Legal Name: POLEN CAPITAL MANAGEMENT, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 12, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
MICROSOFT CORP (594918104)
|
15,595,445 |
$2,089,166k |
|
|
Facebook Inc (30303M102)
|
9,357,675 |
$1,806,031k |
|
|
VISA INC COM CL A (92826C839)
|
9,538,670 |
$1,655,436k |
|
|
Alphabet Inc (02079K107)
|
1,319,627 |
$1,426,398k |
|
|
ADOBE INC (00724F101)
|
4,611,589 |
$1,358,805k |
|
|
MASTERCARD INC (57636Q104)
|
4,392,067 |
$1,161,833k |
|
|
ZOETIS INC (98978V103)
|
10,188,554 |
$1,156,299k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
5,841,892 |
$1,079,406k |
|
|
STARBUCKS CORP (855244109)
|
11,307,128 |
$947,877k |
|
|
NIKE INC (654106103)
|
10,190,033 |
$855,453k |
|
|
ORACLE CORP (68389X105)
|
14,444,171 |
$822,884k |
|
|
PayPal Holdings Inc (70450Y103)
|
7,173,147 |
$821,038k |
|
|
DOLLAR GEN CORP (256677105)
|
6,061,528 |
$819,276k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
2,164,369 |
$799,345k |
|
|
GARTNER INC (366651107)
|
4,954,947 |
$797,449k |
|
|
ADP (053015103)
|
4,676,299 |
$773,133k |
|
|
ALIGN TECHNOLOGY INC (016255101)
|
2,603,337 |
$712,533k |
|
|
Regeneron Pharmaceuticals Inc (75886F107)
|
1,585,113 |
$496,140k |
|
|
Booking Holdings, Inc. (09857L108)
|
248,693 |
$466,227k |
|
|
ALPHABET INC (02079K305)
|
385,932 |
$417,887k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
213,719 |
$36,215k |
|
|
ICON PLC (G4705A100)
|
149,054 |
$22,950k |
|
|
SAP SE (803054204)
|
151,003 |
$20,657k |
|
|
MEDTRONIC PLC (G5960L103)
|
145,554 |
$14,176k |
|
|
UNILEVER PLC (904767704)
|
201,849 |
$12,509k |
|
|
RELX PLC (759530108)
|
392,824 |
$9,589k |
|
|
CHECK POINT SOFTWARE (M22465104)
|
81,343 |
$9,404k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
51,432 |
$8,092k |
|
|
NOVO-NORDISK AS (670100205)
|
59,343 |
$3,029k |
|
|
FOX FACTORY HLDG (35138V102)
|
27,342 |
$2,256k |
|
|
GLOBANT SA USD1.20 (L44385109)
|
21,174 |
$2,140k |
|
|
POOL CORP COM (73278L105)
|
10,007 |
$1,911k |
|
|
PAYCOM SOFTWARE (70432V102)
|
6,162 |
$1,397k |
|
|
BLACKBAUD INC (09227Q100)
|
16,119 |
$1,346k |
|
|
Medidata Sol'ns (MDSO) (58471A105)
|
13,726 |
$1,242k |
|
|
Trex Inc (TREX) (89531P105)
|
16,164 |
$1,159k |
|
|
LendingTree Inc (52603B107)
|
2,607 |
$1,095k |
|
|
EURONET WORLDWIDE INC (298736109)
|
6,500 |
$1,094k |
|
|
Grand Canyon Education, Inc. (38526M106)
|
9,031 |
$1,057k |
|
|
OLLIES BARGAIN OUT (681116109)
|
11,635 |
$1,014k |
|
|
MASIMO CORP (574795100)
|
6,506 |
$968k |
|
|
Cantel Medical Corp (138098108)
|
11,952 |
$964k |
|
|
FLOOR &DECOR HLDGS INC CL A (339750101)
|
22,671 |
$950k |
|
|
ALARM.COM HOLDINGS INC (011642105)
|
17,630 |
$943k |
|
|
U S PHYSICAL THERAPY (90337L108)
|
6,972 |
$855k |
|
|
LITTELFUSE INC (537008104)
|
4,605 |
$815k |
|
|
LeMaitre Vascular (LMAT) (525558201)
|
28,881 |
$808k |
|
|
EPAM SYS INC COM USD0.001 (29414B104)
|
4,570 |
$791k |
|
|
NEOGEN CORP (640491106)
|
11,918 |
$740k |
|
|
AMN HEALTHCARE SERVICES INC (001744101)
|
13,390 |
$726k |
|
|
ExlService (302081104)
|
10,688 |
$707k |
|
|
TEXAS ROADHOUSE INC (882681109)
|
12,290 |
$660k |
|
|
MEDIFAST INC (58470H101)
|
4,845 |
$622k |
|
|
FIVE BELOW INC COM (33829M101)
|
4,976 |
$597k |
|
|
ALTAIR ENGINEERING INC - A (021369103)
|
12,242 |
$494k |
|
|
Inogen, Inc (INGN) (45780L104)
|
5,083 |
$339k |
|
