0001172661-23-000805.txt : 20230213
0001172661-23-000805.hdr.sgml : 20230213
20230213171641
ACCESSION NUMBER: 0001172661-23-000805
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230213
DATE AS OF CHANGE: 20230213
EFFECTIVENESS DATE: 20230213
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: 23619956
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
X0202
13F-HR
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false
true
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0001034524
XXXXXXXX
12-31-2022
12-31-2022
false
POLEN CAPITAL MANAGEMENT LLC
1825 Nw Corporate Boulevard
Suite 300
Boca Raton
FL
33431
13F HOLDINGS REPORT
028-03687
000106093
801-15180
N
Brian D. Goldberg
Chief Compliance Officer
561-241-2425
/s/ Brian D. Goldberg
Boca Raton
FL
02-13-2023
0
93
34279625946
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
BBG001S5N9M6
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG001SCXK90
1456382535
5457887
SH
SOLE
5457887
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
BBG001S5NCQ5
2110115663
6270216
SH
SOLE
6270216
0
0
AIRBNB INC
COM CL A
009066101
BBG001Y2XS16
1011316863
11828267
SH
SOLE
11828267
0
0
ALARM COM HLDGS INC
COM
011642105
BBG007GNPYZ6
7480238
151177
SH
SOLE
151177
0
0
ALIGN TECHNOLOGY INC
COM
016255101
BBG001SCF1B9
353061941
1674073
SH
SOLE
1674073
0
0
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
311315191
3528451
SH
SOLE
3528451
0
0
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
2338985871
26360711
SH
SOLE
26360711
0
0
ALTAIR ENGR INC
COM CL A
021369103
BBG001SR65P2
5213818
114665
SH
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114665
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0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
2952465676
35148401
SH
SOLE
35148401
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0
AMN HEALTHCARE SVCS INC
COM
001744101
BBG001S6Q193
3665225
35647
SH
SOLE
35647
0
0
AON PLC
SHS CL A
G0403H108
BBG00SSQFPR9
299650721
998370
SH
SOLE
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0
APPFOLIO INC
COM CL A
03783C100
BBG008GC8CS3
6226483
59086
SH
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59086
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
BBG001SCG0R3
37562268
68745
SH
SOLE
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0
ASPEN TECHNOLOGY INC
COM
29109X106
BBG017J18WC8
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SH
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AUTODESK INC
COM
052769106
BBG001S5SCD4
1477671744
7907485
SH
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7907485
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
BBG001S82KF6
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535082
SH
SOLE
535082
0
0
AZENTA INC
COM
114340102
BBG001S8F1B8
5877542
100954
SH
SOLE
100954
0
0
BLACKLINE INC
COM
09239B109
BBG0029KJVD8
8280264
123090
SH
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123090
0
0
BUMBLE INC
COM CL A
12047B105
BBG00Z6RF535
6535036
310453
SH
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310453
0
0
CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
BBG00WNSJM58
1816795
208827
SH
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208827
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0
CHARLES RIV LABS INTL INC
COM
159864107
BBG001S7Q271
1239415
5688
SH
SOLE
5688
0
0
COPART INC
COM
217204106
BBG001S7MTB1
2302494
37814
SH
SOLE
37814
0
0
DLOCAL LTD
CLASS A COM
G29018101
BBG00XGCHFW6
648646
41660
SH
SOLE
41660
0
0
DOCUSIGN INC
COM
256163106
BBG001T535D5
454996626
8209972
SH
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8209972
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0
DOXIMITY INC
CL A
26622P107
BBG0026ZJQY6
6946215
206979
SH
SOLE
206979
0
0
DUCK CREEK TECHNOLOGIES INC
SHS
264120106
BBG00PPWYWK6
6222524
516392
SH
SOLE
516392
0
0
DYNATRACE INC
COM NEW
268150109
BBG00PNN7CW9
5480807
