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

According to the SEC 13F filed on Aug 04, 2026, the Polen Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. 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