0001172661-24-002149.txt : 20240510
0001172661-24-002149.hdr.sgml : 20240510
20240510142505
ACCESSION NUMBER: 0001172661-24-002149
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
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
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-03687
FILM NUMBER: 24934182
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
XXXXXXXX
03-31-2024
03-31-2024
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
104
43317845975
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
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SOLE
16141237
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1604453183
4628987
SH
SOLE
4628987
0
0
ADOBE INC
COM
00724F101
1431107147
2836122
SH
SOLE
2836122
0
0
AIRBNB INC
COM CL A
009066101
1769979935
10729752
SH
SOLE
10729752
0
0
ALARM COM HLDGS INC
COM
011642105
9089506
125424
SH
SOLE
125424
0
0
ALIGHT INC
COM CL A
01626W101
12679942
1287304
SH
SOLE
1287304
0
0
ALIGN TECHNOLOGY INC
COM
016255101
398773479
1216069
SH
SOLE
1216069
0
0
ALPHABET INC
CAP STK CL C
02079K107
2752607431
18078336
SH
SOLE
18078336
0
0
ALPHABET INC
CAP STK CL A
02079K305
322290324
2135363
SH
SOLE
2135363
0
0
AMAZON COM INC
COM
023135106
6207099652
34411241
SH
SOLE
34411241
0
0
AMN HEALTHCARE SVCS INC
COM
001744101
3672398
58749
SH
SOLE
58749
0
0
AON PLC
SHS CL A
G0403H108
277026204
830116
SH
SOLE
830116
0
0
APPFOLIO INC
COM CL A
03783C100
6527318
26454
SH
SOLE
26454
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
49599972
51109
SH
SOLE
51109
0
0
ASPEN TECHNOLOGY INC
COM
29109X106
2433098
11408
SH
SOLE
11408
0
0
AUTODESK INC
COM
052769106
1286144675
4938732
SH
SOLE
4938732
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
125510034
502060
SH
SOLE
502060
0
0
BIO-TECHNE CORP
COM
09073M104
2606119
37024
SH
SOLE
37024
0
0
BLACKLINE INC
COM
09239B109
7024002
108764
SH
SOLE
108764
0
0
BOWMAN CONSULTING GROUP LTD
COM
103002101
1942616
55838
SH
SOLE
55838
0
0
BUMBLE INC
COM CL A
12047B105
1119507
98635
SH
SOLE
98635
0
0
CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
6755378
564831
SH
SOLE
564831
0
0
CHARLES RIV LABS INTL INC
COM
159864107
1641957
6060
SH
SOLE
6060
0
0
CLEARWATER ANALYTICS HLDGS I
CL A
185123106
9667264
546482
SH
SOLE
546482
0
0
COPA HOLDINGS SA
CL A
P31076105
1455428
13973
SH
SOLE
13973
0
0
CORE & MAIN INC
CL A
21874C102
9160810
160014
SH
SOLE
160014
0
0
DLOCAL LTD
CLASS A COM
G29018101
18814824
1279920
SH
SOLE
1279920
0
0
DOXIMITY INC
CL A
26622P107
4488298
166789
SH
SOLE
166789
0
0
DYNATRACE INC
COM NEW
268150109
3429873
73856
SH
SOLE
73856
0
0
ELI LILLY & CO
COM
532457108
454955577
584806
SH
SOLE
584806
0
0
ENDAVA PLC
ADS
29260V105
2675405
70331
SH
SOLE
70331
0
0
EPAM SYS INC
COM
29414B104
9860293
35705
SH
SOLE
35705
0
0
ETSY INC
COM
29786A106
2627784
38239
SH
SOLE
38239
0
0
EURONET WORLDWIDE INC
COM
298736109
8352989
75985
SH
SOLE
75985
0
0
EXLSERVICE HOLDINGS INC
COM
302081104
9871205
310415
SH
SOLE
310415
0
0
FIRSTSERVICE CORP NEW
COM
33767E202
5946038
35863
SH
SOLE
35863
0
0
FIVE BELOW INC
COM
33829M101
4104629
22630
SH
SOLE
22630
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
2029201
15655
SH
SOLE
15655
0
0
FORUM ENERGY TECHNOLOGIES IN
NOTE 9.000% 8/0
34984VAC4
23628131
23813049
PRN
DFND
0
0
23813049
FOX FACTORY HLDG CORP
COM
35138V102
4898356
94073
SH
SOLE
94073
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
489478
10410
SH
SOLE
10410
0
0
GARTNER INC
COM
366651107
833614390
1748829
SH
SOLE
1748829
0
0
GENERAC HLDGS INC
COM
368736104
9343669
74074
SH
SOLE
74074
0
0
GLOBAL X FDS
S&P 500 CATHOLIC
37954Y889
998384
15688
SH
SOLE
15688
0
0
GLOBANT S A
COM
L44385109
100662005
498574
SH
SOLE
498574
0
0
GOOSEHEAD INS INC
COM CL A
38267D109
8793991
132002
SH
SOLE
132002
0
0
HAMILTON LANE INC
CL A
407497106
10364784
91919
SH
SOLE
91919
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
