13F filing recap · Q1 2017
What did Polen Capital Management buy in Q1 2017?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Polen account, including accounts that belong to no fund below.
Stock value
$10.75B
Positions
26
Estimated turnover
8.4%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
VVisa Inc.$860.31Mreported value+707.8K shares+7.9%METAMeta Platforms, Inc.$767.30Mreported value+398.2K shares+8.0%GOOGAlphabet Inc.$720.10Mreported value+60.8K shares+7.5%ADPAutomatic Data Processing Inc$639.99Mreported value+479.6K shares+8.3%NKENike, Inc.$632.58Mreported value+940.7K shares+9.0%SBUXStarbucks Corporation$611.03Mreported value+737.3K shares+7.6%ADBEAdobe Inc.$599.85Mreported value+311.5K shares+7.2%CELGCelgene Corporation$587.29Mreported value+367.3K shares+8.4%REGNRegeneron Pharmaceuticals, Inc.$572.70Mreported value+137.3K shares+10.2%PCLNBooking Holdings Inc$555.98Mreported value+19.6K shares+6.7%ACNAccenture Plc$529.13Mreported value+324.4K shares+7.9%TJXThe Tjx Companies, Inc.$528.83Mreported value+497.4K shares+8.0%ORCLOracle Corporation$524.88Mreported value+901.8K shares+8.3%GOOGLAlphabet Inc.$446.58Mreported value+38.8K shares+8.0%NSRGYNestle SA$440.87Mreported value+561.5K shares+10.8%ORLYO Reilly Automotive Inc$410.64Mreported value+120.1K shares+8.6%ITGartner, Inc.$401.19Mreported value+280.0K shares+8.2%ALGNAlign Technology, Inc.$361.31Mreported value+248.1K shares+8.6%DGDollar General Corp$299.85Mreported value+396.5K shares+10.2%MAMastercard Inc$235.28Mreported value+148.3K shares+7.6%CHKPCheck Point Software Technologies Ltd.$1.68Mreported value+1.5K shares+10.3%BABAAlibaba Group Holding Limited$1.60Mreported value+1.4K shares+10.5%AAPLApple Inc.$1.45Mreported value+665 shares+7.1%FASTFastenal Co$1.37Mreported value+1.7K shares+6.7%NVONovo Nordisk A/s$579.0Kreported value+1.1K shares+7.1%