Maverick Capital

Maverick Capital as of June 30, 2014

Portfolio Holdings for Maverick Capital

Maverick Capital holds 49 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PowerShares QQQ Trust, Series 1 7.5 $526M 5.6M 93.91
Hca Holdings (HCA) 4.8 $338M 6.0M 56.38
Crown Castle International 4.8 $335M 4.5M 74.26
TransDigm Group Incorporated (TDG) 4.8 $335M 2.0M 167.26
Dollar General (DG) 4.8 $334M 5.8M 57.36
Valeant Pharmaceuticals Int 4.8 $331M 2.6M 126.12
Adobe Systems Incorporated (ADBE) 4.7 $330M 4.6M 72.36
McKesson Corporation (MCK) 4.6 $320M 1.7M 186.21
Liberty Global Inc C 4.0 $278M 6.6M 42.31
Calpine Corporation 3.5 $241M 10M 23.81
SolarWinds 3.2 $224M 5.8M 38.66
Santander Consumer Usa 3.1 $218M 11M 19.44
Baidu (BIDU) 3.1 $216M 1.2M 186.81
Allison Transmission Hldngs I (ALSN) 2.9 $198M 6.4M 31.10
Radian (RDN) 2.7 $190M 13M 14.81
Abbvie (ABBV) 2.6 $183M 3.2M 56.44
Palo Alto Networks (PANW) 2.5 $173M 2.1M 83.85
MGIC Investment (MTG) 2.0 $141M 15M 9.24
Ashland 1.9 $136M 1.3M 108.74
Community Health Systems (CYH) 1.9 $133M 2.9M 45.37
Sabre (SABR) 1.9 $129M 6.4M 20.05
Waste Connections 1.8 $125M 2.6M 48.55
Ralph Lauren Corp (RL) 1.7 $117M 725k 160.69
Fortinet (FTNT) 1.6 $111M 4.4M 25.13
Columbia Ppty Tr 1.5 $106M 4.1M 26.01
Qihoo 360 Technologies Co Lt 1.4 $100M 1.1M 92.04
Humana (HUM) 1.4 $99M 771k 127.72
Walgreen Company 1.4 $98M 1.3M 74.13
Anheuser-Busch InBev NV (BUD) 1.2 $87M 754k 114.94
Aercap Holdings Nv Ord Cmn (AER) 1.2 $82M 1.8M 45.80
Qlik Technologies 1.1 $79M 3.5M 22.62
Ctrip.com International 1.1 $73M 1.1M 64.04
Intercontinental Exchange (ICE) 1.0 $68M 358k 188.90
Liberty Global Inc Com Ser A 0.9 $66M 1.5M 44.22
iShares Russell 2000 Index (IWM) 0.7 $50M 420k 118.81
Acadia Healthcare (ACHC) 0.7 $50M 1.1M 45.50
Fidelity National Information Services (FIS) 0.6 $41M 749k 54.74
Pacific Biosciences of California (PACB) 0.6 $40M 6.5M 6.18
FleetCor Technologies (FLT) 0.5 $35M 265k 131.80
New York Reit 0.5 $34M 3.0M 11.06
Martin Marietta Materials (MLM) 0.5 $33M 248k 132.05
Nokia Corporation (NOK) 0.5 $32M 4.2M 7.56
Home Depot (HD) 0.4 $25M 308k 80.96
Avago Technologies 0.4 $25M 345k 72.07
Qualcomm (QCOM) 0.3 $25M 311k 79.20
SouFun Holdings 0.3 $22M 2.2M 9.79
Radian Group Inc note 3.000%11/1 0.3 $22M 15M 1.45
Ambev Sa- (ABEV) 0.2 $12M 1.7M 7.04
Castlight Health 0.1 $6.6M 450k 14.59