Polen Capital Management LLC
CIK 0001034524 · As of Q2 2018 · filed Aug 9, 2018
| ADBE ADOBE INC | 8.7% | Reduced −13.8% | 5,569,384 | $1.36B |
| MSFT MICROSOFT CORP | 8.7% | Added +24.4% | 13,704,554 | $1.35B |
| GOOG ALPHABET INC-CL C | 7.2% | Added +1.7% | 1,007,682 | $1.12B |
| V VISA INC-CLASS A SHARES | 7.1% | Added +1.3% | 8,388,030 | $1.11B |
| NKE NIKE INC -CL B | 6.7% | Added +1.2% | 13,174,844 | $1.05B |
| ADP AUTOMATIC DATA PROCESSING | 6.2% | Added +1.2% | 7,146,946 | $958.7M |
| ACN ACCENTURE PLC-CL A | 5.4% | Added +1.5% | 5,124,412 | $838.3M |
| ALGN ALIGN TECHNOLOGY INC | 5.2% | Reduced −11.3% | 2,366,768 | $809.8M |
| ZTS ZOETIS INC | 5.1% | Added +3.9% | 9,295,080 | $791.8M |
| ORLY O'REILLY AUTOMOTIVE INC | 5.0% | Added +1.8% | 2,835,262 | $775.6M |
| META META PLATFORMS INC-CLASS A | 4.8% | Added +1.4% | 3,868,689 | $751.8M |
| IT GARTNER INC | 4.7% | Added +1.7% | 5,487,422 | $729.3M |
| ORCL ORACLE CORP | 4.6% | Reduced −0.4% | 16,214,494 | $714.4M |
| DG DOLLAR GENERAL CORP | 4.4% | Added +3.8% | 7,012,185 | $691.4M |
| SBUX STARBUCKS CORP | 3.9% | Added +0.5% | 12,286,385 | $600.2M |
| REGN REGENERON PHARMACEUTICALS | 3.3% | Added +4.5% | 1,483,634 | $511.8M |
| MA MASTERCARD INC - A | 3.1% | Added +1.7% | 2,417,823 | $475.2M |
| BKNG BOOKING HOLDINGS INC | 3.0% | Added +1.8% | 232,221 | $470.7M |
| GOOGL ALPHABET INC-CL A | 2.5% | Added +0.9% | 345,666 | $390.3M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.1% | Added +8.9% | 53,594 | $9.9M |
| ICLR ICON PLC | 0.1% | Added +8.8% | 65,218 | $8.6M |
| SAP SAP SE-SPONSORED ADR | 0.0% | Added +29.8% | 62,332 | $7.2M |
| UNILEVER PLC | 0.0% | Reduced −0.2% | 101,652 | $5.6M |
| BIDU BAIDU INC - SPON ADR | 0.0% | Added +9.0% | 22,723 | $5.5M |
| MDT MEDTRONIC PLC | 0.0% | Added +8.8% | 55,279 | $4.7M |
| RELX NV | 0.0% | Reduced −0.2% | 197,501 | $4.2M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Reduced −42.9% | 24,438 | $3.5M |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Reduced −33.1% | 35,553 | $3.5M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +9.3% | 24,519 | $1.1M |
| POOL POOL CORP | 0.0% | Added +12.2% | 5,426 | $822K |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +12.2% | 14,722 | $685K |
| CMD1EUR CANTEL MEDICAL CORP | 0.0% | Added +12.1% | 6,475 | $637K |
| BLKB BLACKBAUD INC | 0.0% | Added +12.3% | 6,208 | $636K |
| STMP STAMPS.COM INC | 0.0% | Added +12.0% | 2,515 | $636K |
| NUTRI SYS INC NEW | 0.0% | Added +64.3% | 15,872 | $611K |
| MDSOEUR MEDIDATA SOLUTIONS INC | 0.0% | Added +12.2% | 7,413 | $597K |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Reduced −30.9% | 8,156 | $591K |
| LFUS LITTELFUSE INC | 0.0% | Added +12.0% | 2,493 | $569K |
| TREX TREX COMPANY INC | 0.0% | Added +124.3% | 8,721 | $546K |
| LOPE GRAND CANYON EDUCATION INC | 0.0% | Added +12.1% | 4,883 | $545K |
| PAYC PAYCOM SOFTWARE INC | 0.0% | Added +12.1% | 5,483 | $542K |
| NEOG NEOGEN CORP | 0.0% | Added +12.1% | 6,460 | $518K |
| FIVE FIVE BELOW | 0.0% | Added +31.2% | 5,086 | $497K |
| MPWR MONOLITHIC POWER SYSTEMS INC | 0.0% | Added +12.1% | 3,578 | $478K |
| HCSG HEALTHCARE SERVICES GROUP | 0.0% | Added +12.1% | 10,390 | $449K |
| GLOB GLOBANT SA | 0.0% | New | 7,869 | $447K |
| TXRH TEXAS ROADHOUSE INC | 0.0% | Added +12.2% | 6,635 | $435K |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +12.1% | 7,241 | $424K |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +12.1% | 9,546 | $385K |
| MASI* MASIMO CORP | 0.0% | Added +12.1% | 3,552 | $347K |
| EXLS EXLSERVICE HOLDINGS INC | 0.0% | Added +12.2% | 5,845 | $331K |
| LMAT LEMAITRE VASCULAR INC | 0.0% | Added +24.5% | 9,849 | $330K |
| EPAM EPAM SYSTEMS INC | 0.0% | Added +12.0% | 2,465 | $306K |
| EEFT EURONET WORLDWIDE INC | 0.0% | Added +12.3% | 3,523 | $295K |
| CELG CELGENE CORP | 0.0% | Reduced −2.9% | 3,636 | $289K |
| MKTX MARKETAXESS HOLDINGS INC | 0.0% | Reduced −30.8% | 1,281 | $253K |
| PBH PRESTIGE CONSUMER HEALTHCARE | 0.0% | New | 6,591 | $253K |
| TREE LENDINGTREE INC | 0.0% | Added +12.4% | 1,067 | $228K |
| WAGE WAGEWORKS INC | 0.0% | New | 4,146 | $207K |
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.