Polen Capital Management 13F holdings, Q3 2000
Holdings as of September 30, 2000 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 17 US equity positions worth $644.9m in its Q3 2000 13F filing. The largest position was AMGN at 11.5% of the reported book, followed by Radio Shack and AXP. Against the Q2 2000 filing, it opened 0 new positions, added to 13 and reduced 4 among the top 17 holdings.
What did Polen Capital Management own in Q3 2000? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 11.5% | $74.2m | 1,062,218 | -9% | reduced |
| 2 | Radio Shack | 8.3% | $53.7m | 831,690 | 18% | added | |
| 3 | AXP American Express | Financial Services | 8.3% | $53.6m | 882,731 | 3% | added |
| 4 | MDT Medtronic Inc | Healthcare | 8.1% | $52.1m | 1,005,240 | 3% | added |
| 5 | Freddie Mac | 8.0% | $51.3m | 949,103 | 6% | added | |
| 6 | Anheuser-Busch | 7.3% | $46.9m | 1,108,876 | 106% | added | |
| 7 | Schering-Plough | 7.2% | $46.5m | 999,108 | 8% | added | |
| 8 | McGraw-Hill | 6.7% | $43.1m | 678,735 | 8% | added | |
| 9 | UPS UPS Inc | Industrials | 6.0% | $38.5m | 682,255 | 21% | added |
| 10 | INTC Intel Corp | Technology | 5.7% | $37.1m | 891,954 | 105% | added |
| 11 | MSFT Microsoft Corp | Technology | 5.7% | $36.5m | 604,665 | 49% | added |
| 12 | Dell Computer Corp | 5.0% | $32.3m | 1,048,482 | 26% | added | |
| 13 | MCD McDonald's Corp | Consumer Cyclical | 4.9% | $31.9m | 1,057,063 | 3% | added |
| 14 | Reynolds & Reynolds | 4.0% | $26.1m | 1,312,020 | 1% | added | |
| 15 | Hearst-Argyle | 2.2% | $14.1m | 707,386 | -1% | reduced | |
| 16 | Taro Pharmaceutical | 0.7% | $4.7m | 263,225 | -4% | reduced | |
| 17 | Pulitzer Inc | 0.3% | $2.2m | 50,970 | -88% | 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.