13F filing recap · Q4 2017
What did Polen Capital Management buy in Q4 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
$13.45B
Positions
53
Estimated turnover
4.6%
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.
New positions
ZTSZoetis Inc.$285.97Mreported value+3.97M sharesMDTMedtronic Plc$1.81Mreported value+22.4K sharesBLKBBlackbaud, Inc.$367.0Kreported value+3.9K sharesHCSGHealthcare Services Group, Inc.$343.0Kreported value+6.5K sharesAZPNAspen Technology Inc$309.0Kreported value+4.7K sharesLFUSLittelfuse Inc /de$309.0Kreported value+1.6K sharesSTMPStamps.com Inc$296.0Kreported value+1.6K sharesTREXTrex Company, Inc.$296.0Kreported value+2.7K sharesPAYCPaycom Software, Inc.$276.0Kreported value+3.4K sharesLOPEGrand Canyon Education, Inc.$274.0Kreported value+3.1K sharesMKTXMarketaxess Holdings Inc.$262.0Kreported value+1.3K sharesMPWRMonolithic Power Systems Inc$252.0Kreported value+2.2K sharesNEOGNeogen Corporation$250.0Kreported value+3.0K sharesNTRINutrisystem Inc$249.0Kreported value+4.7K sharesTREELendingtree, Inc.$227.0Kreported value+666 sharesALRMAlarm.com Holdings, Inc.$226.0Kreported value+6.0K sharesAMNAmn Healthcare Services, Inc.$223.0Kreported value+4.5K sharesEXLSExlservice Holdings, Inc.$221.0Kreported value+3.7K sharesTXRHTexas Roadhouse, Inc.$219.0Kreported value+4.2K shares