POLEN CAPITAL MANAGEMENT LLC Q4 2017 Filing
Filed February 9, 2018
Portfolio Value
$13.5B
Holdings
53
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADBEADOBE SYS INC | 6,362,305 | $1.1T | 8288.31% | |
| 2 | METAFACEBOOK INC | 6,035,504 | $1.1T | 7917.32% | |
| 3 | GOOGALPHABET INC | 969,113 | $1.0T | 7538.60% | |
| 4 | VVISA INC | 8,139,421 | $928.1B | 6899.11% | |
| 5 | ADPAUTOMATIC DATA PROCESSING IN | 6,915,960 | $810.5B | 6025.06% | |
| 6 | NKENIKE INC | 12,741,989 | $797.0B | 5924.92% | |
| 7 | ACNACCENTURE PLC IRELAND | 4,940,069 | $756.3B | 5622.09% | |
| 8 | ORCLORACLE CORP | 15,668,777 | $740.8B | 5507.20% | |
| 9 | SBUXSTARBUCKS CORP | 11,873,272 | $681.9B | 5069.06% | |
| 10 | ORLYO REILLY AUTOMOTIVE INC NEW | 2,684,772 | $645.8B | 4800.79% | |
| 11 | MSFTMICROSOFT CORP | 7,230,387 | $618.5B | 4597.79% | |
| 12 | BKNGPRICELINE GRP INC | 351,697 | $611.2B | 4543.30% | |
| 13 | AFWALIGN TECHNOLOGY INC | 2,621,506 | $582.5B | 4330.05% | |
| 14 | CELGCELGENE CORP | 5,113,170 | $533.6B | 3966.82% | |
| 15 | REGNREGENERON PHARMACEUTICALS | 1,389,545 | $522.4B | 3883.58% | |
| 16 | ITGARTNER INC | 4,132,209 | $508.9B | 3782.99% | |
| 17 | DGDOLLAR GEN CORP NEW | 4,977,513 | $463.0B | 3441.60% | |
| 18 | GOOGLALPHABET INC | 341,014 | $359.2B | 2670.45% | |
| 19 | MAMASTERCARD INCORPORATED | 2,347,515 | $355.3B | 2641.42% | |
| 20 | ZTSZOETIS INC | 3,969,552 | $286.0B | 2125.86% | |
| 21 | IWFISHARES TR | 100,145 | $13.5B | 100.27% | |
| 22 | BABAALIBABA GROUP HLDG LTD | 38,991 | $6.7B | 49.98% | |
| 23 | ICLRICON PLC | 45,793 | $5.1B | 38.18% | |
| 24 | ULUNILEVER PLC | 80,286 | $4.4B | 33.03% | |
| 25 | CHKPCHECK POINT SOFTWARE TECH LT | 42,114 | $4.4B | 32.44% | |
| 26 | SAPSAP SE | 37,885 | $4.3B | 31.65% | |
| 27 | BIDUNBAIDU INC | 15,911 | $3.7B | 27.71% | |
| 28 | RELXRELX NV | 155,937 | $3.6B | 26.74% | |
| 29 | AAPLAPPLE INC | 11,214 | $1.9B | 14.11% | |
| 30 | MDTMEDTRONIC PLC | 22,367 | $1.8B | 13.43% | |
| 31 | NVONOVO-NORDISK A S | 18,719 | $1.0B | 7.47% | |
| 32 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 8,289 | $441.0M | 3.28% | |
| 33 | POOLPOOL CORPORATION | 3,395 | $440.0M | 3.27% | |
| 34 | —CANTEL MEDICAL CORP | 4,052 | $417.0M | 3.10% | |
| 35 | BLKBBLACKBAUD INC | 3,880 | $367.0M | 2.73% | |
| 36 | FOXFFOX FACTORY HLDG CORP | 9,202 | $357.0M | 2.65% | |
| 37 | HCSGHEALTHCARE SVCS GRP INC | 6,499 | $343.0M | 2.55% | |
| 38 | AZPNUSDASPEN TECHNOLOGY INC | 4,675 | $309.0M | 2.30% | |
| 39 | LFUSLITTELFUSE INC | 1,562 | $309.0M | 2.30% | |
| 40 | TREXTREX CO INC | 2,730 | $296.0M | 2.20% | |
| 41 | —STAMPS COM INC | 1,576 | $296.0M | 2.20% | |
| 42 | —MEDIDATA SOLUTIONS INC | 4,640 | $294.0M | 2.19% | |
| 43 | PAYCPAYCOM SOFTWARE INC | 3,433 | $276.0M | 2.05% | |
| 44 | GKDGRAND CANYON ED INC | 3,057 | $274.0M | 2.04% | |
| 45 | MKTXMARKETAXESS HLDGS INC | 1,300 | $262.0M | 1.95% | |
| 46 | MPWRMONOLITHIC PWR SYS INC | 2,246 | $252.0M | 1.87% | |
| 47 | NEOGNEOGEN CORP | 3,035 | $250.0M | 1.86% | |
| 48 | —NUTRI SYS INC NEW | 4,727 | $249.0M | 1.85% | |
| 49 | T77LENDINGTREE INC NEW | 666 | $227.0M | 1.69% | |
| 50 | ALRMALARM COM HLDGS INC | 5,989 | $226.0M | 1.68% | |
| 51 | HCQAMN HEALTHCARE SERVICES INC | 4,537 | $223.0M | 1.66% | |
| 52 | EXLSEXLSERVICE HOLDINGS INC | 3,658 | $221.0M | 1.64% | |
| 53 | TXRHTEXAS ROADHOUSE INC | 4,158 | $219.0M | 1.63% |