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Overview/ Polen Capital Management LLC/ Q4 2013

Polen Capital Management LLC

CIK 0001034524 · As of Q4 2013 · filed Feb 13, 2014

Q4 2013

Holdings

23 positions · Δ vs prior quarter
Google Inc
$420.3M
9.3%
375,044 −13,564 −3.5% Reduced
V VISA INC-CLASS A SHARES
$350.3M
7.8%
1,573,099 −64,636 −3.9% Reduced
QCOM QUALCOMM INC
$310.2M
6.9%
4,177,898 −139,278 −3.2% Reduced
TROW T ROWE PRICE GROUP INC
$304.8M
6.7%
3,638,873 −130,063 −3.5% Reduced
Allergan Inc
$297.0M
6.6%
2,674,059 −118,421 −4.2% Reduced
ABT ABBOTT LABORATORIES
$292.9M
6.5%
7,642,439 +1,398,291 +22.4% Added
ORCL ORACLE CORP
$292.9M
6.5%
7,656,087 +1,571,339 +25.8% Added
NKE NIKE INC -CL B
$292.6M
6.5%
3,720,409 −1,312,665 −26.1% Reduced
SBUX STARBUCKS CORP
$267.0M
5.9%
3,405,919 −130,016 −3.7% Reduced
ACN ACCENTURE PLC-CL A
$236.9M
5.2%
2,881,373 −102,392 −3.4% Reduced
EBAY EBAY INC
$233.5M
5.2%
4,253,104 −186,517 −4.2% Reduced
AAPL APPLE INC
$181.2M
4.0%
322,954 −14,804 −4.4% Reduced
IT GARTNER INC
$169.5M
3.8%
2,385,880 +776,440 +48.2% Added
GWW WW GRAINGER INC
$166.8M
3.7%
653,228 −31,214 −4.6% Reduced
FDS FACTSET RESEARCH SYSTEMS INC
$149.9M
3.3%
1,380,863 −51,543 −3.6% Reduced
ADP AUTOMATIC DATA PROCESSING
$138.7M
3.1%
1,716,576 −64,095 −3.6% Reduced
META META PLATFORMS INC-CLASS A
$125.8M
2.8%
2,302,109 −102,273 −4.3% Reduced
MA MASTERCARD INC - A
$109.8M
2.4%
131,437 −5,389 −3.9% Reduced
TJX TJX COMPANIES INC
$92.2M
2.0%
1,446,789 +1,446,789 New
FAST FASTENAL CO
$75.7M
1.7%
1,594,202 −101,641 −6.0% Reduced
IWF ISHARES RUSSELL 1000 GROWTH
$9.2M
0.2%
107,524 +107,524 New
REGN REGENERON PHARMACEUTICALS
$482K
0.0%
1,751 Held
SAP SAP SE-SPONSORED ADR
$478K
0.0%
5,485 Held

Sold positions

3 closed in Q4 2013 · shares & value as of prior filing
Holding Shares sold Prior value
INTU INTUIT INC
3,529,205 $234.0M
CHRW C.H. ROBINSON WORLDWIDE INC
1,763,941 $105.1M
CLBUSD CORE LABORATORIES N.V.
3,094 $524K

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.