Maverick Capital - Portfolio Holdings
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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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Mebane Faber
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