Maverick Capital as of Sept. 30, 2000
Portfolio Holdings for Maverick Capital
Maverick Capital holds 118 positions in its portfolio as reported in the September 2000 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Federated Department Stores | 3.2 | $193M | 7.4M | 26.12 | |
| Nike (NKE) | 2.7 | $160M | 4.0M | 40.06 | |
| Bristol Myers Squibb (BMY) | 2.6 | $157M | 2.8M | 57.13 | |
| Phelps Dodge Corp | 2.5 | $153M | 3.7M | 41.75 | |
| Ims Health | 2.5 | $150M | 7.2M | 20.75 | |
| Philip Morris Cos. | 2.5 | $147M | 5.0M | 29.44 | |
| McDonald's Corporation (MCD) | 2.3 | $137M | 4.5M | 30.19 | |
| Nextel Communications A | 2.3 | $136M | 2.9M | 46.75 | |
| Comverse Technology | 2.2 | $135M | 1.3M | 108.00 | |
| Mattel (MAT) | 2.1 | $128M | 11M | 11.19 | |
| Burlington Northern Santa Fe C | 2.1 | $127M | 5.9M | 21.56 | |
| Providian Finl Corp | 2.1 | $127M | 1.0M | 127.00 | |
| Xilinx | 2.0 | $122M | 1.4M | 85.63 | |
| Verizon Communications (VZ) | 2.0 | $121M | 2.5M | 48.44 | |
| Baxter International (BAX) | 2.0 | $120M | 1.5M | 79.81 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.9 | $115M | 1.4M | 82.13 | |
| MetLife (MET) | 1.8 | $107M | 4.1M | 26.19 | |
| TJX Companies (TJX) | 1.7 | $101M | 4.5M | 22.50 | |
| Target Corporation (TGT) | 1.7 | $99M | 3.9M | 25.63 | |
| News Corp Ltd sp adr p | 1.7 | $99M | 2.1M | 46.88 | |
| Union Pacific Corporation (UNP) | 1.6 | $96M | 2.5M | 38.88 | |
| Abbott Laboratories (ABT) | 1.6 | $95M | 2.0M | 47.56 | |
| Compaq Computer | 1.5 | $92M | 3.4M | 27.58 | |
| STARWOOD HOTELS & Resorts | 1.5 | $89M | 2.9M | 31.25 | |
| Cisco Systems (CSCO) | 1.4 | $84M | 1.5M | 55.25 | |
| Adc Telecommunications | 1.4 | $84M | 3.1M | 26.89 | |
| Pitney Bowes (PBI) | 1.4 | $83M | 2.1M | 39.44 | |
| Associates First Capital Corp | 1.4 | $83M | 2.2M | 38.00 | |
| Federal Home Loan Mortgage (FMCC) | 1.4 | $83M | 1.5M | 54.06 | |
| NVIDIA Corporation (NVDA) | 1.4 | $82M | 1.0M | 81.87 | |
| Alpharma Inc cl a | 1.4 | $81M | 1.3M | 61.12 | |
| Chase Manhattan - | 1.4 | $81M | 1.8M | 46.19 | |
| Loews Corporation (L) | 1.3 | $78M | 931k | 83.37 | |
| Bed Bath & Beyond | 1.3 | $76M | 3.1M | 24.39 | |
| Cablevision Systems Corporation | 1.2 | $75M | 1.1M | 66.31 | |
| Voicestream Wireless Corp | 1.2 | $74M | 640k | 116.06 | |
| Usa Interactive | 1.2 | $72M | 3.3M | 21.94 | |
| Sears Roebuck & Co. | 1.2 | $72M | 2.2M | 32.42 | |
| Celestica | 1.1 | $69M | 1.0M | 69.25 | |
| Acxiom Corporation | 1.1 | $69M | 2.2M | 31.75 | |
| Watson Pharmaceuticals | 1.1 | $68M | 1.1M | 64.88 | |
| Ust Inc Com Stk | 1.1 | $68M | 3.0M | 22.87 | |
| Cadence Design Systems (CDNS) | 1.1 | $67M | 2.6M | 25.69 | |
| Hca | 1.1 | $67M | 1.8M | 37.12 | |
| Unitedglobalcom cl a | 1.1 | $65M | 2.2M | 30.00 | |
| Steakhouse | 1.0 | $61M | 2.3M | 27.12 | |
| Ual Corp | 1.0 | $61M | 1.5M | 42.00 | |
| Transwitch Corp | 1.0 | $61M | 950k | 63.75 | |
| Serono | 1.0 | $59M | 2.0M | 30.25 | |
| Ameritrade Holding Corporation - Cl A | 1.0 | $59M | 3.3M | 17.75 | |
| Usx-marathon Group | 1.0 | $59M | 2.1M | 28.37 | |
| Kimberly-Clark Corporation (KMB) | 0.9 | $56M | 1.0M | 55.81 | |
| Alcoa | 0.9 | $56M | 2.2M | 25.31 | |
| ImmunoGen | 0.9 | $56M | 1.6M | 34.19 | |
| Ralston Purina Group | 0.9 | $53M | 2.3M | 23.69 | |
