Polen Capital Management LLC
CIK 0001034524 · As of Q4 2017 · filed Feb 9, 2018
| ADBE ADOBE INC | 8.3% | Added +1.2% | 6,362,305 | $1.11B |
| META META PLATFORMS INC-CLASS A | 7.9% | Added +1.6% | 6,035,504 | $1.07B |
| GOOG ALPHABET INC-CL C | 7.5% | Added +1.4% | 969,113 | $1.01B |
| V VISA INC-CLASS A SHARES | 6.9% | Added +1.2% | 8,139,421 | $928.1M |
| ADP AUTOMATIC DATA PROCESSING | 6.0% | Added +1.5% | 6,915,960 | $810.5M |
| NKE NIKE INC -CL B | 5.9% | Added +1.2% | 12,741,989 | $797.0M |
| ACN ACCENTURE PLC-CL A | 5.6% | Added +1.4% | 4,940,069 | $756.3M |
| ORCL ORACLE CORP | 5.5% | Added +2.0% | 15,668,777 | $740.8M |
| SBUX STARBUCKS CORP | 5.1% | Added +1.1% | 11,873,272 | $681.9M |
| ORLY O'REILLY AUTOMOTIVE INC | 4.8% | Added +0.5% | 2,684,772 | $645.8M |
| MSFT MICROSOFT CORP | 4.6% | Added +2.1% | 7,230,387 | $618.5M |
| PRICELINE GRP INC | 4.5% | Added +2.4% | 351,697 | $611.2M |
| ALGN ALIGN TECHNOLOGY INC | 4.3% | Reduced −14.5% | 2,621,506 | $582.5M |
| CELG CELGENE CORP | 4.0% | Reduced −2.3% | 5,113,170 | $533.6M |
| REGN REGENERON PHARMACEUTICALS | 3.9% | Added +1.2% | 1,389,545 | $522.4M |
| IT GARTNER INC | 3.8% | Added +1.5% | 4,132,209 | $508.9M |
| DG DOLLAR GENERAL CORP | 3.4% | Added +0.8% | 4,977,513 | $463.0M |
| GOOGL ALPHABET INC-CL A | 2.7% | Reduced −1.0% | 341,014 | $359.2M |
| MA MASTERCARD INC - A | 2.6% | Added +1.2% | 2,347,515 | $355.3M |
| ZTS ZOETIS INC | 2.1% | New | 3,969,552 | $286.0M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.1% | Added +236.5% | 100,145 | $13.5M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.0% | Added +39.8% | 38,991 | $6.7M |
| ICLR ICON PLC | 0.0% | Added +75.3% | 45,793 | $5.1M |
| UNILEVER PLC | 0.0% | Added +79.2% | 80,286 | $4.4M |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Added +39.7% | 42,114 | $4.4M |
| SAP SAP SE-SPONSORED ADR | 0.0% | Added +78.6% | 37,885 | $4.3M |
| BIDU BAIDU INC - SPON ADR | 0.0% | Added +121.7% | 15,911 | $3.7M |
| RELX NV | 0.0% | Added +78.7% | 155,937 | $3.6M |
| AAPL APPLE INC | 0.0% | Added +7.4% | 11,214 | $1.9M |
| MDT MEDTRONIC PLC | 0.0% | New | 22,367 | $1.8M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +6.8% | 18,719 | $1.0M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Added +77.6% | 8,289 | $441K |
| POOL POOL CORP | 0.0% | Added +77.5% | 3,395 | $440K |
| CMD1EUR CANTEL MEDICAL CORP | 0.0% | Added +77.3% | 4,052 | $417K |
| BLKB BLACKBAUD INC | 0.0% | New | 3,880 | $367K |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +76.4% | 9,202 | $357K |
| HCSG HEALTHCARE SERVICES GROUP | 0.0% | New | 6,499 | $343K |
| AZPNUSD ASPEN TECHNOLOGY INC | 0.0% | New | 4,675 | $309K |
| LFUS LITTELFUSE INC | 0.0% | New | 1,562 | $309K |
| STMP STAMPS.COM INC | 0.0% | New | 1,576 | $296K |
| TREX TREX COMPANY INC | 0.0% | New | 2,730 | $296K |
| MDSOEUR MEDIDATA SOLUTIONS INC | 0.0% | Added +77.0% | 4,640 | $294K |
| PAYC PAYCOM SOFTWARE INC | 0.0% | New | 3,433 | $276K |
| LOPE GRAND CANYON EDUCATION INC | 0.0% | New | 3,057 | $274K |
| MKTX MARKETAXESS HOLDINGS INC | 0.0% | New | 1,300 | $262K |
| MPWR MONOLITHIC POWER SYSTEMS INC | 0.0% | New | 2,246 | $252K |
| NEOG NEOGEN CORP | 0.0% | New | 3,035 | $250K |
| NUTRI SYS INC NEW | 0.0% | New | 4,727 | $249K |
| TREE LENDINGTREE INC | 0.0% | New | 666 | $227K |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | New | 5,989 | $226K |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | New | 4,537 | $223K |
| EXLS EXLSERVICE HOLDINGS INC | 0.0% | New | 3,658 | $221K |
| TXRH TEXAS ROADHOUSE INC | 0.0% | New | 4,158 | $219K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TJX TJX COMPANIES INC | 3,645 | $269K |
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.