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Lee Ainslie's Maverick Capital Shows New Stakes in (EMC) (FB)

February 14, 2013 3:57 PM EST Send to a Friend
Lee Ainslie's Maverick Capital hedge fund released its 13F for the quarter ended December 31, 2012. Below is a summary of changes from last quarter

New Stakes
Crown Castle International Corp. (NYSE: CCI) new 1,506,920 share position
EMC Corp. (NYSE: EMC) new 6,368,390 share position
F5 Networks, Inc. (NASDAQ: FFIV) new 861,010 share position
FACEBOOK-A (NASDAQ: FB) new 2,117,680 share position
Fidelity Natl Information Services (NYSE: FIS) new 2,916,915 share position
Fleetcor Technologies (NYSE: FLT) new 1,833,752 share position
ICAD (NASDAQ: ICAD) new 6,791 share position
iStar Financial, Inc. (NYSE: SFI) new 3,749,634 share position
Liberty Global, Inc. Class A (NASDAQ: LBTYA) new 2,385,018 share position
LIBERTY MEDIA-A (NASDAQ: LMCA) new 613,367 share position
Nordstrom, Inc. (NYSE: JWN) new 1,288,134 share position
QLIK TECH (NASDAQ: QLIK) new 2,245,268 share position
Schlumberger Ltd. (NYSE: SLB) new 821,068 share position
United Parcel Service Inc. Cl B (NYSE: UPS) new 798,273 share position
UnitedHealth Group, Inc. (NYSE: UNH) new 710,348 share position
Whole Foods Market, Inc. (NASDAQ: WFM) new 573,191 share position

Raised Stakes
Citrix Systems, Inc. (NASDAQ: CTXS) raised from 1,477,513 shares to 3,768,917 shares
EXPRESS SCRPTS HLDG (NASDAQ: ESRX) raised from 3,205,274 shares to 5,059,061 shares
Family Dollar Stores, Inc. (NYSE: FDO) raised from 2,848,436 shares to 4,220,414 shares
Fidelity National Financial, Inc. (NYSE: FNF) raised from 6,425,104 shares to 8,956,105 shares
NVR, Inc. (NYSE: NVR) raised from 200,717 shares to 210,137 shares
Ralph Lauren Corp (NYSE: RL) raised from 1,389,381 shares to 1,811,630 shares
TransDigm (NYSE: TDG) raised from 967,542 shares to 1,535,844 shares

Lowered Stakes
Berkshire Hathaway B (NYSE: BRK-A) lowered from 153 shares to 57 shares
Berkshire Hathaway B (NYSE: BRK-B) lowered from 595,276 shares to 490,276 shares
Cameron International Corp. (NYSE: CAM) lowered from 3,102,454 shares to 880,999 shares
CareFusion Corporation (NYSE: CFN) lowered from 5,666,718 shares to 1,811,353 shares
Cigna Corp (NYSE: CI) lowered from 6,143,558 shares to 3,720,446 shares
Cognizant Technology Solutions (NASDAQ: CTSH) lowered from 3,046,440 shares to 1,191,269 shares
Comcast Class A (NASDAQ: CMCSA) lowered from 4,477,742 shares to 3,927,905 shares
Comcast Corp (NASDAQ: CMCSK) lowered from 2,120,835 shares to 960,835 shares
Dollar General (NYSE: DG) lowered from 5,387,208 shares to 5,118,538 shares
Ericsson Telephone Company (NASDAQ: ERIC) lowered from 2,818,797 shares to 1,031,098 shares
Fomento Economico Mexicano SAB de CV (NYSE: FMX) lowered from 2,230,270 shares to 976,953 shares
Google, Inc. (NASDAQ: GOOG) lowered from 328,818 shares to 291,405 shares
Las Vegas Sands (NYSE: LVS) lowered from 2,519,886 shares to 2,233,486 share position
NetApp, Inc. (NASDAQ: NTAP) lowered from 8,972,694 shares to 7,864,559 shares
News Corporation - Class A Shares (NASDAQ: NWSA) lowered from 4,183,890 shares to 4,125,860 shares
Polycom, Inc. (NASDAQ: PLCM) lowered from 10,055,159 shares to 8,236,587 shares
Priceline.com, Inc. (NASDAQ: PCLN) lowered from 380,600 shares to 309,596 shares
Qualcomm, Inc. (NASDAQ: QCOM) lowered from 5,521,346 shares to 4,609,143 shares
Skyworks Solutions, Inc. (NASDAQ: SWKS) lowered from 10,319,381 shares to 7,408,746 shares
Teradata (NYSE: TDC) lowered from 1,639,016 shares to 1,496,769 shares
TRIPADVISOR (NASDAQ: TRIP) lowered from 3,426,573 shares to 1,356,677 shares
United Technologies Corp. (NYSE: UTX) lowered from 2,301,540 shares to 1,811,432 shares
Visa (NYSE: V) lowered from 922,365 shares to 347,041 shares
Youku Tudou (NYSE: YOKU) lowered from 79,256 shares to 70,040 shares

Liquidated Stakes
Avago Tech (NASDAQ: AVGO) liquidated
Bankrate (NYSE: RATE) liquidated
Citigroup, Inc. (NYSE: C) liquidated
Coca-Cola Femsa S.A.B. de C.V. ADS (NYSE: KOF) liquidated
Walt Disney (NYSE: DIS) liquidated
Endo Pharmaceuticals Holdings (NASDAQ: ENDP) liquidated
MasterCard Cl A (NYSE: MA) liquidated
Oracle Corp (NASDAQ: ORCL) liquidated
J.C. Penney Co., Inc. (NYSE: JCP) liquidated
Progressive Corp. (NYSE: PGR) liquidated
Rockwell Automation Corp. (NYSE: ROK) liquidated
Supervalu, Inc. (NYSE: SVU) liquidated
Tyco International Ltd. (NYSE: TYC) liquidated
Valeant Pharmaceuticals International, Inc. (NYSE: VRX) liquidated
Yahoo, Inc. (NASDAQ: YHOO) liquidated

Maintained Stakes
Bluefly, Inc. (NASDAQ: BFLY) maintained 3,704,101 share stake
BRIGHTCOVE (NASDAQ: BCOV) maintained 502,252 share stake
IRONWOOD PHARMA-A (NASDAQ: IRWD) maintained 2,101,695 share stake
PACIFIC BIO CA (NASDAQ: PACB) maintained 3,531,953 share stake




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