0001172661-24-002148.txt : 20240510
0001172661-24-002148.hdr.sgml : 20240510
20240510142354
ACCESSION NUMBER: 0001172661-24-002148
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240510
DATE AS OF CHANGE: 20240510
EFFECTIVENESS DATE: 20240510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: POLEN CAPITAL MANAGEMENT LLC
CENTRAL INDEX KEY: 0001034524
ORGANIZATION NAME:
IRS NUMBER: 132984374
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-03687
FILM NUMBER: 24934178
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/A
1
primary_doc.xml
X0202
13F-HR/A
LIVE
false
true
false
0001034524
XXXXXXXX
12-31-2023
12-31-2023
true
2
RESTATEMENT
false
POLEN CAPITAL MANAGEMENT LLC
1825 Nw Corporate Boulevard
Suite 300
Boca Raton
FL
33431
13F HOLDINGS REPORT
028-03687
000106093
801-15180
N
Lauren Walsh
Chief Compliance Officer
781-283-8542
/s/ Lauren Walsh
Boca Raton
FL
05-09-2024
0
107
41490887814
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
1484818780
13488308
SH
SOLE
13488308
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1684826660
4800967
SH
SOLE
4800967
0
0
ADOBE INC
COM
00724F101
2479222918
4155287
SH
SOLE
4155287
0
0
AIRBNB INC
COM CL A
009066101
1437892701
10561868
SH
SOLE
10561868
0
0
ALARM COM HLDGS INC
COM
011642105
8330387
128913
SH
SOLE
128913
0
0
ALIGHT INC
COM CL A
01626W101
13056088
1530608
SH
SOLE
1530608
0
0
ALIGN TECHNOLOGY INC
COM
016255101
347464348
1268118
SH
SOLE
1268118
0
0
ALPHABET INC
CAP STK CL C
02079K107
2648993806
18794822
SH
SOLE
18794822
0
0
ALPHABET INC
CAP STK CL A
02079K305
298785073
2138915
SH
SOLE
2138915
0
0
AMAZON COM INC
COM
023135106
5512077675
36275937
SH
SOLE
36275937
0
0
AMN HEALTHCARE SVCS INC
COM
001744101
3400744
45416
SH
SOLE
45416
0
0
AON PLC
SHS CL A
G0403H108
238649889
819616
SH
SOLE
819616
0
0
APPFOLIO INC
COM CL A
03783C100
4690527
27075
SH
SOLE
27075
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
36162748
47776
SH
SOLE
47776
0
0
ASPEN TECHNOLOGY INC
COM
29109X106
2447408
11117
SH
SOLE
11117
0
0
AUTODESK INC
COM
052769106
1247201817
5122109
SH
SOLE
5122109
0
0
AUTOHOME INC
SP ADS RP CL A
05278C107
7117223
253643
SH
SOLE
253643
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
117349860
503272
SH
SOLE
503272
0
0
BIO-TECHNE CORP
COM
09073M104
1727072
22383
SH
SOLE
22383
0
0
BLACKLINE INC
COM
09239B109
6931079
111004
SH
SOLE
111004
0
0
BOWMAN CONSULTING GROUP LTD
COM
103002101
2009558
56575
SH
SOLE
56575
0
0
BUMBLE INC
COM CL A
12047B105
7629860
517630
SH
SOLE
517630
0
0
CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
6576931
577430
SH
SOLE
577430
0
0
CHARLES RIV LABS INTL INC
COM
159864107
1495939
6328
SH
SOLE
6328
0
0
CLEARWATER ANALYTICS HLDGS I
CL A
185123106
5826534
290890
SH
SOLE
290890
0
0
CORE & MAIN INC
CL A
21874C102
7562316
