Viking Global Investors 13F holdings, Q4 2000
Holdings as of December 29, 2000 · filings on SEC EDGAR · latest filing →
Viking Global Investors disclosed 37 US equity positions worth $1.1bn in its Q4 2000 13F filing. The largest position was D CENTURYTEL INC at 11.7% of the reported book, followed by D SPRINT CORP (PCS GROUP) and D BCE INC CAD. Against the Q3 2000 filing, it opened 10 new positions, added to 15 and reduced 5 among the top 37 holdings.
What did Viking Global Investors own in Q4 2000? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | D CENTURYTEL INC | 11.7% | $132.9m | 3,718,400 | 15% | added | |
| 2 | D SPRINT CORP (PCS GROUP) | 11.3% | $128.4m | 6,281,000 | 77% | added | |
| 3 | D BCE INC CAD | 10.0% | $113.1m | 3,910,000 | 44% | added | |
| 4 | D J HANCOCK FINL | 7.5% | $84.6m | 2,249,300 | -17% | reduced | |
| 5 | TJX D TJX COS INC NEW | Consumer Cyclical | 7.1% | $80.1m | 2,887,800 | 33% | added |
| 6 | D XL CAPITAL LTD CL-A | 4.9% | $56.0m | 640,700 | 65% | added | |
| 7 | D TELLABS INC | 4.5% | $51.4m | 910,500 | – | new | |
| 8 | D LEXMARK INTL GROUP INC | 4.3% | $49.2m | 1,110,000 | – | new | |
| 9 | D APW LTD | 3.6% | $41.2m | 1,222,200 | – | new | |
| 10 | D LEAP WIRELESS INTL INC | 3.2% | $36.5m | 1,460,100 | 107% | added | |
| 11 | D PALM INC | 2.5% | $28.8m | 1,018,000 | 0% | held | |
| 12 | GAP D GAP INC | Consumer Cyclical | 2.4% | $27.1m | 1,063,000 | 61% | added |
| 13 | AZO D AUTOZONE INC USD.01 | Consumer Cyclical | 2.2% | $24.7m | 867,000 | -43% | reduced |
| 14 | D FREDDIE MAC USD0.21 | 2.2% | $24.4m | 354,000 | -33% | reduced | |
| 15 | D ROGERS WIRELESS COMMUNICATIONS | 2.1% | $24.2m | 1,365,500 | 0% | held | |
| 16 | D STILWELL FIN INC | 1.8% | $20.4m | 516,000 | 54% | added | |
| 17 | D ECHOSTAR COMMUNICATIONS CORP | 1.7% | $19.6m | 860,000 | – | new | |
| 18 | D OUTBACK STEAKHOUSE INC | 1.7% | $19.6m | 756,000 | 1% | added | |
| 19 | D STATION CASINOS INC | 1.6% | $17.6m | 1,177,600 | 24% | added | |
| 20 | D TECH DATA CORP | 1.4% | $16.3m | 601,600 | 385% | added | |
| 21 | D HARRAHS ENTMT INC | 1.4% | $15.7m | 596,000 | 214% | added | |
| 22 | D VOICESTREAM WIRELESS CORP | 1.3% | $15.2m | 151,400 | -13% | reduced | |
| 23 | D PARTNER COMMUNICATIONS ADS ADRS STOCKS | 1.3% | $14.4m | 2,445,000 | 0% | held | |
| 24 | D OFFICE DEPOT INC USD.01 | 1.1% | $12.5m | 1,750,000 | 25% | added | |
| 25 | D USA NETWORKS INC | 1.0% | $11.4m | 588,000 | -41% | reduced | |
| 26 | D AMERICAN GEN CORP | 1.0% | $11.4m | 140,000 | 0% | held | |
| 27 | RCI D ROGERS COMMUNICATION S INC CAD | Communication Services | 0.8% | $9.2m | 541,000 | 0% | held |
| 28 | D TURKCELL ILETISIM HIZMETLERI S ADRS STOCKS | 0.7% | $7.6m | 1,083,500 | – | new | |
| 29 | WFC D WELLS FARGO COMPANY | Financial Services | 0.6% | $6.7m | 120,000 | 0% | held |
| 30 | VZ D VERIZON COMMUNICATIONS | Communication Services | 0.6% | $6.3m | 125,000 | 0% | held |
| 31 | D RHYTHMS NETCONNECTIO NS INC CO | 0.5% | $6.0m | 5,292,333 | 91% | added | |
| 32 | D CTC COMMUNICATIONS GROUP INC | 0.5% | $5.8m | 1,263,700 | 41% | added | |
| 33 | D VENATOR GROUP INC | 0.4% | $4.9m | 316,800 | – | new | |
| 34 | D W. P. STEWART & CO. LTD | 0.3% | $3.2m | 125,000 | – | new | |
| 35 | D PURCHASEPRO.COM | 0.3% | $2.9m | 167,500 | – | new | |
| 36 | D MAY DEPT STORES CO | 0.2% | $2.1m | 65,000 | – | new | |
| 37 | D GLOBALSTAR TELECOMMUNICATIONS | 0.0% | $147.0k | 162,420 | – | 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.