POLEN CAPITAL MANAGEMENT LLC Q3 2017 Filing
Filed November 13, 2017
Portfolio Value
$12.4T
Holdings
35
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 5,940,032 | $1.0T | 8.17% | |
| 2 | ADBEADOBE SYS INC | 6,288,816 | $938.2B | 7.55% | |
| 3 | GOOGALPHABET INC | 955,618 | $916.5B | 7.38% | |
| 4 | VVISA INC | 8,044,351 | $846.6B | 6.82% | |
| 5 | CELGCELGENE CORP | 5,231,324 | $762.8B | 6.14% | |
| 6 | ADPAUTOMATIC DATA PROCESSING IN | 6,813,929 | $744.9B | 6.00% | |
| 7 | ORCLORACLE CORP | 15,357,706 | $742.5B | 5.98% | |
| 8 | ACNACCENTURE PLC IRELAND | 4,873,017 | $658.2B | 5.30% | |
| 9 | NKENIKE INC | 12,586,480 | $652.6B | 5.25% | |
| 10 | SBUXSTARBUCKS CORP | 11,748,596 | $631.0B | 5.08% | |
| 11 | BKNGPRICELINE GRP INC | 343,368 | $628.6B | 5.06% | |
| 12 | REGNREGENERON PHARMACEUTICALS | 1,373,614 | $614.2B | 4.94% | |
| 13 | ORLYO REILLY AUTOMOTIVE INC NEW | 2,672,521 | $575.6B | 4.63% | |
| 14 | AFWALIGN TECHNOLOGY INC | 3,065,176 | $571.0B | 4.60% | |
| 15 | MSFTMICROSOFT CORP | 7,081,215 | $527.5B | 4.25% | |
| 16 | ITGARTNER INC | 4,072,192 | $506.6B | 4.08% | |
| 17 | DGDOLLAR GEN CORP NEW | 4,935,680 | $400.0B | 3.22% | |
| 18 | GOOGLALPHABET INC | 344,614 | $335.6B | 2.70% | |
| 19 | MAMASTERCARD INCORPORATED | 2,320,131 | $327.6B | 2.64% | |
| 20 | BABAALIBABA GROUP HLDG LTD | 27,883 | $4.8B | 0.04% | |
| 21 | IWFISHARES TR | 29,765 | $3.7B | 0.03% | |
| 22 | CHKPCHECK POINT SOFTWARE TECH LT | 30,148 | $3.4B | 0.03% | |
| 23 | ICLRICON PLC | 26,122 | $3.0B | 0.02% | |
| 24 | ULUNILEVER PLC | 44,813 | $2.6B | 0.02% | |
| 25 | SAPSAP SE | 21,213 | $2.3B | 0.02% | |
| 26 | RELXRELX NV | 87,259 | $1.9B | 0.01% | |
| 27 | BIDUNBAIDU INC | 7,178 | $1.8B | 0.01% | |
| 28 | AAPLAPPLE INC | 10,439 | $1.6B | 0.01% | |
| 29 | NVONOVO-NORDISK A S | 17,525 | $844.0M | 0.01% | |
| 30 | TJXTJX COS INC NEW | 3,645 | $269.0M | 0.00% | |
| 31 | FOXFFOX FACTORY HLDG CORP | 5,216 | $225.0M | 0.00% | |
| 32 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 4,667 | $217.0M | 0.00% | |
| 33 | —CANTEL MEDICAL CORP | 2,286 | $215.0M | 0.00% | |
| 34 | POOLPOOL CORPORATION | 1,913 | $207.0M | 0.00% | |
| 35 | —MEDIDATA SOLUTIONS INC | 2,622 | $205.0M | 0.00% |