Maverick Capital as of Dec. 31, 1999
Portfolio Holdings for Maverick Capital
Maverick Capital holds 125 positions in its portfolio as reported in the December 1999 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Forest Laboratories | 3.2 | $154M | 2.5M | 61.44 | |
| Ford Motor | 3.1 | $147M | 2.8M | 53.31 | |
| Columbia/hca | 3.1 | $145M | 5.0M | 29.31 | |
| Baxter International (BAX) | 3.0 | $141M | 2.3M | 62.81 | |
| Safeway | 2.8 | $135M | 3.8M | 35.75 | |
| Ual Corp | 2.8 | $132M | 1.7M | 77.56 | |
| Advanced Micro Devices (AMD) | 2.5 | $119M | 4.1M | 28.94 | |
| Sears Roebuck & Co. | 2.2 | $107M | 3.5M | 30.37 | |
| Electronic Arts (EA) | 2.1 | $101M | 1.2M | 84.00 | |
| Williams Companies (WMB) | 2.1 | $101M | 3.3M | 30.56 | |
| Computer Associates Intl | 2.0 | $94M | 1.3M | 69.94 | |
| Providian Finl Corp | 2.0 | $94M | 1.0M | 91.06 | |
| Seagate Technology Incorporated | 2.0 | $93M | 2.0M | 46.56 | |
| Costco Wholesale Corporation (COST) | 1.9 | $91M | 1.0M | 91.25 | |
| Amgen (AMGN) | 1.9 | $90M | 1.5M | 60.06 | |
| Walgreen Company | 1.9 | $88M | 3.0M | 29.25 | |
| Amfm | 1.7 | $82M | 1.1M | 78.25 | |
| Reynolds Metals Company | 1.7 | $82M | 1.1M | 76.63 | |
| Parametric Technology Corporat | 1.7 | $81M | 3.0M | 27.06 | |
| Compaq Computer | 1.7 | $81M | 3.0M | 27.06 | |
| Advanced Fibre Communicat | 1.7 | $80M | 1.8M | 44.69 | |
| Furniture Brands International | 1.6 | $78M | 3.5M | 22.00 | |
| INC Niagara Mohawk Hldgs | 1.5 | $70M | 5.0M | 13.94 | |
| Acxiom Corporation | 1.5 | $69M | 2.9M | 24.00 | |
| Cemex SAB de CV (CX) | 1.4 | $66M | 2.4M | 27.87 | |
| Quaker Oats | 1.4 | $66M | 1.0M | 65.62 | |
| Office Depot | 1.4 | $65M | 5.9M | 11.00 | |
| Lehman Brothers Holdings | 1.3 | $64M | 750k | 84.69 | |
| Marriott International (MAR) | 1.3 | $63M | 2.0M | 31.56 | |
| Citi | 1.3 | $63M | 1.1M | 55.69 | |
| Bed Bath & Beyond | 1.2 | $56M | 1.6M | 34.75 | |
| Steakhouse | 1.2 | $56M | 2.2M | 25.94 | |
| INC Galileo Technology ord | 1.2 | $56M | 2.3M | 24.12 | |
| Cablevision Systems Corporation | 1.1 | $54M | 708k | 75.50 | |
| Key (KEY) | 1.1 | $53M | 2.4M | 22.12 | |
| News Corp Ltd sp adr p | 1.1 | $52M | 1.5M | 33.44 | |
| Fomento Economico Mexicano SAB (FMX) | 1.1 | $51M | 1.1M | 44.50 | |
| Tosco Corp | 1.0 | $49M | 1.8M | 27.19 | |
| GROUP INC Amerisource Health cl a | 1.0 | $46M | 3.0M | 15.19 | |
| Family Dollar Stores | 0.9 | $45M | 2.8M | 16.31 | |
| Insight Enterprises (NSIT) | 0.9 | $44M | 1.1M | 40.62 | |
| Pittston Brink's Group | 0.9 | $44M | 2.0M | 22.00 | |
| Associates First Capital Corp | 0.9 | $44M | 1.6M | 27.44 | |
| Capital One Financial (COF) | 0.9 | $43M | 895k | 48.19 | |
| Park Place Entertainment Corpo | 0.9 | $43M | 3.4M | 12.50 | |
| At&t Corp | 0.9 | $43M | 750k | 56.81 | |
| Burlington Northern Santa Fe C | 0.9 | $42M | 1.7M | 24.25 | |
| Viacom Inc cl b | 0.9 | $41M | 675k | 60.44 | |
| Chase Manhattan - | 0.9 | $41M | 525k | 77.69 | |
| Airborne Freight Corporation | 0.8 | $40M | 1.8M | 22.00 | |
| Bear Stearns Companies | 0.8 | $40M | 939k | 42.75 | |
| Sprint Nextel Corporation | 0.8 | $40M | 590k | 67.31 | |
| Navistar International Corporation | 0.8 | $39M | 839k | 47.00 | |
| Ethan Allen Interiors (ETD) | 0.8 | $38M | 1.2M | 32.06 | |
| Usa Interactive | 0.8 | $38M | 680k | 55.25 | |
| Davita | 0.8 | $37M | 5.5M | 6.69 | |
| Caremark Rx | 0.7 | $35M | 6.8M | 5.06 | |
| Rambus (RMBS) | 0.7 | $35M | 513k | 67.44 | |
| Wachovia Corp. - | 0.7 | $34M | 500k | 68.00 | |
