Maverick Capital as of March 31, 2000
Portfolio Holdings for Maverick Capital
Maverick Capital holds 136 positions in its portfolio as reported in the March 2000 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rambus (RMBS) | 5.2 | $291M | 989k | 294.50 | |
| Providian Finl Corp | 3.3 | $186M | 2.2M | 86.63 | |
| Columbia/hca | 3.1 | $171M | 6.8M | 25.31 | |
| Bed Bath & Beyond | 3.0 | $167M | 4.3M | 39.38 | |
| Citi | 2.8 | $156M | 2.6M | 59.31 | |
| Capital One Financial (COF) | 2.6 | $145M | 3.0M | 47.94 | |
| Baxter International (BAX) | 2.5 | $141M | 2.3M | 62.69 | |
| Target Corporation (TGT) | 2.4 | $133M | 1.8M | 74.75 | |
| Advanced Micro Devices (AMD) | 2.3 | $131M | 2.3M | 57.06 | |
| McDonald's Corporation (MCD) | 2.2 | $122M | 3.2M | 37.56 | |
| Alza Corp Del | 2.1 | $115M | 3.1M | 37.56 | |
| Mediaone Group | 2.0 | $114M | 1.4M | 81.00 | |
| Burlington Northern Santa Fe C | 1.9 | $106M | 4.8M | 22.13 | |
| Quaker Oats | 1.9 | $105M | 1.7M | 60.62 | |
| Forest Laboratories | 1.8 | $101M | 1.2M | 84.50 | |
| Reynolds Metals Company | 1.8 | $98M | 1.5M | 66.87 | |
| Ual Corp | 1.7 | $97M | 1.6M | 59.87 | |
| Nike (NKE) | 1.7 | $94M | 2.4M | 39.62 | |
| Pitney Bowes (PBI) | 1.6 | $89M | 2.0M | 44.69 | |
| Computer Associates Intl | 1.5 | $83M | 1.4M | 59.19 | |
| Walgreen Company | 1.4 | $78M | 3.0M | 25.75 | |
| Tosco Corp | 1.4 | $78M | 2.5M | 30.44 | |
| American Home Prod. | 1.3 | $74M | 1.4M | 53.62 | |
| STARWOOD HOTELS & Resorts | 1.3 | $72M | 2.7M | 26.25 | |
| Usa Interactive | 1.3 | $70M | 3.1M | 22.56 | |
| INC Niagara Mohawk Hldgs | 1.2 | $69M | 5.1M | 13.50 | |
| TJX Companies (TJX) | 1.2 | $69M | 3.1M | 22.19 | |
| Seagate Technology Incorporated | 1.2 | $69M | 1.2M | 60.25 | |
| Symantec Corporation | 1.2 | $68M | 900k | 75.13 | |
| Fairchild Semiconductor International | 1.2 | $67M | 1.8M | 36.50 | |
| Furniture Brands International | 1.2 | $66M | 3.5M | 18.81 | |
| Amfm | 1.1 | $62M | 1.0M | 62.12 | |
| Cablevision Systems Corporation | 1.1 | $61M | 1.0M | 60.75 | |
| Acxiom Corporation | 1.1 | $60M | 1.8M | 33.25 | |
| Verizon Communications | 1.1 | $60M | 988k | 61.13 | |
| Fomento Economico Mexicano SAB (FMX) | 1.0 | $56M | 1.3M | 45.00 | |
| Delta Air Lines/dal | 1.0 | $56M | 1.1M | 53.25 | |
| Kimberly-Clark Corporation (KMB) | 1.0 | $56M | 1.0M | 56.00 | |
| Ameritrade Holding Corporation - Cl A | 1.0 | $56M | 2.7M | 20.89 | |
| Ford Motor | 1.0 | $55M | 1.2M | 45.94 | |
| Pe Corp-pe Bio Grp | 0.9 | $53M | 550k | 96.50 | |
