POLEN CAPITAL MANAGEMENT LLC Information

1825 NW CORPORATE BLVD.,, BOCA RATON, Florida, 33431, (561) 241-2425

Report Date: 12/31/2013

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 5
Decreased Positions 20
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 4,414

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 1.81%
Conglomerates
Consumer Cyclical 9.8%
Consumer/Non-Cyclical 5.32%
Energy 0%
Financial 16.16%
Healthcare 14.33%
Services 18.8%
Technology 33.79%
Transportation 0%
Utilities

27 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
C H ROBINSON WORLDWIDE INC COM NEW -98,075 Sold Out 0
CORE LABORATORIES N V COM -644 Sold Out 0
INTUIT COM -260,244 Sold Out 0
NIKE INC CL B 268,911 -94,879 (26.08) 3,720,409
FASTENAL CO COM 79,830 -5,090 (5.99) 1,594,202
GRAINGER W W INC COM 163,810 -7,828 (4.56) 653,228
APPLE INC COM 167,277 -7,668 (4.38) 322,954
FACEBOOK INC CL A 136,032 -6,043 (4.25) 2,302,109
ALLERGAN INC COM 341,745 -15,134 (4.24) 2,674,059
EBAY INC COM 229,242 -10,053 (4.2) 4,253,104
VISA INC COM CL A 320,991 -13,189 (3.95) 1,573,099
MASTERCARD INC CL A 94,832 -3,888 (3.94) 1,314,370
STARBUCKS CORP COM 234,634 -8,957 (3.68) 3,405,919
AUTOMATIC DATA PROCESSING INC COM 128,881 -4,812 (3.6) 1,716,576
FACTSET RESH SYS INC COM 144,397 -5,390 (3.6) 1,380,863
GOOGLE INC CL C 201,189 -7,276 (3.49) 375,044
GOOGLE INC CL A 205,787 -7,443 (3.49) 375,044
PRICE T ROWE GROUP INC COM 288,381 -10,307 (3.45) 3,638,873
ACCENTURE PLC IRELAND SHS CLASS A 227,398 -8,081 (3.43) 2,881,373
QUALCOMM INC COM 332,101 -11,071 (3.23) 4,177,898