.0M |
| ACN ACCENTURE PLC-CL A | 4.9% | Added +7.9% | 4,413,852 | $529.1M |
| TJX TJX COMPANIES INC | 4.9% | Added +8.0% | 6,687,215 | $528.8M |
| ORCL ORACLE CORP | 4.9% | Added +8.3% | 11,766,021 | $524.9M |
| GOOGL ALPHABET INC-CL A | 4.2% | Added +8.0% | 526,756 | $446.6M |
| NSRGY NESTLE SA-SPONS ADR | 4.1% | Added +10.8% | 5,742,173 | $440.9M |
| ORLY O'REILLY AUTOMOTIVE INC | 3.8% | Added +8.6% | 1,521,781 | $410.6M |
| IT GARTNER INC | 3.7% | Added +8.1% | 3,715,050 | $401.2M |
| ALGN ALIGN TECHNOLOGY INC | 3.4% | Added +8.5% | 3,149,797 | $361.3M |
| DG DOLLAR GENERAL CORP | 2.8% | Added +10.2% | 4,300,110 | $299.8M |
| MA MASTERCARD INC - A | 2.2% | Added +7.6% | 2,091,913 | $235.3M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.1% | Reduced −50.1% | 129,178 | $14.7M |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Added +10.3% | 16,365 | $1.7M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.0% | Added +10.5% | 14,866 | $1.6M |
| AAPL APPLE INC | 0.0% | Added +7.1% | 10,058 | $1.4M |
| FAST FASTENAL CO | 0.0% | Added +6.7% | 26,663 | $1.4M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +7.1% | 16,893 | $579K |
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.