0001172661-23-002916.txt : 20230811
0001172661-23-002916.hdr.sgml : 20230811
20230811102023
ACCESSION NUMBER: 0001172661-23-002916
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230811
EFFECTIVENESS DATE: 20230811
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: 231161995
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
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0001034524
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06-30-2023
06-30-2023
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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
08-11-2023
0
100
40333393617
INFORMATION TABLE
2
infotable.xml
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ACCENTURE PLC IRELAND
SHS CLASS A
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ADOBE SYSTEMS INCORPORATED
COM
00724F101
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SH
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4631539
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AIRBNB INC
COM CL A
009066101
1480823412
11554490
SH
SOLE
11554490
0
0
ALARM COM HLDGS INC
COM
011642105
7417717
143532
SH
SOLE
143532
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ALIGHT INC
COM CL A
01626W101
12715321
1376117
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SOLE
1376117
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ALIGN TECHNOLOGY INC
COM
016255101
559485633
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SH
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0
ALPHABET INC
CAP STK CL C
02079K107
2459186953
20328899
SH
SOLE
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0
0
ALPHABET INC
CAP STK CL A
02079K305
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ALTAIR ENGR INC
COM CL A
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AMAZON COM INC
COM
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AMN HEALTHCARE SVCS INC
COM
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AON PLC
SHS CL A
G0403H108
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810868
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APPFOLIO INC
COM CL A
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6870116
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ASML HOLDING N V
N Y REGISTRY SHS
N07059210
46285280
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SOLE
63864
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ASPEN TECHNOLOGY INC
COM
29109X106
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SOLE
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0
AUTODESK INC
COM
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AUTOHOME INC
SP ADS RP CL A
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AUTOMATIC DATA PROCESSING IN
COM
053015103
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SOLE
545332
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BLACKLINE INC
COM
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6332416
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SH
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BUMBLE INC
COM CL A
12047B105
6006863
357978
SH
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0
CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
7245166
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0
CHARLES RIV LABS INTL INC
COM
159864107
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4955
SH
SOLE
4955
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0
COPART INC
COM
217204106
1916413
21011
SH
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0
DLOCAL LTD
CLASS A COM
G29018101
20608155
1688501
SH
SOLE
1688501
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0
DOCGO INC
COM
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0
DOCUSIGN INC
COM
256163106
432937358
8474014
SH
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8474014
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0
DOXIMITY INC
CL A
26622P107
6554300
192660
SH
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192660
0
0
DYNATRACE INC
COM NEW
268150109
5234756
101705
SH
SOLE
101705
0
0
ENDAVA PLC
ADS
29260V105
5232320
101030
SH
SOLE
101030
0
0
EPAM SYS INC
COM
29414B104
13144504
58485
SH
SOLE
58485
0
0
ETSY INC
COM
29786A106
1326346
15676
SH
SOLE
15676
0
0
EURONET WORLDWIDE INC
COM
298736109
8944544
76208
SH
SOLE
76208
0
0
EVERTEC INC
COM
30040P103
1624203
44100
SH
SOLE
44100
0
0
FAIR ISAAC CORP
COM
303250104
496046
613
SH
SOLE
613
0
0
FARFETCH LTD
ORD SH CL A
30744W107
2937770
486386
SH
SOLE
486386
0
0
FIRSTSERVICE CORP NEW
COM
33767E202
6315428
40985
SH
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0
FIVE BELOW INC
COM
33829M101
14354917
73038
SH
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FLOOR & DECOR HLDGS INC
CL A
339750101
4584636
44100
SH
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44100
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0
FORUM ENERGY TECHNOLOGIES IN
NOTE 9.000% 8/0
34984VAC4
24935969
25153000
PRN
DFND
0
0
25153000
FOX FACTORY HLDG CORP
COM
35138V102
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SH
SOLE
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0
GARTNER INC
COM
366651107
684104758
1952855
SH
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GLOBAL X FDS
S&P 500 CATHOLIC
37954Y889
2548935
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SH
SOLE
46821
0
0
GLOBANT S A
COM
L44385109
65973593
367091
SH
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0
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GOOSEHEAD INS INC
COM CL A
38267D109
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SH
SOLE
230102
0
0
HAMILTON LANE INC
CL A
407497106
9313519
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SH
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HDFC BANK LTD
SPONSORED ADS
40415F101
32176124
461637
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0
0
HELEN OF TROY LTD
COM
G4388N106
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SH
SOLE
22464
0
0
HOULIHAN LOKEY INC
CL A
441593100
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130892
SH
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130892
0
0
ICON PLC
SHS
G4705A100
366798511
1466021
SH
SOLE
1466021
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ILLUMINA INC
