<PAGE>
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: Jundt Associates, Inc.
--------------------------------------------------------
Address: 1550 Utica Avenue South, Suite 950
--------------------------------------------------------
Minneapolis, Minnesota 55416
--------------------------------------------------------
--------------------------------------------------------
Form 13F File Number: 28- 2786
---------------
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: James R. Jundt
--------------------------------------------------------
Title: Chairman and Chief Executive Officer
--------------------------------------------------------
Phone: (612) 541-0677
--------------------------------------------------------
Signature, Place, and Date of Signing:
/s/ James R. Jundt Minneapolis, Minnesota August 9,1999
- ------------------------- --------------------------- ------------------
[Signature] [City, State] [Date]
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
------------------------------
Form 13F Information Table Entry Total: 93
------------------------------
Form 13F Information Table Value Total: $ 374,016
------------------------------
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
None.
<PAGE>
FORM 13F INFORMATION TABLE
<TABLE>
<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
------------------------ -------------- ----------- ---------- ------------------- ---------- -------- ---------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
------------------------ -------------- ----------- ---------- ------- --- ---- ---------- -------- -------- ------ ------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
A D C TELECOMMUNICATIONS COMMON 886101 $ 2,469 54,200 SH SOLE 54,200 0
AHL SVCS INC COMMON 1296102 $ 601 24,100 SH SOLE 24,100 0
AMERICA ONLINE INC DEL COMMON 02364J104 $ 6,578 59,800 SH SOLE 59,800 0
AMGEN INC COMMON 31162100 $ 3,038 49,900 SH SOLE 49,900 0
AT HOME CORP COMMON 45919107 $ 1,802 33,400 SH SOLE 33,400 0
AUTOBYTEL COM INC COMMON 05275N106 $ 708 33,900 SH SOLE 33,900 0
AUTOZONE INC COMMON 53332102 $ 2,741 91,000 SH SOLE 91,000 0
BED BATH & BEYOND INC COMMON 75896100 $ 1,671 43,400 SH SOLE 43,400 0
BEST BUY INC COMMON 86516101 $ 729 10,800 SH SOLE 10,800 0
BEST SOFTWARE INC COMMON 86579109 $ 526 32,600 SH SOLE 32,600 0
BIOGEN INC COMMON 90597105 $ 2,791 43,400 SH SOLE 43,400 0
BIOMATRIX INC COMMON 09060P102 $ 8,854 410,600 SH SOLE 410,600 0
CSG SYS INTL INC COMMON 126349109 $ 519 19,800 SH SOLE 19,800 0
CABLEVISION SYS CORP COMMON 12686C109 $ 13,986 199,800 SH SOLE 199,800 0
CENTOCOR INC COMMON 152342101 $ 9,311 199,700 SH SOLE 199,700 0
CISCO SYS INC COMMON 17275R102 $ 11,099 172,250 SH SOLE 172,250 0
CITRIX SYS INC COMMON 177376100 $ 723 12,800 SH SOLE 12,800 0
COMPUWARE CORP COMMON 205638109 $ 1,486 46,700 SH SOLE 46,700 0
COM21 INC COMMON 205937105 $ 444 26,000 SH SOLE 26,000 0
CONCUR TECHNOLOGIES INC COMMON 206708109 $ 478 17,000 SH SOLE 17,000 0
DELL COMPUTER CORP COMMON 247025109 $ 9,557 258,300 SH SOLE 258,300 0