| Electronic Arts (EA) | 0.9 | $49M | 690k | 71.19 | |
| News Corp Ltd sp adr p | 0.9 | $49M | 1.0M | 47.75 | |
| Bank Of New York | 0.8 | $47M | 1.1M | 41.56 | |
| Bellsouth Corp. | 0.8 | $45M | 965k | 47.00 | |
| At&t Corp | 0.8 | $45M | 765k | 59.31 | |
| Steakhouse | 0.8 | $45M | 1.4M | 32.06 | |
| SPX Corporation | 0.8 | $44M | 389k | 113.94 | |
| Compucredit Corp Com Stk | 0.8 | $44M | 1.2M | 36.19 | |
| Insight Enterprises (NSIT) | 0.8 | $43M | 1.2M | 36.44 | |
| Cisco Systems (CSCO) | 0.8 | $43M | 550k | 77.31 | |
| Park Place Entertainment Corpo | 0.8 | $43M | 3.7M | 11.56 | |
| Aspect Communications Corp | 0.8 | $42M | 1.1M | 37.06 | |
| At&t Corp | 0.7 | $41M | 730k | 56.25 | |
| Cemex SAB de CV (CX) | 0.7 | $40M | 1.8M | 22.63 | |
| Ims Health | 0.7 | $38M | 2.3M | 16.94 | |
| Unitedglobalcom cl a | 0.7 | $38M | 500k | 75.06 | |
| United Stationers | 0.6 | $36M | 1.0M | 35.69 | |
| Pittston Brink's Group | 0.6 | $34M | 2.0M | 17.00 | |
| Tyco Intl | 0.6 | $33M | 660k | 50.13 | |
| SYSCO Corporation (SYY) | 0.6 | $32M | 898k | 35.69 | |
| Williams Companies (WMB) | 0.5 | $29M | 670k | 43.94 | |
| Circuit City Stores | 0.5 | $29M | 468k | 60.87 | |
| Novell | 0.5 | $29M | 1.0M | 28.62 | |
| Tidewater | 0.5 | $27M | 833k | 31.81 | |
| Caremark Rx | 0.5 | $27M | 6.4M | 4.19 | |
| Priceline.com | 0.5 | $26M | 325k | 80.00 | |
| NVIDIA Corporation (NVDA) | 0.5 | $25M | 300k | 84.48 | |
| Pixar | 0.4 | $24M | 660k | 35.69 | |
| Philip Morris Cos. | 0.4 | $23M | 1.1M | 21.12 | |
| National Semiconductor Corporation | 0.4 | $23M | 375k | 60.62 | |
| Quest Diagnostics Incorporated (DGX) | 0.4 | $23M | 580k | 39.75 | |
| Viacom Inc cl b | 0.4 | $22M | 420k | 52.75 | |
| Airborne Freight Corporation | 0.4 | $22M | 925k | 24.00 | |
| Avon Products | 0.4 | $22M | 750k | 29.06 | |
| Dell Computer Corp | 0.4 | $22M | 400k | 53.94 | |
| SanDisk Corporation | 0.4 | $21M | 175k | 122.50 | |
| Embratel Participacoes adrs stocks | 0.4 | $21M | 800k | 25.62 | |
| Manugistics Group | 0.4 | $20M | 400k | 51.00 | |
| Advanced Fibre Communicat | 0.4 | $20M | 323k | 62.69 | |
| AMR Corporation | 0.3 | $20M | 615k | 31.87 | |
| S1 Corporation | 0.3 | $19M | 225k | 85.69 | |
| ImmunoGen | 0.3 | $19M | 1.6M | 12.00 | |
| Gtech Holdings Corp | 0.3 | $19M | 1.0M | 18.56 | |
| Netzphone | 0.3 | $18M | 310k | 59.12 | |
| Ntl | 0.3 | $18M | 193k | 92.81 | |
| Lehman Brothers Holdings | 0.3 | $17M | 171k | 97.00 | |
| Family Dollar Stores | 0.3 | $16M | 744k | 20.81 | |
