0001172661-20-001647.txt : 20200813 0001172661-20-001647.hdr.sgml : 20200813 20200813090510 ACCESSION NUMBER: 0001172661-20-001647 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: POLEN CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001034524 IRS NUMBER: 132984374 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03687 FILM NUMBER: 201097450 BUSINESS ADDRESS: STREET 1: 1825 NW CORPORATE BOULEVARD STREET 2: SUITE 300 CITY: BOCA RATON STATE: FL ZIP: 33431 BUSINESS PHONE: 561-241-2425 MAIL ADDRESS: STREET 1: 1825 NW CORPORATE BOULEVARD STREET 2: SUITE 300 CITY: BOCA RATON STATE: FL ZIP: 33431 FORMER COMPANY: FORMER CONFORMED NAME: POLEN CAPITAL MANAGEMENT INC DATE OF NAME CHANGE: 19990330 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001034524 XXXXXXXX 06-30-2020 06-30-2020 false POLEN CAPITAL MANAGEMENT LLC

1825 Nw Corporate Boulevard Suite 300 Boca Raton FL 33431

13F HOLDINGS REPORT 028-03687 N Brian D. Goldberg 561-241-2425 /s/ Brian D. Goldberg Boca Raton FL 08-13-2020 0 63 33086882 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1710819 18711795 SH SOLE 18711795 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1564511 7286282 SH SOLE 7286282 0 0 ADOBE INC COM 00724F101 2425563 5572036 SH SOLE 5572036 0 0 ALARM COM HLDGS INC COM 011642105 4816 74306 SH SOLE 74306 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 156537 725715 SH SOLE 725715 0 0 ALIGN TECHNOLOGY INC COM 016255101 894232 3258389 SH SOLE 3258389 0 0 ALPHABET INC CAP STK CL A 02079K305 628001 442862 SH SOLE 442862 0 0 ALPHABET INC CAP STK CL C 02079K107 2299177 1626458 SH SOLE 1626458 0 0 ALTAIR ENGR INC COM CL A 021369103 2136 53745 SH SOLE 53745 0 0 AMN HEALTHCARE SVCS INC COM 001744101 2319 51253 SH SOLE 51253 0 0 APPFOLIO INC COM CL A 03783C100 6981 42905 SH SOLE 42905 0 0 AUTODESK INC COM 052769106 1446285 6046593 SH SOLE 6046593 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 906986 6091655 SH SOLE 6091655 0 0 BLACKBAUD INC COM 09227Q100 2524 44211 SH SOLE 44211 0 0 BLACKLINE INC COM 09239B109 2838 34233 SH SOLE 34233 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 22375 208277 SH SOLE 208277 0 0 DOLLAR GEN CORP NEW COM 256677105 1053520 5530001 SH SOLE 5530001 0 0 ENVESTNET INC COM 29404K106 3250 44194 SH SOLE 44194 0 0 EPAM SYS INC COM 29414B104 3299 13089 SH SOLE 13089 0 0 ETSY INC COM 29786A106 6159 57982 SH SOLE 57982 0 0 EURONET WORLDWIDE INC COM 298736109 3256 33982 SH SOLE 33982 0 0 EXPONENT INC COM 30214U102 5793 71584 SH SOLE 71584 0 0 FACEBOOK INC CL A 30303M102 2670210 11759416 SH SOLE 11759416 0 0 FIVE BELOW INC COM 33829M101 2434 22763 SH SOLE 22763 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 3590 62273 SH SOLE 62273 0 0 FOX FACTORY HLDG CORP COM 35138V102 5497 66545 SH SOLE 66545 0 0 GARTNER INC COM 366651107 741693 6113024 SH SOLE 6113024 0 0 GLOBANT S A COM L44385109 6224 41537 SH SOLE 41537 0 0 HELEN OF TROY CORP LTD COM G4388N106 4219 22377 SH SOLE 22377 0 0 HOULIHAN LOKEY INC CL A 441593100 2487 44701 SH SOLE 44701 0 0 ICON PLC SHS G4705A100 64757 384405 SH SOLE 384405 0 0 ISHARES TR MSCI ACWI EX US 464288240 226 5231 SH SOLE 5231 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 13041 67938 SH SOLE 67938 0 0 LEMAITRE VASCULAR INC COM 525558201 2470 93546 SH SOLE 93546 0 0 LENDINGTREE INC NEW COM 52603B107 3425 11830 SH SOLE 11830 0 0 MASIMO CORP COM 574795100 3577 15690 SH SOLE 15690 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1622103 5485637 SH SOLE 5485637 0 0 MEDPACE HLDGS INC COM 58506Q109 2639 28374 SH SOLE 28374 0 0 MEDTRONIC PLC SHS G5960L103 45854 500041 SH SOLE 500041 0 0 MICROSOFT CORP COM 594918104 3593570 17657952 SH SOLE 17657952 0 0 MSCI INC COM 55354G100 798217 2391159 SH SOLE 2391159 0 0 NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 42388 325485 SH SOLE 325485 0 0 NIKE INC CL B 654106103 691437 7051882 SH SOLE 7051882 0 0 ORACLE CORP COM 68389X105 27737 501851 SH SOLE 501851 0 0 PAYLOCITY HLDG CORP COM 70438V106 2714 18605 SH SOLE 18605 0 0 PAYPAL HLDGS INC COM 70450Y103 1507432 8651965 SH SOLE 8651965 0 0 POOL CORPORATION COM 73278L105 3255 11971 SH SOLE 11971 0 0 QUALYS INC COM 74758T303 2179 20945 SH SOLE 20945 0 0 REGENERON PHARMACEUTICALS COM 75886F107 1150343 1844534 SH SOLE 1844534 0 0 RELX PLC SPONSORED ADR 759530108 23577 1000703 SH SOLE 1000703 0 0 REVOLVE GROUP INC CL A 76156B107 2623 176483 SH SOLE 176483 0 0 SALESFORCE COM INC COM 79466L302 1257799 6714347 SH SOLE 6714347 0 0 SAP SE SPON ADR 803054204 55857 398975 SH SOLE 398975 0 0 SERVICENOW INC COM 81762P102 1387577 3425610 SH SOLE 3425610 0 0 STARBUCKS CORP COM 855244109 939805 12770818 SH SOLE 12770818 0 0 TEXAS ROADHOUSE INC COM 882681109 2644 50300 SH SOLE 50300 0 0 TREX CO INC COM 89531P105 4626 35563 SH SOLE 35563 0 0 UNILEVER PLC SPON ADR NEW 904767704 22701 413651 SH SOLE 413651 0 0 VISA INC COM CL A 92826C839 1734046 8976785 SH SOLE 8976785 0 0 WD-40 CO COM 929236107 4344 21907 SH SOLE 21907 0 0 WINGSTOP INC COM 974155103 5937 42723 SH SOLE 42723 0 0 YETI HLDGS INC COM 98585X104 2935 68680 SH SOLE 68680 0 0 ZOETIS INC CL A 98978V103 1477316 10780182 SH SOLE 10780182 0 0