0001172661-22-000331.txt : 20220211 0001172661-22-000331.hdr.sgml : 20220211 20220211094151 ACCESSION NUMBER: 0001172661-22-000331 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22617177 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 true false 0001034524 XXXXXXXX 12-31-2021 12-31-2021 false POLEN CAPITAL MANAGEMENT LLC
1825 Nw Corporate Boulevard Suite 300 Boca Raton FL 33431
13F HOLDINGS REPORT 028-03687 N
Brian D. Goldberg Chief Compliance Officer 561-241-2425 /s/ Brian D. Goldberg Boca Raton FL 02-11-2022 0 92 59532156
INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 3173878 22551358 SH SOLE 22551358 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2792568 6736383 SH SOLE 6736383 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 3084741 5439885 SH SOLE 5439885 0 0 AIRBNB INC COM CL A 009066101 1652211 9923783 SH SOLE 9923783 0 0 ALARM COM HLDGS INC COM 011642105 16943 199775 SH SOLE 199775 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 267 2244 SH SOLE 2244 0 0 ALIGN TECHNOLOGY INC COM 016255101 1167939 1777198 SH SOLE 1777198 0 0 ALPHABET INC CAP STK CL A 02079K305 1717464 592834 SH SOLE 592834 0 0 ALPHABET INC CAP STK CL C 02079K107 4615936 1595228 SH SOLE 1595228 0 0 ALTAIR ENGR INC COM CL A 021369103 11859 153381 SH SOLE 153381 0 0 AMAZON COM INC COM 023135106 4912640 1473347 SH SOLE 1473347 0 0 AMN HEALTHCARE SVCS INC COM 001744101 17896 146291 SH SOLE 146291 0 0 AON PLC SHS CL A G0403H108 313306 1042408 SH SOLE 1042408 0 0 APPFOLIO INC COM CL A 03783C100 15328 126611 SH SOLE 126611 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 64304 80770 SH SOLE 80770 0 0 ASPEN TECHNOLOGY INC COM 045327103 3300 21682 SH SOLE 21682 0 0 AUTODESK INC COM 052769106 2048439 7284891 SH SOLE 7284891 0 0 AUTOHOME INC SP ADS RP CL A 05278C107 324 10995 SH SOLE 10995 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 67112 272171 SH SOLE 272171 0 0 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 10742 303717 SH SOLE 303717 0 0 BLACKLINE INC COM 09239B109 16522 159576 SH SOLE 159576 0 0 BOOKING HOLDINGS INC COM 09857L108 321 134 SH SOLE 134 0 0 CDW CORP COM 12514G108 4043 19742 SH SOLE 19742 0 0 COPART INC COM 217204106 3398 22409 SH SOLE 22409 0 0 DOCUSIGN INC COM 256163106 569412 3738508 SH SOLE 3738508 0 0 DOLLAR GEN CORP NEW COM 256677105 976 4138 SH SOLE 4138 0 0 DUCK CREEK TECHNOLOGIES INC SHS 264120106 16377 543916 SH SOLE 543916 0 0 DYNATRACE INC COM NEW 268150109 4879 80853 SH SOLE 80853 0 0 ENDAVA PLC ADS 29260V105 26123 155570 SH SOLE 155570 0 0 EPAM SYS INC COM 29414B104 2258 3378 SH SOLE 3378 0 0 ETSY INC COM 29786A106 5869 26807 SH SOLE 26807 0 0 EXPONENT INC COM 30214U102 21983 188320 SH SOLE 188320 0 0 FAIR ISAAC CORP COM 303250104 3356 7739 SH SOLE 7739 0 0 FARFETCH LTD ORD SH CL A 30744W107 3065 91689 SH SOLE 91689 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 610 4689 SH SOLE 4689 0 0 FOX FACTORY HLDG CORP COM 35138V102 29422 172966 SH SOLE 172966 0 0 GARTNER INC COM 366651107 1536441 4595720 SH SOLE 4595720 0 0 GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 8514 144531 SH SOLE 144531 0 0 GLOBANT S A COM L44385109 55601 177024 SH SOLE 177024 0 0 GOOSEHEAD INS INC COM CL A 38267D109 23826 183163 SH SOLE 183163 0 0 HELEN OF TROY LTD COM G4388N106 14080 57592 SH SOLE 57592 0 0 HOULIHAN