UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 1999
-------------
Check here if Amendment [ ]; Amendment Number: ___________
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Van Wagoner Capital Management, Inc.
Address: 345 California Street
Suite 2450
San Francisco, CA 94104
Form 13F File Number: 28-6388
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Garrett R. Van Wagoner
Title: President
Phone: (415) 835-5000
Signature, Place, and Date of Signing:
/s/ Garrett R. Van Wagoner San Francisco, CA 8/3/99
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Garrett R. Van Wagoner
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
<PAGE>
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total: 158
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Form 13F Information Table Value Total: $ 708,519
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(thousands)
List of Other Included Managers: NONE
Provide a numbered list of the name(s) and Form 13F file numbers(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
<PAGE>
<TABLE>
FORM 13F INFORMATION TABLE
Name of Reporting Manager: Van Wagoner Capital Management, Inc.
<CAPTION>
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Column 1: Column 2: Column 3: Column 4: Column 5: Column 6: Column 7: Column 8:
Name of Issuer Title of Class CUSIP Market Value Shares or Principal Investment Discretion Other Voting Authority
Number (x $1,000) Amount Managers
- -------------- -------------- --------- ------------ ------------------- --------------------- -------- --------------------
SH/ Put/ Sole Shared- Shared- Sole Shared None
PRN Call Defined Other
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
A D C TELECOM COMMON 000886101 456 10,000 SH SOLE 10,000
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ACT NETWORKS COMMON 000975102 12,343 723,375 SH SOLE 723,375
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ACTIVE VOICE COMMON 004938106 551 38,000 SH SOLE 38,000
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ADMINISTAFF COMMON 007094105 2,640 165,000 SH SOLE 165,000
- ------------------------------------------------------------------------------------------------------------------------------------
AFFYMETRIX INC COMMON 00826T108 5,363 108,625 SH SOLE 108,625
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ALLEGIANCE COMMON 01747T102 8,670 158,000 SH SOLE 158,000
- ------------------------------------------------------------------------------------------------------------------------------------
AMERICA ONLINE COMMON 02364J104 33,150 300,000 SH SOLE 300,000
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ANAREN MICROWVE COMMON 032744104 418 20,000 SH SOLE 20,000
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ANCOR COMM COMMON 03332K108 809 25,000 SH SOLE 25,000
- ------------------------------------------------------------------------------------------------------------------------------------
ANESTA CORP COMMON 034603100 6,879 336,600 SH SOLE 336,600
- ------------------------------------------------------------------------------------------------------------------------------------
ANSWERTHINK COMMON 036916104 2,329 92,250 SH SOLE 92,250
- ------------------------------------------------------------------------------------------------------------------------------------
APEX INC COMMON 037548104 5,128 250,125 SH SOLE 250,125
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APPLIED MATLS COMMON 038222105 5,910 80,000 SH SOLE 80,000
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ARIBA INC COMMON 04033V104 2,169 22,300 SH SOLE 22,300
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ARIBA INC B COMMON 48,547 960,000 SH SOLE 960,000
- ------------------------------------------------------------------------------------------------------------------------------------
ARTHROCARE COMMON 043136100 2,540 123,900 SH SOLE 123,900
- ------------------------------------------------------------------------------------------------------------------------------------
AULT INC COMMON 051503100 205 25,000 SH SOLE 25,000
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AWARE INC COMMON 05453N100 2,445 53,000 SH SOLE 53,000
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BAKER HUGHES COMMON 057224107 419 12,500 SH SOLE 12,500
- ------------------------------------------------------------------------------------------------------------------------------------
BASIN EXPL COMMON 070107107 3,100 154,500 SH SOLE 154,500
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BEA SYS INC COMMON 073325102 1,093 38,250 SH SOLE 38,250
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BEST SOFTWARE COMMON 086579109 5,220 323,700 SH SOLE 323,700
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BINDVIEW DEV COMMON 090327107 594 25,000 SH SOLE 25,000
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BJ SVCS CO COMMON 055482103 2,738 93,000 SH SOLE 93,000
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BMC SOFTWARE COMMON 055921100 1,620 30,000 SH SOLE 30,000
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BROCADE COMM COMMON 111621108 3,110 32,250 SH SOLE 32,250
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CAL DIVE INTL COMMON 127914109 10,709 358,475 SH SOLE 358,475
- ------------------------------------------------------------------------------------------------------------------------------------
CARDIAC PATH COMMON 141408104 58 61,500 SH SOLE 61,500
