Maverick Capital as of June 30, 2008
Portfolio Holdings for Maverick Capital
Maverick Capital holds 79 positions in its portfolio as reported in the June 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 2.7 | $100M | 2.9M | 34.31 | |
| Cognizant Technology Solutions (CTSH) | 2.6 | $95M | 2.9M | 32.51 | |
| Directv Group | 2.6 | $94M | 3.6M | 25.91 | |
| Under Armour (UAA) | 2.6 | $93M | 3.6M | 25.64 | |
| Zimmer Hldgs | 2.6 | $93M | 2.8M | 32.84 | |
| Google Inc C l a | 2.5 | $93M | 366k | 253.52 | |
| GameStop (GME) | 2.5 | $91M | 2.2M | 40.40 | |
| Raytheon Co Co m | 2.4 | $88M | 5.1M | 17.25 | |
| Monsanto | 2.4 | $88M | 1.5M | 59.04 | |
| Thermo Fisher Scientific | 2.4 | $88M | 3.4M | 26.02 | |
| MetroPCS Communications | 2.4 | $86M | 4.8M | 17.71 | |
| ResMed (RMD) | 2.3 | $83M | 2.3M | 35.74 | |
| Liberty Media Corp New Ent C om ser a | 2.1 | $78M | 7.3M | 10.60 | |
| Digital River | 2.1 | $76M | 2.0M | 38.58 | |
| Cardinal Health | 2.1 | $75M | 3.4M | 22.13 | |
| Macys | 2.1 | $75M | 9.0M | 8.32 | |
| Via | 2.0 | $75M | 2.4M | 30.54 | |
| Berkshire Hathaway (BRK.A) | 2.0 | $74M | 616.00 | 120750.00 | |
| Marsh & Mclennan Cos | 2.0 | $73M | 6.5M | 11.24 | |
| VMware | 1.8 | $66M | 1.2M | 53.86 | |
| Amylin Pharmaceuticals | 1.8 | $65M | 2.6M | 25.39 | |
| Gilead Sciences | 1.8 | $65M | 5.0M | 12.97 | |
| Hansen Nat Corp | 1.8 | $65M | 5.7M | 11.32 | |
| Lorillard | 1.8 | $64M | 3.8M | 16.82 | |
| Wyeth | 1.7 | $63M | 3.4M | 18.54 | |
| Forest Laboratories | 1.7 | $62M | 1.8M | 34.74 | |
| Textron | 1.7 | $61M | 3.4M | 18.11 | |
| Infinera | 1.7 | $61M | 6.9M | 8.82 | |
| Home Inns & Hotels Management | 1.6 | $60M | 3.2M | 19.01 | |
| Covidien | 1.6 | $60M | 5.4M | 10.98 | |
| Lexmark Intl New C l a | 1.6 | $59M | 4.8M | 12.38 | |
| Apple | 1.6 | $58M | 2.7M | 21.06 | |
| Genentech Inc Co m | 1.6 | $57M | 2.1M | 27.47 | |
| Research In Motion | 1.6 | $57M | 3.9M | 14.46 | |
| Lamar Advertising Company | 1.5 | $56M | 1.5M | 36.03 | |
| Bank Of New York Mellon Corp | 1.5 | $53M | 9.3M | 5.70 | |
| Avon Prods | 1.4 | $53M | 4.2M | 12.45 | |
| Polo Ralph Lauren Corp C l a | 1.4 | $53M | 2.4M | 21.65 | |
| Berkshire Hathaway Inc. Class B | 1.4 | $50M | 12k | 4011.97 | |
| Citrix Sys | 1.3 | $47M | 8.4M | 5.57 | |
| Visa (V) | 1.3 | $46M | 565k | 81.31 | |
| Leap Wireless International | 1.2 | $44M | 1.0M | 43.17 | |
| South Financial Group | 1.2 | $42M | 50k | 843.74 | |
| athenahealth | 1.1 | $38M | 1.2M | 30.76 | |
| America Movil Sab De Cv Spon adr l | 1.1 | $38M | 8.3M | 4.61 | |
| Discovery Holding Co Cl a | 1.0 | $36M | 6.2M | 5.75 | |
| Dicks Sporting Goods | 0.9 | $35M | 7.6M | 4.56 | |
| Cvs Caremark Corporation | 0.9 | $34M | 5.9M | 5.74 | |
| American Capital Strategies | 0.9 | $33M | 1.4M | 23.77 | |
| Western Un | 0.9 | $33M | 9.4M | 3.48 | |
| National City Corp. | 0.9 | $32M | 6.6M | 4.77 | |
| Fidelity Natl Information Sv | 0.8 | $30M | 6.2M | 4.81 | |
| Lumber Liquidators | 0.8 | $29M | 2.2M | 13.00 | |
| First Solar | 0.8 | $28M | 1.2M | 23.26 | |
| Dish Network Corp C l a | 0.7 | $26M | 4.3M | 6.12 | |
| Baxter Intl | 0.7 | $24M | 5.1M | 4.78 | |
| Potash Corp Sask | 0.7 | $24M | 981k | 24.68 | |
| Cypress Bioscience (CYPB) | 0.6 | $23M | 3.2M | 7.19 | |
| GMARKET ADR Depository receipts | 0.6 | $21M | 1.0M | 20.50 | |
| China Nepstar Chain Drugstore | 0.6 | $21M | 2.4M | 8.66 | |
| BPW ACQUISITION Corp unit 99/99/9999 | 0.5 | $20M | 2.0M | 9.80 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.5 | $18M | 501k | 36.22 | |
| FIRST ADVANTAGE CORPCL A COM Stk | 0.5 | $17M | 1.1M | 15.85 | |
| NewStar Financial | 0.4 | $16M | 2.7M | 5.91 | |
| Bluefly | 0.3 | $13M | 3.0M | 4.11 | |
| Sohu | 0.3 | $12M | 171k | 70.44 | |
| Msci (MSCI) | 0.3 | $10M | 287k | 36.29 | |
| Universal American Corporation | 0.3 | $10M | 1.0M | 10.22 | |
| Comscore | 0.3 | $9.5M | 437k | 21.82 | |
| First Marblehead Corporation | 0.2 | $6.0M | 2.3M | 2.57 | |
| Trubion Pharmaceuticals (TRBN) | 0.1 | $4.9M | 1.1M | 4.39 | |
| Burlington Northn Santa Fe C | 0.1 | $5.2M | 2.1M | 2.54 | |
| Cigna Corp | 0.1 | $3.7M | 2.9M | 1.27 | |
| Citizens Republic Ban | 0.1 | $2.6M | 938k | 2.82 | |
| Netapp | 0.1 | $2.1M | 9.3M | 0.23 | |
| Ultra Clean Holdings (UCTT) | 0.0 | $1.6M | 200k | 7.96 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $1.1M | 585k | 1.96 | |
| Vivus | 0.0 | $528k | 79k | 6.68 | |
| Itt Educational Services | 0.0 | $145k | 2.4M | 0.06 |
