Polen Capital Management 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 17 US equity positions worth $624.6m in its Q1 2000 13F filing. The largest position was INTC at 12.2% of the reported book, followed by AMGN and MSFT. Against the Q4 1999 filing, it opened 1 new position, added to 10 and reduced 5 among the top 17 holdings.
What did Polen Capital Management own in Q1 2000? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 1999 |
|---|---|---|---|---|---|---|---|
| 1 | INTC Intel Corp | Technology | 12.2% | $76.0m | 575,667 | -19% | reduced |
| 2 | AMGN Amgen Inc | Healthcare | 11.5% | $72.0m | 1,173,058 | -26% | reduced |
| 3 | MSFT Microsoft Corp | Technology | 9.2% | $57.4m | 539,925 | 26% | added |
| 4 | MDT Medtronic Inc | Healthcare | 8.0% | $50.1m | 974,385 | 1% | added |
| 5 | AXP American Express | Financial Services | 6.9% | $42.9m | 287,827 | 20% | added |
| 6 | Freddie Mac | 6.3% | $39.5m | 893,468 | 3% | added | |
| 7 | Tandy Corp | 5.7% | $35.8m | 706,160 | – | new | |
| 8 | Schering-Plough | 5.5% | $34.3m | 924,478 | 38% | added | |
| 9 | Reynolds & Reynolds | 5.4% | $33.8m | 1,253,530 | -2% | reduced | |
| 10 | Anheuser-Busch | 5.3% | $33.1m | 531,658 | 13% | added | |
| 11 | Fannie Mae | 5.0% | $31.2m | 552,320 | 35% | added | |
| 12 | McGraw-Hill | 4.5% | $28.3m | 622,855 | 81% | added | |
| 13 | MCD McDonald's Corp | Consumer Cyclical | 4.2% | $26.4m | 705,628 | 1% | added |
| 14 | Dell Computer Corp | 4.2% | $26.4m | 488,777 | -40% | reduced | |
| 15 | Pulitzer Inc | 2.8% | $17.2m | 421,474 | -1% | reduced | |
| 16 | Hearst-Argyle | 2.8% | $17.2m | 735,392 | -0% | held | |
| 17 | Taro Pharmaceutical | 0.5% | $3.0m | 281,675 | 11% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.