- ------------------------------------------------------------------------------------------------------------------------------------
CATALYST INTL COMMON 14887T105 179 10,000 SH SOLE 10,000
- ------------------------------------------------------------------------------------------------------------------------------------
CEPHALON INC COMMON 156708109 261 15,000 SH SOLE 15,000
- ------------------------------------------------------------------------------------------------------------------------------------
CHIREX INC COMMON 170038103 4,186 130,300 SH SOLE 130,300
- ------------------------------------------------------------------------------------------------------------------------------------
CISCO SYS INC COMMON 17275R102 1,949 30,300 SH SOLE 30,300
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CITRIX SYS INC COMMON 177376100 3,389 59,975 SH SOLE 59,975
- ------------------------------------------------------------------------------------------------------------------------------------
CMG INFRMTN COMMON 125750109 262 2,300 SH SOLE 2,300
- ------------------------------------------------------------------------------------------------------------------------------------
COFLEXIP COMMON 192384105 1,088 25,000 SH SOLE 25,000
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COHU INC COMMON 192576106 354 10,000 SH SOLE 10,000
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COM21 INC COMMON 205937105 15,037 881,300 SH SOLE 881,300
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COM 21 INC (144) COMMON 1,749 102,500 SH SOLE 102,500
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COMPUTER NETW COMMON 204925101 7,124 329,450 SH SOLE 329,450
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COMPUWARE COMMON 205638109 1,034 32,500 SH SOLE 32,500
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CONCUR TECH COMMON 206708109 9,660 343,475 SH SOLE 343,475
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CONEXANT SYS COMMON 207142100 1,785 30,750 SH SOLE 30,750
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COOPER CAM COMMON 216640102 5,459 147,300 SH SOLE 147,300
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COPPER MNTN COMMON 217510106 4,297 55,625 SH SOLE 55,625
- ------------------------------------------------------------------------------------------------------------------------------------
COPPER MNTN D COMMON 11,902 193,548 SH SOLE 193,548
- ------------------------------------------------------------------------------------------------------------------------------------
COSTCO CO COMMON 22160Q102 216 2,700 SH SOLE 2,700
- ------------------------------------------------------------------------------------------------------------------------------------
COVAD COMM COMMON 222814204 4,875 91,450 SH SOLE 91,450
- ------------------------------------------------------------------------------------------------------------------------------------
CTC COMM COMMON 126418102 3,077 157,800 SH SOLE 157,800
- ------------------------------------------------------------------------------------------------------------------------------------
DELL COMPUTER COMMON 247025109 1,310 35,400 SH SOLE 35,400
- ------------------------------------------------------------------------------------------------------------------------------------
DIAMOND TECH COMMON 252762109 224 10,000 SH SOLE 10,000
- ------------------------------------------------------------------------------------------------------------------------------------
DIGITAL MICRO COMMON 253859102 4,415 346,250 SH SOLE 346,250
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DRIL-QUIP INC COMMON 262037104 9,508 414,500 SH SOLE 414,500
- ------------------------------------------------------------------------------------------------------------------------------------
DSP COMM COMMON 23332K106 863 29,900 SH SOLE 29,900
- ------------------------------------------------------------------------------------------------------------------------------------
E SPIRE COMM COMMON 269153102 4,851 459,250 SH SOLE 459,250
- ------------------------------------------------------------------------------------------------------------------------------------
E-TEK DYNAMIC COMMON 269240107 1,391 29,250 SH SOLE 29,250
- ------------------------------------------------------------------------------------------------------------------------------------
EMC CORP MASS COMMON 268648102 1,240 22,550 SH SOLE 22,550
- ------------------------------------------------------------------------------------------------------------------------------------
EMULEX CORP COMMON 292475209 5,457 49,075 SH SOLE 49,075
- ------------------------------------------------------------------------------------------------------------------------------------
ENSCO INTL INC COMMON 26874Q100 2,791 140,000 SH SOLE 140,000
- ------------------------------------------------------------------------------------------------------------------------------------
EPIX MEDICAL COMMON 26881Q101 165 30,000 SH SOLE 30,000
- ------------------------------------------------------------------------------------------------------------------------------------
ETOYS INC COMMON 297862104 9,631 236,350 SH SOLE 236,350
- ------------------------------------------------------------------------------------------------------------------------------------
EXODUS COMM COMMON 302088109 7,808 65,100 SH SOLE 65,100
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EXTREME NETWK COMMON 30226D106 4,471 77,000 SH SOLE 77,000
