Tudor Investment 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Tudor Investment disclosed 228 US equity positions worth $3.7bn in its Q1 2000 13F filing. The largest position was Art Technology Group Inc at 11.3% of the reported book, followed by General Mtrs Corp(CL H) and Seagate Technology Incorporated. Against the Q4 1999 filing, it opened 13 new positions, added to 24 and reduced 10 among the top 50 holdings.
What did Tudor Investment own in Q1 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 1999 |
|---|---|---|---|---|---|---|---|
| 1 | Art Technology Group Inc | 11.3% | $420.2m | 6,396,524 | 46% | added | |
| 2 | General Mtrs Corp(CL H) | 4.7% | $176.7m | 1,418,950 | 61% | added | |
| 3 | Seagate Technology Incorporated | 4.5% | $168.4m | 2,738,800 | – | new | |
| 4 | Progenics Pharmaceuticals Incorporated | 4.1% | $152.6m | 2,179,313 | – | new | |
| 5 | Informix Corporation | 3.9% | $143.9m | 8,493,370 | 585% | added | |
| 6 | AT&T Corp Liberty Media Group - A | 3.7% | $135.9m | 2,293,820 | 95% | added | |
| 7 | RMBS Rambus Incorporated | Technology | 3.2% | $120.0m | 407,400 | 254% | added |
| 8 | Cabletron Systems | 3.1% | $115.6m | 3,945,000 | 223% | added | |
| 9 | ACTV Incorporated | 2.7% | $100.7m | 2,872,610 | – | new | |
| 10 | VoiceStream Wireless Corporation | 2.6% | $96.6m | 749,950 | -8% | reduced | |
| 11 | MAT Mattel Inc | Consumer Cyclical | 2.4% | $89.5m | 8,575,900 | 997% | added |
| 12 | SPX Corporation | 2.3% | $86.5m | 759,440 | -20% | reduced | |
| 13 | El Paso Energy Corporation | 2.0% | $75.7m | 1,875,900 | – | new | |
| 14 | Western Wireless Corporation | 1.9% | $69.0m | 1,506,270 | 78% | added | |
| 15 | International Home Foods Incorporated | 1.6% | $60.7m | 3,793,440 | 3% | added | |
| 16 | United Globalcom Inc | 1.6% | $57.9m | 770,800 | -9% | reduced | |
| 17 | Corecomm Limited | 1.6% | $57.8m | 1,313,550 | 36% | added | |
| 18 | Digital Island | 1.5% | $57.3m | 940,523 | – | new | |
| 19 | Compaq Computer Corporation | 1.5% | $56.8m | 2,133,000 | 183% | added | |
| 20 | Tenet Healthcare Corporation | 1.5% | $54.3m | 2,360,490 | 23% | added | |
| 21 | RVTY Perkinelmer Incorporated | Healthcare | 1.3% | $46.6m | 700,100 | -28% | reduced |
| 22 | Cendant Corporation | 1.2% | $45.8m | 2,473,100 | – | new | |
| 23 | NAV Navistar International Corporation | 1.2% | $44.2m | 1,101,950 | 9% | added | |
| 24 | E.W. Scripps Company | 1.2% | $43.2m | 891,700 | -14% | reduced | |
| 25 | Tektronix Incorporated | 1.1% | $42.6m | 760,420 | – | new | |
| 26 | Veritas Software Corp | 1.1% | $39.3m | 300,000 | 64% | added | |
| 27 | Arch Communications Group Incorporated | 1.0% | $36.1m | 4,661,799 | 13% | added | |
| 28 | Allscripts Inc | 0.9% | $33.8m | 561,600 | 43% | added | |
| 29 | Park Place Entertainment | 0.9% | $32.3m | 2,796,000 | 19% | added | |
| 30 | Hyperion Solutions | 0.9% | $32.1m | 987,800 | -43% | reduced | |
| 31 | BAX Baxter International Incorporated | Healthcare | 0.8% | $31.3m | 500,000 | – | new |
| 32 | Glenayre Technologies Inc | 0.8% | $30.1m | 1,715,100 | 111% | added | |
| 33 | Remec Incorporated | 0.7% | $26.3m | 521,400 | -6% | reduced | |
| 34 | Metrocall Incorporated | 0.7% | $24.4m | 2,437,120 | 3% | added | |
| 35 | TRW Incorporated | 0.6% | $23.4m | 400,000 | – | new | |
| 36 | Sensormatic Electronics Corporation | 0.6% | $22.5m | 1,001,230 | 0% | held | |
| 37 | Red Hat Inc | 0.6% | $21.5m | 506,800 | 249% | added | |
| 38 | Harris Corporation | 0.6% | $21.2m | 614,500 | – | new | |
| 39 | Earthweb Incorporated | 0.6% | $20.8m | 843,300 | -6% | reduced | |
| 40 | Comdisco Incorporated | 0.5% | $20.2m | 458,700 | -70% | reduced | |
| 41 | Tyco International Limited | 0.5% | $20.1m | 400,000 | – | new | |
| 42 | TV Guide Incorporated | 0.5% | $18.8m | 391,560 | -72% | reduced | |
| 43 | Caremark Rx, Incorporated | 0.5% | $18.0m | 4,294,240 | 25% | added | |
| 44 | Andrew Corporation | 0.5% | $17.7m | 774,800 | 520% | added | |
| 45 | Chordiant Software Incorporated | 0.5% | $17.5m | 1,405,789 | – | new | |
| 46 | Pittston Brinks Group | 0.5% | $17.4m | 1,021,960 | 0% | held | |
| 47 | Crestline Capital Corporation | 0.5% | $16.8m | 962,100 | 0% | held | |
| 48 | Young and Rubicam Incorporated | 0.4% | $16.4m | 350,000 | – | new | |
| 49 | Salton Inc | 0.4% | $16.2m | 373,300 | 754% | added | |
| 50 | Auspex Systems Incorporated | 0.4% | $15.6m | 1,419,340 | 3051% | added |
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.