Polen Capital Management Llc Buys Mastercard Inc, Alibaba Group Holding, Icon PLC, Sells Automatic Data Processing Inc, Baidu Inc, Healthcare Services Group Inc

• New Purchases: USPH,
• Added Positions: MA, FB, GOOG, V, MSFT, ADBE, ACN, ALGN, PYPL, ORCL, IT, BKNG, BABA, SAP, ICLR, GOOGL, MDT, IWF, RELX, CHKP, UL, TXRH, ALTR, POOL, AMN, PAYC, TREX, BLKB, OLLI, NVO, NEOG, ALRM, MED, MDSO, CMD, MASI, LFUS, TREE, LMAT, INGN, LOPE, GLOB, EPAM, FOXF, FND, FIVE, EEFT, EXLS,
• Reduced Positions: ADP, DG, SBUX, NKE, ORLY, REGN,
• Sold Out: BIDU, HCSG, STMP, ELLI,

For the details of POLEN CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/polen+capital+management+llc/current-portfolio/portfolioportfolio

1. Microsoft Corp (MSFT) - 15,595,445 shares, 10.13% of the total portfolio. Shares added by 2.73%
2. Facebook Inc (FB) - 9,357,675 shares, 8.76% of the total portfolio. Shares added by 17.39%
3. Visa Inc (V) - 9,538,670 shares, 8.03% of the total portfolio. Shares added by 4.62%
4. Alphabet Inc (GOOG) - 1,319,627 shares, 6.92% of the total portfolio. Shares added by 19.33%
5. Adobe Inc (ADBE) - 4,611,589 shares, 6.59% of the total portfolio. Shares added by 3.03%

Polen Capital Management Llc initiated holding in US Physical Therapy Inc. The purchase prices were between $104.89 and $122.57, with an estimated average price of $114.8. The stock is now traded at around $133.38. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 6,972 shares as of .

Polen Capital Management Llc added to a holding in Mastercard Inc by 65.88%. The purchase prices were between $235.91 and $266.79, with an estimated average price of $250.12. The stock is now traded at around $269.99. The impact to a portfolio due to this purchase was 2.24%. The holding were 4,392,067 shares as of .

Polen Capital Management Llc added to a holding in Alibaba Group Holding Ltd by 55.67%. The purchase prices were between $149.26 and $195.21, with an estimated average price of $172.54. The stock is now traded at around $159.30. The impact to a portfolio due to this purchase was 0.06%. The holding were 213,719 shares as of .

Polen Capital Management Llc added to a holding in Icon PLC by 29.59%. The purchase prices were between $129.99 and $153.97, with an estimated average price of $140.11. The stock is now traded at around $155.50. The impact to a portfolio due to this purchase was 0.03%. The holding were 149,054 shares as of .

Polen Capital Management Llc added to a holding in SAP SE by 36.76%. The purchase prices were between $110.37 and $136.8, with an estimated average price of $124.31. The stock is now traded at around $119.04. The impact to a portfolio due to this purchase was 0.03%. The holding were 151,003 shares as of .

Polen Capital Management Llc added to a holding in iShares Russell 1000 Growth ETF by 76.92%. The purchase prices were between $145.76 and $159.39, with an estimated average price of $154.42. The stock is now traded at around $157.13. The impact to a portfolio due to this purchase was 0.02%. The holding were 51,432 shares as of .

Polen Capital Management Llc added to a holding in Medtronic PLC by 29.50%. The purchase prices were between $84.15 and $99.38, with an estimated average price of $91.22. The stock is now traded at around $101.15. The impact to a portfolio due to this purchase was 0.02%. The holding were 145,554 shares as of .

Polen Capital Management Llc sold out a holding in Baidu Inc. The sale prices were between $107.78 and $184.77, with an estimated average price of $142.43.

Polen Capital Management Llc sold out a holding in Stamps.com Inc. The sale prices were between $33.47 and $87.5, with an estimated average price of $57.3.

Polen Capital Management Llc sold out a holding in Healthcare Services Group Inc. The sale prices were between $29.7 and $34.56, with an estimated average price of $33.06.

Polen Capital Management Llc sold out a holding in Ellie Mae Inc. The sale prices were between $98.79 and $98.99, with an estimated average price of $98.89.