Polen Capital Management LLC
CIK 0001034524 · As of Q4 2019 · filed Feb 6, 2020
| MSFT MICROSOFT CORP | 9.7% | Reduced −3.6% | 15,599,767 | $2.46B |
| V VISA INC-CLASS A SHARES | 7.5% | Added +2.8% | 10,160,598 | $1.91B |
| GOOG ALPHABET INC-CL C | 7.4% | Added +3.3% | 1,408,389 | $1.88B |
| META META PLATFORMS INC-CLASS A | 7.2% | Reduced −8.6% | 8,959,606 | $1.84B |
| ADBE ADOBE INC | 6.4% | Added +3.0% | 4,953,887 | $1.63B |
| ZTS ZOETIS INC | 5.6% | Added +2.8% | 10,826,159 | $1.43B |
| MA MASTERCARD INC - A | 5.6% | Added +3.5% | 4,722,849 | $1.41B |
| ACN ACCENTURE PLC-CL A | 5.2% | Added +3.1% | 6,290,843 | $1.32B |
| NKE NIKE INC -CL B | 4.3% | Added +3.1% | 10,881,540 | $1.10B |
| ORLY O'REILLY AUTOMOTIVE INC | 4.0% | Added +3.1% | 2,328,629 | $1.02B |
| DG DOLLAR GENERAL CORP | 3.9% | Added +2.6% | 6,416,730 | $1.00B |
| ADP AUTOMATIC DATA PROCESSING | 3.4% | Added +3.6% | 5,051,703 | $861.3M |
| PYPL PAYPAL HOLDINGS INC | 3.3% | Added +2.6% | 7,690,677 | $831.9M |
| IT GARTNER INC | 3.2% | Added +3.0% | 5,328,987 | $821.2M |
| ALGN ALIGN TECHNOLOGY INC | 3.1% | Added +1.7% | 2,826,782 | $788.8M |
| ABT ABBOTT LABORATORIES | 3.1% | Added +7236.6% | 8,924,157 | $775.2M |
| SBUX STARBUCKS CORP | 2.6% | Added +3.7% | 7,582,198 | $666.6M |
| REGN REGENERON PHARMACEUTICALS | 2.5% | Added +2.1% | 1,676,294 | $629.4M |
| BKNG BOOKING HOLDINGS INC | 2.2% | Added +2.4% | 267,214 | $548.8M |
| NOW SERVICENOW INC | 2.2% | New | 1,940,426 | $547.8M |
| MSCI MSCI INC | 2.1% | Added +2.0% | 2,112,980 | $545.5M |
| GOOGL ALPHABET INC-CL A | 2.1% | Added +1.4% | 404,133 | $541.3M |
| CRM SALESFORCE INC | 2.0% | New | 3,081,772 | $501.2M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.3% | Added +35.9% | 396,478 | $84.1M |
| ICLR ICON PLC | 0.2% | Added +16.3% | 260,128 | $44.8M |
| SAP SAP SE-SPONSORED ADR | 0.1% | Added +20.2% | 277,326 | $37.2M |
| MDT MEDTRONIC PLC | 0.1% | Added +38.5% | 301,831 | $34.2M |
| UNILEVER PLC | 0.1% | Added +18.2% | 376,895 | $21.5M |
| RELX RELX PLC - SPON ADR | 0.1% | Added +18.2% | 732,845 | $18.5M |
| CHKP CHECK POINT SOFTWARE TECH | 0.1% | Added +16.1% | 141,869 | $15.7M |
| ORCL ORACLE CORP | 0.0% | Reduced −98.6% | 212,583 | $11.3M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.0% | Added +71.8% | 118,809 | $6.9M |
| IWF ISHARES RUSSELL 1000 GROWTH | 0.0% | Reduced −16.9% | 37,833 | $6.7M |
| GLOB GLOBANT SA | 0.0% | Added +15.2% | 25,594 | $2.7M |
| POOL POOL CORP | 0.0% | Added +15.7% | 11,709 | $2.5M |
| ACWX ISHARES MSCI ACWI EX US ETF | 0.0% | New | 46,108 | $2.3M |
| FOXF FOX FACTORY HOLDING CORP | 0.0% | Added +15.7% | 31,884 | $2.2M |
| TREX TREX COMPANY INC | 0.0% | Added +15.6% | 18,857 | $1.7M |
| APPF APPFOLIO INC - A | 0.0% | Added +69.2% | 13,886 | $1.5M |
| BLKB BLACKBAUD INC | 0.0% | Added +15.7% | 18,856 | $1.5M |
| LMAT LEMAITRE VASCULAR INC | 0.0% | Added +36.0% | 39,888 | $1.4M |
| FND FLOOR & DECOR HOLDINGS INC-A | 0.0% | Added +15.7% | 26,555 | $1.3M |
| EXPO EXPONENT INC | 0.0% | New | 19,527 | $1.3M |
| MASI* MASIMO CORP | 0.0% | Added +15.7% | 7,643 | $1.2M |
| EEFT EURONET WORLDWIDE INC | 0.0% | Added +15.6% | 7,609 | $1.2M |
| USPH U.S. PHYSICAL THERAPY INC | 0.0% | Added +46.8% | 10,358 | $1.2M |
| EPAM EPAM SYSTEMS INC | 0.0% | Added +15.7% | 5,351 | $1.1M |
| LFUS LITTELFUSE INC | 0.0% | Added +15.6% | 5,403 | $1.0M |
| LOPE GRAND CANYON EDUCATION INC | 0.0% | Added +15.7% | 10,579 | $1.0M |
| AMN AMN HEALTHCARE SERVICES INC | 0.0% | Added +15.6% | 15,657 | $976K |
| WING WINGSTOP INC | 0.0% | New | 10,973 | $946K |
| TREE LENDINGTREE INC | 0.0% | Added +15.9% | 3,065 | $930K |
| NEOG NEOGEN CORP | 0.0% | Added +15.6% | 13,968 | $912K |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.0% | Added +15.7% | 13,603 | $888K |
| ALRM ALARM.COM HOLDINGS INC | 0.0% | Added +15.8% | 20,569 | $884K |
| EXLS EXLSERVICE HOLDINGS INC | 0.0% | Added +15.6% | 12,633 | $877K |
| ENVUSD ENVESTNET INC | 0.0% | New | 12,076 | $841K |
| ALTR* ALTAIR ENGINEERING INC - A | 0.0% | Added +15.9% | 22,846 | $820K |
| TXRH TEXAS ROADHOUSE INC | 0.0% | Added +15.6% | 14,331 | $807K |
| FIVE FIVE BELOW | 0.0% | Added +15.7% | 5,818 | $744K |
| MED MEDIFAST INC | 0.0% | Added +15.9% | 5,636 | $618K |
| PAYC PAYCOM SOFTWARE INC | 0.0% | Reduced −72.5% | 1,712 | $453K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MDSOEUR MEDIDATA SOLUTIONS INC | 13,864 | $1.3M |
| CMD1EUR CANTEL MEDICAL CORP | 12,115 | $906K |
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.