39769506
710550
SH
SOLE
710550
0
0
HELEN OF TROY LTD
COM
G4388N106
2263583
19642
SH
SOLE
19642
0
0
HOULIHAN LOKEY INC
CL A
441593100
11539947
90022
SH
SOLE
90022
0
0
ICON PLC
SHS
G4705A100
368946776
1098219
SH
SOLE
1098219
0
0
ISHARES TR
0-3 MNTH TREASRY
46436E718
349967
3475
SH
SOLE
3475
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
25543796
75786
SH
SOLE
75786
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1059950
5040
SH
SOLE
5040
0
0
ISHARES TR
MSCI ACWI ETF
464288257
1917214
17409
SH
SOLE
17409
0
0
ISHARES TR
MSCI ACWI EX US
464288240
1770109
33154
SH
SOLE
33154
0
0
KAROOOOO LTD
ORD SHS
Y4600W108
231805
9250
SH
SOLE
9250
0
0
KB FINL GROUP INC
SPONSORED ADR
48241A105
4226366
81167
SH
SOLE
81167
0
0
LAS VEGAS SANDS CORP
COM
517834107
11992125
231956
SH
SOLE
231956
0
0
LGI HOMES INC
COM
50187T106
2840937
24413
SH
SOLE
24413
0
0
MARKETAXESS HLDGS INC
COM
57060D108
1790176
8165
SH
SOLE
8165
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2152416441
4469582
SH
SOLE
4469582
0
0
MEDPACE HLDGS INC
COM
58506Q109
6854019
16959
SH
SOLE
16959
0
0
MEDTRONIC PLC
SHS
G5960L103
92867866
1065609
SH
SOLE
1065609
0
0
MERCADOLIBRE INC
COM
58733R102
50318564
33280
SH
SOLE
33280
0
0
MICROSOFT CORP
COM
594918104
4066415110
9665372
SH
SOLE
9665372
0
0
MONOLITHIC PWR SYS INC
COM
609839105
2636519
3892
SH
SOLE
3892
0
0
MORNINGSTAR INC
COM
617700109
2877400
9331
SH
SOLE
9331
0
0
MSCI INC
COM
55354G100
76252687
136056
SH
SOLE
136056
0
0
NETEASE INC
SPONSORED ADS
64110W102
413880
4000
SH
SOLE
4000
0
0
NETFLIX INC
COM
64110L106
2331728341
3839310
SH
SOLE
3839310
0
0
NIKE INC
CL B
654106103
890138289
9471571
SH
SOLE
9471571
0
0
NOVO-NORDISK A S
ADR
670100205
997511264
7768779
SH
SOLE
7768779
0
0
PAYCOM SOFTWARE INC
COM
70432V102
302551321
1520282
SH
SOLE
1520282
0
0
PAYPAL HLDGS INC
COM
70450Y103
3314551
49478
SH
SOLE
49478
0
0
POOL CORP
COM
73278L105
1329936
3296
SH
SOLE
3296
0
0
PROGYNY INC
COM
74340E103
14418551
377944
SH
SOLE
377944
0
0
QUALYS INC
COM
74758T303
5112003
30635
SH
SOLE
30635
0
0
REVOLVE GROUP INC
CL A
76156B107
11018279
520467
SH
SOLE
520467
0
0
RH
COM
74967X103
5682733
16318
SH
SOLE
16318
0
0
SALESFORCE INC
COM
79466L302
2094630080
6954745
SH
SOLE
6954745
0
0
SAP SE
SPON ADR
803054204
248609858
1274726
SH
SOLE
1274726
0
0
SERVICENOW INC
COM
81762P102
2030180180
2662881
SH
SOLE
2662881
0
0
SHOPIFY INC
CL A
82509L107
64109329
830755
SH
SOLE
830755
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
3638002
20842
SH
SOLE
20842
0
0
SITIME CORP
COM
82982T106
5739554
61563
SH
SOLE
61563
0
0
SKILLSOFT CORP
CL A
83066P309
703710
78190
SH
DFND
65169
0
13021
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
22940781
249900
SH
SOLE
249900
0
0
TENCENT MUSIC ENTMT GROUP
SPON ADS
88034P109
29796519
2662781
SH
SOLE
2662781
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1894120742
3258927
SH
SOLE
3258927
0
0
TOPGOLF CALLAWAY BRANDS CORP
COM
131193104
2082074
128762
SH
SOLE
128762
0
0
TREX CO INC
COM
89531P105
1053959
10566
SH
SOLE
10566
0
0
TYLER TECHNOLOGIES INC
COM
902252105
1402108
3299
SH
SOLE
3299
0
0
UNILEVER PLC
SPON ADR NEW
904767704
25136525
500827
SH
SOLE
500827
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1184203557
2393781
SH
SOLE
2393781
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
2883164
33266
SH
SOLE
33266
0
0
VISA INC
COM CL A
92826C839
2342176136
8392490
SH
SOLE
8392490
0
0
WARBY PARKER INC
CL A COM
93403J106
6526097
479507
SH
SOLE
479507
0
0
WINGSTOP INC
COM
974155103
4989114
13617
SH
SOLE
13617
0
0
WORKDAY INC
CL A
98138H101
1004294279
3682106
SH
SOLE
3682106
0
0
XPEL INC
COM
98379L100
2727497
50490
SH
SOLE
50490
0
0
YETI HLDGS INC
COM
98585X104
5318887
137974
SH
SOLE
137974
0
0
YUM CHINA HLDGS INC
COM
98850P109
12218912
307085
SH
SOLE
307085
0
0
ZOETIS INC
CL A
98978V103
1185335261
7005114
SH
SOLE
7005114
0
0