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F5 NETWORKS COMMON 315616102 1,968 48,000 SH SOLE 48,000
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FAMOUS DAVES COMMON 307068106 2,226 879,600 SH SOLE 879,600
- ------------------------------------------------------------------------------------------------------------------------------------
GALILEO TECH COMMON M47298100 906 20,000 SH SOLE 20,000
- ------------------------------------------------------------------------------------------------------------------------------------
GLOBAL INDS COMMON 379336100 4,982 388,800 SH SOLE 388,800
- ------------------------------------------------------------------------------------------------------------------------------------
GLOBAL MARINE COMMON 379352404 3,088 200,000 SH SOLE 200,000
- ------------------------------------------------------------------------------------------------------------------------------------
GLOBESPAN SEMI COMMON 379571102 398 10,000 SH SOLE 10,000
- ------------------------------------------------------------------------------------------------------------------------------------
GOLDMAN SACHS COMMON 38141G104 723 10,000 SH SOLE 10,000
- ------------------------------------------------------------------------------------------------------------------------------------
GREAT PLAINS COMMON 39119E105 3,822 81,000 SH SOLE 81,000
- ------------------------------------------------------------------------------------------------------------------------------------
GREY WOLF COMMON 397888108 6,455 2,582,000 SH SOLE 2,582,000
- ------------------------------------------------------------------------------------------------------------------------------------
HARMONIC LIGHT COMMON 413160102 505 8,800 SH SOLE 8,800
- ------------------------------------------------------------------------------------------------------------------------------------
HORZN OFFSHRE COMMON 44043J105 1,572 202,800 SH SOLE 202,800
- ------------------------------------------------------------------------------------------------------------------------------------
INTERDENT COMMON 45865r109 3,350 458,176 SH SOLE 458,176
- ------------------------------------------------------------------------------------------------------------------------------------
INTERLINK ELEC COMMON 458751104 398 40,000 SH SOLE 40,000
- ------------------------------------------------------------------------------------------------------------------------------------
INTERPHASE COMMON 460593106 4,032 175,300 SH SOLE 175,300
- ------------------------------------------------------------------------------------------------------------------------------------
INTRANET SLTNS COMMON 460939309 2,320 275,000 SH SOLE 275,000
- ------------------------------------------------------------------------------------------------------------------------------------
ISS GROUP COMMON 450306105 3,158 83,650 SH SOLE 83,650
- ------------------------------------------------------------------------------------------------------------------------------------
IVILLAGE INC COMMON 46588H105 4,296 85,500 SH SOLE 85,500
- ------------------------------------------------------------------------------------------------------------------------------------
IVILLAGE INC (R) COMMON 18,611 555,554 SH SOLE 555,554
- ------------------------------------------------------------------------------------------------------------------------------------
JABIL CIRCUIT COMMON 466313103 2,933 65,000 SH SOLE 65,000
- ------------------------------------------------------------------------------------------------------------------------------------
JDS UNIPHASE COMMON 909149106 3,362 20,250 SH SOLE 20,250
- ------------------------------------------------------------------------------------------------------------------------------------
JUNIPER NET COMMON 48203R104 1,267 8,500 SH SOLE 8,500
- ------------------------------------------------------------------------------------------------------------------------------------
KEY ENERGY GRP COMMON 492914106 14,678 4,120,000 SH SOLE 4,120,000
- ------------------------------------------------------------------------------------------------------------------------------------
LCA-VISION INC COMMON 501803209 652 70,000 SH SOLE 70,000
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LEVEL 3 COMMON 52729N100 1,955 32,550 SH SOLE 32,550
- ------------------------------------------------------------------------------------------------------------------------------------
LIGHTBRIDGE COMMON 532226107 628 50,000 SH SOLE 50,000
- ------------------------------------------------------------------------------------------------------------------------------------
LUCENT TECH COMMON 549463107 216 3,200 SH SOLE 3,200
- ------------------------------------------------------------------------------------------------------------------------------------
MAVERICK TUBE COMMON 577914104 4,190 300,600 SH SOLE 300,600
- ------------------------------------------------------------------------------------------------------------------------------------
MECON INC COMMON 58400M105 2,156 287,500 SH SOLE 287,500
- ------------------------------------------------------------------------------------------------------------------------------------
MEDQUIST INC COMMON 584949101 5,968 136,400 SH SOLE 136,400
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METROMEDIA FB COMMON 591689104 2,832 78,800 SH SOLE 78,800
