David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q1 2017)

As of Mar 31, 2017, the Polen Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2017, the filing reported:

New Buys - None reported

Increases - Apple Inc., Accenture plc, Adobe Inc., Automatic Data Processing, Inc., Align Technology, Inc., and 18 more

Reductions - iShares Russell 1000 Growth ETF

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2017	AAPL Apple Inc.	Apple Inc.	Buy	+665	+7.1%	$1.45K	10,058
Q1 2017	ACN Accenture plc	Accenture plc	Buy	+324,386	+7.9%	$529.13K	4,413,852
Q1 2017	ADBE Adobe Inc.	Adobe Inc.	Buy	+311,512	+7.2%	$599.85K	4,609,638
Q1 2017	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+479,558	+8.3%	$639.99K	6,250,533
Q1 2017	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+248,095	+8.5%	$361.31K	3,149,797
Q1 2017	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+1,412	+10.5%	$1.60K	14,866
Q1 2017	CHKP Check Point	Check Point	Buy	+1,523	+10.3%	$1.68K	16,365
Q1 2017	DG Dollar General Corporation	Dollar General Corporation	Buy	+396,475	+10.2%	$299.85K	4,300,110
Q1 2017	FAST Fastenal Company	Fastenal Company	Buy	+1,673	+6.7%	$1.37K	26,663
Q1 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+60,816	+7.5%	$720.10K	868,047
Q1 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+38,796	+8.0%	$446.58K	526,756
Q1 2017	IT Gartner, Inc.	Gartner, Inc.	Buy	+279,959	+8.1%	$401.19K	3,715,050
Q1 2017	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Sell	-129,740	-50.1%	$14.70K	129,178
Q1 2017	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+148,285	+7.6%	$235.28K	2,091,913
Q1 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+398,164	+8.0%	$767.30K	5,401,617
Q1 2017	NKE Nike, Inc.	Nike, Inc.	Buy	+940,716	+9.0%	$632.58K	11,350,849
Q1 2017	NSRGY Nestle S.A.	Nestle S.A.	Buy	+561,542	+10.8%	$440.87K	5,742,173
Q1 2017	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+1,127	+7.1%	$579.00	16,893
Q1 2017	ORCL Oracle Corporation	Oracle Corporation	Buy	+901,756	+8.3%	$524.88K	11,766,021
Q1 2017	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+120,103	+8.6%	$410.64K	1,521,781
Q1 2017	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy	+137,258	+10.2%	$572.70K	1,477,907
Q1 2017	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+737,343	+7.6%	$611.03K	10,464,718
Q1 2017	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+497,404	+8.0%	$528.83K	6,687,215
Q1 2017	V Visa Inc.	Visa Inc.	Buy	+707,827	+7.9%	$860.31K	9,680,500