Viking Global Investors 13F holdings, Q3 2000
Holdings as of September 29, 2000 · filings on SEC EDGAR · latest filing →
Viking Global Investors disclosed 38 US equity positions worth $1.3bn in its Q3 2000 13F filing. The largest position was D SPRINT CORP (PCS GROUP) at 9.8% of the reported book, followed by D SPRINT CORP USD2.50 and D CENTURYTEL INC. Against the Q2 2000 filing, it opened 19 new positions, added to 16 and reduced 0 among the top 38 holdings.
What did Viking Global Investors own in Q3 2000? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | D SPRINT CORP (PCS GROUP) | 9.8% | $124.6m | 3,554,000 | – | new | |
| 2 | D SPRINT CORP USD2.50 | 9.0% | $114.8m | 3,916,000 | – | new | |
| 3 | D CENTURYTEL INC | 6.9% | $88.1m | 3,231,400 | 18% | added | |
| 4 | D SBC COMMUNICATIONS INC | 6.5% | $82.7m | 1,654,500 | 5% | added | |
| 5 | D J HANCOCK FINL | 5.7% | $72.7m | 2,705,800 | 50% | added | |
| 6 | D BCE INC CAD | 5.0% | $63.3m | 2,706,000 | 31% | added | |
| 7 | D PALM INC | 4.2% | $53.9m | 1,018,000 | – | new | |
| 8 | TJX D TJX COS INC NEW | Consumer Cyclical | 3.8% | $48.9m | 2,174,400 | 14% | added |
| 9 | D 3COM CORP | 3.6% | $45.7m | 2,383,637 | 526% | added | |
| 10 | D LEAP WIRELESS INTL INC | 3.5% | $44.0m | 704,100 | 57% | added | |
| 11 | D ROGERS WIRELESS COMMUNICATIONS | 3.3% | $41.5m | 1,365,500 | – | new | |
| 12 | D ASSOCIATES FIRST CAP ITAL CORP | 3.2% | $40.5m | 1,066,000 | 138% | added | |
| 13 | D A T & T CORP | 2.8% | $36.3m | 1,235,000 | – | new | |
| 14 | AZO D AUTOZONE INC USD.01 | Consumer Cyclical | 2.7% | $34.6m | 1,527,000 | 29% | added |
| 15 | D INFOCUS CORP | 2.6% | $32.5m | 614,000 | – | new | |
| 16 | D XL CAPITAL LTD CL-A | 2.2% | $28.6m | 389,000 | 37% | added | |
| 17 | D FREDDIE MAC USD0.21 | 2.2% | $28.4m | 526,000 | – | new | |
| 18 | D USA NETWORKS INC | 1.7% | $22.0m | 1,001,000 | 31% | added | |
| 19 | NKE D NIKE INC | Consumer Cyclical | 1.7% | $21.4m | 533,900 | 137% | added |
| 20 | D RHYTHMS NETCONNECTIO NS INC CO | 1.6% | $20.5m | 2,776,000 | 801% | added | |
| 21 | D VOICESTREAM WIRELESS CORP | 1.6% | $20.3m | 175,000 | – | new | |
| 22 | D OUTBACK STEAKHOUSE INC | 1.6% | $20.3m | 748,000 | 12% | added | |
| 23 | D PARTNER COMMUNICATIONS ADS ADRS STOCKS | 1.5% | $18.8m | 2,445,000 | – | new | |
| 24 | D CTC COMMUNICATIONS GROUP INC | 1.4% | $18.1m | 894,700 | – | new | |
| 25 | MET D METLIFE INC COMM STOCK | Financial Services | 1.3% | $16.4m | 626,000 | 23% | added |
| 26 | D STILWELL FIN INC | 1.1% | $14.5m | 334,000 | – | new | |
| 27 | TGT D TARGET CORP | Consumer Defensive | 1.1% | $14.3m | 559,000 | – | new |
| 28 | D AT&T CORP LIBERTY MEDIA GROUP | 1.1% | $13.8m | 766,000 | 0% | held | |
| 29 | D STATION CASINOS INC | 1.1% | $13.5m | 948,600 | – | new | |
| 30 | GAP D GAP INC | Consumer Cyclical | 1.0% | $13.3m | 661,000 | – | new |
| 31 | RCI D ROGERS COMMUNICATION S INC CAD | Communication Services | 1.0% | $12.8m | 541,000 | 0% | held |
| 32 | D OFFICE DEPOT INC USD.01 | 0.9% | $10.9m | 1,400,000 | – | new | |
| 33 | D AMERICAN GEN CORP | 0.9% | $10.9m | 140,000 | – | new | |
| 34 | D AETNA INC | 0.8% | $10.1m | 174,000 | – | new | |
| 35 | VZ D VERIZON COMMUNICATIONS | Communication Services | 0.5% | $6.1m | 125,000 | – | new |
| 36 | WFC D WELLS FARGO COMPANY | Financial Services | 0.4% | $5.5m | 120,000 | 0% | held |
| 37 | D TECH DATA CORP | 0.4% | $5.3m | 124,000 | 33% | added | |
| 38 | D HARRAHS ENTMT INC | 0.4% | $5.2m | 190,000 | – | 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.