- ------------------------------------------------------------------------------------------------------------------------------------
MGC COMM COMMON 552763302 2,069 79,575 SH SOLE 79,575
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MICROMUSE COMMON 595094103 5,307 106,400 SH SOLE 106,400
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MICRON TECH COMMON 595112103 302 7,500 SH SOLE 7,500
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MICROSOFT CORP COMMON 594918104 1,371 15,200 SH SOLE 15,200
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MILLENIUM PHRM COMMON 599902103 2,080 57,775 SH SOLE 57,775
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MINIMED INC COMMON 60365K108 5,116 66,500 SH SOLE 66,500
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MOLECULAR DVCES COMMON 60851C107 750 20,000 SH SOLE 20,000
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NABORS INDS INC COMMON 629568106 2,607 106,700 SH SOLE 106,700
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NATL-OILWELL COMMON 637071101 4,834 345,250 SH SOLE 345,250
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NAVIGANT CONSLT COMMON 592903108 5,917 214,200 SH SOLE 214,200
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NEON SYS INC COMMON 640509105 2,261 67,750 SH SOLE 67,750
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NETWORK PLUS COMMON 64122D506 8,350 400,000 SH SOLE 400,000
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NETWRK APPLNCE COMMON 64120L104 1,031 18,450 SH SOLE 18,450
- ------------------------------------------------------------------------------------------------------------------------------------
NOKIA CORP A COMMON 654902204 961 10,500 SH SOLE 10,500
- ------------------------------------------------------------------------------------------------------------------------------------
NORTHPOINT COM COMMON 666610100 10,477 287,050 SH SOLE 287,050
- ------------------------------------------------------------------------------------------------------------------------------------
OCEANEERING INTL COMMON 675232102 323 20,000 SH SOLE 20,000
- ------------------------------------------------------------------------------------------------------------------------------------
ONHEALTH NET COMMON 450707104 67,153 6,320,300 SH SOLE 6,320,300
- ------------------------------------------------------------------------------------------------------------------------------------
OSTEOTECH INC COMMON 688582105 4,514 157,000 SH SOLE 157,000
- ------------------------------------------------------------------------------------------------------------------------------------
PACIFIC SUNWR COMMON 694873100 1,718 70,500 SH SOLE 70,500
- ------------------------------------------------------------------------------------------------------------------------------------
PATTERSON EN COMMON 703414102 3,246 328,700 SH SOLE 328,700
- ------------------------------------------------------------------------------------------------------------------------------------
PERSISTENCE SFT COMMON 715329108 1,955 143,500 SH SOLE 143,500
- ------------------------------------------------------------------------------------------------------------------------------------
PF CHANGS CHINA COMMON 69333Y108 260 12,000 SH SOLE 12,000
- ------------------------------------------------------------------------------------------------------------------------------------
PHARMA PROD COMMON 717124101 5,040 184,100 SH SOLE 184,100
- ------------------------------------------------------------------------------------------------------------------------------------
PHONE COM COMMON 71920Q100 5,600 100,000 SH SOLE 100,000
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PHONE COM C COMMON 9,708 211,247 SH SOLE 211,247
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PMC-SIERRA COMMON 69344F106 2,487 42,200 SH SOLE 42,200
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POWERWAVE COMMON 739363109 6,800 210,850 SH SOLE 210,850
- ------------------------------------------------------------------------------------------------------------------------------------
PRIORITY HLTHCRE COMMON 74264T102 8,675 251,437 SH SOLE 251,437
- ------------------------------------------------------------------------------------------------------------------------------------
PROVINCE HLTH COMMON 743977100 5,851 300,050 SH SOLE 300,050
- ------------------------------------------------------------------------------------------------------------------------------------
QLOGIC CORP COMMON 747277101 4,356 33,000 SH SOLE 33,000
- ------------------------------------------------------------------------------------------------------------------------------------
QWEST COMM COMMON 749121109 1,742 52,700 SH SOLE 52,700
- ------------------------------------------------------------------------------------------------------------------------------------
REALTY INFO COMMON 75612B107 3,249 74,700 SH SOLE 74,700
- ------------------------------------------------------------------------------------------------------------------------------------
RENAL CARE GRP COMMON 759930100 2,814 108,750 SH SOLE 108,750
- ------------------------------------------------------------------------------------------------------------------------------------
RESMED INC COMMON 761152107 2,448 73,750 SH SOLE 73,750
- ------------------------------------------------------------------------------------------------------------------------------------
RF MICRODEVCS COMMON 749941100 6,548 87,750 SH SOLE 87,750
