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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2000
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: Capital Growth Management L.P.
Address: One International Place
Boston, MA 02110
13F File Number: 28-2723
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: Robert L. Kemp
Title: President, Kenbob, Inc., General Partner
Phone: 617-737-3225
Signature, Place, and Date of Signing:
Robert L. Kemp Boston, Massachusetts May 10, 2000
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
/s/ Robert L. Kemp
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Robert L. Kemp
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 91
Form 13F Information Table Value Total: $7,704,309
List of Other Included Managers: NONE
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ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
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APP FIN VI MAURITIUS LTD NOTE 11/1 00202NAA3 9335 49133000 PRN SOLE 49133000 0 0
ADVANCED MICRO DEVICES I COMMON 007903107 59288 1039000 SH SOLE 1039000 0 0
ALCAN ALUMINIUM LTD NEW COMMON 013716105 340353 9992000 SH SOLE 9923600 0 68400
ALCOA INC COMMON 013817101 425905 6062700 SH SOLE 5927000 0 135700
ALEXANDRIA REAL ESTATE E COMMON 015271109 39798 1326600 SH SOLE 1326600 0 0
AMERADA HESS CORP COMMON 023551104 47286 731700 SH SOLE 731700 0 0
APACHE CORP COMMON 037411105 35721 718000 SH SOLE 718000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 149561 3916500 SH SOLE 3916500 0 0
APPLIED MATLS INC COMMON 038222105 15099 160200 SH SOLE 0 0 160200
ARACRUZ CELULOSE S A DEPOSITORY RECEI 038496204 95765 4519900 SH SOLE 4519900 0 0
ARROW ELECTRS INC COMMON 042735100 25803 732000 SH SOLE 732000 0 0
ASIA PULP & PAPER LTD DEPOSITORY RECEI 04516V100 83987 11388000 SH SOLE 11388000 0 0
ASIA PULP & PAPER LTD *W EXP 7/27/200 04516V100 6980 946400 SOLE 946400 0 0
ATMEL CORP COMMON 049513104 15580 301800 SH SOLE 0 0 301800
AVALONBAY CMNTYS INC COMMON 053484101 7691 210000 SH SOLE 210000 0 0
BJ SVCS CO COMMON 055482103 28073 380000 SH SOLE 380000 0 0
BANK OF AMERICA CORP COMMON 060505104 4048 77200 SH SOLE 77200 0 0
BECKMAN COULTER INC COMMON 075811109 770 12000 SH SOLE 12000 0 0
BEDFORD PPTY INVS INC COM PAR $0.02 076446301 19757 1230000 SH SOLE 1230000 0 0
BEL FUSE INC CL A 077347201 514 25400 SH SOLE 25400 0 0
BEL FUSE INC CL B 077347300 365 17400 SH SOLE 17400 0 0
BOSTON PROPERTIES INC COMMON 101121101 198605 6243000 SH SOLE 6243000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 17836 1041500 SH SOLE 1041500 0 0
BRISTOL MYERS SQUIBB CO COMMON 110122108 114318 1971000 SH SOLE 1971000 0 0
BURLINGTON RES INC COMMON 122014103 1813 49000 SH SOLE 49000 0 0
CHASE MANHATTAN CORP NEW COMMON 16161A108 180914 2075000 SH SOLE 2075000 0 0
CHELSEA GCA RLTY INC COMMON 163262108 18589 641000 SH SOLE 641000 0 0
CHUBB CORP COMMON 171232101 71954 1065000 SH SOLE 1065000 0 0
COMPANHIA SIDERURGICA NA DEPOSITORY RECEI 20440W105 144985 4127700 SH SOLE 4127700 0 0
CONOCO INC CL B 208251405 43319 1690500 SH SOLE 1690500 0 0
CORUS GROUP PLC DEPOSITORY RECEI 22087M101 66620 3977300 SH SOLE 3539500 0 437800
CROWN AMERN RLTY TR SH BEN INT 228186102 5331 1003400 SH SOLE 1003400 0 0
DEERE & CO COMMON 244199105 168834 4443000 SH SOLE 4443000 0 0
DEVON ENERGY CORP NEW COMMON 25179M103 33377 687300 SH SOLE 687300 0 0
DIAMOND OFFSHORE DRILLIN COMMON 25271C102 14294 357900 SH SOLE 357900 0 0
EOG RES INC COMMON 26875P101 14619 690000 SH SOLE 690000 0 0
ESSEX PPTY TR INC COMMON 297178105 4680 130000 SH SOLE 130000 0 0
FELCOR LODGING TR INC PFD CV A $1.95 31430F200 1028 65000 SH SOLE 65000 0 0
FIRSTAR CORP NEW WIS COMMON 33763V109 31672 1380800 SH SOLE 1293800 0 87000
GENERAL GROWTH PPTYS INC COMMON 370021107 131581 4323000 SH SOLE 4323000 0 0
