Polen's current top holdings as of 12/31/19: $MSFT $V $GOOG $FB $ADBE $ZTS $MA $ACN $NKE

In latest shareholder letter, Polen stated they sold long-term holdings in $BKNG, $NSRGY, and $ORLY. Added to $FB and $ABT, started new position in $ADSK. https://t.co/v2ktyt3fgm