Polen Capital Management Llc Buys UnitedHealth Group Inc, Intuitive Surgical Inc, Illumina Inc, Sells Automatic Data Processing Inc, MSCI Inc, Align Technology Inc

• New Purchases: UNH, ISRG, ILMN, AON, EL, GSHD, MBUU,
• Added Positions: GOOG, ADBE, ABT, ACN, BABA, V, ADSK, REGN, FB, ZTS, MA, SBUX, ICLR, DG, MDT, SAP, EDU, GOOGL, IT, NKE, CHKP, ORCL, UL, BL, TREX, RVLV, ALTR, WDFC, QLYS, POOL, WING, PCTY, YETI, APPF, ALRM, MEDP, MASI, TREE, HLI, HELE, GLOB, FOXF, FND, AMN, EXPO, EEFT, ETSY, ENV, BLKB,
• Reduced Positions: ADP, MSFT, MSCI, ALGN, PYPL, NOW, IWF, RELX,
• Sold Out: TXRH, LMAT, EPAM, FIVE, ACWX,

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/portfolio

1. Facebook Inc (FB) - 11,957,142 shares, 8.38% of the total portfolio. Shares added by 1.68%
2. Microsoft Corp (MSFT) - 14,723,497 shares, 8.28% of the total portfolio. Shares reduced by 16.62%
3. Adobe Inc (ADBE) - 5,724,906 shares, 7.51% of the total portfolio. Shares added by 2.74%
4. Alphabet Inc (GOOG) - 1,685,973 shares, 6.63% of the total portfolio. Shares added by 3.66%
5. Abbott Laboratories (ABT) - 19,404,698 shares, 5.65% of the total portfolio. Shares added by 3.70%

Polen Capital Management Llc initiated holding in UnitedHealth Group Inc. The purchase prices were between $291.16 and $323.7, with an estimated average price of $307.11. The stock is now traded at around $354.41. The impact to a portfolio due to this purchase was 2.85%. The holding were 3,419,053 shares as of .

Polen Capital Management Llc initiated holding in Intuitive Surgical Inc. The purchase prices were between $571.29 and $765.11, with an estimated average price of $673.15. The stock is now traded at around $740.77. The impact to a portfolio due to this purchase was 1.87%. The holding were 984,769 shares as of .

Polen Capital Management Llc initiated holding in Illumina Inc. The purchase prices were between $268.51 and $400.74, with an estimated average price of $354.32. The stock is now traded at around $304.31. The impact to a portfolio due to this purchase was 0.47%. The holding were 562,775 shares as of .

Polen Capital Management Llc initiated holding in Aon PLC. The purchase prices were between $190.17 and $209.73, with an estimated average price of $199.63. The stock is now traded at around $199.96. The impact to a portfolio due to this purchase was 0.18%. The holding were 327,757 shares as of .

Polen Capital Management Llc initiated holding in The Estee Lauder Companies Inc. The purchase prices were between $187.81 and $222.93, with an estimated average price of $205.7. The stock is now traded at around $249.49. The impact to a portfolio due to this purchase was 0.1%. The holding were 168,680 shares as of .

Polen Capital Management Llc initiated holding in Malibu Boats Inc. The purchase prices were between $47.8 and $61.88, with an estimated average price of $54.25. The stock is now traded at around $53.78. The impact to a portfolio due to this purchase was 0.01%. The holding were 55,360 shares as of .

Polen Capital Management Llc added to a holding in Alibaba Group Holding Ltd by 32.40%. The purchase prices were between $215.95 and $298, with an estimated average price of $263.14. The stock is now traded at around $264.31. The impact to a portfolio due to this purchase was 0.19%. The holding were 960,828 shares as of .

Polen Capital Management Llc added to a holding in Icon PLC by 41.65%. The purchase prices were between $166.91 and $196.1, with an estimated average price of $183.48. The stock is now traded at around $186.81. The impact to a portfolio due to this purchase was 0.08%. The holding were 544,491 shares as of .

Polen Capital Management Llc added to a holding in Medtronic PLC by 41.71%. The purchase prices were between $90.13 and $108.78, with an estimated average price of $100.4. The stock is now traded at around $109.60. The impact to a portfolio due to this purchase was 0.06%. The holding were 708,601 shares as of .

Polen Capital Management Llc added to a holding in SAP SE by 34.68%. The purchase prices were between $140.08 and $169.02, with an estimated average price of $158.55. The stock is now traded at around $117.43. The impact to a portfolio due to this purchase was 0.06%. The holding were 537,334 shares as of .

Polen Capital Management Llc added to a holding in New Oriental Education & Technology Group Inc by 41.88%. The purchase prices were between $130.95 and $155.35, with an estimated average price of $144.4. The stock is now traded at around $170.18. The impact to a portfolio due to this purchase was 0.05%. The holding were 461,798 shares as of .

Polen Capital Management Llc added to a holding in Check Point Software Technologies Ltd by 41.64%. The purchase prices were between $107.92 and $130.58, with an estimated average price of $121.76. The stock is now traded at around $116.25. The impact to a portfolio due to this purchase was 0.03%. The holding were 295,007 shares as of .

Polen Capital Management Llc sold out a holding in Texas Roadhouse Inc. The sale prices were between $48.57 and $65.94, with an estimated average price of $58.5.

Polen Capital Management Llc sold out a holding in EPAM Systems Inc. The sale prices were between $250.16 and $337.74, with an estimated average price of $298.11.

Polen Capital Management Llc sold out a holding in LeMaitre Vascular Inc. The sale prices were between $25.73 and $33.98, with an estimated average price of $29.99.

Polen Capital Management Llc sold out a holding in Five Below Inc. The sale prices were between $97.83 and $136.68, with an estimated average price of $113.83.

Polen Capital Management Llc sold out a holding in iShares MSCI ACWI Ex US Index Fund. The sale prices were between $43.48 and $47.56, with an estimated average price of $46.05.