GLOBAL MARINE INC COMMON 379352404 34393 1355400 SH SOLE 1355400 0 0
GROVE PPTY TR SH BEN INT 399613108 1755 135000 SH SOLE 135000 0 0
HERSHEY FOODS CORP COMMON 427866108 133088 2730000 SH SOLE 2730000 0 0
HOME PPTYS N Y INC COMMON 437306103 27553 1030000 SH SOLE 1030000 0 0
INCO LTD COMMON 453258402 381763 20776200 SH SOLE 20236700 0 539500
INFORMIX CORP COMMON 456779107 33536 1980000 SH SOLE 1980000 0 0
INTEL CORP COMMON 458140100 243623 1846500 SH SOLE 1841500 0 5000
ISPAT INTL N V DEPOSITORY RECEI 464899103 5734 385500 SH SOLE 385500 0 0
KEMET CORP COMMON 488360108 4244 67100 SH SOLE 67100 0 0
KERR MCGEE CORP COMMON 492386107 56595 980000 SH SOLE 980000 0 0
KIMCO REALTY CORP COMMON 49446R109 7965 212400 SH SOLE 212400 0 0
KONINKLIJKE PHILIPS ELEC DEPOSITORY RECEI 500472204 290316 1694656 SH SOLE 1622436 0 72220
LSI LOGIC CORP COMMON 502161102 268001 3690200 SH SOLE 3508800 0 181400
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 14813 1185000 SH SOLE 1185000 0 0
LEGACY HOTELS REAL EST I UNITS 524919107 21811 3815000 SH SOLE 3815000 0 0
LEXMARK INTL GROUP INC CL A 529771107 90268 853600 SH SOLE 762300 0 91300
LIBERTY PPTY TR SH BEN INT 531172104 20155 842000 SH SOLE 842000 0 0
LIBERTY PPTY LTD PARTNER SDEB 8.000 7/0 53117CAA0 1976 1700000 PRN SOLE 1700000 0 0
APP FINANCE VII SDCV 3.500 04/3 V03230AA3 15440 19795000 PRN SOLE 19795000 0 0
MARINE DRILLING COS INC COM PAR $0.01 568240204 5359 195300 SH SOLE 195300 0 0
MAVERICK TUBE CORP COMMON 577914104 2498 77000 SH SOLE 77000 0 0
MICRON TECHNOLOGY INC COMMON 595112103 417816 3316000 SH SOLE 3242600 0 73400
MISSION WEST PPTYS INC COMMON 605203108 9474 1106500 SH SOLE 1106500 0 0
NABORS INDUSTRIES INC COMMON 629568106 7840 202000 SH SOLE 202000 0 0
NATIONAL SEMICONDUCTOR C COMMON 637640103 203270 3346000 SH SOLE 3330000 0 16000
NOBLE DRILLING CORP COMMON 655042109 31528 762000 SH SOLE 696000 0 66000
NOVELLUS SYS INC COMMON 670008101 63663 1134300 SH SOLE 999900 0 134400
PACIFIC GULF PPTYS INC COMMON 694396102 20326 1035741 SH SOLE 1035741 0 0
PARKWAY PPTYS INC COMMON 70159Q104 12211 414800 SH SOLE 414800 0 0
PHILIPS INTL RLTY CORP COMMON 718333107 12718 765000 SH SOLE 765000 0 0
POHANG IRON & STL LTD DEPOSITORY RECEI 730450103 404704 14716500 SH SOLE 14342800 0 373700
PRECISION DRILLING CORP COMMON 74022D100 3054 91500 SH SOLE 91500 0 0
PRENTISS PPTYS TR SH BEN INT 740706106 19490 873500 SH SOLE 873500 0 0
SL GREEN RLTY CORP COMMON 78440X101 32039 1349000 SH SOLE 1349000 0 0
SCHLUMBERGER LTD COMMON 806857108 124313 1625000 SH SOLE 1625000 0 0
SMITH CHARLES E RESDNTL COMMON 832197107 7586 210000 SH SOLE 210000 0 0
SPIEKER PPTYS INC COMMON 848497103 79032 1776000 SH SOLE 1776000 0 0
TELECOMUNICACOES BRASILE DEPOSITORY RECEI 879287308 421186 2817300 SH SOLE 2779000 0 38300
TELEFONOS DE MEXICO S A DEPOSITORY RECEI 879403780 392308 5888300 SH SOLE 5749700 0 138600
TERADYNE INC COMMON 880770102 183655 2239700 SH SOLE 2054300 0 185400
TEXACO INC COMMON 881694103 44935 836000 SH SOLE 836000 0 0
TIFFANY & CO NEW COMMON 886547108 8454 101100 SH SOLE 0 0 101100
TOSCO CORP COM NEW 891490302 78853 2574800 SH SOLE 2238100 0 336700
TOTAL FINA S A DEPOSITORY RECEI 89151E109 326681 4437100 SH SOLE 4327700 0 109400
TRICON GLOBAL RESTAURANT COMMON 895953107 177094 5701200 SH SOLE 5701200 0 0
TUBOS DE ACERO DE MEXICO DEPOSITORY RECEI 898592506 54858 3350100 SH SOLE 3193600 0 156500
VALERO ENERGY CORP NEW COMMON 91913Y100 4603 150000 SH SOLE 150000 0 0
VORNADO RLTY TR SH BEN INT 929042109 168304 5024000 SH SOLE 5024000 0 0
VORNADO RLTY TR PFD CONV SER A 929042208 1862 39000 SH SOLE 39000 0 0
TRANSOCEAN SEDCO FOREX I ORD G90078109 52539 1023900 SH SOLE 978900 0 45000
TRITON ENERGY LTD ORD G90751101 2980 85000 SH SOLE 85000 0 0
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