187140
SH
SOLE
187140
0
0
DLOCAL LTD
CLASS A COM
G29018101
21267643
1202241
SH
SOLE
1202241
0
0
DOXIMITY INC
CL A
26622P107
4847784
172888
SH
SOLE
172888
0
0
DYNATRACE INC
COM NEW
268150109
5046410
92273
SH
SOLE
92273
0
0
ELI LILLY & CO
COM
532457108
81021086
594801
SH
SOLE
594801
0
0
ENDAVA PLC
ADS
29260V105
5176843
66498
SH
SOLE
66498
0
0
EPAM SYS INC
COM
29414B104
10833583
36435
SH
SOLE
36435
0
0
ETSY INC
COM
29786A106
2781798
34322
SH
SOLE
34322
0
0
EURONET WORLDWIDE INC
COM
298736109
7915849
77996
SH
SOLE
77996
0
0
EXLSERVICE HOLDINGS INC
COM
302081104
2734850
88650
SH
SOLE
88650
0
0
FIRSTSERVICE CORP NEW
COM
33767E202
5937101
36628
SH
SOLE
36628
0
0
FIVE BELOW INC
COM
33829M101
6492163
30457
SH
SOLE
30457
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
3487700
31263
SH
SOLE
31263
0
0
FORUM ENERGY TECHNOLOGIES IN
NOTE 9.000% 8/0
34984VAC4
24373736
25153049
PRN
DFND
0
0
25153049
FOX FACTORY HLDG CORP
COM
35138V102
6459559
95726
SH
SOLE
95726
0
0
GARTNER INC
COM
366651107
815037782
1806738
SH
SOLE
1806738
0
0
GENERAC HLDGS INC
COM
368736104
5962442
46135
SH
SOLE
46135
0
0
GLOBAL X FDS
S&P 500 CATHOLIC
37954Y889
388604
5388
SH
SOLE
5388
0
0
GLOBANT S A
COM
L44385109
5171232
357970
SH
SOLE
357970
0
0
GOOSEHEAD INS INC
COM CL A
38267D109
81021086
151971
SH
SOLE
151971
0
0
HAMILTON LANE INC
CL A
407497106
67858652
95403
SH
SOLE
95403
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
5171232
563327
SH
SOLE
563327
0
0
HELEN OF TROY LTD
COM
G4388N106
81021086
20112
SH
SOLE
20112
0
0
HOULIHAN LOKEY INC
CL A
441593100
67858652
127298
SH
SOLE
127298
0
0
ICON PLC
SHS
G4705A100
5328335
1192170
SH
SOLE
1192170
0
0
ILLUMINA INC
COM
452327109
81021086
33913
SH
SOLE
33913
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
5171232
1774
SH
SOLE
1774
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
67858652
415395
SH
SOLE
415395
0
0
ISHARES TR
MSCI ACWI ETF
464288257
81021086
101590
SH
SOLE
101590
0
0
ISHARES TR
0-3 MNTH TREASRY
46436E718
67858652
5005
SH
SOLE
5005
0
0
ISHARES TR
MSCI ACWI EX US
464288240
5171232
165456
SH
SOLE
165456
0
0
KAROOOOO LTD
ORD SHS
Y4600W108
81021086
9250
SH
SOLE
9250
0
0
LAS VEGAS SANDS CORP
COM
517834107
67858652
232636
SH
SOLE
232636
0
0
LGI HOMES INC
COM
50187T106
5171232
25236
SH
SOLE
25236
0
0
MARKETAXESS HLDGS INC
COM
57060D108
67858652
4461
SH
SOLE
4461
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1982041778
4646772
SH
SOLE
4646772
0
0
MEDPACE HLDGS INC
COM
58506Q109
5171232
16870
SH
SOLE
16870
0
0
MEDTRONIC PLC
SHS
G5960L103
81021086
983504
SH
SOLE
983504
0
0
MERCADOLIBRE INC
COM
58733R102
67858652
43180
SH
SOLE
43180
0
0
MICROSOFT CORP
COM
594918104
3744200843
9956252
SH
SOLE
9956252
0
0
MONOLITHIC PWR SYS INC
COM
609839105
2547090
4038
SH
SOLE
4038
0
0
MORNINGSTAR INC
