Polen Capital Management LLC
CIK 0001034524 · As of Q1 2018 · filed May 11, 2018
| ADBE ADOBE INC | 9.9% | Added +1.6% | 6,461,486 | $1.40B |
| GOOG ALPHABET INC-CL C | 7.3% | Added +2.2% | 990,728 | $1.02B |
| MSFT MICROSOFT CORP | 7.1% | Added +52.3% | 11,012,266 | $1.01B |
| V VISA INC-CLASS A SHARES | 7.0% | Added +1.7% | 8,280,586 | $990.5M |
| NKE NIKE INC -CL B | 6.1% | Added +2.2% | 13,024,429 | $865.3M |
| ADP AUTOMATIC DATA PROCESSING | 5.7% | Added +2.1% | 7,062,453 | $801.4M |
| ACN ACCENTURE PLC-CL A | 5.5% | Added +2.2% | 5,048,799 | $775.0M |
| ZTS ZOETIS INC | 5.3% | Added +125.3% | 8,943,633 | $746.9M |
| ORCL ORACLE CORP | 5.3% | Added +3.9% | 16,280,492 | $744.8M |
| SBUX STARBUCKS CORP | 5.0% | Added +3.0% | 12,229,797 | $708.0M |
| ORLY O'REILLY AUTOMOTIVE INC | 4.9% | Added +3.8% | 2,786,484 | $689.3M |
| ALGN ALIGN TECHNOLOGY INC | 4.8% | Added +1.8% | 2,668,377 | $670.1M |
| IT GARTNER INC | 4.5% | Added +30.5% | 5,393,527 | $634.4M |
| DG DOLLAR GENERAL CORP | 4.5% | Added +35.7% | 6,756,945 | $632.1M |
| META META PLATFORMS INC-CLASS A | 4.3% | Reduced −36.8% | 3,816,057 | $609.8M |
| REGN REGENERON PHARMACEUTICALS | 3.5% | Added +2.1% | 1,419,141 | $488.7M |
| BKNG BOOKING HOLDINGS INC | 3.4% | New | 228,019 | $474.4M |
| MA MASTERCARD INC - A | 3.0% | Added +1.3% | 2,377,053 | $416.4M |
| GOOGL ALPHABET INC-CL A | 2.5% | Added +0.5% | 342,555 | $355.3M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.1% | Added +26.2% | 49,202 | $9.0M |
| ICLR ICON PLC | 0.1% | Added +30.9% | 59,927 | $7.1M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Reduced −57.3% | 42,770 | $5.8M |
| Unilever PLC | 0.0% | Added +26.8% | 101,812 | $5.7M |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Added +26.2% | 53,154 | $5.3M |
| SAP SAP SE-SPONSORED ADR | 0.0% | Added +26.8% | 48,028 | $5.1M |
| BIDU BAIDU INC - SPON ADR | 0.0% | Added +31.1% | 20,853 | $4.7M |
| Relx NV | 0.0% | Added +26.9% | 197,838 | $4.1M |
| MDT MEDTRONIC PLC | 0.0% | Added +127.2% | 50,827 | $4.1M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +19.8% | 22,433 | $1.1M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Added +42.4% | 11,802 | $712K |
| POOL POOL CORP | 0.0% | Added +42.4% | 4,835 | $707K |
| CMD1EUR CANTEL MEDICAL CORP | 0.0% | Added +42.5% | 5,774 | $643K |
| BLKB BLACKBAUD INC | 0.0% | Added +42.5% | 5,530 | $563K |
| PAYC PAYCOM SOFTWARE INC | 0.0% | Added +42.4% | 4,889 | $525K |
| LFUS LITTELFUSE INC | 0.0% | Added +42.4% | 2,225 | $463K |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +42.6% | 13,121 | $458K |
| LOPE GRAND CANYON EDUCATION INC | 0.0% | Added +42.5% | 4,355 | $457K |
| STMP STAMPS.COM INC | 0.0% | Added +42.4% | 2,245 | $451K |
| TREX TREX COMPANY INC | 0.0% | Added +42.4% | 3,888 | $423K |
| MDSOEUR MEDIDATA SOLUTIONS INC | 0.0% | Added +42.4% | 6,607 | $415K |
| HCSG HEALTHCARE SERVICES GROUP | 0.0% | Added +42.6% | 9,265 | $403K |
| MKTX MARKETAXESS HOLDINGS INC | 0.0% | Added +42.5% | 1,852 | $403K |
| NEOG NEOGEN CORP | 0.0% | Added +89.9% | 5,763 | $386K |
| MPWR MONOLITHIC POWER SYSTEMS INC | 0.0% | Added +42.1% | 3,191 | $370K |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +42.4% | 6,459 | $367K |
| TXRH TEXAS ROADHOUSE INC | 0.0% | Added +42.3% | 5,915 | $342K |
| CELG CELGENE CORP | 0.0% | Reduced −99.9% | 3,743 | $334K |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +42.2% | 8,515 | $322K |
| TREE LENDINGTREE INC | 0.0% | Added +42.5% | 949 | $311K |
| EXLS EXLSERVICE HOLDINGS INC | 0.0% | Added +42.4% | 5,209 | $291K |
| LMAT LEMAITRE VASCULAR INC | 0.0% | New | 7,908 | $287K |
| FIVE FIVE BELOW | 0.0% | New | 3,878 | $284K |
| MASI* MASIMO CORP | 0.0% | New | 3,168 | $279K |
| Nutri Sys Inc New | 0.0% | Added +104.3% | 9,659 | $260K |
| EPAM EPAM SYSTEMS INC | 0.0% | New | 2,201 | $252K |
| EEFT EURONET WORLDWIDE INC | 0.0% | New | 3,138 | $248K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PRICELINE GRP INC | 351,697 | $611.2M |
| AAPL APPLE INC | 11,214 | $1.9M |
| AZPNUSD ASPEN TECHNOLOGY INC | 4,675 | $309K |
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.