Soros Fund Management 13F holdings, Q4 1999
Holdings as of December 31, 1999 · filings on SEC EDGAR · latest filing →
Soros Fund Management disclosed 216 US equity positions worth $6.4bn in its Q4 1999 13F filing. The largest position was ORCL at 7.3% of the reported book, followed by QCOM and SUN MICROSYSTEMS INC. Against the Q3 1999 filing, it opened 15 new positions, added to 26 and reduced 6 among the top 50 holdings.
What did Soros Fund Management own in Q4 1999? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 1999 |
|---|---|---|---|---|---|---|---|
| 1 | ORCL ORACLE CORP | Technology | 7.3% | $466.6m | 4,163,450 | – | new |
| 2 | QCOM QUALCOMM INC | Technology | 5.3% | $340.9m | 1,935,400 | 29% | added |
| 3 | SUN MICROSYSTEMS INC | 5.2% | $331.8m | 4,285,150 | 55% | added | |
| 4 | GLOBALSTAR TELECOMMUNICTNS LTD | 4.3% | $273.7m | 6,220,750 | -14% | reduced | |
| 5 | VERITAS SOFTWARE CO | 4.2% | $271.3m | 1,895,750 | 24% | added | |
| 6 | GENERAL INSTR CORP DEL | 3.2% | $207.7m | 2,443,800 | 201% | added | |
| 7 | NEXTEL COMMUNICATIONS INC | 2.9% | $185.5m | 1,798,900 | – | new | |
| 8 | VRSN VERISIGN INC | Technology | 2.8% | $180.0m | 942,500 | – | new |
| 9 | E M C CORP MASS | 2.8% | $179.8m | 1,645,700 | 131% | added | |
| 10 | CENDANT CORP | 2.1% | $134.5m | 5,064,000 | 46% | added | |
| 11 | MCI WORLDCOM INC | 2.0% | $131.3m | 2,474,700 | -23% | reduced | |
| 12 | CURAGEN CORP | 1.9% | $123.9m | 1,776,485 | 0% | held | |
| 13 | CLEAR CHANNEL COMMUNICATIONS | 1.8% | $117.0m | 1,311,300 | 36% | added | |
| 14 | CBS CORP | 1.8% | $114.9m | 1,797,000 | 152% | added | |
| 15 | JDS UNIPHASE CORP | 1.7% | $112.4m | 696,500 | 58% | added | |
| 16 | CLARIFY INC | 1.7% | $109.6m | 870,000 | – | new | |
| 17 | CRYSTAL GAS STORAGE INC | 1.4% | $92.5m | 1,628,079 | 0% | held | |
| 18 | AT&T CORP | 1.4% | $89.7m | 1,581,000 | 21% | added | |
| 19 | OAK INDS INC | 1.2% | $78.9m | 743,800 | – | new | |
| 20 | REYNOLDS METALS CO | 1.2% | $78.8m | 1,027,800 | 7% | added | |
| 21 | PE CORP | 1.2% | $76.9m | 638,800 | -61% | reduced | |
| 22 | ECHOSTAR COMMUNICATIONS NEW | 1.2% | $76.2m | 782,000 | 312% | added | |
| 23 | INFINITY BROADCASTING CP NEW | 1.1% | $71.4m | 1,974,250 | 86% | added | |
| 24 | GLW CORNING INC | Technology | 1.1% | $70.9m | 550,000 | 886% | added |
| 25 | U S WEST INC NEW | 1.1% | $70.6m | 980,300 | 8575% | added | |
| 26 | AT & T CDA INC DEPS | 1.1% | $69.6m | 1,728,200 | 100% | added | |
| 27 | PARAMETRIC TECHNOLOGY CORP | 1.1% | $67.7m | 2,500,000 | -17% | reduced | |
| 28 | UAL CORP | 0.9% | $60.9m | 785,000 | – | new | |
| 29 | MILLENNIUM PHARMACEUTICALS INC | 0.9% | $58.0m | 475,000 | 375% | added | |
| 30 | CB CHUBB CORP | Financial Services | 0.9% | $56.3m | 1,000,000 | 100% | added |
| 31 | AMFM INC | 0.9% | $55.0m | 702,900 | 2712% | added | |
| 32 | MOTOROLA INC | 0.8% | $54.3m | 368,850 | 1656% | added | |
| 33 | INTC INTEL CORP | Technology | 0.7% | $44.9m | 545,000 | 5889% | added |
| 34 | APEX SILVER MINES LTD | 0.6% | $40.9m | 3,405,071 | 0% | held | |
| 35 | ADFORCE INC | 0.6% | $40.5m | 567,850 | – | new | |
| 36 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 0.6% | $38.7m | 118,000 | – | new |
| 37 | OPTICAL COATING LAB INC | 0.6% | $37.5m | 126,730 | – | new | |
| 38 | PE CORP CELERA | 0.6% | $37.2m | 250,000 | -68% | reduced | |
| 39 | AVGO BROADCOM CORP | Technology | 0.5% | $34.4m | 126,300 | 720% | added |
| 40 | GENERAL MTRS CORP | 0.5% | $34.0m | 354,500 | -29% | reduced | |
| 41 | FLYCAST COMMUNICATIONS CORP | 0.5% | $33.9m | 261,043 | – | new | |
| 42 | ST PAUL COS INC | 0.5% | $33.7m | 1,000,000 | 100% | added | |
| 43 | PARK PL ENTMT CORP | 0.5% | $33.6m | 2,691,100 | 101% | added | |
| 44 | HISPANIC BROADCASTING CORP | 0.5% | $33.2m | 360,000 | – | new | |
| 45 | MEDICALOGIC INC | 0.5% | $32.9m | 1,568,421 | – | new | |
| 46 | INTERWOVEN INC | 0.5% | $32.7m | 268,587 | – | new | |
| 47 | REDBACK NETWORKS INC | 0.5% | $32.3m | 181,750 | – | new | |
| 48 | WEATHERFORD INTL INC | 0.5% | $31.9m | 800,000 | 317% | added | |
| 49 | MEDIAONE GROUP INC | 0.5% | $31.8m | 413,600 | 284% | added | |
| 50 | UNION CARBIDE CORP | 0.5% | $30.9m | 463,300 | – | new |
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.