Maverick Capital - Portfolio Holdings
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See intro to Leading Hedge Funds' Best Ideas.
Supposedly had an awful January. But talk about nice timing on that new purchase of $200 million in Yahoo (YHOO) shares. Other than adding some Advanced Micro Devices (AMD) and paring some Apple (AAPL), not much has changed.
Top sectors in the portfolio include:
Technology 27%
Services 32%
Financials 13%
Healthcare 13%
Top 10 holdings are:
(QCOM)
(CVS)
(AMX)
(TMO)
(RTN)
AAPL
(GME)
AMD
(WU)
(BK)
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Mebane Faber
About this author:- Bio & more articles
- Mebane's firm: Cambria Investment Management
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Editor's Picks
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Tiedeman