13F filing recap · Q4 2012

What did Maverick Capital buy in Q4 2012?

Reported stock-position changes between this filing and the previous one.

Stock value

$6.70B

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

MMacy'S, Inc.$294.19Mreported value+7.54M shares AAPLApple Inc.$289.68Mreported value+544.3K shares QCOMQualcomm Inc/de$285.12Mreported value+4.61M shares ESRXExpress Scripts Holding Co$273.19Mreported value+5.06M shares RLRalph Lauren Corporation$271.60Mreported value+1.81M shares FDOFamily Dollar Stores Inc$267.62Mreported value+4.22M shares NTAPNetapp, Inc.$263.86Mreported value+7.86M shares CTXSCitrix Systems Inc$247.32Mreported value+3.77M shares DGDollar General Corp$225.68Mreported value+5.12M shares FNFFidelity National Financial, Inc.$210.92Mreported value+8.96M shares TDGTransdigm Group Incorporated$209.43Mreported value+1.54M shares GOOGLAlphabet Inc.$206.13Mreported value+291.4K shares CIThe Cigna Group$198.90Mreported value+3.72M shares NVRNvr, Inc.$193.33Mreported value+210.1K shares PCLNBooking Holdings Inc$192.07Mreported value+309.6K shares AVGOBroadcom Inc.$180.16Mreported value+5.69M shares EMCEmc Corp$161.12Mreported value+6.37M shares SWKSSkyworks Solutions, Inc.$150.40Mreported value+7.41M shares LBTYALiberty Global Ltd.$150.16Mreported value+2.39M shares UTXRtx Corporation$148.56Mreported value+1.81M shares CMCSAComcast Corporation$146.75Mreported value+3.93M shares CCICrown Castle Inc.$108.74Mreported value+1.51M shares NWSANews Corporation$105.25Mreported value+4.13M shares LQDTLiquidity Services, Inc$104.15Mreported value+2.55M shares LVSLas Vegas Sands Corp$103.10Mreported value+2.23M shares MAMastercard Inc$101.87Mreported value+207.4K shares FISFidelity National Information Services, Inc.$101.54Mreported value+2.92M shares FLTFleetcor Technologies, Inc.$98.38Mreported value+1.83M shares FMXMexican Economic Development, Inc.$98.38Mreported value+977.0K shares TDCTeradata Corp /de/$92.64Mreported value+1.50M shares CTSHCognizant Technology Solutions Corporation$88.01Mreported value+1.19M shares PLCMPolycom Inc$86.16Mreported value+8.24M shares FFIVF5, Inc.$83.65Mreported value+861.0K shares LMCALiberty Media Corporation$71.16Mreported value+613.4K shares YOKUYouku Tudou Inc$70.04Mreported value+3.84M shares JWNNordstrom Inc$68.92Mreported value+1.29M shares BUDAnheuser-Busch Inbev Sa/nv$63.61Mreported value+727.7K shares UPSUnited Parcel Service, Inc$58.86Mreported value+798.3K shares SLBSlb Limited/nv$56.90Mreported value+821.1K shares TRIPTripadvisor, Inc.$56.87Mreported value+1.36M shares METAMeta Platforms, Inc.$56.37Mreported value+2.12M shares VVisa Inc.$52.60Mreported value+347.0K shares WFMWhole Foods Market Inc.$52.25Mreported value+573.2K shares CFNCarefusion Corporation$51.77Mreported value+1.81M shares CAMCameron International Corporation$49.74Mreported value+881.0K shares QLIKQlik Technologies Inc$48.77Mreported value+2.25M shares BRK.BBerkshire Hathaway Inc$43.98Mreported value+490.3K shares UNHUnitedHealth Group Incorporated$38.53Mreported value+710.3K shares CMCSKComcast Corporation$34.51Mreported value+960.8K shares STARIstar Inc$30.56Mreported value+3.75M shares IRWDIronwood Pharmaceuticals, Inc.$23.29Mreported value+2.10M shares ERICEricsson Lm Telephone Co$10.41Mreported value+1.03M shares BRK.ABerkshire Hathaway Inc$7.64Mreported value+57 shares PACBPacific Biosciences of California, Inc.$6.00Mreported value+3.53M shares BCOVBrightcove Inc$4.54Mreported value+502.3K shares BFLYBluefly, Inc.$3.44Mreported value+3.70M shares ICADIcad, Inc.$33.0Kreported value+6.8K shares