COM
617700109
3945818
13785
SH
SOLE
13785
0
0
MSCI INC
COM
55354G100
76605278
135306
SH
SOLE
135306
0
0
NETFLIX INC
COM
64110L106
1987057623
4081206
SH
SOLE
4081206
0
0
NIKE INC
CL B
654106103
640999473
5904020
SH
SOLE
5904020
0
0
NOVO-NORDISK A S
ADR
670100205
823300995
7958444
SH
SOLE
7958444
0
0
PAYCOM SOFTWARE INC
COM
70432V102
3389588
16397
SH
SOLE
16397
0
0
PAYPAL HLDGS INC
COM
70450Y103
1276989247
20794484
SH
SOLE
20794484
0
0
POOL CORP
COM
73278L105
1353620
3395
SH
SOLE
3395
0
0
PROGYNY INC
COM
74340E103
12658339
340461
SH
SOLE
340461
0
0
QUALYS INC
COM
74758T303
6214187
31660
SH
SOLE
31660
0
0
REVOLVE GROUP INC
CL A
76156B107
6793644
409749
SH
SOLE
409749
0
0
RH
COM
74967X103
4880819
16745
SH
SOLE
16745
0
0
SALESFORCE INC
COM
79466L302
1914441373
7275372
SH
SOLE
7275372
0
0
SAP SE
SPON ADR
803054204
192108076
1242694
SH
SOLE
1242694
0
0
SERVICENOW INC
COM
81762P102
2682188531
3796364
SH
SOLE
3796364
0
0
SHOPIFY INC
CL A
82509L107
60752356
779876
SH
SOLE
779876
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
3466652
21333
SH
SOLE
21333
0
0
SITIME CORP
COM
82982T106
4227358
34628
SH
SOLE
34628
0
0
SKILLSOFT CORP
CL A
83066P309
1374580
78190
SH
DFND
65169
0
13021
SPDR S&P 500 ETF TR
TR UNIT
78462F103
314638
662
SH
SOLE
662
0
0
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
55436246
606590
SH
SOLE
606590
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
4376632
42083
SH
SOLE
42083
0
0
TENCENT MUSIC ENTMT GROUP
SPON ADS
88034P109
23393285
2596369
SH
SOLE
2596369
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1079249790
2033120
SH
SOLE
2033120
0
0
TIMOTHY PLAN
US LRGMD CP CORE
887432359
578794
15147
SH
SOLE
15147
0
0
TIMOTHY PLAN
INTL ETF
887432334
419833
15875
SH
SOLE
15875
0
0
TOPGOLF CALLAWAY BRANDS CORP
COM
131193104
1873688
130662
SH
SOLE
130662
0
0
TREX CO INC
COM
89531P105
2224816
26873
SH
SOLE
26873
0
0
TYLER TECHNOLOGIES INC
COM
902252105
2578128
6166
SH
SOLE
6166
0
0
UNILEVER PLC
SPON ADR NEW
904767704
22686099
467948
SH
SOLE
467948
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1281993589
2435074
SH
SOLE
2435074
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
2614972
8412
SH
SOLE
8412
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
2595413
33266
SH
SOLE
33266
0
0
VISA INC
COM CL A
92826C839
1898561003
7291781
SH
SOLE
7291781
0
0
WARBY PARKER INC
CL A COM
93403J106
6903338
489598
SH
SOLE
489598
0
0
WINGSTOP INC
COM
974155103
9085604
35410
SH
SOLE
35410
0
0
WORKDAY INC
CL A
98138H101
1040584094
3768793
SH
SOLE
3768793
0
0
XPEL INC
COM
98379L100
3072871
57064
SH
SOLE
57064
0
0
YETI HLDGS INC
COM
98585X104
8514770
164441
SH
SOLE
164441
0
0
YUM CHINA HLDGS INC
COM
98850P109
11514059
271366
SH
SOLE
271366
0
0
ZOETIS INC
CL A
98978V103
981273203
4971744
SH
SOLE
4971744
0
0