POLEN CAPITAL MANAGEMENT LLC Q1 2016 Filing

Filed May 16, 2016

Portfolio Value

$7.3B

Holdings

27

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (27 positions)

#StockSharesValue% PortfolioType
1
VVISA INC
7,247,829$554.3B7609.88%
2
NKENIKE INC
8,539,045$524.9B7206.00%
3
GOOGALPHABET INC
640,034$476.8B6545.64%
4
SBUXSTARBUCKS CORP
7,832,928$467.6B6419.79%
5
TJXTJX COS INC NEW
4,996,490$391.5B5374.35%
6
ACNACCENTURE PLC IRELAND
3,331,955$384.5B5278.70%
7
BKNGPRICELINE GRP INC
298,162$384.3B5276.11%
8
ORCLORACLE CORP
8,800,921$360.0B4942.88%
9
ADPAUTOMATIC DATA PROCESSING IN
3,912,914$351.0B4819.08%
10
ADBEADOBE SYS INC
3,438,106$322.5B4427.35%
11
NSRGYNestle S.A. Adr
4,248,774$318.8B4376.26%
12
FASTFASTENAL CO
6,399,034$313.6B4304.60%
13
ORLYO REILLY AUTOMOTIVE INC NEW
1,127,667$308.6B4236.56%
14
GOOGLALPHABET INC
398,770$304.2B4176.50%
15
CELGCELGENE CORP
2,958,764$296.1B4065.59%
16
METAFACEBOOK INC
2,566,802$292.9B4020.68%
17
AAPLAPPLE INC
2,600,345$283.4B3890.81%
18
REGNREGENERON PHARMACEUTICALS
706,090$254.5B3493.94%
19
ITGARTNER INC
2,775,352$248.0B3404.36%
20
ABTABBOTT LABS
4,516,348$188.9B2593.57%
21
MAMASTERCARD INC
1,543,381$145.8B2002.30%
22
AFWALIGN TECHNOLOGY INC
1,500,605$109.1B1497.49%
23
IWFISHARES TR
6,857$684.0M9.39%
24
CHKPCHECK POINT SOFTWARE TECH LT
6,951$608.0M8.35%
25
BIDUNBAIDU INC
2,762$527.0M7.23%
26
BABAALIBABA GROUP HLDG LTD
6,310$499.0M6.85%
27
NVONOVO-NORDISK A S
7,732$419.0M5.75%