Maverick Capital

Maverick Capital as of Sept. 30, 2013

Portfolio Holdings for Maverick Capital

Maverick Capital holds 64 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Charter Communications 3.9 $286M 2.1M 134.76
Home Depot (HD) 3.9 $286M 3.8M 75.85
priceline.com Incorporated 3.8 $280M 277k 1010.95
Qualcomm (QCOM) 3.7 $273M 4.0M 67.32
Liberty Global Inc Com Ser A 3.6 $263M 3.3M 79.35
Express Scripts Holding 3.5 $259M 4.2M 61.80
SolarWinds 3.4 $250M 7.1M 35.06
TransDigm Group Incorporated (TDG) 3.4 $249M 1.8M 138.70
Dollar General (DG) 3.4 $249M 4.4M 56.46
Community Health Systems (CYH) 3.0 $222M 5.3M 41.50
NVR (NVR) 2.9 $216M 235k 919.19
United Parcel Service (UPS) 2.7 $203M 2.2M 91.37
NetApp (NTAP) 2.7 $196M 4.6M 42.62
Fidelity National Information Services (FIS) 2.5 $184M 4.0M 46.44
Crown Castle International 2.5 $181M 2.5M 73.03
Citrix Systems 2.5 $181M 2.6M 70.61
Apple (AAPL) 2.4 $177M 372k 476.75
Cameron International Corporation 2.4 $174M 3.0M 58.37
Fidelity National Financial 2.2 $164M 6.2M 26.60
Fortinet (FTNT) 2.2 $162M 8.0M 20.26
Hca Holdings (HCA) 2.1 $158M 3.7M 42.75
Qlik Technologies 2.1 $152M 4.4M 34.23
Ralph Lauren Corp (RL) 2.0 $151M 915k 164.73
Palo Alto Networks (PANW) 2.0 $148M 3.2M 45.82
MetLife (MET) 1.8 $135M 2.9M 46.95
Realogy Hldgs (HOUS) 1.8 $131M 3.1M 43.02
Capital One Financial (COF) 1.6 $115M 1.7M 68.74
Team Health Holdings 1.4 $107M 2.8M 37.94
Fomento Economico Mexicano SAB (FMX) 1.4 $103M 1.1M 97.09
Autodesk (ADSK) 1.4 $100M 2.4M 41.17
Twenty-first Century Fox 1.4 $100M 3.0M 33.51
Companhia de Bebidas das Americas 1.3 $99M 2.6M 38.35
Anheuser-Busch InBev NV (BUD) 1.3 $99M 1.0M 99.20
Lowe's Companies (LOW) 1.3 $97M 2.0M 47.61
National-Oilwell Var 1.3 $96M 1.2M 78.11
Facebook Inc cl a (META) 1.3 $94M 1.9M 50.23
UnitedHealth (UNH) 1.2 $92M 1.3M 71.61
Colfax Corporation 1.2 $87M 1.5M 56.49
Yandex Nv-a (NBIS) 1.2 $87M 2.4M 36.42
Nielsen Holdings Nv 1.0 $72M 2.0M 36.45
MGIC Investment (MTG) 1.0 $71M 9.7M 7.28
Novartis (NVS) 0.8 $62M 804k 76.71
Manitowoc Company 0.7 $54M 2.8M 19.56
CBS Corporation 0.7 $51M 921k 55.16
Monsanto Company 0.7 $51M 485k 104.37
Radian (RDN) 0.7 $49M 3.5M 13.93
ViroPharma Incorporated 0.7 $49M 1.3M 39.26
D.R. Horton (DHI) 0.6 $47M 2.4M 19.43
Genesee & Wyoming 0.6 $46M 499k 92.97
Citigroup (C) 0.6 $46M 940k 48.51
Adobe Systems Incorporated (ADBE) 0.5 $39M 753k 51.94
Pacific Biosciences of California (PACB) 0.4 $32M 5.8M 5.52
Sears Holdings Corporation 0.4 $31M 518k 59.49
Health Management Associates 0.4 $28M 2.2M 12.80
Restoration Hardware Hldgs I 0.3 $19M 300k 63.35
Fidelity National Finance conv 0.2 $17M 12M 1.42
Zoetis Inc Cl A (ZTS) 0.1 $11M 360k 31.12
Capital One Financial Cor w exp 11/201 0.1 $3.4M 116k 29.09
ROYAL BK SCOTLAND Group Plc sp adr pref s 0.0 $1.0M 48k 21.43
ROYAL BK SCOTLAND Group Plc adr pref shs q 0.0 $699k 32k 21.88
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.0 $1.0M 50k 20.98
Royal Bk Scotland Group Plc adr pfd ser p 0.0 $617k 30k 20.57
ROYAL BK SCOTLAND Group Plc sp adr l rp pf 0.0 $186k 9.4k 19.78
ROYAL BK SCOTLAND Group Plc adr pref ser n 0.0 $313k 15k 20.87