Soros Fund Management 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Soros Fund Management disclosed 252 US equity positions worth $5.9bn in its Q1 2000 13F filing. The largest position was ORCL at 7.5% of the reported book, followed by VRSN and SUN MICROSYSTEMS INC. Against the Q4 1999 filing, it opened 15 new positions, added to 24 and reduced 10 among the top 50 holdings.
What did Soros Fund Management own in Q1 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 1999 |
|---|---|---|---|---|---|---|---|
| 1 | ORCL ORACLE CORP | Technology | 7.5% | $442.4m | 5,667,900 | 36% | added |
| 2 | VRSN VERISIGN INC | Technology | 4.9% | $288.6m | 1,930,400 | 105% | added |
| 3 | SUN MICROSYSTEMS INC | 4.4% | $260.6m | 2,781,300 | -35% | reduced | |
| 4 | GOLDEN TELECOM INC | 3.5% | $202.8m | 445,633 | -16% | reduced | |
| 5 | JDS UNIPHASE CORP | 3.4% | $198.1m | 1,642,900 | 136% | added | |
| 6 | CURAGEN CORP | 2.9% | $172.5m | 3,689,564 | 108% | added | |
| 7 | MU MICRON TECHNOLOGY INC | Technology | 2.8% | $166.3m | 1,320,000 | – | new |
| 8 | VERITAS SOFTWARE CO | 2.4% | $142.1m | 1,085,000 | -43% | reduced | |
| 9 | REDBACK NETWORKS INC | 1.9% | $109.5m | 365,000 | 101% | added | |
| 10 | AERIAL COMMUNICATIONS INC | 1.8% | $107.6m | 1,894,444 | 433% | added | |
| 11 | SLB SCHLUMBERGER LTD | Energy | 1.8% | $107.1m | 1,400,000 | – | new |
| 12 | INFINITY BROADCASTING CP NEW | 1.6% | $96.5m | 2,980,950 | 51% | added | |
| 13 | COMPAQ COMPUTER CORP | 1.6% | $96.1m | 3,607,850 | 19193% | added | |
| 14 | NEXTEL COMMUNICATIONS INC | 1.6% | $96.0m | 647,400 | -64% | reduced | |
| 15 | INTC INTEL CORP | Technology | 1.6% | $95.4m | 723,100 | 33% | added |
| 16 | SYCAMORE NETWORKS INC | 1.6% | $93.5m | 725,000 | 706% | added | |
| 17 | U S FOODSERVICE | 1.5% | $89.5m | 3,475,000 | – | new | |
| 18 | WEATHERFORD INTL INC | 1.5% | $88.4m | 1,500,000 | 88% | added | |
| 19 | PE CORP | 1.5% | $87.2m | 903,588 | 41% | added | |
| 20 | DII GROUP INC | 1.5% | $86.0m | 760,380 | 1273% | added | |
| 21 | MEDIAONE GROUP INC | 1.5% | $85.9m | 1,060,050 | 156% | added | |
| 22 | ENRON CORP | 1.4% | $81.8m | 1,092,700 | 58% | added | |
| 23 | GLW CORNING INC | Technology | 1.3% | $77.6m | 400,000 | -27% | reduced |
| 24 | AT&T CORP | 1.3% | $77.4m | 1,306,000 | -17% | reduced | |
| 25 | ARIBA INC | 1.3% | $74.8m | 356,850 | 370% | added | |
| 26 | APPLIED MICRO CIRCUITS CORP | 1.2% | $70.6m | 470,200 | 3517% | added | |
| 27 | SYMBOL TECHNOLOGIES INC | 1.1% | $65.8m | 800,000 | – | new | |
| 28 | AVGO BROADCOM CORP | Technology | 1.1% | $64.8m | 266,800 | 111% | added |
| 29 | HD HOME DEPOT INC | Consumer Cyclical | 1.1% | $64.5m | 1,000,000 | – | new |
| 30 | CSCO CISCO SYS INC | Technology | 1.1% | $63.6m | 822,700 | 517% | added |
| 31 | JNP JUNIPER NETWORKS INC | 1.0% | $58.0m | 220,000 | 780% | added | |
| 32 | DELL COMPUTER CORP | 0.9% | $53.9m | 1,000,000 | 4551% | added | |
| 33 | GS GOLDMAN SACHS GROUP INC | Financial Services | 0.9% | $52.6m | 500,000 | – | new |
| 34 | ROWAN COS INC | 0.9% | $50.0m | 1,700,000 | – | new | |
| 35 | BROCADE COMMUNICATIONS SYS INC | 0.8% | $47.3m | 263,700 | 427% | added | |
| 36 | RVTY PERKIN ELMER INC | Healthcare | 0.8% | $46.5m | 700,000 | – | new |
| 37 | MILLENNIUM PHARMACEUTICALS INC | 0.8% | $45.5m | 350,660 | -26% | reduced | |
| 38 | LEVEL 3 COMMUNICATIONS INC | 0.8% | $44.9m | 425,000 | – | new | |
| 39 | VIGNETTE CORP | 0.7% | $40.9m | 255,150 | 2586% | added | |
| 40 | CNET NETWORKS INC | 0.7% | $40.8m | 805,000 | – | new | |
| 41 | QCOM QUALCOMM INC | Technology | 0.7% | $39.3m | 262,900 | -86% | reduced |
| 42 | BEA SYS INC | 0.6% | $37.2m | 506,800 | 20% | added | |
| 43 | NOBLE DRILLING CORP | 0.6% | $36.3m | 878,000 | – | new | |
| 44 | WARNER LAMBERT CO | 0.6% | $34.7m | 355,900 | -3% | reduced | |
| 45 | APEX SILVER MINES LTD | 0.6% | $34.3m | 3,405,071 | 0% | held | |
| 46 | SPX CORP | 0.6% | $34.2m | 299,800 | – | new | |
| 47 | CORDANT TECHNOLOGIES INC | 0.6% | $32.6m | 576,600 | – | new | |
| 48 | CONEXANT SYSTEMS INC | 0.6% | $32.5m | 457,300 | – | new | |
| 49 | PIMCO ADVISORS HLDGS L P UT LTD PART INT | 0.5% | $32.1m | 839,100 | – | new | |
| 50 | U S WEST INC NEW | 0.5% | $30.8m | 424,600 | -57% | reduced |
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.