| Affymetrix | 0.3 | $15M | 100k | 148.44 | |
| Silknet Software | 0.2 | $11M | 106k | 103.57 | |
| Verio | 0.2 | $11M | 250k | 45.06 | |
| S A ORD L Terra Networks S A | 0.2 | $9.8M | 125k | 78.50 | |
| Unocal Corp | 0.2 | $9.7M | 325k | 29.75 | |
| Psi Net | 0.2 | $9.4M | 275k | 34.01 | |
| Ballard Power Sys | 0.2 | $9.3M | 110k | 84.50 | |
| Scottish Regroup | 0.2 | $9.7M | 1.5M | 6.25 | |
| Liberate Technologies | 0.1 | $8.5M | 136k | 62.75 | |
| Mp3.com | 0.1 | $7.5M | 360k | 21.00 | |
| Starmedia Network | 0.1 | $6.6M | 219k | 30.06 | |
| E Piphany | 0.1 | $6.0M | 45k | 133.55 | |
| CSG Systems International (CSGS) | 0.1 | $5.4M | 110k | 48.81 | |
| AutoNation (AN) | 0.1 | $5.2M | 654k | 7.94 | |
| Mattel (MAT) | 0.1 | $3.6M | 348k | 10.44 | |
| Global Crossing | 0.1 | $4.1M | 100k | 40.94 | |
| Conoco Inc Cl-b | 0.1 | $3.6M | 140k | 25.63 | |
| Myriad Genetics (MYGN) | 0.0 | $2.1M | 35k | 60.26 | |
| Razorfish Inc cl a | 0.0 | $1.5M | 54k | 27.51 | |
| USG Corporation | 0.0 | $1.0M | 24k | 41.93 | |
| El Sitio | 0.0 | $965k | 45k | 21.44 | |
| Dendrite International | 0.0 | $542k | 26k | 20.93 | |
| Ess Technology | 0.0 | $324k | 19k | 17.51 | |
| Vivus | 0.0 | $654k | 79k | 8.28 | |
| ZOOM TECHNOLOGIES Inc Del | 0.0 | $312k | 22k | 13.99 | |
| Biovail Corp Intl | 0.0 | $293k | 6.6k | 44.38 | |
| Fruit Of The Loom Ltd ord | 0.0 | $543k | 456k | 1.19 | |
| Avid Technology | 0.0 | $118k | 6.6k | 17.88 | |
| Cumulus Media | 0.0 | $132k | 9.2k | 14.35 | |
| Northfield Laboratories | 0.0 | $192k | 9.6k | 20.00 | |
| Oak Technology | 0.0 | $69k | 3.6k | 19.17 | |
| Netmanage | 0.0 | $158k | 28k | 5.66 | |
| North American Vaccine Incorporated | 0.0 | $43k | 16k | 2.67 | |
| Onhealth Network Company | 0.0 | $37k | 8.8k | 4.20 | |
| China Com Corp | 0.0 | $194k | 24k | 7.95 | |
| Trump Hotels & Casino Resort | 0.0 | $104k | 33k | 3.20 | |
| 3do | 0.0 | $26k | 2.7k | 9.51 | |
| Acclaim Entmt | 0.0 | $15k | 4.6k | 3.26 | |
| Donna Karan Intl | 0.0 | $78k | 10k | 7.65 | |
| Escalon Medical (ESMC) | 0.0 | $11k | 2.6k | 4.23 | |
| Fresh Choice | 0.0 | $24k | 5.3k | 4.53 | |
| LOGIC Devices Incorporated | 0.0 | $176k | 25k | 6.96 | |
| Boca Resh | 0.0 | $35k | 5.8k | 6.03 | |
| Todays Man | 0.0 | $25k | 34k | 0.73 | |
| Aames Finl Corp | 0.0 | $39k | 62k | 0.63 | |
| Consorcio G Grupo sponsored | 0.0 | $12k | 19k | 0.62 | |
| Einstein / Noah Bagel | 0.0 | $2.0k | 7.7k | 0.26 | |
| Grupo Tribasa S A De sponsored | 0.0 | $26k | 55k | 0.47 |
