Maverick Capital Ltd. 3Q 13F: Holdings As Of Sep 30

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 [e-mail]. Copyright, FactSet Research Systems, 2013. All Rights Reserved.