Maverick Capital as of June 30, 2009
Portfolio Holdings for Maverick Capital
Maverick Capital holds 73 positions in its portfolio as reported in the June 2009 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.9 | $248M | 1.7M | 142.43 | |
| Wyeth | 3.6 | $235M | 5.2M | 45.39 | |
| Cognizant Technology Solutions (CTSH) | 3.3 | $214M | 8.0M | 26.70 | |
| Hewlett-Packard Company | 3.2 | $205M | 5.3M | 38.65 | |
| Pepsi (PEP) | 3.2 | $204M | 3.7M | 54.96 | |
| Walgreen Company | 3.0 | $194M | 6.6M | 29.40 | |
| Lorillard | 2.7 | $172M | 2.5M | 67.77 | |
| Progressive Corporation (PGR) | 2.6 | $165M | 11M | 15.11 | |
| Staples | 2.5 | $164M | 8.1M | 20.18 | |
| Liberty Media Corp-ent Ser A E nt com ser a | 2.5 | $163M | 6.1M | 26.70 | |
| Gap (GAP) | 2.5 | $162M | 9.9M | 16.40 | |
| Xto Energy | 2.4 | $153M | 4.0M | 38.14 | |
| NetApp (NTAP) | 2.4 | $153M | 7.8M | 19.72 | |
| Covidien | 2.2 | $142M | 3.8M | 37.44 | |
| Gilead Sciences (GILD) | 2.2 | $140M | 3.0M | 46.84 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $138M | 4.1M | 34.11 | |
| Palm Inc New Com Stk | 2.1 | $137M | 8.3M | 16.58 | |
| Research In Motion | 2.1 | $136M | 1.9M | 71.09 | |
| Apollo | 2.1 | $135M | 1.9M | 71.12 | |
| Amgen (AMGN) | 2.0 | $128M | 2.4M | 52.94 | |
| Apache Corporation | 1.9 | $121M | 1.7M | 72.15 | |
| MasterCard Incorporated (MA) | 1.8 | $117M | 697k | 167.31 | |
| Strayer Education | 1.8 | $117M | 534k | 218.11 | |
| Chico's FAS | 1.8 | $114M | 12M | 9.73 | |
| DaVita (DVA) | 1.8 | $113M | 2.3M | 49.46 | |
| Celgene Corporation | 1.8 | $113M | 2.4M | 47.84 | |
| WellPoint | 1.7 | $112M | 2.2M | 50.89 | |
| Tyco International Ltd S hs | 1.7 | $109M | 4.2M | 25.98 | |
| America Movil Sab De Cv spon adr l | 1.6 | $104M | 2.7M | 38.72 | |
| State Street Corporation (STT) | 1.6 | $102M | 2.2M | 47.20 | |
| Marvell Technology Group | 1.6 | $102M | 8.7M | 11.64 | |
| Raytheon Company | 1.6 | $101M | 2.3M | 44.43 | |
| priceline.com Incorporated | 1.6 | $100M | 893k | 111.55 | |
| Parker-Hannifin Corporation (PH) | 1.5 | $99M | 2.3M | 42.96 | |
| Cummins (CMI) | 1.5 | $98M | 2.8M | 35.21 | |
| Eaton Corporation | 1.5 | $96M | 2.1M | 44.61 | |
| Black & Decker Corporation | 1.3 | $86M | 3.0M | 28.66 | |
| Visa (V) | 1.3 | $84M | 1.3M | 62.26 | |
| Leap Wireless International | 1.3 | $83M | 2.5M | 32.93 | |
| Berkshire Hathaway (BRK.A) | 1.2 | $80M | 890.00 | 90000.00 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.2 | $77M | 1.7M | 46.54 | |
| Directv Group | 1.2 | $76M | 3.1M | 24.71 | |
| Lender Processing Services | 1.1 | $70M | 2.5M | 27.77 | |
| Ctrip.com International | 1.0 | $67M | 1.5M | 46.30 | |
| NII Holdings | 1.0 | $62M | 3.3M | 19.07 | |
| Berkshire Hathaway Inc. Class B | 1.0 | $62M | 22k | 2895.74 | |
| Hanesbrands (HBI) | 0.8 | $51M | 3.4M | 15.01 | |
| First Solar (FSLR) | 0.7 | $48M | 294k | 162.20 | |
| Discovery Communications | 0.6 | $39M | 1.9M | 20.53 | |
| Home Inns & Hotels Management | 0.6 | $39M | 2.4M | 15.89 | |
| XenoPort | 0.5 | $33M | 1.4M | 23.17 | |
| Discovery Communications | 0.5 | $33M | 1.5M | 22.51 | |
| JetBlue Airways Corporation (JBLU) | 0.5 | $32M | 7.5M | 4.27 | |
| Infinera | 0.5 | $31M | 3.4M | 9.13 | |
| Sears Holdings Corporation | 0.5 | $30M | 448k | 66.52 | |
| Fifth Third Ban (FITB) | 0.4 | $27M | 3.9M | 7.10 | |
| athenahealth | 0.4 | $28M | 751k | 37.01 | |
| Finish Line | 0.4 | $27M | 3.7M | 7.42 | |
| Orthofix International Nv Com Stk | 0.3 | $22M | 883k | 25.01 | |
| BPW ACQUISITION Corp unit 99/99/9999 | 0.3 | $20M | 2.0M | 9.84 | |
| Cypress Bioscience (CYPB) | 0.3 | $18M | 1.9M | 9.42 | |
| Liberty Media | 0.3 | $17M | 1.3M | 13.56 | |
| FIRST ADVANTAGE CORPCL A COM Stk | 0.3 | $17M | 1.1M | 15.21 | |
| Capella Education Company | 0.2 | $15M | 253k | 59.96 | |
| Signet Jewelers (SIG) | 0.2 | $14M | 688k | 20.82 | |
| Msci (MSCI) | 0.2 | $13M | 549k | 24.44 | |
| DigitalGlobe | 0.2 | $11M | 580k | 19.20 | |
| Cardiovascular Systems | 0.2 | $11M | 1.4M | 7.71 | |
| NewStar Financial | 0.1 | $5.3M | 2.8M | 1.91 | |
| South Financial Group | 0.1 | $4.8M | 4.0M | 1.19 | |
| Bluefly | 0.1 | $3.7M | 3.0M | 1.22 | |
| OfficeMax Incorporated | 0.0 | $2.2M | 358k | 6.28 | |
| Ultra Clean Holdings (UCTT) | 0.0 | $478k | 200k | 2.39 |