Polen Capital Management LLC
CIK 0001034524 · As of Q3 2017 · filed Nov 13, 2017
| META META PLATFORMS INC-CLASS A | 8.2% | Added +2.3% | 5,940,032 | $1.01B |
| ADBE ADOBE INC | 7.6% | Added +3.7% | 6,288,816 | $938.2M |
| GOOG ALPHABET INC-CL C | 7.4% | Added +3.1% | 955,618 | $916.5M |
| V VISA INC-CLASS A SHARES | 6.8% | Reduced −22.8% | 8,044,351 | $846.6M |
| CELG CELGENE CORP | 6.1% | Added +2.9% | 5,231,324 | $762.8M |
| ADP AUTOMATIC DATA PROCESSING | 6.0% | Added +2.3% | 6,813,929 | $744.9M |
| ORCL ORACLE CORP | 6.0% | Added +21.7% | 15,357,706 | $742.5M |
| ACN ACCENTURE PLC-CL A | 5.3% | Added +2.6% | 4,873,017 | $658.2M |
| NKE NIKE INC -CL B | 5.3% | Added +3.5% | 12,586,480 | $652.6M |
| SBUX STARBUCKS CORP | 5.1% | Added +3.6% | 11,748,596 | $631.0M |
| PRICELINE GRP INC | 5.1% | Added +2.7% | 343,368 | $628.6M |
| REGN REGENERON PHARMACEUTICALS | 4.9% | Reduced −13.4% | 1,373,614 | $614.2M |
| ORLY O'REILLY AUTOMOTIVE INC | 4.6% | Added +29.4% | 2,672,521 | $575.6M |
| ALGN ALIGN TECHNOLOGY INC | 4.6% | Reduced −8.8% | 3,065,176 | $571.0M |
| MSFT MICROSOFT CORP | 4.2% | New | 7,081,215 | $527.5M |
| IT GARTNER INC | 4.1% | Added +2.5% | 4,072,192 | $506.6M |
| DG DOLLAR GENERAL CORP | 3.2% | Added +3.2% | 4,935,680 | $400.0M |
| GOOGL ALPHABET INC-CL A | 2.7% | Reduced −22.1% | 344,614 | $335.6M |
| MA MASTERCARD INC - A | 2.6% | Added +1.8% | 2,320,131 | $327.6M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.0% | Added +58.6% | 27,883 | $4.8M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Reduced −87.4% | 29,765 | $3.7M |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Added +56.7% | 30,148 | $3.4M |
| ICLR ICON PLC | 0.0% | Added +246.5% | 26,122 | $3.0M |
| UNILEVER PLC | 0.0% | Added +323.7% | 44,813 | $2.6M |
| SAP SAP SE-SPONSORED ADR | 0.0% | New | 21,213 | $2.3M |
| RELX NV | 0.0% | Added +324.6% | 87,259 | $1.9M |
| BIDU BAIDU INC - SPON ADR | 0.0% | Added +245.8% | 7,178 | $1.8M |
| AAPL APPLE INC | 0.0% | Added +5.2% | 10,439 | $1.6M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +5.2% | 17,525 | $844K |
| TJX TJX COMPANIES INC | 0.0% | Reduced −98.3% | 3,645 | $269K |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | New | 5,216 | $225K |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | New | 4,667 | $217K |
| CMD1EUR CANTEL MEDICAL CORP | 0.0% | New | 2,286 | $215K |
| POOL POOL CORP | 0.0% | New | 1,913 | $207K |
| MDSOEUR MEDIDATA SOLUTIONS INC | 0.0% | New | 2,622 | $205K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| FAST FASTENAL CO | 26,400 | $1.1M |
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.