Polen Capital Management LLC
CIK 0001034524 · As of Q1 2019 · filed May 13, 2019
| MSFT MICROSOFT CORP | 9.4% | Added +6.9% | 15,181,675 | $1.79B |
| V VISA INC-CLASS A SHARES | 7.4% | Added +5.4% | 9,117,862 | $1.42B |
| META META PLATFORMS INC-CLASS A | 6.9% | Added +8.4% | 7,971,629 | $1.33B |
| GOOG ALPHABET INC-CL C | 6.8% | Added +6.4% | 1,105,903 | $1.30B |
| ADBE ADOBE INC | 6.2% | Added +6.3% | 4,476,063 | $1.19B |
| NKE NIKE INC -CL B | 5.3% | Added +5.7% | 12,125,595 | $1.02B |
| ZTS ZOETIS INC | 5.3% | Added +5.7% | 10,102,190 | $1.02B |
| SBUX STARBUCKS CORP | 5.3% | Added +5.4% | 13,585,953 | $1.01B |
| ORLY O'REILLY AUTOMOTIVE INC | 5.2% | Reduced −11.0% | 2,564,017 | $995.6M |
| ACN ACCENTURE PLC-CL A | 5.2% | Added +6.3% | 5,652,369 | $994.9M |
| ADP AUTOMATIC DATA PROCESSING | 5.1% | Reduced −17.4% | 6,095,917 | $973.8M |
| DG DOLLAR GENERAL CORP | 4.7% | Added +5.7% | 7,564,478 | $902.4M |
| ORCL ORACLE CORP | 3.9% | Added +8.1% | 14,013,917 | $752.7M |
| IT GARTNER INC | 3.8% | Added +6.7% | 4,800,343 | $728.1M |
| PYPL PAYPAL HOLDINGS INC | 3.8% | New | 6,951,039 | $721.8M |
| ALGN ALIGN TECHNOLOGY INC | 3.7% | Added +45.5% | 2,492,046 | $708.6M |
| REGN REGENERON PHARMACEUTICALS | 3.4% | Added +7.9% | 1,602,561 | $658.0M |
| MA MASTERCARD INC - A | 3.3% | Added +5.4% | 2,647,805 | $623.4M |
| GOOGL ALPHABET INC-CL A | 2.3% | Added +5.5% | 379,452 | $446.6M |
| BKNG BOOKING HOLDINGS INC | 2.2% | Added +2.5% | 240,589 | $419.8M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.1% | Added +26.8% | 137,292 | $25.0M |
| ICLR ICON PLC | 0.1% | Added +16.6% | 115,017 | $15.7M |
| SAP SAP SE-SPONSORED ADR | 0.1% | Added +12.5% | 110,415 | $12.7M |
| MDT MEDTRONIC PLC | 0.1% | Added +34.2% | 112,398 | $10.2M |
| UNILEVER PLC | 0.0% | Added +12.8% | 158,231 | $9.1M |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Added +16.7% | 62,784 | $7.9M |
| BIDU BAIDU INC - SPON ADR | 0.0% | Added +17.0% | 45,228 | $7.5M |
| RELX RELX PLC - SPON ADR | 0.0% | Added +12.6% | 307,579 | $6.6M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Reduced −86.4% | 29,071 | $4.4M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +44.9% | 45,955 | $2.4M |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +7.0% | 25,247 | $1.8M |
| POOL POOL CORP | 0.0% | Added +7.0% | 9,288 | $1.5M |
| GLOB GLOBANT SA | 0.0% | Added +11.4% | 19,496 | $1.4M |
| BLKB BLACKBAUD INC | 0.0% | Added +52.0% | 14,922 | $1.2M |
| PAYC PAYCOM SOFTWARE INC | 0.0% | Reduced −35.4% | 5,707 | $1.1M |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +6.2% | 16,332 | $1.1M |
| LOPE GRAND CANYON EDUCATION INC | 0.0% | Added +8.4% | 8,374 | $959K |
| MDSOEUR MEDIDATA SOLUTIONS INC | 0.0% | Added +8.4% | 12,695 | $930K |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Added +7.3% | 10,766 | $919K |
| TREX TREX COMPANY INC | 0.0% | Added +6.8% | 14,937 | $919K |
| ELLIE MAE INC | 0.0% | Added +8.2% | 8,876 | $876K |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | Added +6.9% | 21,008 | $866K |
| STMP STAMPS.COM INC | 0.0% | Added +55.5% | 10,580 | $861K |
| EEFT EURONET WORLDWIDE INC | 0.0% | Added +7.0% | 6,029 | $860K |
| TREE LENDINGTREE INC | 0.0% | Added +7.2% | 2,425 | $853K |
| MASI* MASIMO CORP | 0.0% | Added +6.1% | 6,074 | $840K |
| LMAT LEMAITRE VASCULAR INC | 0.0% | Added +8.6% | 26,865 | $833K |
| LFUS LITTELFUSE INC | 0.0% | Added +8.3% | 4,280 | $781K |
| CMD1EUR CANTEL MEDICAL CORP | 0.0% | Added +8.3% | 11,101 | $743K |
| EPAM EPAM SYSTEMS INC | 0.0% | Added +6.9% | 4,236 | $716K |
| TXRH TEXAS ROADHOUSE INC | 0.0% | Added +7.1% | 11,350 | $706K |
| NEOG NEOGEN CORP | 0.0% | Added +8.6% | 11,066 | $635K |
| EXLS EXLSERVICE HOLDINGS INC | 0.0% | Added +7.0% | 10,006 | $601K |
| HCSG HEALTHCARE SERVICES GROUP | 0.0% | Added +6.9% | 17,823 | $588K |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +6.8% | 12,399 | $584K |
| FIVE FIVE BELOW | 0.0% | Added +7.0% | 4,603 | $572K |
| MED MEDIFAST INC | 0.0% | New | 4,459 | $569K |
| INGN INOGEN INC | 0.0% | Added +160.8% | 4,679 | $446K |
| ALTR* ALTAIR ENGINEERING INC - A | 0.0% | New | 11,364 | $418K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NVDA NVIDIA CORP | 2,489,689 | $332.4M |
| PBH PRESTIGE CONSUMER HEALTHCARE | 10,570 | $326K |
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.