Polen Capital Management 13F holdings, Q4 2009
Holdings as of December 31, 2009 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 17 US equity positions worth $580.8m in its Q4 2009 13F filing. The largest position was Google at 8.6% of the reported book, followed by MA and AAPL. Against the Q3 2009 filing, it opened 0 new positions, added to 17 and reduced 0 among the top 17 holdings.
What did Polen Capital Management own in Q4 2009? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2009 |
|---|---|---|---|---|---|---|---|
| 1 | 8.6% | $49.7m | 80,204 | 11% | added | ||
| 2 | MA Mastercard | Financial Services | 8.5% | $49.6m | 193,681 | 11% | added |
| 3 | AAPL Apple Inc | Technology | 7.1% | $41.3m | 196,117 | 11% | added |
| 4 | Allergan | 6.6% | $38.2m | 606,106 | 11% | added | |
| 5 | Varian Medical Sys | 6.5% | $37.7m | 804,387 | 11% | added | |
| 6 | CSCO Cisco Sys Inc | Technology | 6.2% | $36.3m | 1,515,891 | 11% | added |
| 7 | QCOM Qualcomm Inc | Technology | 5.8% | $33.8m | 731,674 | 11% | added |
| 8 | Alcon Inc | 5.7% | $33.0m | 200,610 | 11% | added | |
| 9 | AMGN Amgen Inc | Healthcare | 5.4% | $31.5m | 556,306 | 26% | added |
| 10 | V Visa Inc | Financial Services | 5.3% | $31.0m | 354,061 | 11% | added |
| 11 | Accenture Ltd | 5.3% | $30.5m | 734,898 | 11% | added | |
| 12 | ORCL Oracle Corp | Technology | 5.2% | $30.4m | 1,241,196 | 11% | added |
| 13 | Bard (C.R) | 5.2% | $30.3m | 388,800 | 11% | added | |
| 14 | ABT Abbott Labs | Healthcare | 5.1% | $29.6m | 547,849 | 11% | added |
| 15 | GILD Gilead Inc | Healthcare | 4.9% | $28.5m | 658,542 | 11% | added |
| 16 | CHRW CH Robinson Inc | Industrials | 4.5% | $26.2m | 445,993 | 42% | added |
| 17 | AMZN Amazon.com | Consumer Cyclical | 4.0% | $23.2m | 172,839 | 11% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.