Maverick Capital - Portfolio Holdings

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)

Comments

[Ames Tiedeman:]

AMD is selling at a discount to fair value. When they get their expenses in order this can double.

2008 Mar 09 12:43 PM