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13F-HR filed by POLEN CAPITAL MANAGEMENT LLC

POLEN CAPITAL MANAGEMENT LLC filed this 13F-HR for the quarter ended 2018-12-31, filed 2019-02-12, with 58 holding rows worth $15,336,980,000.

Accession
0001172661-19-000424
Filed
2019-02-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2018

A holdings report, 58 entries on the cover page, a total value of $15,336,980,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $15,336,980,000 with VALUE read as thousands by filing date, 13F file number 028-03687. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM14,206,115$1,442,915,000thousands by filing date
Visa Inc92826C839COM8,648,461$1,141,078,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM1,039,199$1,076,205,000thousands by filing date
OREILLY AUTOMOTIVE INC COM67103H107Stock2,881,956$992,344,000thousands by filing date
Automatic Data Processing,Inc.053015103COM7,376,430$967,198,000thousands by filing date
META PLATFORMS INC CL A30303M102COM7,354,192$964,061,000thousands by filing date
Adobe Inc00724F101COM4,209,605$952,381,000thousands by filing date
NIKE,Inc. Class B654106103COM11,473,813$850,668,000thousands by filing date
Starbucks Corporation855244109COM12,893,995$830,373,000thousands by filing date
ZOETIS INC CL A98978V103Stock9,553,567$817,212,000thousands by filing date
DOLLAR GEN CORP COM256677105Stock7,155,529$773,370,000thousands by filing date
Accenture Plc Class AG1151C101COM5,318,111$749,907,000thousands by filing date
Oracle Corporation68389X105COM12,969,357$585,566,000thousands by filing date
GARTNERINC366651107STOK4,499,201$575,178,000thousands by filing date
REGENERON PHARMACEUTICALS COM75886F107Stock1,485,255$554,743,000thousands by filing date
MasterCard, Inc57636Q104COM2,513,147$474,105,000thousands by filing date
Booking Holdings Inc.09857L108COM234,731$404,305,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM359,569$375,735,000thousands by filing date
ALIGN TECHNOLOGY INC COM016255101Stock1,713,303$358,817,000thousands by filing date
NVIDIA Corp67066G104COM2,489,689$332,373,000thousands by filing date
ISHARESRUSSELL1000GROWTHETF464287614STOK213,454$27,943,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS108,292$14,844,000thousands by filing date
ICON PUB LTD CO SHSG4705A100Stock98,614$12,742,000thousands by filing date
SAP SE SPON ADR803054204ADR98,179$9,774,000thousands by filing date
Medtronic PlcG5960L103COM83,735$7,617,000thousands by filing date
UNILEVER PLC904767704SPON ADR NEW140,318$7,332,000thousands by filing date
BAIDU INC SPON ADR REP A056752108ADR38,666$6,132,000thousands by filing date
RELX PLC SPONSORED ADR759530108ADR273,132$5,605,000thousands by filing date
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock53,811$5,524,000thousands by filing date
NOVO-NORDISK A S ADR670100205ADR31,720$1,461,000thousands by filing date
FOX FACTORY HLDG CORP35138V102COM23,599$1,389,000thousands by filing date
POOL CORP COM73278L105Stock8,677$1,290,000thousands by filing date
PAYCOMSOFTWAREINC70432V102STOK8,833$1,082,000thousands by filing date
STAMPS COM INC852857200COM NEW6,804$1,059,000thousands by filing date
GLOBANT S AL44385109COM17,504$986,000thousands by filing date
TREX CO INC89531P105COM13,990$830,000thousands by filing date
ALARM COM HLDGS INC COM011642105Stock15,375$798,000thousands by filing date
MEDIDATE SOLUTIONS INC58471A105COM11,709$789,000thousands by filing date
CANTEL MEDICAL CORP138098108COM10,246$763,000thousands by filing date
GRAND CANYON ED INC COM38526M106Stock7,728$743,000thousands by filing date
LITTELFUSE INC COM537008104Stock3,951$678,000thousands by filing date
HEALTHCARE SVCS GROUP INC421906108COM16,678$670,000thousands by filing date
OLLIES BARGAIN OUTLET HLDGS681116109COM10,037$668,000thousands by filing date
AMN HEALTHCARE SVCS INC001744101COM11,609$658,000thousands by filing date
TEXAS ROADHOUSE INC COM882681109Stock10,596$633,000thousands by filing date
BLACKBAUD INC COM09227Q100Stock9,814$617,000thousands by filing date
MASIMO CORP COM574795100Stock5,723$614,000thousands by filing date
LEMAITRE VASCULAR INC525558201COM24,734$585,000thousands by filing date
NEOGEN CORP640491106COM10,187$581,000thousands by filing date
EURONET WORLDWIDE INC COM298736109Stock5,635$577,000thousands by filing date
ELLIE MAE INC28849P100COM8,201$515,000thousands by filing date
FLOOR & DECOR HLDGS INC CL A339750101Stock19,650$509,000thousands by filing date
LENDINGTREE INC52603B107COM2,262$497,000thousands by filing date
EXLSERVICE HLDGS INC COM302081104Stock9,350$492,000thousands by filing date
EPAM SYS INC COM29414B104Stock3,961$460,000thousands by filing date
FIVE BELOW INC COM33829M101Stock4,301$440,000thousands by filing date
PRESTIGE CONSMR HEALTHCARE I74112D101COM10,570$326,000thousands by filing date
INOGEN INC45780L104COM1,794$223,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-19-000424this filing2019-02-12acceptance time not in the bulk data set