# EDGAR Filing Document

**Accession Number:** 0001034524
**File Stem:** 0001172661-23-000805
**Filing Date:** 2023-2
**Character Count:** 14200
**Document Hash:** 83c720e727f4086a3a01c38ebe797cd6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000805.hdr.sgml**: 20230213

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** POLEN CAPITAL MANAGEMENT LLC<br>**Address:** 1825 Nw Corporate Boulevard<br>Suite 300<br>Boca Raton, FL 33431

**Form 13F File Number:** 028-03687

**CRD Number (if applicable):** 000106093

**SEC File Number (if applicable):** 801-15180

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brian D. Goldberg<br>**Title:** Chief Compliance Officer<br>**Phone:** 561-241-2425

**Signature, Place, and Date of Signing:**

/s/ Brian D. Goldberg  Boca Raton, FL  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 93

**Form 13F Information Table Value Total:** $34279625946

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 1604991723 | 14618742 | SH |  | SOLE |  | 14618742 | 0 | 0 |
| 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 |  | SOLE |  | 114665 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 2952465676 | 35148401 | SH |  | SOLE |  | 35148401 | 0 | 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 |  | 998370 | 0 | 0 |
| APPFOLIO INC | COM CL A | 03783C100 | BBG008GC8CS3 | 6226483 | 59086 | SH |  | SOLE |  | 59086 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | BBG001SCG0R3 | 37562268 | 68745 | SH |  | SOLE |  | 68745 | 0 | 0 |
| ASPEN TECHNOLOGY INC | COM | 29109X106 | BBG017J18WC8 | 1755965 | 8549 | SH |  | SOLE |  | 8549 | 0 | 0 |
| AUTODESK INC | COM | 052769106 | BBG001S5SCD4 | 1477671744 | 7907485 | SH |  | SOLE |  | 7907485 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | BBG001S82KF6 | 127809644 | 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 |  | SOLE |  | 123090 | 0 | 0 |
| BUMBLE INC | COM CL A | 12047B105 | BBG00Z6RF535 | 6535036 | 310453 | SH |  | SOLE |  | 310453 | 0 | 0 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | BBG00WNSJM58 | 1816795 | 208827 | SH |  | SOLE |  | 208827 | 0 | 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 |  | SOLE |  | 8209972 | 0 | 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 |  | SOLE |  | 143102 | 0 | 0 |
| ENDAVA PLC | ADS | 29260V105 | BBG00LBLBCB3 | 8413317 | 109978 | SH |  | SOLE |  | 109978 | 0 | 0 |
| ETSY INC | COM | 29786A106 | BBG001T53625 | 2154842 | 17990 | SH |  | SOLE |  | 17990 | 0 | 0 |
| EURONET WORLDWIDE INC | COM | 298736109 | BBG001S9DW39 | 7731232 | 81916 | SH |  | SOLE |  | 81916 | 0 | 0 |
| FAIR ISAAC CORP | COM | 303250104 | BBG001S8ZT61 | 1531766 | 2559 | SH |  | SOLE |  | 2559 | 0 | 0 |
| FARFETCH LTD | ORD SH CL A | 30744W107 | BBG00LSD4483 | 2459406 | 519959 | SH |  | SOLE |  | 519959 | 0 | 0 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 | BBG0093LLBP5 | 1852956 | 15120 | SH |  | SOLE |  | 15120 | 0 | 0 |
| FIVE BELOW INC | COM | 33829M101 | BBG001TCDMY9 | 16033796 | 90653 | SH |  | SOLE |  | 90653 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 | BBG007GJ2F90 | 3266831 | 46917 | SH |  | SOLE |  | 46917 | 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 | 102037 | SH |  | SOLE |  | 102037 | 0 | 0 |
| GARTNER INC | COM | 366651107 | BBG001S5SD60 | 922065187 | 2743099 | SH |  | SOLE |  | 2743099 | 0 | 0 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 | BBG00CP9KWK1 | 11035195 | 237214 | SH |  | SOLE |  | 237214 | 0 | 0 |
| GLOBANT S A | COM | L44385109 | BBG00564Y4W2 | 35757206 | 212638 | SH |  | SOLE |  | 212638 | 0 | 0 |
| GOOSEHEAD INS INC | COM CL A | 38267D109 | BBG00KHHBMD4 | 10060487 | 292967 | SH |  | SOLE |  | 292967 | 0 | 0 |
| HAMILTON LANE INC | CL A | 407497106 | BBG00FX58Q75 | 8029269 | 125693 | SH |  | SOLE |  | 125693 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | BBG001SJB7J7 | 21539983 | 314866 | SH |  | SOLE |  | 314866 | 0 | 0 |
| HELEN OF TROY LTD | COM | G4388N106 | BBG001S5RVH9 | 2592854 | 23378 | SH |  | SOLE |  | 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 | 442679 | SH |  | SOLE |  | 442679 | 0 | 0 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | BBG001S56R18 | 19402292 | 426424 | SH |  | SOLE |  | 426424 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 543636571 | 2537512 | SH |  | SOLE |  | 2537512 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 2772673 | 15902 | SH |  | SOLE |  | 15902 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 | BBG001SFQL99 | 11076041 | 135869 | SH |  | SOLE |  | 135869 | 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 |  | 5289548 | 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 |  | 9494199 | 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 | 6524307 | SH |  | SOLE |  | 6524307 | 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 | 5085981 | 16390 | SH |  | SOLE |  | 16390 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 | BBG0077VNXW5 | 872051472 | 12244474 | SH |  | SOLE |  | 12244474 | 0 | 0 |
| PROGYNY INC | COM | 74340E103 | BBG002H1K1K7 | 9160436 | 294075 | SH |  | SOLE |  | 294075 | 0 | 0 |
| QUALYS INC | COM | 74758T303 | BBG001SYH860 | 10577229 | 94246 | SH |  | SOLE |  | 94246 | 0 | 0 |
| REVOLVE GROUP INC | CL A | 76156B107 | BBG00M4RHC48 | 9643833 | 433236 | SH |  | SOLE |  | 433236 | 0 | 0 |
| RH | COM | 74967X103 | BBG002293Q93 | 3266131 | 12224 | SH |  | SOLE |  | 12224 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 1389601020 | 10480436 | SH |  | SOLE |  | 10480436 | 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 |  | 32151 | 0 | 0 |
| SITIME CORP | COM | 82982T106 | BBG00QNSY276 | 2236453 | 22008 | SH |  | SOLE |  | 22008 | 0 | 0 |
| SKILLSOFT CORP | CL A | 83066P200 | BBG00PP0KGK6 | 2298483 | 1768064 | SH |  | DFND |  | 1552447 | 0 | 215617 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 298493 | 3009 | SH |  | SOLE |  | 3009 | 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 |  | 6708 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 | BBG001S5X1K4 | 42222553 | 838581 | SH |  | SOLE |  | 838581 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 1445098250 | 2725675 | SH |  | SOLE |  | 2725675 | 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 |  | 349626 | 0 | 0 |
| WINGSTOP INC | COM | 974155103 | BBG008N298X9 | 9823728 | 71383 | SH |  | SOLE |  | 71383 | 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 |

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