| C.R. Bard | 0.9 | $53M | 1.2M | 42.25 | |
| Avon Products | 0.9 | $52M | 1.3M | 40.88 | |
| Telefonos de Mexico | 0.9 | $52M | 973k | 53.19 | |
| Unocal Corp | 0.8 | $50M | 1.4M | 35.44 | |
| Stillwater Mining Company | 0.8 | $50M | 1.8M | 27.07 | |
| Bea Systems | 0.8 | $48M | 610k | 77.88 | |
| Ace Ltd Com Stk | 0.8 | $47M | 1.2M | 39.25 | |
| Compucredit Corp Com Stk | 0.8 | $46M | 824k | 56.09 | |
| Cemex SAB de CV (CX) | 0.8 | $46M | 2.3M | 20.06 | |
| INC Niagara Mohawk Hldgs | 0.7 | $39M | 2.5M | 15.75 | |
| Embratel Participacoes adrs stocks | 0.5 | $29M | 1.6M | 18.50 | |
| Park Place Entertainment Corpo | 0.5 | $28M | 1.9M | 15.12 | |
| LSI Corporation | 0.5 | $28M | 955k | 29.25 | |
| Pittston Brink's Group | 0.5 | $27M | 1.8M | 15.50 | |
| Lycos Incorporated | 0.4 | $25M | 356k | 68.77 | |
| Caterpillar (CAT) | 0.4 | $24M | 715k | 33.75 | |
| Rambus (RMBS) | 0.4 | $24M | 301k | 78.94 | |
| Circuit City Stores | 0.4 | $23M | 1.0M | 23.00 | |
| Furniture Brands International | 0.4 | $23M | 1.4M | 16.63 | |
| Pixar | 0.3 | $21M | 660k | 32.13 | |
| Global Telesystems In c | 0.3 | $18M | 3.9M | 4.56 | |
| Exelixis (EXEL) | 0.2 | $15M | 563k | 26.67 | |
| Gtech Holdings Corp | 0.2 | $12M | 747k | 16.56 | |
| Scottish Regroup | 0.2 | $12M | 1.5M | 7.98 | |
| Myriad Genetics (MYGN) | 0.1 | $6.1M | 70k | 86.38 | |
| AutoNation (AN) | 0.1 | $5.4M | 902k | 6.00 | |
| 360networks Inc sub vtg | 0.1 | $4.9M | 250k | 19.62 | |
| Barnesandnoble Com cl a | 0.1 | $4.4M | 906k | 4.91 | |
| Priceline.com | 0.1 | $3.9M | 325k | 11.87 | |
| Insight Enterprises (NSIT) | 0.0 | $2.7M | 98k | 27.25 | |
| Rite Aid Corporation | 0.0 | $1.8M | 444k | 4.00 | |
| Tidewater | 0.0 | $1.0M | 23k | 45.52 | |
| Global Crossing | 0.0 | $1.1M | 35k | 30.99 | |
| Mp3.com | 0.0 | $1.4M | 360k | 3.94 | |
| USG Corporation | 0.0 | $612k | 24k | 25.08 | |
| Valeant Pharmaceuticals Int (BVF) | 0.0 | $538k | 6.6k | 81.49 | |
| Vivus | 0.0 | $336k | 79k | 4.25 | |
| ANC Rental Corporation | 0.0 | $649k | 113k | 5.75 | |
| Razorfish Inc cl a | 0.0 | $395k | 38k | 10.34 | |
| Avid Technology | 0.0 | $92k | 6.6k | 13.94 | |
| Ess Technology | 0.0 | $265k | 19k | 14.32 | |
| Cumulus Media | 0.0 | $56k | 9.2k | 6.09 | |
| Webmd Corp | 0.0 | $25k | 1.7k | 15.00 | |
| Northfield Laboratories | 0.0 | $121k | 9.6k | 12.60 | |
| Oak Technology | 0.0 | $99k | 3.6k | 27.50 | |
| El Sitio | 0.0 | $168k | 45k | 3.73 | |
| Netmanage | 0.0 | $59k | 28k | 2.11 | |
| China Com Corp | 0.0 | $137k | 24k | 5.61 | |
| Trump Hotels & Casino Resort | 0.0 | $81k | 33k | 2.49 | |
| ZOOM TECHNOLOGIES Inc Del | 0.0 | $149k | 22k | 6.68 | |
| 3do | 0.0 | $8.0k | 2.7k | 2.93 | |
| Aames Finl Corp | 0.0 | $19k | 12k | 1.54 | |
| Acclaim Entmt | 0.0 | $8.0k | 4.6k | 1.74 | |
| INC $0.10 Consorcio G Grupo | 0.0 | $3.0k | 1.9k | 1.56 | |
| Donna Karan Intl | 0.0 | $63k | 10k | 6.18 | |
| Escalon Medical (ESMC) | 0.0 | $7.0k | 2.6k | 2.69 | |
| Fresh Choice | 0.0 | $15k | 5.3k | 2.83 | |
| Grupo Tribasa S A De sp | 0.0 | $8.0k | 5.5k | 1.45 | |
| LOGIC Devices Incorporated | 0.0 | $49k | 25k | 1.94 | |
| Baan Co Nv | 0.0 | $22k | 10k | 2.20 | |
| Boca Resh | 0.0 | $17k | 5.8k | 2.93 | |
| S A ORD L Terra Networks S A | 0.0 | $287k | 7.8k | 36.79 | |
| Todays Man | 0.0 | $5.8k | 34k | 0.17 |
