Polen Capital Management LLC
CIK 0001034524 · As of Q4 2018 · filed Feb 12, 2019
| MSFT MICROSOFT CORP | 9.4% | Added +2.8% | 14,206,115 | $1.44B |
| V VISA INC-CLASS A SHARES | 7.4% | Added +3.0% | 8,648,461 | $1.14B |
| GOOG ALPHABET INC-CL C | 7.0% | Added +2.5% | 1,039,199 | $1.08B |
| ORLY O'REILLY AUTOMOTIVE INC | 6.5% | Added +2.0% | 2,881,956 | $992.3M |
| ADP AUTOMATIC DATA PROCESSING | 6.3% | Added +3.2% | 7,376,430 | $967.2M |
| META META PLATFORMS INC-CLASS A | 6.3% | Added +88.2% | 7,354,192 | $964.1M |
| ADBE ADOBE INC | 6.2% | Added +4.1% | 4,209,605 | $952.4M |
| NKE NIKE INC -CL B | 5.5% | Reduced −13.0% | 11,473,813 | $850.7M |
| SBUX STARBUCKS CORP | 5.4% | Reduced −28.5% | 12,893,995 | $830.4M |
| ZTS ZOETIS INC | 5.3% | Added +1.9% | 9,553,567 | $817.2M |
| DG DOLLAR GENERAL CORP | 5.0% | Added +1.5% | 7,155,529 | $773.4M |
| ACN ACCENTURE PLC-CL A | 4.9% | Added +3.0% | 5,318,111 | $749.9M |
| ORCL ORACLE CORP | 3.8% | Added +2.4% | 12,969,357 | $585.6M |
| IT GARTNER INC | 3.8% | Reduced −18.1% | 4,499,201 | $575.2M |
| REGN REGENERON PHARMACEUTICALS | 3.6% | Reduced −0.2% | 1,485,255 | $554.7M |
| MA MASTERCARD INC - A | 3.1% | Added +38.9% | 2,513,147 | $474.1M |
| BKNG BOOKING HOLDINGS INC | 2.6% | Reduced −0.9% | 234,731 | $404.3M |
| GOOGL ALPHABET INC-CL A | 2.4% | Added +4.0% | 359,569 | $375.7M |
| ALGN ALIGN TECHNOLOGY INC | 2.3% | Reduced −18.8% | 1,713,303 | $358.8M |
| NVDA NVIDIA CORP | 2.2% | Reduced −0.5% | 2,489,689 | $332.4M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.2% | Added +644.9% | 213,454 | $27.9M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.1% | Added +39.3% | 108,292 | $14.8M |
| ICLR ICON PLC | 0.1% | Added +19.5% | 98,614 | $12.7M |
| SAP SAP SE-SPONSORED ADR | 0.1% | Added +37.7% | 98,179 | $9.8M |
| MDT MEDTRONIC PLC | 0.0% | Added +19.6% | 83,735 | $7.6M |
| UNILEVER PLC | 0.0% | Added +14.6% | 140,318 | $7.3M |
| BIDU BAIDU INC - SPON ADR | 0.0% | Added +19.3% | 38,666 | $6.1M |
| RELX RELX PLC - SPON ADR | 0.0% | Added +14.8% | 273,132 | $5.6M |
| CHKP CHECK POINT SOFTWARE TECH | 0.0% | Added +19.5% | 53,811 | $5.5M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +23.2% | 31,720 | $1.5M |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +46.9% | 23,599 | $1.4M |
| POOL POOL CORP | 0.0% | Added +46.7% | 8,677 | $1.3M |
| PAYC PAYCOM SOFTWARE INC | 0.0% | Added +47.7% | 8,833 | $1.1M |
| STMP STAMPS.COM INC | 0.0% | Added +147.5% | 6,804 | $1.1M |
| GLOB GLOBANT SA | 0.0% | Added +103.7% | 17,504 | $986K |
| TREX TREX COMPANY INC | 0.0% | Added +47.0% | 13,990 | $830K |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +47.7% | 15,375 | $798K |
| MDSOEUR MEDIDATA SOLUTIONS INC | 0.0% | Reduced −98.1% | 11,709 | $789K |
| CMD1EUR CANTEL MEDICAL CORP | 0.0% | Added +44.9% | 10,246 | $763K |
| LOPE GRAND CANYON EDUCATION INC | 0.0% | Added +44.9% | 7,728 | $743K |
| LFUS LITTELFUSE INC | 0.0% | Added +45.0% | 3,951 | $678K |
| HCSG HEALTHCARE SERVICES GROUP | 0.0% | Added +47.0% | 16,678 | $670K |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Added +12.7% | 10,037 | $668K |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +46.9% | 11,609 | $658K |
| TXRH TEXAS ROADHOUSE INC | 0.0% | Added +46.5% | 10,596 | $633K |
| BLKB BLACKBAUD INC | 0.0% | Added +44.9% | 9,814 | $617K |
| MASI* MASIMO CORP | 0.0% | Added +47.7% | 5,723 | $614K |
| LMAT LEMAITRE VASCULAR INC | 0.0% | Added +87.6% | 24,734 | $585K |
| NEOG NEOGEN CORP | 0.0% | Added +44.5% | 10,187 | $581K |
| EEFT EURONET WORLDWIDE INC | 0.0% | Added +46.7% | 5,635 | $577K |
| ELLIE MAE INC | 0.0% | Added +126.2% | 8,201 | $515K |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | New | 19,650 | $509K |
| TREE LENDINGTREE INC | 0.0% | Added +46.3% | 2,262 | $497K |
| EXLS EXLSERVICE HOLDINGS INC | 0.0% | Added +46.7% | 9,350 | $492K |
| EPAM EPAM SYSTEMS INC | 0.0% | Added +47.1% | 3,961 | $460K |
| FIVE FIVE BELOW | 0.0% | Reduced −9.5% | 4,301 | $440K |
| PBH PRESTIGE CONSUMER HEALTHCARE | 0.0% | Added +47.1% | 10,570 | $326K |
| INGN INOGEN INC | 0.0% | New | 1,794 | $223K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NUTRI SYS INC NEW | 17,323 | $642K |
| MPWR MONOLITHIC POWER SYSTEMS INC | 3,903 | $490K |
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.