Level Global Investors as of Dec. 31, 2003
Portfolio Holdings for Level Global Investors
Level Global Investors holds 52 positions in its portfolio as reported in the December 2003 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Motorola | 4.7 | $20M | 1.4M | 14.00 | |
| Cit Group Inc C ommon | 4.4 | $19M | 515k | 35.95 | |
| Doubleclick | 4.2 | $18M | 1.7M | 10.30 | |
| Mcafee | 3.9 | $16M | 1.1M | 15.04 | |
| Unum (UNM) | 3.8 | $16M | 1.0M | 15.77 | |
| Citi | 3.7 | $15M | 315k | 48.54 | |
| Mbna Corp | 3.6 | $15M | 600k | 24.85 | |
| St. Joe Company (JOE) | 3.5 | $15M | 395k | 37.29 | |
| Unionbancal Corporation | 3.2 | $13M | 230k | 57.54 | |
| Accenture | 3.1 | $13M | 500k | 26.32 | |
| Interpublic Group of Companies (IPG) | 3.0 | $13M | 800k | 15.60 | |
| Liberty Media Corp-a | 2.8 | $12M | 1.0M | 11.89 | |
| Yahoo! | 2.7 | $11M | 250k | 45.03 | |
| MGIC Investment (MTG) | 2.6 | $11M | 190k | 56.94 | |
| Golden West Financial Corp | 2.6 | $11M | 105k | 103.19 | |
| Countrywide Financial Corp | 2.5 | $11M | 140k | 75.85 | |
| Federal Agricultural Mortgage (AGM) | 2.3 | $9.6M | 300k | 31.96 | |
| First Data Corp | 2.2 | $9.2M | 225k | 41.09 | |
| Time Warner | 2.1 | $9.0M | 500k | 17.99 | |
| Federated Investors (FHI) | 2.1 | $8.8M | 300k | 29.36 | |
| Linear Technology Corporation | 2.0 | $8.4M | 200k | 42.07 | |
| Walt Disney Company (DIS) | 1.9 | $8.2M | 350k | 23.33 | |
| Westcorp | 1.9 | $8.1M | 221k | 36.55 | |
| E Trade Financial Corp | 1.9 | $8.0M | 630k | 12.65 | |
| Juniper Networks (JNPR) | 1.9 | $8.0M | 427k | 18.68 | |
| Commerce Bancorp | 1.9 | $7.9M | 150k | 52.68 | |
| Cisco Systems (CSCO) | 1.7 | $7.3M | 300k | 24.23 | |
| Sap (SAP) | 1.7 | $7.3M | 175k | 41.56 | |
| Siebel Sys | 1.7 | $7.0M | 500k | 13.92 | |
| MCG Capital Corporation | 1.6 | $6.9M | 352k | 19.59 | |
| U.S. Bancorp (USB) | 1.4 | $5.7M | 190k | 29.78 | |
| Bearingpoint | 1.3 | $5.5M | 550k | 10.09 | |
| VERITAS SOFTWARE Corp | 1.3 | $5.6M | 150k | 37.02 | |
| Interwoven | 1.2 | $5.2M | 400k | 12.92 | |
| Mi Devs Inc cl a sub vtg | 1.2 | $4.9M | 175k | 27.92 | |
| Fidelity National Financial In | 1.2 | $4.8M | 125k | 38.78 | |
| Ciena Corp | 1.1 | $4.6M | 700k | 6.56 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $4.6M | 100k | 45.64 | |
| Novellus Systems | 1.0 | $4.2M | 100k | 42.05 | |
| Nexstar Broadcasting (NXST) | 1.0 | $4.1M | 300k | 13.71 | |
| United Microelectronics Corp | 0.9 | $3.7M | 750k | 4.95 | |
| Advanced Micro Devices (AMD) | 0.9 | $3.7M | 250k | 14.90 | |
| EMC Corporation | 0.8 | $3.2M | 250k | 12.92 | |
| Friedman, Billings, Ramsey Gro | 0.7 | $2.9M | 125k | 23.08 | |
| Jds Uniphase Corp | 0.7 | $2.7M | 750k | 3.64 | |
| Zoran Corporation | 0.6 | $2.6M | 150k | 17.39 | |
| Vodafone Group Plc-sp | 0.6 | $2.5M | 100k | 25.04 | |
| Applied Micro Circuits | 0.5 | $2.1M | 350k | 5.97 | |
| Conexant Systems | 0.4 | $1.5M | 300k | 4.97 | |
| FormFactor (FORM) | 0.4 | $1.5M | 75k | 19.80 | |
| Wind River Systems Inc Com Stk | 0.3 | $1.1M | 125k | 8.76 | |
| Telesystem Intl Wireless | 0.2 | $836k | 100k | 8.36 |
