POLEN CAPITAL MANAGEMENT LLC Q4 2016 Filing
Filed February 13, 2017
Portfolio Value
$9.1T
Holdings
26
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 8,972,673 | $700.0B | 7.70% | |
| 2 | GOOGALPHABET INC | 807,231 | $623.0B | 6.86% | |
| 3 | ADPAUTOMATIC DATA PROCESSING IN | 5,770,975 | $593.1B | 6.53% | |
| 4 | METAFACEBOOK INC | 5,003,453 | $575.6B | 6.33% | |
| 5 | SBUXSTARBUCKS CORP | 9,727,375 | $540.1B | 5.94% | |
| 6 | NKENIKE INC | 10,410,133 | $529.1B | 5.82% | |
| 7 | CELGCELGENE CORP | 4,352,572 | $503.8B | 5.54% | |
| 8 | REGNREGENERON PHARMACEUTICALS | 1,340,649 | $492.1B | 5.42% | |
| 9 | ACNACCENTURE PLC IRELAND | 4,089,466 | $479.0B | 5.27% | |
| 10 | TJXTJX COS INC NEW | 6,189,811 | $465.0B | 5.12% | |
| 11 | ADBEADOBE SYS INC | 4,298,126 | $442.5B | 4.87% | |
| 12 | BKNGPRICELINE GRP INC | 292,722 | $429.1B | 4.72% | |
| 13 | ORCLORACLE CORP | 10,864,265 | $417.7B | 4.60% | |
| 14 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,401,678 | $390.2B | 4.29% | |
| 15 | GOOGLALPHABET INC | 487,960 | $386.7B | 4.25% | |
| 16 | NSRGYNESTLE S. A. ADR | 5,180,631 | $372.4B | 4.10% | |
| 17 | ITGARTNER INC | 3,435,091 | $347.2B | 3.82% | |
| 18 | DGDOLLAR GEN CORP NEW | 3,903,635 | $289.1B | 3.18% | |
| 19 | AFWALIGN TECHNOLOGY INC | 2,901,702 | $278.9B | 3.07% | |
| 20 | MAMASTERCARD INCORPORATED | 1,943,628 | $200.7B | 2.21% | |
| 21 | IWFISHARES TR | 258,918 | $27.2B | 0.30% | |
| 22 | CHKPCHECK POINT SOFTWARE TECH LT | 14,842 | $1.3B | 0.01% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 13,454 | $1.2B | 0.01% | |
| 24 | FASTFASTENAL CO | 24,990 | $1.2B | 0.01% | |
| 25 | AAPLAPPLE INC | 9,393 | $1.1B | 0.01% | |
| 26 | NVONOVO-NORDISK A S | 15,766 | $565.0M | 0.01% |