LOKEY INC CL A 441593100 18855 182141 SH SOLE 182141 0 0 ICON PLC SHS G4705A100 491419 1586759 SH SOLE 1586759 0 0 ILLUMINA INC COM 452327109 1012998 2662702 SH SOLE 2662702 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1224106 3406918 SH SOLE 3406918 0 0 ISHARES TR MSCI ACWI ETF 464288257 8666 81927 SH SOLE 81927 0 0 ISHARES TR MSCI ACWI EX US 464288240 32129 577855 SH SOLE 577855 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 73165 239423 SH SOLE 239423 0 0 KAROOOOO LTD ORD SHS Y4600W108 1679 41184 SH SOLE 41184 0 0 MALIBU BOATS INC COM CL A 56117J100 9364 136241 SH SOLE 136241 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2882336 8021640 SH SOLE 8021640 0 0 MEDPACE HLDGS INC COM 58506Q109 25730 118225 SH SOLE 118225 0 0 MEDTRONIC PLC SHS G5960L103 104116 1006439 SH SOLE 1006439 0 0 MERCADOLIBRE INC COM 58733R102 60977 45222 SH SOLE 45222 0 0 META PLATFORMS INC CL A 30303M102 3512426 10442770 SH SOLE 10442770 0 0 MICROSOFT CORP COM 594918104 3418101 10163241 SH SOLE 10163241 0 0 MSCI INC COM 55354G100 867589 1416033 SH SOLE 1416033 0 0 MYT NETHERLANDS PARENT B V ADS 55406W103 1173 55300 SH SOLE 55300 0 0 NETFLIX INC COM 64110L106 1623523 2694913 SH SOLE 2694913 0 0 NIKE INC CL B 654106103 1368989 8213772 SH SOLE 8213772 0 0 OLO INC CL A 68134L109 14661 704500 SH SOLE 704500 0 0 ORACLE CORP COM 68389X105 368 4216 SH SOLE 4216 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 731 1035 SH SOLE 1035 0 0 PAYCOM SOFTWARE INC COM 70432V102 4932 11880 SH SOLE 11880 0 0 PAYLOCITY HLDG CORP COM 70438V106 9886 41861 SH SOLE 41861 0 0 PAYPAL HLDGS INC COM 70450Y103 1409206 7472721 SH SOLE 7472721 0 0 PROGYNY INC COM 74340E103 19429 385879 SH SOLE 385879 0 0 QUALYS INC COM 74758T303 13677 99669 SH SOLE 99669 0 0 REGENERON PHARMACEUTICALS COM 75886F107 1224 1938 SH SOLE 1938 0 0 REVOLVE GROUP INC CL A 76156B107 21540 384363 SH SOLE 384363 0 0 RH COM 74967X103 5516 10292 SH SOLE 10292 0 0 SALESFORCE COM INC COM 79466L302 2563792 10088504 SH SOLE 10088504 0 0 SAP SE SPON ADR 803054204 113470 809865 SH SOLE 809865 0 0 SERVICENOW INC COM 81762P102 2046134 3152215 SH SOLE 3152215 0 0 SHOPIFY INC CL A 82509L107 26172 19001 SH SOLE 19001 0 0 STARBUCKS CORP COM 855244109 1541553 13179043 SH SOLE 13179043 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 68 17340 SH SOLE 17340 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 809 118139 SH SOLE 118139 0 0 THE TRADE DESK INC COM CL A 88339J105 3214 35071 SH SOLE 35071 0 0 TIMOTHY PLAN INTL ETF 887432334 353 12139 SH SOLE 12139 0 0 TIMOTHY PLAN US LRGMD CP CORE 887432359 1330 34353 SH SOLE 34353 0 0 TREX CO INC COM 89531P105 4805 35581 SH SOLE 35581 0 0 TRUPANION INC COM 898202106 27378 207364 SH SOLE 207364 0 0 TYLER TECHNOLOGIES INC COM 902252105 5001 9297 SH SOLE 9297 0 0 UNILEVER PLC SPON ADR NEW 904767704 28039 521260 SH SOLE 521260 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1947021 3877447 SH SOLE 3877447 0 0 VISA INC COM CL A 92826C839 2490711 11493290 SH SOLE 11493290 0 0 WARBY PARKER INC CL A COM 93403J106 15065 323557 SH SOLE 323557 0 0 WINGSTOP INC COM 974155103 27036 156459 SH SOLE 156459 0 0 YANDEX N V SHS CLASS A N97284108 2149 35513 SH SOLE 35513 0 0 YETI HLDGS INC COM 98585X104 18949 228774 SH SOLE 228774 0 0 ZOETIS INC CL A 98978V103 2396323 9819787 SH SOLE 9819787 0 0