Polen Capital Management 13F holdings, Q2 2000
Holdings as of June 30, 2000 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 17 US equity positions worth $623.1m in its Q2 2000 13F filing. The largest position was AMGN at 13.2% of the reported book, followed by INTC and MDT. Against the Q1 2000 filing, it opened 1 new position, added to 7 and reduced 5 among the top 17 holdings.
What did Polen Capital Management own in Q2 2000? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2000 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 13.2% | $82.1m | 1,168,403 | -0% | held |
| 2 | INTC Intel Corp | Technology | 9.3% | $58.0m | 434,047 | -25% | reduced |
| 3 | MDT Medtronic Inc | Healthcare | 7.8% | $48.8m | 979,575 | 1% | added |
| 4 | Schering-Plough | 7.5% | $46.9m | 928,353 | 0% | held | |
| 5 | AXP American Express | Financial Services | 7.2% | $44.9m | 860,591 | 199% | added |
| 6 | Dell Computer Corp | 6.6% | $41.1m | 833,467 | 71% | added | |
| 7 | Anheuser-Busch | 6.4% | $40.2m | 537,668 | 1% | added | |
| 8 | Freddie Mac | 5.8% | $36.2m | 893,643 | 0% | held | |
| 9 | McGraw-Hill | 5.5% | $34.1m | 631,155 | 1% | added | |
| 10 | MCD McDonald's Corp | Consumer Cyclical | 5.4% | $33.7m | 1,023,138 | 45% | added |
| 11 | Tandy Corp | 5.4% | $33.5m | 706,810 | 0% | held | |
| 12 | UPS UPS Inc | Industrials | 5.3% | $33.2m | 562,295 | – | new |
| 13 | MSFT Microsoft Corp | Technology | 5.2% | $32.5m | 405,950 | -25% | reduced |
| 14 | Reynolds & Reynolds | 3.8% | $23.7m | 1,296,295 | 3% | added | |
| 15 | Pulitzer Inc | 2.8% | $17.3m | 410,834 | -3% | reduced | |
| 16 | Hearst-Argyle | 2.2% | $13.9m | 713,868 | -3% | reduced | |
| 17 | Taro Pharmaceutical | 0.5% | $3.2m | 273,335 | -3% | reduced |
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.