Polen Capital Management Llc (1034524) Portfolio


Number of Companies: 22
Inflow: $833,192 K
Outflow: $-143,055 K
Net Flow: $690,136 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3021 55 Celgene Corp (CELG) Biotech 2,958,764 Added More 1,139,855 $100.08 $114,088 $296,142
44 1 Align Technology Inc (ALGN) Medical Equipment 1,500,605 New Holding 1,500,605 $72.69 $109,078 $109,078
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 7,247,829 Added More 800,275 $76.48 $61,205 $554,313
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 8,539,045 Added More 903,251 $61.47 $55,522 $524,895
3016 38 Starbucks Corp (SBUX) Restaurants 7,832,928 Added More 848,179 $59.70 $50,636 $467,625
80 1 Accenture Plc-Cl A (ACN) It Services 3,331,955 Added More 360,833 $115.40 $41,640 $384,507
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 298,162 Added More 32,062 $1288.95 $41,326 $384,318
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 4,996,490 Added More 522,242 $78.34 $40,917 $391,474
2976 33 Oracle Corp (ORCL) Infrastructure Software 8,800,921 Added More 992,299 $40.91 $40,594 $360,045
2668 3 Fastenal Co (FAST) Home And Office Product Whslrs 6,399,034 Added More 813,537 $49.00 $39,863 $313,552
2955 7 Automatic Data Processing (ADP) Payment And Data Processors 3,912,914 Added More 433,207 $89.70 $38,863 $351,027
2592 79 Adobe Systems Inc (ADBE) Application Software 3,438,106 Added More 379,406 $93.80 $35,588 $322,494
3026 18 Oreilly Automotive Inc (ORLY) Automotive Retailers 1,127,667 Added More 118,942 $273.66 $32,549 $308,597
3074 26 Facebook Inc-A (FB) Internet Media 2,566,802 Added More 275,611 $114.09 $31,447 $292,872
3079 54 Apple Inc (AAPL) Communications Equipment 2,600,345 Added More 282,147 $108.98 $30,751 $283,411
3038 56 Regeneron Pharmaceuticals (REGN) Biotech 706,090 Added More 80,393 $360.44 $28,976 $254,503
241 3 Gartner Inc (IT) Information Services 2,775,352 Added More 298,505 $89.34 $26,671 $247,977
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 1,543,381 Added More 139,948 $94.50 $13,225 $145,849
2751 28 Check Point Software Tech (CHKP) Infrastructure Software 6,951 Added More 1,108 $87.47 $96 $608
629 7 Baidu Inc (BIDU) Internet Media 2,762 Added More 428 $190.88 $81 $527
1025 3 Novo-Nordisk As (NVO) Large Pharma 7,732 Added More 1,233 $54.18 $66 $418
2861 30 Abbott Laboratories (ABT) Life Science Equipment 4,516,348 Sold Some -3,419,920 $41.83 $-143,055 $188,918