Polen Capital Management LLC
CIK 0001034524 · As of Q2 2013 · filed Aug 12, 2013
| Google | 8.7% | — | 414,322 | $364.8M |
| NKE NIKE INC -CL B | 8.1% | — | 5,342,002 | $340.2M |
| V VISA INC-CLASS A SHARES | 7.6% | — | 1,738,324 | $317.7M |
| TROW T ROWE PRICE GROUP INC | 7.0% | — | 4,020,795 | $294.1M |
| QCOM QUALCOMM INC | 6.7% | — | 4,597,182 | $280.8M |
| Allergan | 5.9% | — | 2,958,238 | $249.2M |
| SBUX STARBUCKS CORP | 5.9% | — | 3,777,260 | $247.4M |
| Abbott Labs | 5.5% | — | 6,610,245 | $230.6M |
| ACN ACCENTURE PLC-CL A | 5.4% | — | 3,174,669 | $228.4M |
| INTU INTUIT INC | 5.4% | — | 3,736,618 | $228.0M |
| ORCL ORACLE CORP | 4.7% | — | 6,460,886 | $198.5M |
| GWW WW GRAINGER INC | 4.3% | — | 719,389 | $181.4M |
| EBAY EBAY INC | 3.8% | — | 3,124,211 | $161.6M |
| ISRG INTUITIVE SURGICAL INC | 3.8% | — | 311,340 | $157.7M |
| FDS FACTSET RESEARCH SYSTEMS INC | 3.7% | — | 1,521,372 | $155.1M |
| AAPL APPLE INC | 3.4% | — | 358,468 | $142.0M |
| VAREUR VARIAN MEDICAL SYSTEMS INC | 3.2% | — | 2,016,184 | $136.0M |
| CHRW C.H. ROBINSON WORLDWIDE INC | 2.5% | — | 1,872,736 | $105.5M |
| IT GARTNER INC | 2.3% | — | 1,697,884 | $96.8M |
| FAST FASTENAL CO | 2.0% | — | 1,789,404 | $82.0M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.1% | — | 70,367 | $5.1M |
| CLBUSD CORE LABORATORIES N.V. | 0.0% | — | 3,306 | $501K |
| SAP SAP SE-SPONSORED ADR | 0.0% | — | 5,485 | $399K |
| REGN REGENERON PHARMACEUTICALS | 0.0% | — | 1,751 | $394K |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | — | 2,258 | $350K |
| MA MASTERCARD INC - A | 0.0% | — | 573 | $329K |
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.