Maverick Capital as of Dec. 31, 2007
Portfolio Holdings for Maverick Capital
Maverick Capital holds 82 positions in its portfolio as reported in the December 2007 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.3 | $437M | 2.2M | 198.08 | |
| Qualcomm (QCOM) | 4.0 | $411M | 10M | 39.35 | |
| CVS Caremark Corporation (CVS) | 3.9 | $400M | 10M | 39.75 | |
| America Movil Sab De Cv spon adr l | 3.3 | $339M | 5.5M | 61.39 | |
| GameStop (GME) | 3.2 | $330M | 5.3M | 62.11 | |
| Thermo Fisher Scientific (TMO) | 3.0 | $307M | 5.3M | 57.68 | |
| Raytheon Company | 2.7 | $272M | 4.5M | 60.70 | |
| Marvell Technology Group | 2.6 | $268M | 19M | 13.98 | |
| Western Union Company (WU) | 2.5 | $254M | 11M | 24.28 | |
| Advanced Micro Devices (AMD) | 2.5 | $253M | 34M | 7.50 | |
| Bank of New York Mellon Corporation (BK) | 2.3 | $236M | 4.8M | 48.76 | |
| Textron (TXT) | 2.2 | $225M | 3.1M | 71.30 | |
| Berkshire Hathaway (BRK.A) | 2.0 | $207M | 1.5k | 141600.14 | |
| Gilead Sciences (GILD) | 2.0 | $206M | 4.5M | 46.01 | |
| SanDisk Corporation | 1.8 | $189M | 5.7M | 33.17 | |
| Monsanto Company | 1.8 | $187M | 1.7M | 111.69 | |
| Marsh & McLennan Companies (MMC) | 1.7 | $173M | 6.5M | 26.47 | |
| Macy's (M) | 1.7 | $172M | 6.6M | 25.87 | |
| Cardinal Health (CAH) | 1.7 | $170M | 2.9M | 57.75 | |
| Cognizant Technology Solutions (CTSH) | 1.6 | $167M | 4.9M | 33.94 | |
| Altria (MO) | 1.6 | $163M | 2.1M | 75.58 | |
| Potash Corp. Of Saskatchewan I | 1.6 | $159M | 1.1M | 143.96 | |
| Yahoo! | 1.6 | $158M | 6.8M | 23.26 | |
| UnitedHealth (UNH) | 1.5 | $155M | 2.7M | 58.20 | |
| Lexmark International | 1.5 | $154M | 4.4M | 34.86 | |
| WellPoint | 1.4 | $147M | 1.7M | 87.73 | |
| Baxter International (BAX) | 1.4 | $140M | 2.4M | 58.05 | |
| 1.4 | $139M | 201k | 691.48 | ||
| Avon Products | 1.4 | $138M | 3.5M | 39.53 | |
| Suntrust Banks Inc $1.00 Par Cmn | 1.3 | $137M | 2.2M | 62.49 | |
| Research In Motion | 1.3 | $137M | 1.2M | 113.40 | |
| OfficeMax Incorporated | 1.3 | $136M | 6.6M | 20.66 | |
| Liberty Media | 1.3 | $135M | 1.2M | 116.49 | |
| Directv Group | 1.3 | $133M | 5.7M | 23.12 | |
| Fidelity National Information Services (FIS) | 1.3 | $131M | 3.1M | 41.59 | |
| Genentech | 1.2 | $124M | 1.9M | 67.07 | |
| AutoZone (AZO) | 1.2 | $121M | 1.0M | 119.91 | |
| Covidien | 1.1 | $115M | 2.6M | 44.29 | |
| Zimmer Holdings (ZBH) | 1.1 | $115M | 1.7M | 66.15 | |
| Guess? (GES) | 1.1 | $114M | 3.0M | 37.89 | |
| Echostar Communications Corpor | 1.1 | $110M | 2.9M | 37.72 | |
| Cnet Networks | 1.1 | $108M | 12M | 9.14 | |
| Crown Castle International | 1.0 | $104M | 2.5M | 41.60 | |
| Burger King | 1.0 | $102M | 3.6M | 28.51 | |
| Omnicare | 1.0 | $101M | 4.4M | 22.81 | |
| VMware | 1.0 | $100M | 1.2M | 84.99 | |
| Nucor Corporation (NUE) | 0.9 | $94M | 1.6M | 59.22 | |
| Mylan | 0.9 | $93M | 6.6M | 14.06 | |
| Under Armour (UAA) | 0.8 | $87M | 2.0M | 43.67 | |
| ResMed (RMD) | 0.8 | $86M | 1.6M | 52.53 | |
| Wyndham Worldwide Corporation | 0.8 | $84M | 3.6M | 23.56 | |
| Home Inns & Hotels Management | 0.8 | $82M | 2.3M | 35.62 | |
| salesforce (CRM) | 0.8 | $81M | 1.3M | 62.69 | |
| Berkshire Hathaway Inc. Class B | 0.8 | $76M | 16k | 4735.99 | |
| Men's Wearhouse | 0.8 | $77M | 2.8M | 26.98 | |
| Amylin Pharmaceuticals | 0.7 | $73M | 2.0M | 37.00 | |
| Biogen Idec (BIIB) | 0.7 | $66M | 1.2M | 56.92 | |
| Palm Inc New Com Stk | 0.7 | $66M | 11M | 6.34 | |
| Hanesbrands (HBI) | 0.6 | $66M | 2.4M | 27.17 | |
| Atheros Communications | 0.6 | $63M | 2.0M | 30.54 | |
| MetroPCS Communications | 0.6 | $63M | 3.2M | 19.45 | |
| Health Net | 0.6 | $61M | 1.3M | 48.30 | |
| Harmonic (HLIT) | 0.6 | $61M | 5.9M | 10.48 | |
| Burlington Northern Santa Fe C | 0.5 | $56M | 666k | 83.23 | |
| Leap Wireless International | 0.5 | $52M | 1.1M | 46.64 | |
| First Marblehead Corporation | 0.3 | $36M | 2.3M | 15.30 | |
| China Nepstar Chain Drugstore | 0.2 | $25M | 1.4M | 17.58 | |
| Digital River | 0.2 | $22M | 673k | 33.07 | |
| Bluefly | 0.2 | $23M | 30M | 0.75 | |
| Cumulus Media | 0.2 | $20M | 2.5M | 8.04 | |
| NewStar Financial | 0.2 | $21M | 2.5M | 8.28 | |
| Lumber Liquidators | 0.2 | $18M | 2.0M | 8.99 | |
| FIRST ADVANTAGE CORPCL A COM Stk | 0.2 | $18M | 1.1M | 16.47 | |
| Merck & Co | 0.2 | $16M | 281k | 58.11 | |
| Trubion Pharmaceuticals (TRBN) | 0.1 | $15M | 1.5M | 10.00 | |
| Cypress Bioscience (CYPB) | 0.1 | $13M | 1.2M | 11.03 | |
| GMARKET ADR Depository receipts | 0.1 | $14M | 553k | 24.90 | |
| Five Star Quality Care | 0.1 | $12M | 1.5M | 8.30 | |
| Move | 0.1 | $9.0M | 3.7M | 2.45 | |
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $4.6M | 1.5M | 3.09 | |
| Ultra Clean Holdings (UCTT) | 0.0 | $2.4M | 200k | 12.20 | |
| Vivus | 0.0 | $409k | 79k | 5.18 |
