Maverick Capital - Portfolio Holdings
-
Font Size:
See intro to Leading Hedge Funds' Best Ideas.
Ainslie was adding to his largest holding Research in Motion (RIMM), and added new positions in Starbucks (SBUX) and Wyeth (WYE).
Top sectors in the portfolio include:
Technology 30%
Services 25%
Healthcare 15%
Top 10 holdings are:
RIMM
Apple (AAPL)
Qualcomm (QCOM)
Advanced Micro Devices (AMD)
Marvell Technology Group (MRVL)
The Bank of New York (BK)
Textron (TXT)
AutoZone Inc. (AZO)
GameStop Corp. (GME)
Avon Products Inc. (AVP)
Get Seeking Alpha Free Stock Alerts by Email!
Get Free Stock Alerts by Email!
Mebane Faber
About this author:- Bio & more articles
- Mebane's firm: Cambria Investment Management
- Mebane's blog: World Beta
- Email Mebane
Loading...
Symbols:
ETFs In Focus
sponsored by:
-
Editor's Picks
-
Most Popular
- GDP and the Decline of National Statistics
- Commodities and Emerging Markets: Joined at the Hip?
- On Recent Financial Stories
- Five Good ETF Ideas That Have Yet to Catch On
- Fannie/Freddie Rally: A Product of Fed Intervention
- Has Jim Cramer Crossed the Line with Sirius XM?
- Full list of Editor's Picks »
- Grab Your Shorts, the Tide Has Turned »
- Wall Street Breakfast: Must-Know News »
- Looming Financial Catastrophe: A Real Inconvenient Truth »
- Apple's Biggest Rumor: iPod or Jobs? »
- Has Jim Cramer Crossed the Line with Sirius XM? »
- Apple's Problems - Bad to the Core? »
- Wall Street Breakfast: Must-Know News »
- Solarfun's Huge Run: Time To Lock in Solar Profits »
- Beacon Power: My Top Stock Pick for 2008 »
- Verizon's Anti-iPhone PR Campaign »
- Compressed Natural Gas: Key to American Energy Independence? »
-
Long Ideas
-
Short Ideas
-
Cramer's Picks
- Mad Money Manual - Cramer's Mad Money (8/28/08)
- An Eye on Gustav - Fast Money Recap (8/28/08)
- Will You Look Back on Today as Your Greatest Missed Opportunity?
- Hedge Fund Manager's Notebook: Why Hummers Are Greener Than Hybrids, and Tech & Homebuilders May Be a Buy
- News Pitch: Why To Buy News Corp
- Is This the Death of Gold & Silver Stocks? Part II
- Pacific Ethanol: Market Growth and Increase in Production to the Rescue
- Office Depot vs. Staples: Discounted Book vs. Superior ROE
- Top 5 Stock Picks for September
- Obama Plays - Fast Money Recap (8/27/08)
- Full list of Long Ideas »
- Short Thesis Still Intact at FirstFed
- Short Story: Lehman
- 'Buy, But Sell' - What Are Analysts Thinking?
- Nordson's Rally Is Over, For Now - Barron's
- What's So Special About RadioShack? - Barron's
- Salesforce.com: It's All About the Guidance
- Three Casino Stocks Rolling Over
- New Web Site For Short Sellers: You Gotta Love Capitalism
- Commodity Carnage: Where to Turn Next?
- Fannie and Freddie Shareholders Run for the Exit
- Full list of Short Ideas »
- Mad Money Manual - Cramer's Mad Money (8/28/08)
- Diversified Portfolios - Cramer's Mad Money (8/27/08)
- Gustav Moves Overdone - Cramer's Stop Trading! (8/27/08)
- GrafTech is Too Cheap - Cramer's Stop Trading
- The Rebound List - Cramer's Mad Money (8/26/08)
- The List - Cramer's Stop Trading! (8/26/08)
- Can't Turn My Back - Cramer's Lightning Round (8/26/08)
- The Pelosi Factor - Cramer's Mad Money (8/25/08)
- Buy Tech Weakness - Cramer's Lightning Round (8/25/08)
- Fannie & Freddie Too Difficult - Cramer's Stop Trading! (8/25/08)
- Full list of Cramers Picks »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
This article has 1 comment:
valued at 13 times annual sales- sales $6bn, growth slowing, no more 100% increases.
a p/e of over 60 , a bubble.