David M. Polen - Polen Capital Management 13F Activity & Position Changes (Q2 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 Jun 30, 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 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