0001172661-21-001092.txt : 20210512 0001172661-21-001092.hdr.sgml : 20210512 20210512105525 ACCESSION NUMBER: 0001172661-21-001092 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 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: 21913976 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 03-31-2021 03-31-2021 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 05-12-2021 0 71 44489600 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2482165 20712324 SH SOLE 20712324 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2192004 7934854 SH SOLE 7934854 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 2879000 6056335 SH SOLE 6056335 0 0 ALARM COM HLDGS INC COM 011642105 11972 138601 SH SOLE 138601 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 309188 1363684 SH SOLE 1363684 0 0 ALIGN TECHNOLOGY INC COM 016255101 847291 1564625 SH SOLE 1564625 0 0 ALPHABET INC CAP STK CL C 02079K107 3209242 1551385 SH SOLE 1551385 0 0 ALPHABET INC CAP STK CL A 02079K305 984666 477409 SH SOLE 477409 0 0 ALTAIR ENGR INC COM CL A 021369103 6415 102529 SH SOLE 102529 0 0 AMAZON COM INC COM 023135106 1997340 645536 SH SOLE 645536 0 0 AMN HEALTHCARE SVCS INC COM 001744101 7208 97802 SH SOLE 97802 0 0 AON PLC SHS CL A G0403H108 121080 526184 SH SOLE 526184 0 0 APPFOLIO INC COM CL A 03783C100 10863 76817 SH SOLE 76817 0 0 ASPEN TECHNOLOGY INC COM 045327103 3538 24513 SH SOLE 24513 0 0 AUTODESK INC COM 052769106 1584557 5717326 SH SOLE 5717326 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 45446 241129 SH SOLE 241129 0 0 BLACKLINE INC COM 09239B109 11330 104517 SH SOLE 104517 0 0 CDW CORP COM 12514G108 2647 15967 SH SOLE 15967 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 1907 17034 SH SOLE 17034 0 0 COPART INC COM 217204106 1978 18212 SH SOLE 18212 0 0 DUCK CREEK TECHNOLOGIES INC SHS 264120106 11260 249436 SH SOLE 249436 0 0 DYNATRACE INC COM NEW 268150109 3689 76473 SH SOLE 76473 0 0 ENDAVA PLC ADS 29260V105 11378 134349 SH SOLE 134349 0 0 ENVESTNET INC COM 29404K106 5894 81606 SH SOLE 81606 0 0 ETSY INC COM 29786A106 16566 82144 SH SOLE 82144 0 0 EURONET WORLDWIDE INC COM 298736109 8459 61161 SH SOLE 61161 0 0 EXPONENT INC COM 30214U102 12621 129515 SH SOLE 129515 0 0 FACEBOOK INC CL A 30303M102 3681007 12497902 SH SOLE 12497902 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 3886 40703 SH SOLE 40703 0 0 FOX FACTORY HLDG CORP COM 35138V102 15204 119659 SH SOLE 119659 0 0 GARTNER INC COM 366651107 1154101 6322108 SH SOLE 6322108 0 0 GENERAC HLDGS INC COM 368736104 4250 12979 SH SOLE 12979 0 0 GLOBANT S A COM L44385109 15021 72353 SH SOLE 72353 0 0 GOOSEHEAD INS INC COM CL A 38267D109 13399 125010 SH SOLE 125010 0 0 HEICO CORP NEW COM 422806109 1813 14413 SH SOLE 14413 0 0 HELEN OF TROY LTD COM G4388N106 8418 39962 SH SOLE 39962 0 0 HOULIHAN LOKEY INC CL A 441593100 8399 126281 SH SOLE 126281 0 0 ICON PLC SHS G4705A100 150724 767550 SH SOLE 767550 0 0 ILLUMINA INC COM 452327109 912922 2377029 SH SOLE 2377029 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 766160 1036837 SH SOLE 1036837 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 42998 176917 SH SOLE 176917 0 0 LAUDER ESTEE COS INC CL A 518439104 47362 162841 SH SOLE 162841 0 0 MALIBU BOATS INC COM CL A 56117J100 7163 89901 SH SOLE 89901 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2085075 5856129 SH SOLE 5856129 0 0 MEDPACE HLDGS INC COM 58506Q109 13444 81948 SH SOLE 81948 0 0 MEDTRONIC PLC SHS G5960L103 104834 887449 SH SOLE 887449 0 0 MICROSOFT CORP COM 594918104 3626689 15382318 SH SOLE 15382318 0 0 MSCI INC COM 55354G100 573330 1367415 SH SOLE 1367415 0 0 NETFLIX INC COM 64110L106 1224241 2346817 SH SOLE 2346817 0 0 NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 100650 7189265 SH SOLE 7189265 0 0 NIKE INC CL B 654106103 993698 7477597 SH SOLE 7477597 0 0 PAYLOCITY HLDG CORP COM 70438V106 6379 35471 SH SOLE 35471 0 0 PAYPAL HLDGS INC COM 70450Y103 1562512 6434326 SH SOLE 6434326 0 0 PROGYNY INC COM 74340E103 9873 221805 SH SOLE 221805 0 0 QUALYS INC COM 74758T303 6985 66665 SH SOLE 66665 0 0 REVOLVE GROUP INC CL A 76156B107 15123 336599 SH SOLE 336599 0 0 SALESFORCE COM INC COM 79466L302 1955254 9228555 SH SOLE 9228555 0 0 SAP SE SPON ADR 803054204 82786 674210 SH SOLE 674210 0 0 SERVICENOW INC COM 81762P102 1677637 3354536 SH SOLE 3354536 0 0 SIMULATIONS PLUS INC COM 829214105 8269 130758 SH SOLE 130758 0 0 STARBUCKS CORP COM 855244109 1535047 14048204 SH SOLE 14048204 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 1131 55214 SH SOLE 55214 0 0 TIMOTHY PLAN US LRGMD CP CORE 887432359 417 12662 SH SOLE 12662 0 0 TREX CO INC COM 89531P105 6244 68209 SH SOLE 68209 0 0 UNILEVER PLC SPON ADR NEW 904767704 28581 511928 SH SOLE 511928 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1328160 3569650 SH SOLE 3569650 0 0 VISA INC COM CL A 92826C839 2080636 9826837 SH SOLE 9826837 0 0 WINGSTOP INC COM 974155103 13784 108391 SH SOLE 108391 0 0 YANDEX N V SHS CLASS A N97284108 2006 31308 SH SOLE 31308 0 0 YETI HLDGS INC COM 98585X104 9469 131131 SH SOLE 131131 0 0 ZOETIS INC CL A 98978V103 1824815 11587601 SH SOLE 11587601 0 0