DJ CFA SOURCE: SEC 13F-HR
FILER: Maverick Capital Ltd.
QUARTER ENDED: 09/30/2013
SEC RECEIVED: 11/14/2013
The following sets forth up to 200 of the largest holdings of
Maverick Capital Ltd. as of Sep. 30, according to a Form 13F filed
with the Securities and Exchange Commission.
As of Sep. 30, Maverick Capital Ltd. held 63 positions valued at
$7,363,806,620.
Up to 200 of the largest holdings of Maverick Capital Ltd. are
listed below in order of dollar value as of Sep. 30.
Company Name Value Holdings Change
CHARTER COMMUNICATIONS INC CL $286,299,102 2,124,511 2,124,511 *
HOME DEPOT INC COM $285,591,482 3,765,214 2,057,270
PRICELINE COM INC COM $279,756,150 276,726 (65,950)
QUALCOMM INC COM $272,470,497 4,047,393 (531,859)
LIBERTY GLOBAL PLC CL A $262,806,645 3,311,993 (55,500)
EXPRESS SCRIPTS HOLDING CO CO $258,581,212 4,184,162 2,654,106
SOLARWINDS INC COM $250,123,019 7,134,142 2,911,971
TRANSDIGM GROUP INC COM $248,863,723 1,794,259 570,440
DOLLAR GENERAL CORP COM $248,573,845 4,402,654 (25,594)
COMMUNITY HEALTH SYSTEMS INC $221,855,265 5,345,910 2,856,578
NVR INC COM $216,037,226 235,030 70,710
UNITED PARCEL SERVICE INC CL $202,695,665 2,218,405 (676,986)
NETAPP INC COM $196,365,257 4,607,350 (1,028,228)
FIDELITY NATIONAL INFO SERVICE $184,117,928 3,964,641 (23,428)
CITRIX SYSTEMS INC COM $181,010,430 2,563,524 (1,505,558)
CROWN CASTLE INTERNATIONAL COR $180,865,295 2,476,589 (890,763)
APPLE INC COM $177,266,139 371,822 (412,590)
CAMERON INTERNATIONAL CORP CO $174,101,425 2,982,721 1,181,415
FIDELITY NATIONAL FINANCIAL C $164,138,625 6,170,625 1,301,003
FORTINET INC COM $162,031,801 7,997,621 (3,928,349)
HCA HOLDINGS INC COM $157,932,052 3,694,317 (2,051,197)
QLIK TECHNOLOGIES INC COM $152,139,069 4,444,612 1,178,930
RALPH LAUREN CORP CL A $150,689,568 914,767 580,640
PALO ALTO NETWORKS INC COM $147,653,071 3,222,459 658,194
METLIFE INC COM $134,491,374 2,864,566 927,215
REALOGY HOLDINGS CORP COM $131,321,303 3,052,564 (885,959)
CAPITAL ONE FINANCIAL CORP CO $114,561,809 1,666,596 (487,806)
TEAM HEALTH HOLDINGS INC COM $106,518,485 2,807,551 422,066
FOMENTO ECON MEX (FEMSA) ADR $103,449,589 1,065,502 (204,870)
AUTODESK INC COM $99,668,741 2,420,907 2,420,907 *
TWENTY FIRST CENTURY FOX INC $99,651,267 2,973,777 1,483,105
ANHEUSER BUSCH INBEV SA ADR $99,310,013 1,001,109 67,145
AMBEV SA SPONSORED ADR $99,004,322 2,581,599 1,319,352
LOWES COS INC COM $96,611,974 2,029,237 (4,862,633)
NATIONAL OILWELL VARCO INC CO $96,323,690 1,233,180 220,286
FACEBOOK INC CL A $94,214,251 1,875,657 1,875,657 *
UNITEDHEALTH GROUP INC COM $91,611,676 1,279,314 (1,208,003)
COLFAX CORP COM $87,090,068 1,541,690 (97,728)
YANDEX NV CL A $86,982,177 2,388,308 2,388,308 *
NIELSEN HOLDINGS NV ORD $72,033,401 1,976,225 137,358
MGIC INVESTMENT CORP (WI) COM $70,949,045 9,745,748 (5,039,252)
NOVARTIS AG ADR $61,682,434 804,099 62,410
MANITOWOC CO INC COM $54,142,951 2,767,903 2,767,903 *
CBS CORP CL B $50,775,221 920,508 920,508 *
MONSANTO CO COM $50,567,265 484,500 484,500 *
VIROPHARMA INC COM $49,081,871 1,250,175 1,250,175 *
RADIAN GROUP INC COM $48,888,923 3,509,614 3,509,614 *
D R HORTON INC COM $46,592,907 2,397,988 2,397,988 *
GENESEE & WYOMING INC CL A $46,363,302 498,691 498,691 *
CITIGROUP INC COM $45,599,400 940,000 940,000 *
ADOBE SYSTEMS INC COM $39,122,662 753,228 753,228 *
PACIFIC BIOSCIENCES OF CA INC $32,097,249 5,814,719 2,282,766
SEARS HOLDINGS CORP COM $30,814,273 517,974 517,974 *
HEALTH MANAGEMENT ASSOCIATES $28,223,462 2,204,958 2,204,958 *
RESTORATION HARDWARE HLDGS INC $19,005,000 300,000 300,000 *
ZOETIS INC CL A $11,201,582 359,948 359,948 *
ROYAL BANK OF SCOTLAND ADR PF $1,049,000 50,000 50,000 *
ROYAL BK SCOTLAND GRP PFD 6.6 $1,026,090 47,881 47,881 *
ROYAL BK SCOTLAND GRP PFD 6.7 $699,473 31,954 31,954 *
ROYAL BANK OF SCOTLAND ADR PF $616,500 30,000 30,000 *
ROYAL BANK OF SCOTLAND ADR PF $312,900 15,000 (55,895)
ROYAL BANK OF SCOTLAND ADR PF $186,481 9,404 9,404 *
SALESFORCE COM INC COM $0 0 (3,019,873)
TIBCO SOFTWARE INC COM $0 0 (1,777,517)
VMWARE INC CL A $0 0 (2,207,055)
ASML HOLDING NV NY SH $0 0 (247,326)
MACYS INC COM $0 0 (4,884,925)
COGNIZANT TECHNOLOGY SOLUTIONS $0 0 (2,825,162)
EMC CORP/MA COM $0 0 (2,521,892)
F5 NETWORKS INC COM $0 0 (3,010,888)
VERISIGN INC COM $0 0 (1,312,077)
FAMILY DOLLAR STORES INC COM $0 0 (1,124,365)
FLEETCOR TECHNOLOGIES INC COM $0 0 (254,530)
MASTERCARD INC CL A $0 0 (262,431)
VALEANT PHARMACEUTICALS INTL $0 0 (561,601)
WHOLE FOODS MARKET INC COM $0 0 (1,730,042)
DECKERS OUTDOOR CORP COM $0 0 (42,274)
LAM RESEARCH CORP COM $0 0 (1,637,817)
* New holding 13F data provided by: FactSet Research Systems
Inc.; Please send questions to lionsharesinfo@factset.com.
Copyright, FactSet Research Systems, 2013. All Rights Reserved.