DITECH COMMUNICATIONS CO COMMON 25500M103 $ 1,000 50,000 SH SOLE 50,000 0
DSET CORP COMMON 262504103 $ 3,929 281,900 SH SOLE 281,900 0
E M C CORP MASS COMMON 268648102 $ 2,079 37,800 SH SOLE 37,800 0
ESPS INC COMMON 269129102 $ 186 25,000 SH SOLE 25,000 0
ECHOSTAR COMMUNICATNS COMMON 278762109 $ 10,265 66,900 SH SOLE 66,900 0
ECLIPSE SURGICAL TECHNOL COMMON 278849104 $ 399 36,900 SH SOLE 36,900 0
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
------------------------ -------------- ----------- ---------- ------------------- ---------- -------- ---------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
------------------------ -------------- ----------- ---------- ------- --- ---- ---------- -------- -------- ------ ------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ECLIPSYS CORP COMMON 278856109 $ 1,135 47,400 SH SOLE 47,400 0
EXCHANGE APPLICATIONS COMMON 300867108 $ 1,304 32,000 SH SOLE 32,000 0
FACTSET RESH SYS INC COMMON 303075105 $ 747 13,200 SH SOLE 13,200 0
FAMOUS DAVES AMER INC COMMON 307068106 $ 1,018 402,000 SH SOLE 402,000 0
F5 NETWORKS INC COMMON 315616102 $ 1,435 35,000 SH SOLE 35,000 0
GENESYS TELECOMMUNICATION COMMON 371931106 $ 503 20,100 SH SOLE 20,100 0
GREAT PLAINS SOFTWARE COMMON 3.91E+109 $ 472 10,000 SH SOLE 10,000 0
HEARTPORT INC COMMON 421969106 $ 637 268,000 SH SOLE 268,000 0
HOME DEPOT INC COMMON 437076102 $ 10,023 155,546 SH SOLE 155,546 0
IMMUNEX CORP NEW COMMON 452528102 $ 6,601 51,800 SH SOLE 51,800 0
INFORMIX CORP COMMON 456779107 $ 1,813 212,500 SH SOLE 212,500 0
INTEL CORP COMMON 458140100 $ 8,592 144,400 SH SOLE 144,400 0
INTUIT COMMON 461202103 $ 2,524 28,000 SH SOLE 28,000 0
LEGATO SYSTEMS INC COMMON 524651106 $ 641 11,100 SH SOLE 11,100 0
LILLY ELI & CO COMMON 532457108 $ 5,078 70,900 SH SOLE 70,900 0
LINENS N THINGS INC COMMON 535679104 $ 919 21,000 SH SOLE 21,000 0
LUCENT TECHNOLOGIES INC COMMON 549463107 $ 1,436 21,300 SH SOLE 21,300 0
MCI WORLDCOM INC COMMON 55268B106 $ 6,394 74,300 SH SOLE 74,300 0
MACROVISION CORP COMMON 555904101 $ 1,385 18,500 SH SOLE 18,500 0
MARIMBA INC COMMON 56781Q109 $ 316 6,000 SH SOLE 6,000 0
MEDTRONIC INC COMMON 585055106 $ 1,324 17,000 SH SOLE 17,000 0
MERCK & CO INC COMMON 589331107 $ 6,052 82,200 SH SOLE 82,200 0
MICROSOFT CORP COMMON 594918104 $ 13,889 154,000 SH SOLE 154,000 0
MONSANTO CO COMMON 611662107 $ 20,090 507,800 SH SOLE 507,800 0
NETWORK APPLIANCE INC COMMON 64120L104 $ 2,403 43,000 SH SOLE 43,000 0
NETWORK PLUS COMMON 64122D506 $ 574 27,500 SH SOLE 27,500 0
NEW ERA OF NETWORKS INC COMMON 644312100 $ 980 22,300 SH SOLE 22,300 0
NEXTEL COMMUNICATIONS IN COMMON 65332V103 $ 7,413 147,700 SH SOLE 147,700 0
NFRONT INC COMMON 65334N109 $ 532 35,000 SH SOLE 35,000 0
NOKIA CORP COMMON 654902204 $ 10,420 113,800 SH SOLE 113,800 0
NOVELL INC COMMON 670006105 $ 12,153 458,600 SH SOLE 458,600 0
P F CHANGS CHINA BISTRO COMMON 69333Y108 $ 504 23,300 SH SOLE 23,300 0
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
