David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 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 Q2 2017, the filing reported:

New Buys - Baidu, Inc., ICON, Unilever PLC

Increases - Accenture plc, Adobe Inc., Automatic Data Processing, Inc., Align Technology, Inc., Alibaba Group Holding Limited, and 13 more

Reductions - Apple Inc., Fastenal Company, Alphabet Inc., Novo Nordisk A/S, TJX Companies, Inc. (The)

Complete Exits - Nestle S.A.

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
Q2 2017	AAPL Apple Inc.	Apple Inc.	Sell	-135	-1.3%	$1.43K	9,923
Q2 2017	ACN Accenture plc	Accenture plc	Buy	+334,899	+7.6%	$587.33K	4,748,751
Q2 2017	ADBE Adobe Inc.	Adobe Inc.	Buy	+1,452,892	+31.5%	$857.48K	6,062,530
Q2 2017	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+411,369	+6.6%	$682.58K	6,661,902
Q2 2017	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+212,773	+6.8%	$504.79K	3,362,570
Q2 2017	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+2,716	+18.3%	$2.48K	17,582
Q2 2017	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+2,076	-	$371.00	2,076
Q2 2017	CHKP Check Point	Check Point	Buy	+2,875	+17.6%	$2.10K	19,240
Q2 2017	DG Dollar General Corporation	Dollar General Corporation	Buy	+480,632	+11.2%	$344.64K	4,780,742
Q2 2017	FAST Fastenal Company	Fastenal Company	Sell	-263	-1.0%	$1.15K	26,400
Q2 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+58,683	+6.8%	$842.15K	926,730
Q2 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-84,161	-16.0%	$411.47K	442,595
Q2 2017	ICLR ICON	ICON	Buy - Position Entry	+7,539	-	$737.00	7,539
Q2 2017	IT Gartner, Inc.	Gartner, Inc.	Buy	+257,899	+6.9%	$490.70K	3,972,949
Q2 2017	IWF iShares Russell 1000 Growth ETF	iShares Russell 1000 Growth ETF	Buy	+107,120	+82.9%	$28.12K	236,298
Q2 2017	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+187,506	+9.0%	$276.83K	2,279,419
Q2 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+403,825	+7.5%	$876.51K	5,805,442
Q2 2017	NKE Nike, Inc.	Nike, Inc.	Buy	+807,786	+7.1%	$717.36K	12,158,635
Q2 2017	NSRGY Nestle S.A.	Nestle S.A.	Sell - Position Exit	-5,742,173	-100.0%	$0.00	-
Q2 2017	NVO Novo Nordisk A/S	Novo Nordisk A/S	Sell	-240	-1.4%	$714.00	16,653
Q2 2017	ORCL Oracle Corporation	Oracle Corporation	Buy	+854,240	+7.3%	$632.78K	12,620,261
Q2 2017	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+543,664	+35.7%	$451.80K	2,065,445
Q2 2017	REGN Regeneron Pharmaceuticals, Inc.	Regeneron Pharmaceuticals, Inc.	Buy	+108,413	+7.3%	$779.11K	1,586,320
Q2 2017	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+870,373	+8.3%	$660.95K	11,335,091
Q2 2017	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-6,468,862	-96.7%	$15.76K	218,353
Q2 2017	UL Unilever PLC	Unilever PLC	Buy - Position Entry	+10,577	-	$572.00	10,577
Q2 2017	V Visa Inc.	Visa Inc.	Buy	+745,312	+7.7%	$977.73K	10,425,812