POLEN CAPITAL MANAGEMENT LLC Q3 2016 Filing
Filed November 14, 2016
Portfolio Value
$8.4T
Holdings
27
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 8,320,846 | $688.1B | 8.20% | |
| 2 | METAFACEBOOK INC | 4,622,813 | $593.0B | 7.06% | |
| 3 | GOOGALPHABET INC | 740,384 | $575.5B | 6.86% | |
| 4 | NKENIKE INC | 9,843,582 | $518.3B | 6.17% | |
| 5 | BKNGPRICELINE GRP INC | 342,149 | $503.5B | 6.00% | |
| 6 | SBUXSTARBUCKS CORP | 9,022,392 | $488.5B | 5.82% | |
| 7 | ACNACCENTURE PLC IRELAND | 3,787,777 | $462.8B | 5.51% | |
| 8 | ADBEADOBE SYS INC | 3,964,016 | $430.3B | 5.13% | |
| 9 | TJXTJX COS INC NEW | 5,748,367 | $429.9B | 5.12% | |
| 10 | ORCLORACLE CORP | 10,133,372 | $398.0B | 4.74% | |
| 11 | ADPAUTOMATIC DATA PROCESSING IN | 4,507,960 | $397.6B | 4.74% | |
| 12 | NSRGYNESTLE S. A. ADR | 4,917,942 | $388.4B | 4.63% | |
| 13 | GOOGLALPHABET INC | 457,885 | $368.2B | 4.39% | |
| 14 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,297,688 | $363.5B | 4.33% | |
| 15 | CELGCELGENE CORP | 3,426,051 | $358.1B | 4.27% | |
| 16 | AAPLAPPLE INC | 2,982,582 | $337.2B | 4.02% | |
| 17 | REGNREGENERON PHARMACEUTICALS | 811,301 | $326.2B | 3.89% | |
| 18 | ITGARTNER INC | 3,176,639 | $281.0B | 3.35% | |
| 19 | MAMASTERCARD INCORPORATED | 1,777,872 | $180.9B | 2.16% | |
| 20 | AFWALIGN TECHNOLOGY INC | 1,741,340 | $163.3B | 1.95% | |
| 21 | DGDOLLAR GEN CORP NEW | 1,773,731 | $124.1B | 1.48% | |
| 22 | IWFISHARES TR | 119,716 | $12.5B | 0.15% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 11,535 | $1.2B | 0.01% | |
| 24 | CHKPCHECK POINT SOFTWARE TECH LT | 12,775 | $991.0M | 0.01% | |
| 25 | FASTFASTENAL CO | 23,480 | $981.0M | 0.01% | |
| 26 | BIDUNBAIDU INC | 5,013 | $913.0M | 0.01% | |
| 27 | NVONOVO-NORDISK A S | 14,050 | $584.0M | 0.01% |