------------------------ -------------- ----------- ---------- ------------------- ---------- -------- ---------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
------------------------ -------------- ----------- ---------- ------- --- ---- ---------- -------- -------- ------ ------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
PERCLOSE INC COMMON 71361C107 $ 793 16,500 SH SOLE 16,500 0
PEREGRINE SYSTEMS INC COMMON 71366Q101 $ 539 21,000 SH SOLE 21,000 0
PETSMART INC COMMON 716768106 $ 4,116 401,600 SH SOLE 401,600 0
PINNACLE HLDGS INC COMMON 72346N101 $ 3,798 155,000 SH SOLE 155,000 0
PREVIEW TRAVEL INC COMMON 74137R101 $ 1,419 64,700 SH SOLE 64,700 0
QUALCOMM INC COMMON 747525103 $ 1,579 11,000 SH SOLE 11,000 0
QWEST COMMUNICATIONS INT COMMON 749121109 $ 6,718 203,200 SH SOLE 203,200 0
RUBIOS RESTAURANTS INC COMMON 78116B102 $ 682 44,200 SH SOLE 44,200 0
SALESLOGIX CORP COMMON 79466P105 $ 561 37,700 SH SOLE 37,700 0
SAPIENT CORP COMMON 803062108 $ 1,172 20,700 SH SOLE 20,700 0
SCHERING PLOUGH CORP COMMON 806605101 $ 7,334 139,700 SH SOLE 139,700 0
SCHLUMBERGER LTD COMMON 806857108 $ 338 5,300 SH SOLE 5,300 0
SECURITY DYNAMICS TECH COMMON 814208104 $ 1,602 75,400 SH SOLE 75,400 0
SELECT COMFORT CORP COMMON 81616X103 $ 4,926 551,200 SH SOLE 551,200 0
SIEBEL SYSTEMS INC COMMON 826170102 $ 3,793 57,200 SH SOLE 57,200 0
SKECHERS U S A INC COMMON 830566105 $ 630 60,000 SH SOLE 60,000 0
STAPLES INC COMMON 855030102 $ 3,094 100,009 SH SOLE 100,009 0
STARBUCKS CORP COMMON 855244109 $ 12,557 334,300 SH SOLE 334,300 0
STARMEDIA NETWORK INC COMMON 855546107 $ 6,143 95,800 SH SOLE 95,800 0
SUNRISE ASSISTED LIVNG COMMON 86768K106 $ 910 26,100 SH SOLE 26,100 0
TV GUIDE INC COMMON 87307Q109 $ 4,629 126,400 SH SOLE 126,400 0
TELLABS INC COMMON 879664100 $ 7,499 111,000 SH SOLE 111,000 0
TERAYON COMMUNICATION SY COMMON 880775101 $ 844 15,100 SH SOLE 15,100 0
TEXAS INSTRS INC COMMON 882508104 $ 5,198 36,100 SH SOLE 36,100 0
TIME WARNER INC COMMON 887315109 $ 11,293 155,500 SH SOLE 155,500 0
TIME WARNER TELECOM INC COMMON 887319101 $ 8,320 286,900 SH SOLE 286,900 0
UNIPHASE CORP COMMON 909149106 $ 714 4,300 SH SOLE 4,300 0
UNISYS CORP COMMON 909214108 $ 3,645 93,600 SH SOLE 93,600 0
UNITED THERAPEUTICS CORP COMMON 91307C102 $ 422 35,500 SH SOLE 35,500 0
VERITAS SOFTWARE CO COMMON 923436109 $ 1,690 17,800 SH SOLE 17,800 0
VIATEL INC COMMON 925529208 $ 9,726 173,300 SH SOLE 173,300 0
VISX INC DEL COMMON 92844S105 $ 9,661 122,000 SH SOLE 122,000 0
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
------------------------ -------------- ----------- ---------- ------------------- ---------- -------- ---------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
------------------------ -------------- ----------- ---------- ------- --- ---- ---------- -------- -------- ------ ------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
WAL MART STORES INC COMMON 931142103 $ 1,303 27,000 SH SOLE 27,000 0
GEMSTAR INTL GROUP LTD COMMON G3788V106 $ 19,092 292,600 SH SOLE 292,600 0
TOTALS $ 374,016 9,530,905 9,530,905 0
</TABLE>
