Maverick Capital Ltd
Lee Ainslie · As of Q2 2013 · filed Aug 14, 2013
| AAPL APPLE INC | 4.2% | — | 784,412 | $311.0M |
| PRICELINE COM INC | 3.8% | — | 342,676 | $283.3M |
| LOW LOWE'S COS INC | 3.8% | — | 6,891,870 | $281.9M |
| QCOM QUALCOMM INC | 3.8% | — | 4,579,252 | $279.7M |
| UPS UNITED PARCEL SERVICE-CL B | 3.4% | — | 2,895,391 | $250.4M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 3.3% | — | 3,367,493 | $247.5M |
| CTXSEUR CITRIX SYSTEMS INC | 3.3% | — | 4,069,082 | $245.6M |
| CROWN CASTLE INTL CORP | 3.3% | — | 3,367,352 | $243.8M |
| M MACY'S INC | 3.2% | — | 4,884,925 | $234.5M |
| DG DOLLAR GENERAL CORP | 3.0% | — | 4,428,248 | $223.3M |
| NTAP NETAPP INC | 2.9% | — | 5,635,578 | $212.9M |
| FTNT FORTINET INC | 2.8% | — | 11,925,970 | $208.7M |
| HCA HCA HEALTHCARE INC | 2.8% | — | 5,745,514 | $207.2M |
| FFIV F5 INC | 2.8% | — | 3,010,888 | $207.1M |
| TDG TRANSDIGM GROUP INC | 2.6% | — | 1,223,819 | $191.9M |
| HOUSEUR ANYWHERE REAL ESTATE INC | 2.6% | — | 3,938,523 | $189.2M |
| CTSH COGNIZANT TECH SOLUTIONS-A | 2.4% | — | 2,825,162 | $177.0M |
| FIS FIDELITY NATIONAL INFO SERV | 2.3% | — | 3,988,069 | $170.8M |
| SOLARWINDS INC | 2.2% | — | 4,222,171 | $163.9M |
| UNH UNITEDHEALTH GROUP INC | 2.2% | — | 2,487,317 | $162.9M |
| NVR NVR INC | 2.0% | — | 164,320 | $151.5M |
| MA MASTERCARD INC - A | 2.0% | — | 262,431 | $150.8M |
| VMW* VMWARE INC-CLASS A | 2.0% | — | 2,207,055 | $147.9M |
| COF CAPITAL ONE FINANCIAL CORP | 1.8% | — | 2,154,402 | $135.3M |
| HD HOME DEPOT INC | 1.8% | — | 1,707,944 | $132.3M |
| FMX FOMENTO ECONOMICO MEX-SP ADR | 1.8% | — | 1,270,372 | $131.1M |
| CYH COMMUNITY HEALTH SYSTEMS INC | 1.6% | — | 2,489,332 | $116.7M |
| FIDELITY NATIONAL FINANCIAL | 1.6% | — | 4,869,622 | $115.9M |
| CRM SALESFORCE INC | 1.6% | — | 3,019,873 | $115.3M |
| CAMERON INTERNATIONAL CORP | 1.5% | — | 1,801,306 | $110.2M |
| PANW PALO ALTO NETWORKS INC | 1.5% | — | 2,564,265 | $108.1M |
| TEAM HEALTH HOLDINGS INC | 1.3% | — | 2,385,485 | $98.0M |
| EXPRESS SCRIPTS HLDG CO | 1.3% | — | 1,530,056 | $94.5M |
| QLIK TECHNOLOGIES INC | 1.2% | — | 3,265,682 | $92.3M |
| MTG MGIC INVESTMENT CORP | 1.2% | — | 14,785,000 | $89.7M |
| WHOLE FOODS MKT INC | 1.2% | — | 1,730,042 | $89.1M |
| MET METLIFE INC | 1.2% | — | 1,937,351 | $88.7M |
| COLFAX CORP | 1.2% | — | 1,639,418 | $85.4M |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 1.1% | — | 933,964 | $84.3M |
| LRCXEUR LAM RESEARCH CORP | 1.0% | — | 1,637,817 | $72.6M |
| FAMILY DLR STORES INC | 0.9% | — | 1,124,365 | $70.1M |
| NOVEUR NATIONAL OILWELL VARCO INC | 0.9% | — | 1,012,894 | $69.8M |
| NIELSEN HOLDINGS N V | 0.8% | — | 1,838,867 | $61.8M |
| E M C CORP MASS | 0.8% | — | 2,521,892 | $59.6M |
| VRSN VERISIGN INC | 0.8% | — | 1,312,077 | $58.6M |
| RL RALPH LAUREN CORP | 0.8% | — | 334,127 | $58.1M |
| NVS NOVARTIS AG-SPONSORED ADR | 0.7% | — | 741,689 | $52.4M |
| NEWS CORP | 0.7% | — | 1,490,672 | $48.6M |
| VALEANT PHARMACEUTICALS INTL | 0.7% | — | 561,601 | $48.3M |
| COMPANHIA DE BEBIDAS DAS AME | 0.6% | — | 1,262,247 | $47.1M |
| TIBCO SOFTWARE INC | 0.5% | — | 1,777,517 | $38.0M |
| FNF 4.25 08/15/18 PRN FIDELITY NATL FINANCIAL | 0.4% | — | 20,000,000 | $26.4M |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 0.3% | — | 254,530 | $20.7M |
| ASML ASML HOLDING NV-NY REG SHS | 0.3% | — | 247,326 | $19.6M |
| PACB PACIFIC BIOSCIENCES OF CALIF | 0.1% | — | 3,531,953 | $8.9M |
| CAPITAL ONE FINL CORP | 0.0% | — | 115,900 | $2.8M |
| DECK DECKERS OUTDOOR CORP | 0.0% | — | 42,274 | $2.1M |
| RBS 6.35 PERP N ROYAL BK SCOTLND GRP PLC | 0.0% | — | 70,895 | $1.5M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.