38 Stocks Investing Guru Lee Ainslie Loves Buying

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 |  Includes: APOL, AVGO, BAC, BLK, C, CHTR, CI, CIS, CMCSA, CTSH, CTXS, DELL, DG, DOX, FNSR, FXCM, GR, HBAN, HMIN, ISS, JPM, LINEQ, MCK, OC, PACB, PACT, QCOM, SFUN, SWC, SWI, SWKS, TEVA, THOR, TMO, URBN, VIT, WLL, YOKU
by: Investment Underground

Lee Ainslie of Maverick Capital manages $9.4 billion dollars. He currently holds positions in 74 companies, with a breakdown of 34.2% technology, 14.2% financial, 24.3% consumer services, 13.6% healthcare, 3.5% industrials, 2.9% consumer goods and 1.6% oil and gas.

We looked into his portfolio holding as of 12/31/10 and computed the position size of his 38 newest stock holdings. If you’re looking for some ideas and want to follow the footsteps of one of the greatest investors in today’s markets, have a look at the 38 stocks below.

Name

Ticker

Number of Shares Owned

Value ($1000)

% Weighting in the Maverick Portfolio

JP Morgan Chase

JPM

8,565,048

363,329

3.85%

Apollo Group Inc.

APOL

9,175,866

362,355

3.84%

QUALCOMM Inc.

QCOM

7,144,196

353,566

3.75%

Teva Pharmaceutical Industries Ltd.

TEVA

4,785,727

249,480

2.64%

Urban Outfitters Inc.

URBN

6,913,122

247,559

2.62%

BLACKROCK INC.

BLK

1,291,900

246,210

2.61%

AMDOCS Ltd.

DOX

8,841,501

242,876

2.57%

Dell Inc.

DELL

17,900,529

242,552

2.57%

MCKESSON Corp.

MCK

3,399,600

239,264

2.53%

Life Technologies Corp.

LIFE

4,282,335

237,670

2.52%

DOLLAR GENERAL CORP.

DG

6,792,935

208,339

2.21%

Comcast Corp.

CMCSA

8,102,111

178,003

1.89%

GOODRICH Corp.

GR

1,936,582

170,555

1.81%

OWENS CORNING

OC

4,383,758

136,554

1.45%

Finisar Corp.

FNSR

4,290,906

127,397

1.35%

SOLARWINDS INC.

SWI

6,462,933

124,411

1.32%

Avago Technologies Ltd.

AVGO

4,331,489

123,068

1.30%

BANK OF AMERICA CORP.

BAC

9,196,637

122,683

1.30%

Cognizant Technology Solutions Corp.

CTSH

1,668,792

122,306

1.30%

Skyworks Solutions Inc.

SWKS

4,211,176

120,566

1.28%

Home Inns & Hotels Management Inc.

HMIN

2,943,346

120,559

1.28%

Citrix Systems Inc.

CTXS

1,762,091

120,545

1.28%

TIME WARNER CABLE INC.

TWC

1,814,521

119,813

1.27%

WHITING PETROLEUM Corp.

WLL

3,853,548

112,899

1.20%

CIGNA Corp.

CI

3,025,927

110,930

1.18%

Huntington Bancshares Inc.

HBAN

13,150,000

90,341

0.96%

VANCEINFO TECHNOLOGIES INC

VIT

2,496,238

86,220

0.91%

CAMELOT INFORMATION SYSTEMS INC.

CIS

3,322,661

79,478

0.84%

Thoratec Corp.

THOR

1,992,854

56,438

0.60%

Pacific Biosciences of California Inc.

PACB

3,543,333

50,817

0.54%

STILLWATER MINING COMPANY

SWC

2,056,451

43,905

0.47%

Berry Petroleum

BRY

946,102

41,345

0.44%

CITIGROUP INC.

C.P

250,000

34,173

0.36%

HiSoft Technology International Ltd.

HSFT

654,672

19,771

0.21%

SOUFUN HOLDINGS Ltd.

SFUN

1,043,952

18,666

0.20%

FXCM INC.

FXCM

811,600

10,754

0.11%

ISOFTSTONE HOLDINGS LTD.

ISS

447,171

8,125

0.09%

YOUKU.COM

YOKU

200,000

7,002

0.07%

Click to enlarge

If you’re looking for some other guru picks, consider these 14 names owned by George Soros and his team. And as always, the stocks above should be a starting point for your own due diligence.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.