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Lee Ainslie - Maverick Capital
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Description:
As of Sept. 31, 2012, funds managed by Lee Ainslie at Maverick Capital were valued at $7.55 billion.During the quarter, the fund had 59 total positions.
New Buys: M, ESRX, UTX, CAM, MA, FNF, TDC, LVS, TRIP, CTXS, ERIC, ROK, SFI, KOF
Sold Out: SLB, BAP, HRB, OC, ARO, LMCA, DVA, NKE, DTV, OAK, SWI, MOH, GRPN, DANG, AVY, HSNI, ICAD
Here are some of the top holdings as of September 30.
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