Maverick Capital - Portfolio Holdings 1 comment

by: Mebane Faber November 22, 2007 | about: AAPL / AMD / CVS / FSLR / M / MRVL / QCOM / RTN / STI / TMO

Mebane Faber

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See intro to Leading Hedge Funds' Best Ideas. Ainslie still likes Apple (AAPL) and CVS (CVS), and has built new positions in Macy's (M), Marvell Tech (MRVL), and Advanced Micro (AMD). Top sectors in the portfolio include:

Services 30%
Technology 31%
Financials 14%
Healthcare 10%

Top 10 holdings are:
AAPL
CVS
(QCOM)
(FSLR)
M
(TMO)
MRVL
AMD
(STI)
(RTN)

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Related Stocks:

AAPL, AMD, CVS, FSLR, M, MRVL, QCOM, RTN, STI, TMO

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- Mark Anthony:
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FSLR is an absolute short here. The business will be killed by competing tellurium demands, depriving it of the critical raw material supply in a few years. See the Seeking Alpha article:

www.seekingalpha.com/a...

2007 Nov 22 07:49 PM | Link | Reply