- ------------------------------------------------------------------------------------------------------------------------------------
RYTHMS NET COMMON 762430205 3,371 57,750 SH SOLE 57,750
- ------------------------------------------------------------------------------------------------------------------------------------
RUBIOS REST COMMON 78116B102 1,105 71,550 SH SOLE 71,550
- ------------------------------------------------------------------------------------------------------------------------------------
SANMINA CORP COMMON 800907107 948 12,500 SH SOLE 12,500
- ------------------------------------------------------------------------------------------------------------------------------------
SCIENT CORP COMMON 80864H109 6,625 139,300 SH SOLE 139,300
- ------------------------------------------------------------------------------------------------------------------------------------
SDL INC COMMON 784076101 2,764 54,125 SH SOLE 54,125
- ------------------------------------------------------------------------------------------------------------------------------------
SERENA SFTWRE COMMON 817492101 7,155 532,500 SH SOLE 532,500
- ------------------------------------------------------------------------------------------------------------------------------------
SMITH INTL INC COMMON 832110100 3,206 73,800 SH SOLE 73,800
- ------------------------------------------------------------------------------------------------------------------------------------
SOFTWARE COM COMMON 83402P104 394 17,000 SH SOLE 17,000
- ------------------------------------------------------------------------------------------------------------------------------------
STAMPS COM COMMON 852857101 3,539 202,200 SH SOLE 202,200
- ------------------------------------------------------------------------------------------------------------------------------------
STARMEDIA NET COMMON 855546107 4,755 74,150 SH SOLE 74,150
- ------------------------------------------------------------------------------------------------------------------------------------
SUN MICRO COMMON 866810104 689 10,000 SH SOLE 10,000
- ------------------------------------------------------------------------------------------------------------------------------------
SUN MICRO (R) COMMON 669 9,706 SH SOLE 9,706
- ------------------------------------------------------------------------------------------------------------------------------------
TETRA TECH COMMON 88162G103 12,711 770,374 SH SOLE 770,374
- ------------------------------------------------------------------------------------------------------------------------------------
TIME WARNER TLCM COMMON 887319101 363 12,500 SH SOLE 12,500
- ------------------------------------------------------------------------------------------------------------------------------------
TRANSWITCH COMMON 894065101 5,191 109,574 SH SOLE 109,574
- ------------------------------------------------------------------------------------------------------------------------------------
TSI INTL SFTWRE COMMON 872879101 4,405 155,250 SH SOLE 155,250
- ------------------------------------------------------------------------------------------------------------------------------------
TUBOSCOPE INC COMMON 898600101 397 29,000 SH SOLE 29,000
- ------------------------------------------------------------------------------------------------------------------------------------
UNIVRSL ELEC COMMON 913483103 421 15,000 SH SOLE 15,000
- ------------------------------------------------------------------------------------------------------------------------------------
UTI ENERGY COMMON 903387108 4,027 243,150 SH SOLE 243,150
- ------------------------------------------------------------------------------------------------------------------------------------
VARCO INTL INC COMMON 922126107 7,549 690,200 SH SOLE 690,200
- ------------------------------------------------------------------------------------------------------------------------------------
VERISIGN COMMON 92343E102 3,493 40,500 SH SOLE 40,500
- ------------------------------------------------------------------------------------------------------------------------------------
VERITAS DGC INC COMMON 92343P107 366 20,000 SH SOLE 20,000
- ------------------------------------------------------------------------------------------------------------------------------------
VERITAS SFTWRE COMMON 923436109 5,421 57,100 SH SOLE 57,100
- ------------------------------------------------------------------------------------------------------------------------------------
VIANT CORP COMMON 92553N107 3,098 88,500 SH SOLE 88,500
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VISUAL NETWK COMMON 928444108 4,342 135,700 SH SOLE 135,700
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VISX INC COMMON 92844S105 1,805 22,800 SH SOLE 22,800
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VITESSE SEMICON COMMON 928497106 3,158 46,825 SH SOLE 46,825
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WASTE CONNECT COMMON 941053100 4,758 156,000 SH SOLE 156,000
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WEBTRENDS COMMON 94844D104 5,136 111,350 SH SOLE 111,350
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WORLDCOM INC COMMON 98155K102 267 3,100 SH SOLE 3,100
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XOMED SURG COMMON 98412V107 3,603 74,000 SH SOLE 74,000
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TOTAL ALL PAGES 708,519
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</TABLE>