| MGM Resorts International. (MGM) | 0.7 | $31M | 625k | 50.31 | |
| United Stationers | 0.7 | $31M | 1.1M | 28.56 | |
| Lennar Corporation (LEN) | 0.6 | $29M | 1.8M | 16.25 | |
| Psi Net | 0.6 | $29M | 463k | 61.75 | |
| Placer Dome | 0.6 | $28M | 2.6M | 10.75 | |
| Usx Us Steel Group | 0.6 | $27M | 826k | 33.00 | |
| Mediaone Group | 0.6 | $27M | 351k | 76.81 | |
| Raytheon Co-cl A | 0.5 | $25M | 1.0M | 24.81 | |
| Newmont Mining Corporation (NEM) | 0.5 | $25M | 1.0M | 24.50 | |
| Seagram | 0.5 | $24M | 545k | 44.75 | |
| Telefonos de Mexico | 0.5 | $24M | 209k | 112.50 | |
| Pixar | 0.5 | $23M | 660k | 35.37 | |
| Ameritrade Holding Corporation - Cl A | 0.5 | $23M | 1.1M | 21.69 | |
| Gtech Holdings Corp | 0.5 | $22M | 1.0M | 22.00 | |
| Cabletron Systems | 0.4 | $21M | 795k | 26.00 | |
| Regions Finl Corp | 0.4 | $18M | 731k | 25.13 | |
| Global Telesystems In c | 0.3 | $17M | 480k | 34.75 | |
| Dayton Hudson Corp | 0.3 | $16M | 220k | 73.44 | |
| Priceline.com | 0.3 | $15M | 325k | 47.38 | |
| Goldman Sachs (GS) | 0.3 | $15M | 158k | 94.19 | |
| Netzphone | 0.3 | $14M | 310k | 45.94 | |
| American Natl Can | 0.3 | $14M | 1.1M | 13.00 | |
| Cambridge Technology Partners | 0.3 | $13M | 500k | 26.25 | |
| Scottish Regroup | 0.2 | $10M | 1.5M | 7.06 | |
| Sci Sys | 0.2 | $10M | 125k | 82.19 | |
| Pitney Bowes (PBI) | 0.2 | $9.7M | 202k | 48.31 | |
| Affymetrix | 0.2 | $8.5M | 50k | 169.68 | |
| Adaptec | 0.2 | $8.5M | 170k | 49.88 | |
| Hudson United Bancorp | 0.2 | $7.8M | 304k | 25.56 | |
| Pe Corp-celera Genom Ics Grp C | 0.2 | $7.5M | 50k | 149.00 | |
| Idec Pharmaceuticals Corp | 0.1 | $7.1M | 72k | 98.25 | |
| Millennium Pharmaceuticals | 0.1 | $6.1M | 50k | 122.00 | |
| Dime Bancorp Incorporated | 0.1 | $4.8M | 318k | 15.13 | |
| DEVICES INC Advanced Micro call | 0.1 | $4.7M | 9.5k | 494.42 | |
| Cmgi Inc Com Stk | 0.1 | $4.5M | 16k | 276.85 | |
| Idt Corp | 0.1 | $3.7M | 195k | 18.87 | |
| Immunex Corp | 0.1 | $3.9M | 36k | 109.49 | |
| Tandy Corp | 0.1 | $3.9M | 79k | 49.19 | |
| Apple (AAPL) | 0.1 | $2.8M | 27k | 102.80 | |
| Myriad Genetics (MYGN) | 0.0 | $1.6M | 35k | 45.99 | |
| Ess Technology | 0.0 | $410k | 19k | 22.16 | |
| Vivus | 0.0 | $249k | 79k | 3.15 | |
| China Com Corp | 0.0 | $246k | 24k | 10.08 | |
| Biovail Corp Intl | 0.0 | $309k | 3.3k | 93.61 | |
| Starmedia Network | 0.0 | $653k | 16k | 40.06 | |
| Avid Technology | 0.0 | $86k | 6.6k | 13.03 | |
| Northfield Laboratories | 0.0 | $106k | 9.6k | 11.04 | |
| Bmc Software Inc option | 0.0 | $169k | 3.0k | 56.33 | |
| Oak Technology | 0.0 | $34k | 3.6k | 9.44 | |
| Netmanage | 0.0 | $138k | 28k | 4.95 | |
| North American Vaccine Incorporated | 0.0 | $72k | 16k | 4.47 | |
| Onhealth Network Company | 0.0 | $79k | 8.8k | 8.98 | |
| Trump Hotels & Casino Resort | 0.0 | $110k | 33k | 3.38 | |
| ZOOM TECHNOLOGIES Inc Del | 0.0 | $188k | 22k | 8.43 | |
| 3do | 0.0 | $25k | 2.7k | 9.14 | |
| Acclaim Entmt | 0.0 | $24k | 4.6k | 5.22 | |
| Donna Karan Intl | 0.0 | $67k | 10k | 6.57 | |
| Escalon Medical (ESMC) | 0.0 | $5.0k | 2.6k | 1.92 | |
| Fresh Choice | 0.0 | $13k | 5.3k | 2.45 | |
| LOGIC Devices Incorporated | 0.0 | $79k | 25k | 3.12 | |
| Boca Resh | 0.0 | $38k | 5.8k | 6.55 | |
| Todays Man | 0.0 | $21k | 34k | 0.61 | |
| Aames Finl Corp | 0.0 | $50k | 62k | 0.81 | |
| Consorcio G Grupo sponsored | 0.0 | $12k | 19k | 0.62 | |
| Einstein / Noah Bagel | 0.0 | $3.0k | 7.7k | 0.39 | |
| Grupo Tribasa S A De sponsored | 0.0 | $17k | 55k | 0.31 |
