Polen Capital Management LLC
CIK 0001034524 · As of Q4 2014 · filed Feb 17, 2015
| V VISA INC-CLASS A SHARES | 7.6% | Reduced −2.0% | 1,403,350 | $368.0M |
| NKE NIKE INC -CL B | 6.6% | Reduced −2.0% | 3,317,124 | $318.9M |
| ABT ABBOTT LABORATORIES | 6.3% | Reduced −2.2% | 6,850,845 | $308.4M |
| ORCL ORACLE CORP | 6.3% | Reduced −2.0% | 6,845,534 | $307.8M |
| TJX TJX COMPANIES INC | 5.4% | Reduced −1.4% | 3,830,452 | $262.7M |
| Google Inc | 5.2% | Added +39.5% | 478,604 | $251.9M |
| Priceline Grp Inc | 5.2% | Added +44.0% | 219,618 | $250.4M |
| SBUX STARBUCKS CORP | 5.1% | Reduced −2.0% | 3,034,122 | $248.9M |
| Allergan Inc | 5.1% | Reduced −52.5% | 1,162,639 | $247.2M |
| ACN ACCENTURE PLC-CL A | 4.7% | Reduced −2.0% | 2,575,395 | $230.0M |
| AAPL APPLE INC | 4.6% | Reduced −1.5% | 2,016,598 | $222.6M |
| REGN REGENERON PHARMACEUTICALS | 4.6% | Reduced −1.7% | 542,293 | $222.5M |
| ADP AUTOMATIC DATA PROCESSING | 3.9% | Reduced −1.3% | 2,247,283 | $187.4M |
| IT GARTNER INC | 3.7% | Reduced −2.4% | 2,133,772 | $179.7M |
| CELG CELGENE CORP | 3.7% | New | 1,585,432 | $177.3M |
| Google Inc | 3.6% | Reduced −3.5% | 327,762 | $173.9M |
| FDS FACTSET RESEARCH SYSTEMS INC | 3.5% | Reduced −2.1% | 1,224,220 | $172.3M |
| NSRGY NESTLE SA-SPONS ADR | 3.5% | Reduced −6.3% | 2,361,979 | $172.3M |
| ORLY O'REILLY AUTOMOTIVE INC | 3.4% | Reduced −2.1% | 869,169 | $167.4M |
| GWW WW GRAINGER INC | 3.1% | Reduced −3.5% | 583,562 | $148.7M |
| FAST FASTENAL CO | 2.7% | Reduced −4.3% | 2,712,089 | $129.0M |
| MA MASTERCARD INC - A | 2.1% | Reduced −1.8% | 1,178,546 | $101.5M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.2% | Added +469.1% | 89,594 | $8.6M |
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.