Instuitional Investor - Polen Capital Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Amazon Com Inc	AMZN	17,747,395	$3,376,619,406	10.6%
2.	Microsoft Corp	MSFT	5,941,106	$2,230,231,954	7%
3.	Visa Inc.	V	6,023,710	$2,111,069,470	6.63%
4.	Oracle Corp	ORCL	12,609,101	$1,762,878,461	5.54%
5.	Mastercard Inc	MA	3,211,209	$1,760,127,802	5.53%