Maverick Capital as of March 31, 2008
Portfolio Holdings for Maverick Capital
Maverick Capital holds 79 positions in its portfolio as reported in the March 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Research In Motion | 4.0 | $380M | 3.4M | 112.23 | |
| Apple (AAPL) | 3.5 | $328M | 2.3M | 143.50 | |
| Qualcomm (QCOM) | 2.8 | $270M | 6.6M | 41.00 | |
| Avon Products | 2.6 | $251M | 6.4M | 39.54 | |
| Bank of New York Mellon Corporation (BK) | 2.6 | $251M | 6.0M | 41.73 | |
| Gilead Sciences (GILD) | 2.5 | $242M | 4.7M | 51.53 | |
| GameStop (GME) | 2.5 | $239M | 4.6M | 51.71 | |
| Raytheon Company | 2.5 | $234M | 3.6M | 64.61 | |
| America Movil Sab De Cv spon adr l | 2.4 | $230M | 3.6M | 63.69 | |
| AutoZone (AZO) | 2.4 | $229M | 2.0M | 113.83 | |
| Textron (TXT) | 2.4 | $229M | 4.1M | 55.42 | |
| Western Union Company (WU) | 2.3 | $223M | 11M | 21.27 | |
| Advanced Micro Devices (AMD) | 2.3 | $222M | 38M | 5.89 | |
| Starbucks Corporation (SBUX) | 2.3 | $219M | 13M | 17.50 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $204M | 4.7M | 42.95 | |
| Marvell Technology Group | 2.1 | $202M | 19M | 10.88 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $201M | 3.5M | 56.84 | |
| Baxter International (BAX) | 2.0 | $193M | 3.3M | 57.82 | |
| Zimmer Holdings (ZBH) | 1.9 | $184M | 2.4M | 77.86 | |
| Marsh & McLennan Companies (MMC) | 1.9 | $181M | 7.4M | 24.35 | |
| Covidien | 1.9 | $180M | 4.1M | 44.25 | |
| Wyeth | 1.9 | $179M | 4.3M | 41.76 | |
| Directv Group | 1.9 | $178M | 7.2M | 24.79 | |
| Cardinal Health (CAH) | 1.8 | $173M | 3.3M | 52.51 | |
| DISH Network | 1.8 | $172M | 6.0M | 28.73 | |
| Fidelity National Information Services (FIS) | 1.8 | $169M | 4.4M | 38.14 | |
| LOEWS CORP CAROLNA GP Com Stk | 1.8 | $167M | 2.3M | 72.55 | |
| Monsanto Company | 1.7 | $165M | 1.5M | 111.50 | |
| Burlington Northern Santa Fe C | 1.6 | $154M | 1.7M | 92.22 | |
| Potash Corp. Of Saskatchewan I | 1.6 | $152M | 981k | 155.21 | |
| Cognizant Technology Solutions (CTSH) | 1.6 | $147M | 5.1M | 28.83 | |
| Nordstrom | 1.5 | $142M | 4.4M | 32.60 | |
| Genentech | 1.4 | $138M | 1.7M | 81.18 | |
| SanDisk Corporation | 1.4 | $137M | 6.1M | 22.57 | |
| 1.4 | $132M | 300k | 440.47 | ||
| Under Armour (UAA) | 1.4 | $133M | 3.6M | 36.60 | |
| Liberty Media Corp-ent Ser A E nt com ser a | 1.4 | $130M | 5.7M | 22.64 | |
| Nucor Corporation (NUE) | 1.4 | $129M | 1.9M | 67.74 | |
| Discovery Holding Co-a | 1.4 | $129M | 6.1M | 21.22 | |
| salesforce (CRM) | 1.3 | $122M | 2.1M | 57.87 | |
| UnitedHealth (UNH) | 1.3 | $120M | 3.5M | 34.36 | |
| Citrix Systems | 1.2 | $118M | 4.0M | 29.33 | |
| Mylan | 1.2 | $117M | 10M | 11.60 | |
| Berkshire Hathaway (BRK.A) | 1.1 | $110M | 823.00 | 133399.76 | |
| OfficeMax Incorporated | 1.0 | $98M | 5.1M | 19.14 | |
| Hanesbrands (HBI) | 1.0 | $97M | 3.3M | 29.20 | |
| Sears Holdings Corporation | 0.9 | $87M | 849k | 102.09 | |
| Cnet Networks | 0.9 | $84M | 12M | 7.10 | |
| ResMed (RMD) | 0.8 | $77M | 1.8M | 42.18 | |
| Amylin Pharmaceuticals | 0.8 | $73M | 2.5M | 29.21 | |
| MetroPCS Communications | 0.8 | $73M | 4.3M | 17.00 | |
| Lexmark International | 0.7 | $70M | 2.3M | 30.72 | |
| Leap Wireless International | 0.7 | $62M | 1.3M | 46.60 | |
| Home Inns & Hotels Management | 0.6 | $58M | 2.9M | 19.69 | |
| Berkshire Hathaway Inc. Class B | 0.6 | $56M | 12k | 4472.88 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.6 | $55M | 1.0M | 55.14 | |
| Palm Inc New Com Stk | 0.6 | $52M | 11M | 5.00 | |
| VMware | 0.6 | $53M | 1.2M | 42.82 | |
| Harmonic (HLIT) | 0.4 | $40M | 5.3M | 7.60 | |
| China Nepstar Chain Drugstore | 0.3 | $32M | 2.4M | 13.60 | |
| Infinera | 0.3 | $30M | 2.5M | 12.00 | |
| FIRST ADVANTAGE CORPCL A COM Stk | 0.2 | $23M | 1.1M | 21.19 | |
| Lumber Liquidators | 0.2 | $23M | 2.2M | 10.60 | |
| American Capital Strategies | 0.2 | $20M | 582k | 34.16 | |
| Cypress Bioscience (CYPB) | 0.2 | $19M | 2.6M | 7.16 | |
| BPW ACQUISITION Corp unit 99/99/9999 | 0.2 | $19M | 2.0M | 9.56 | |
| First Marblehead Corporation | 0.2 | $18M | 2.3M | 7.46 | |
| Trubion Pharmaceuticals (TRBN) | 0.1 | $14M | 1.5M | 9.44 | |
| Bluefly | 0.1 | $14M | 30M | 0.46 | |
| NewStar Financial | 0.1 | $14M | 2.6M | 5.18 | |
| Cumulus Media | 0.1 | $13M | 2.0M | 6.38 | |
| Move | 0.1 | $11M | 3.7M | 3.08 | |
| Crocs (CROX) | 0.1 | $9.0M | 515k | 17.47 | |
| GMARKET ADR Depository receipts | 0.1 | $5.2M | 245k | 21.42 | |
| Bankrate Inc Com Stk | 0.1 | $5.0M | 100k | 49.89 | |
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $4.4M | 1.4M | 3.22 | |
| Ultra Clean Holdings (UCTT) | 0.0 | $2.0M | 200k | 9.80 | |
| Vivus | 0.0 | $476k | 79k | 6.03 | |
| Bon-Ton Stores (BONTQ) | 0.0 | $312k | 57k | 5.47 |
