POLEN CAPITAL MANAGEMENT LLC Q2 2017 Filing
Filed August 10, 2017
Portfolio Value
$11.4T
Holdings
29
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 10,425,812 | $977.7B | 8.55% | |
| 2 | METAFACEBOOK INC | 5,805,442 | $876.5B | 7.67% | |
| 3 | ADBEADOBE SYS INC | 6,062,530 | $857.5B | 7.50% | |
| 4 | GOOGALPHABET INC | 926,730 | $842.1B | 7.37% | |
| 5 | REGNREGENERON PHARMACEUTICALS | 1,586,320 | $779.1B | 6.81% | |
| 6 | NKENIKE INC | 12,158,635 | $717.4B | 6.27% | |
| 7 | ADPAUTOMATIC DATA PROCESSING IN | 6,661,902 | $682.6B | 5.97% | |
| 8 | SBUXSTARBUCKS CORP | 11,335,091 | $660.9B | 5.78% | |
| 9 | CELGCELGENE CORP | 5,082,991 | $660.1B | 5.77% | |
| 10 | ORCLORACLE CORP | 12,620,261 | $632.8B | 5.53% | |
| 11 | BKNGPRICELINE GRP INC | 334,430 | $625.6B | 5.47% | |
| 12 | ACNACCENTURE PLC IRELAND | 4,748,751 | $587.3B | 5.14% | |
| 13 | AFWALIGN TECHNOLOGY INC | 3,362,570 | $504.8B | 4.41% | |
| 14 | ITGARTNER INC | 3,972,949 | $490.7B | 4.29% | |
| 15 | ORLYO REILLY AUTOMOTIVE INC NEW | 2,065,445 | $451.8B | 3.95% | |
| 16 | GOOGLALPHABET INC | 442,595 | $411.5B | 3.60% | |
| 17 | DGDOLLAR GEN CORP NEW | 4,780,742 | $344.6B | 3.01% | |
| 18 | MAMASTERCARD INCORPORATED | 2,279,419 | $276.8B | 2.42% | |
| 19 | IWFISHARES TR | 236,298 | $28.1B | 0.25% | |
| 20 | TJXTJX COS INC NEW | 218,353 | $15.8B | 0.14% | |
| 21 | BABAALIBABA GROUP HLDG LTD | 17,582 | $2.5B | 0.02% | |
| 22 | CHKPCHECK POINT SOFTWARE TECH LT | 19,240 | $2.1B | 0.02% | |
| 23 | AAPLAPPLE INC | 9,923 | $1.4B | 0.01% | |
| 24 | FASTFASTENAL CO | 26,400 | $1.1B | 0.01% | |
| 25 | ICLRICON PLC | 7,539 | $737.0M | 0.01% | |
| 26 | NVONOVO-NORDISK A S | 16,653 | $714.0M | 0.01% | |
| 27 | ULUNILEVER PLC | 10,577 | $572.0M | 0.01% | |
| 28 | RELXRELX NV | 20,553 | $425.0M | 0.00% | |
| 29 | BIDUNBAIDU INC | 2,076 | $371.0M | 0.00% |