POLEN CAPITAL MANAGEMENT LLC Q1 2017 Filing
Filed May 11, 2017
Portfolio Value
$10.7T
Holdings
26
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 9,680,500 | $860.3B | 8.01% | |
| 2 | METAFACEBOOK INC | 5,401,617 | $767.3B | 7.14% | |
| 3 | GOOGALPHABET INC | 868,047 | $720.1B | 6.70% | |
| 4 | ADPAUTOMATIC DATA PROCESSING IN | 6,250,533 | $640.0B | 5.96% | |
| 5 | NKENIKE INC | 11,350,849 | $632.6B | 5.89% | |
| 6 | SBUXSTARBUCKS CORP | 10,464,718 | $611.0B | 5.69% | |
| 7 | ADBEADOBE SYS INC | 4,609,638 | $599.9B | 5.58% | |
| 8 | CELGCELGENE CORP | 4,719,883 | $587.3B | 5.46% | |
| 9 | REGNREGENERON PHARMACEUTICALS | 1,477,907 | $572.7B | 5.33% | |
| 10 | BKNGPRICELINE GRP INC | 312,352 | $556.0B | 5.17% | |
| 11 | ACNACCENTURE PLC IRELAND | 4,413,852 | $529.1B | 4.92% | |
| 12 | TJXTJX COS INC NEW | 6,687,215 | $528.8B | 4.92% | |
| 13 | ORCLORACLE CORP | 11,766,021 | $524.9B | 4.88% | |
| 14 | GOOGLALPHABET INC | 526,756 | $446.6B | 4.16% | |
| 15 | NSRGYNESTLE S. A. ADR | 5,742,173 | $440.9B | 4.10% | |
| 16 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,521,781 | $410.6B | 3.82% | |
| 17 | ITGARTNER INC | 3,715,050 | $401.2B | 3.73% | |
| 18 | AFWALIGN TECHNOLOGY INC | 3,149,797 | $361.3B | 3.36% | |
| 19 | DGDOLLAR GEN CORP NEW | 4,300,110 | $299.8B | 2.79% | |
| 20 | MAMASTERCARD INCORPORATED | 2,091,913 | $235.3B | 2.19% | |
| 21 | IWFISHARES TR | 129,178 | $14.7B | 0.14% | |
| 22 | CHKPCHECK POINT SOFTWARE TECH LT | 16,365 | $1.7B | 0.02% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 14,866 | $1.6B | 0.01% | |
| 24 | AAPLAPPLE INC | 10,058 | $1.4B | 0.01% | |
| 25 | FASTFASTENAL CO | 26,663 | $1.4B | 0.01% | |
| 26 | NVONOVO-NORDISK A S | 16,893 | $579.0M | 0.01% |