143102
SH
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143102
0
0
ENDAVA PLC
ADS
29260V105
BBG00LBLBCB3
8413317
109978
SH
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109978
0
0
ETSY INC
COM
29786A106
BBG001T53625
2154842
17990
SH
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17990
0
0
EURONET WORLDWIDE INC
COM
298736109
BBG001S9DW39
7731232
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SH
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81916
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0
FAIR ISAAC CORP
COM
303250104
BBG001S8ZT61
1531766
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SH
SOLE
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0
0
FARFETCH LTD
ORD SH CL A
30744W107
BBG00LSD4483
2459406
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SH
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519959
0
0
FIRSTSERVICE CORP NEW
COM
33767E202
BBG0093LLBP5
1852956
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SH
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0
FIVE BELOW INC
COM
33829M101
BBG001TCDMY9
16033796
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SH
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FLOOR & DECOR HLDGS INC
CL A
339750101
BBG007GJ2F90
3266831
46917
SH
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0
0
FORUM ENERGY TECHNOLOGIES IN
NOTE 9.000% 8/0
34984VAC4
53473128
946123
PRN
DFND
0
0
946123
FOX FACTORY HLDG CORP
COM
35138V102
BBG004T7VS71
9308836
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SH
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0
GARTNER INC
COM
366651107
BBG001S5SD60
922065187
2743099
SH
SOLE
2743099
0
0
GLOBAL X FDS
S&P 500 CATHOLIC
37954Y889
BBG00CP9KWK1
11035195
237214
SH
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0
GLOBANT S A
COM
L44385109
BBG00564Y4W2
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GOOSEHEAD INS INC
COM CL A
38267D109
BBG00KHHBMD4
10060487
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SH
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292967
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0
HAMILTON LANE INC
CL A
407497106
BBG00FX58Q75
8029269
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HDFC BANK LTD
SPONSORED ADS
40415F101
BBG001SJB7J7
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HELEN OF TROY LTD
COM
G4388N106
BBG001S5RVH9
2592854
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SH
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23378
0
0
HOULIHAN LOKEY INC
CL A
441593100
BBG001SFVN99
12312483
141263
SH
SOLE
141263
0
0
ICON PLC
SHS
G4705A100
BBG001SDCL35
297579125
1531939
SH
SOLE
1531939
0
0
ILLUMINA INC
COM
452327109
BBG001SF4NY1
1020786888
5048402
SH
SOLE
5048402
0
0
ISHARES TR
MSCI ACWI ETF
464288257
BBG001S56QV7
37574607
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SH
SOLE
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0
ISHARES TR
MSCI ACWI EX US
464288240
BBG001S56R18
19402292
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SH
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ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
543636571
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SH
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ISHARES TR
RUSSELL 2000 ETF
464287655
BBG001SFC7Y7
2772673
15902
SH
SOLE
15902
0
0
ISHARES TR
CORE S&P US GWT
464287671
BBG001SFQL99
11076041
135869
SH
SOLE
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0
0
KAROOOOO LTD
ORD SHS
Y4600W108
BBG00PQMJSX9
1077695
46253
SH
SOLE
46253
0
0
LAS VEGAS SANDS CORP
COM
517834107
BBG001SJCGP9
435034
9050
SH
SOLE
9050
0
0
LAUDER ESTEE COS INC
CL A
518439104
BBG001S8L5H6
30805710
124162
SH
SOLE
124162
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
BBG001SKNNS6
1839334526
5289548
SH
SOLE
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0
0
MEDTRONIC PLC
SHS
G5960L103