COM
452327109
955722870
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SH
SOLE
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0
ISHARES TR
MSCI ACWI EX US
464288240
917383
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ISHARES TR
RUS 1000 GRW ETF
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ISHARES TR
RUSSELL 2000 ETF
464287655
259963
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SOLE
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0
ISHARES TR
MSCI ACWI ETF
464288257
2375053
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SH
SOLE
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0
0
KAROOOOO LTD
ORD SHS
Y4600W108
2847242
121677
SH
SOLE
121677
0
0
LAS VEGAS SANDS CORP
COM
517834107
19365794
333893
SH
SOLE
333893
0
0
LAUDER ESTEE COS INC
CL A
518439104
24987401
127240
SH
SOLE
127240
0
0
LESLIES INC
COM
527064109
2462082
262203
SH
SOLE
262203
0
0
MARKEL GROUP INC
COM
570535104
612749
443
SH
SOLE
443
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1959769481
4982887
SH
SOLE
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MEDTRONIC PLC
SHS
G5960L103
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SH
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MERCADOLIBRE INC
COM
58733R102
57317469
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SH
SOLE
48386
0
0
MICROSOFT CORP
COM
594918104
2528169427
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SH
SOLE
7424001
0
0
MONOLITHIC PWR SYS INC
COM
609839105
1331127
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SH
SOLE
2464
0
0
MORNINGSTAR INC
COM
617700109
1102306
5622
SH
SOLE
5622
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0
MYT NETHERLANDS PARENT B V
ADS
55406W103
206304
51576
SH
SOLE
51576
0
0
NETFLIX INC
COM
64110L106
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6608014
SH
SOLE
6608014
0
0
NIKE INC
CL B
654106103
701192677
6353109
SH
SOLE
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OLO INC
CL A
68134L109
4483270
694005
SH
SOLE
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0
0
PAYCOM SOFTWARE INC
COM
70432V102
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15982
SH
SOLE
15982
0
0
PAYPAL HLDGS INC
COM
70450Y103
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SH
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PROGYNY INC
COM
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SH
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0
QUALYS INC
COM
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SH
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REVOLVE GROUP INC
CL A
76156B107
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421604
SH
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0
RH
COM
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SH
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SALESFORCE INC
COM
79466L302
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SH
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SAP SE
SPON ADR
803054204
173373663
1267259
SH
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0
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SERVICENOW INC
COM
81762P102
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SH
SOLE
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0
0
SHOPIFY INC
CL A
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SH
SOLE
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0
0
SITEONE LANDSCAPE SUPPLY INC
COM
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23998
SH
SOLE
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0
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SITIME CORP
COM
82982T106
4150601
35184
SH
SOLE
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0
0
SKILLSOFT CORP
CL A
83066P200
2192399
1768064
SH
DFND
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TENCENT MUSIC ENTMT GROUP
SPON ADS
88034P109
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SH
SOLE
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THE TRADE DESK INC
COM CL A
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SH
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THERMO FISHER SCIENTIFIC INC
COM
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SH
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TIMOTHY PLAN
INTL ETF
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396284
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SH
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0
0
TIMOTHY PLAN
US LRGMD CP CORE
887432359
523268
14545
SH
SOLE
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0
0
TREX CO INC
COM
89531P105
1912385
29170
SH
SOLE
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0
0
TYLER TECHNOLOGIES INC
COM
902252105
5230863
12560
SH
SOLE
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0
0
UNILEVER PLC
SPON ADR NEW
904767704
39889851
765200
SH
SOLE
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0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1276711346
2656274
SH
SOLE
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0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
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SH
SOLE
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0
0
VISA INC
COM CL A
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1865766973
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SH
SOLE
7856523
0
0
WARBY PARKER INC
CL A COM
93403J106
3844352
328858
SH
SOLE
328858
0
0
WINGSTOP INC
COM
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9990854
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SH
SOLE
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0
WORKDAY INC
CL A
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SH
SOLE
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YETI HLDGS INC
COM
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SH
SOLE
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YUM CHINA HLDGS INC
COM
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SH
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0
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ZOETIS INC
CL A
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SH
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