Polen Capital Management LLC
CIK 0001034524 · As of Q4 2016 · filed Feb 13, 2017
| V VISA INC-CLASS A SHARES | 7.7% | Added +7.8% | 8,972,673 | $700.0M |
| GOOG ALPHABET INC-CL C | 6.9% | Added +9.0% | 807,231 | $623.0M |
| ADP AUTOMATIC DATA PROCESSING | 6.5% | Added +28.0% | 5,770,975 | $593.1M |
| META META PLATFORMS INC-CLASS A | 6.3% | Added +8.2% | 5,003,453 | $575.6M |
| SBUX STARBUCKS CORP | 5.9% | Added +7.8% | 9,727,375 | $540.1M |
| NKE NIKE INC -CL B | 5.8% | Added +5.8% | 10,410,133 | $529.1M |
| CELG CELGENE CORP | 5.5% | Added +27.0% | 4,352,572 | $503.8M |
| REGN REGENERON PHARMACEUTICALS | 5.4% | Added +65.2% | 1,340,649 | $492.1M |
| ACN ACCENTURE PLC-CL A | 5.3% | Added +8.0% | 4,089,466 | $479.0M |
| TJX TJX COMPANIES INC | 5.1% | Added +7.7% | 6,189,811 | $465.0M |
| ADBE ADOBE INC | 4.9% | Added +8.4% | 4,298,126 | $442.5M |
| PRICELINE GRP INC | 4.7% | Reduced −14.4% | 292,722 | $429.1M |
| ORCL ORACLE CORP | 4.6% | Added +7.2% | 10,864,265 | $417.7M |
| ORLY O'REILLY AUTOMOTIVE INC | 4.3% | Added +8.0% | 1,401,678 | $390.2M |
| GOOGL ALPHABET INC-CL A | 4.3% | Added +6.6% | 487,960 | $386.7M |
| NSRGY NESTLE SA-SPONS ADR | 4.1% | Added +5.3% | 5,180,631 | $372.4M |
| IT GARTNER INC | 3.8% | Added +8.1% | 3,435,091 | $347.2M |
| DG DOLLAR GENERAL CORP | 3.2% | Added +120.1% | 3,903,635 | $289.1M |
| ALGN ALIGN TECHNOLOGY INC | 3.1% | Added +66.6% | 2,901,702 | $278.9M |
| MA MASTERCARD INC - A | 2.2% | Added +9.3% | 1,943,628 | $200.7M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.3% | Added +116.3% | 258,918 | $27.2M |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Added +16.2% | 14,842 | $1.3M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.0% | Added +16.6% | 13,454 | $1.2M |
| FAST FASTENAL CO | 0.0% | Added +6.4% | 24,990 | $1.2M |
| AAPL APPLE INC | 0.0% | Reduced −99.7% | 9,393 | $1.1M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +12.2% | 15,766 | $565K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BIDU BAIDU INC - SPON ADR | 5,013 | $913K |
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.