BBG001S5T2S9
63263381
813991
SH
SOLE
813991
0
0
MERCADOLIBRE INC
COM
58733R102
BBG001SM32G3
32718177
38663
SH
SOLE
38663
0
0
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
584852
4860
SH
SOLE
4860
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
2276898701
9494199
SH
SOLE
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0
0
MYT NETHERLANDS PARENT B V
ADS
55406W103
BBG00YB210Q8
671164
75327
SH
SOLE
75327
0
0
NETFLIX INC
COM
64110L106
BBG001SF6L46
2043651353
6930451
SH
SOLE
6930451
0
0
NIKE INC
CL B
654106103
BBG001S6NTK2
763409135
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SH
SOLE
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0
0
OLAPLEX HLDGS INC
COM
679369108
BBG012BV9TG3
4319746
829126
SH
SOLE
829126
0
0
OLO INC
CL A
68134L109
BBG00ZCX7044
4572369
731579
SH
SOLE
731579
0
0
PAYCOM SOFTWARE INC
COM
70432V102
BBG0064N1009
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SH
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0
0
PAYPAL HLDGS INC
COM
70450Y103
BBG0077VNXW5
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12244474
SH
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12244474
0
0
PROGYNY INC
COM
74340E103
BBG002H1K1K7
9160436
294075
SH
SOLE
294075
0
0
QUALYS INC
COM
74758T303
BBG001SYH860
10577229
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SH
SOLE
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0
0
REVOLVE GROUP INC
CL A
76156B107
BBG00M4RHC48
9643833
433236
SH
SOLE
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0
0
RH
COM
74967X103
BBG002293Q93
3266131
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SH
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0
SALESFORCE INC
COM
79466L302
BBG001SDLP09
1389601020
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SH
SOLE
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0
0
SAP SE
SPON ADR
803054204
BBG001S6RD41
137933842
1336698
SH
SOLE
1336698
0
0
SERVICENOW INC
COM
81762P102
BBG001T4JFC0
1728956071
4452974
SH
SOLE
4452974
0
0
SHOPIFY INC
CL A
82509L107
BBG004DW5NC7
29576322
852098
SH
SOLE
852098
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
BBG009T22D67
3771955
32151
SH
SOLE
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0
0
SITIME CORP
COM
82982T106
BBG00QNSY276
2236453
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SH
SOLE
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0
0
SKILLSOFT CORP
CL A
83066P200
BBG00PP0KGK6
2298483
1768064
SH
DFND
1552447
0
215617
STARBUCKS CORP
COM
855244109
BBG001S72KH6
298493
3009
SH
SOLE
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0
0
TENCENT MUSIC ENTMT GROUP
SPON ADS
88034P109
BBG00M5B6BG3
1157627
139810
SH
SOLE
139810
0
0
THE TRADE DESK INC
COM CL A
88339J105
BBG00629NGW8
1807949
40329
SH
SOLE
40329
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
1208054689
2193711
SH
SOLE
2193711
0
0
TIMOTHY PLAN
US LRGMD CP CORE
887432359
BBG00P1J0YL3
707085
21107
SH
SOLE
21107
0
0
TREX CO INC
COM
89531P105
BBG001SB6TV8
1417547
33488
SH
SOLE
33488
0
0
TYLER TECHNOLOGIES INC
COM
902252105
BBG001S5WZB0
2162726
6708
SH
SOLE
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0
0
UNILEVER PLC
SPON ADR NEW
904767704
BBG001S5X1K4
42222553
838581
SH
SOLE
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0
0
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
1445098250
2725675
SH
SOLE
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0
0
VISA INC
COM CL A
92826C839
BBG001SRCFY3
1798104638
8654720
SH
SOLE
8654720
0
0
WARBY PARKER INC
CL A COM
93403J106
BBG005DWN8L7
4716455
349626
SH
SOLE
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0
0
WINGSTOP INC
COM
974155103
BBG008N298X9
9823728
71383
SH
SOLE
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0
0
YETI HLDGS INC
COM
98585X104
BBG00D8JC891
8710916
210867
SH
SOLE
210867
0
0
ZOETIS INC
CL A
98978V103
BBG0039320P7
820977315
5602029
SH
SOLE
5602029
0
0