Polen Capital Management 13F holdings, Q1 2001
Holdings as of March 31, 2001 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 16 US equity positions worth $569.3m in its Q1 2001 13F filing. The largest position was AMGN at 11.9% of the reported book, followed by Anheuser-Busch and Dell Computer Corp. Against the Q4 2000 filing, it opened 0 new positions, added to 14 and reduced 2 among the top 16 holdings.
What did Polen Capital Management own in Q1 2001? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2000 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 11.9% | $68.0m | 1,129,489 | 8% | added |
| 2 | Anheuser-Busch | 9.2% | $52.2m | 1,126,341 | 3% | added | |
| 3 | Dell Computer Corp | 8.7% | $49.6m | 1,932,002 | 41% | added | |
| 4 | MDT Medtronic Inc | Healthcare | 8.7% | $49.6m | 1,083,810 | 6% | added |
| 5 | MSFT Microsoft Corp | Technology | 7.5% | $42.7m | 780,651 | 31% | added |
| 6 | McGraw-Hill | 7.2% | $41.2m | 690,704 | 4% | added | |
| 7 | Radio Shack | 7.0% | $39.7m | 1,082,205 | 32% | added | |
| 8 | UPS UPS Inc | Industrials | 6.8% | $38.9m | 683,080 | 3% | added |
| 9 | AXP American Express | Financial Services | 6.7% | $38.1m | 922,316 | 5% | added |
| 10 | Schering-Plough | 5.5% | $31.5m | 862,840 | 9% | added | |
| 11 | INTC Intel Corp | Technology | 5.4% | $30.7m | 1,166,627 | 33% | added |
| 12 | MCD McDonald's Corp | Consumer Cyclical | 5.0% | $28.7m | 1,082,604 | 4% | added |
| 13 | Reynolds & Reynolds | 4.5% | $25.7m | 1,334,629 | 4% | added | |
| 14 | Minn Min & Man | 2.8% | $15.7m | 150,840 | 3% | added | |
| 15 | Hearst-Argyle | 2.3% | $13.0m | 621,017 | -8% | reduced | |
| 16 | Taro Pharmaceutical | 0.7% | $4.0m | 92,400 | -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.