Lee Ainslie | Maverick Capital Ltd

Fund Stats for Q2 2015Lee Ainslie is the managing partner of Maverick Capital Ltd. The 13F filing for 2015 Q2 included $6.55B in managed 13F securities and a top 10 holdings concentration of 52.85%. Maverick Capital Ltd's largest holding is Kraft Foods Group Inc with shares held of 5.21M. 10kreader has 37 13F filings available for Maverick Capital Ltd.Lee Ainslie is the managing partner of Maverick Capital Ltd. The 13F filing for 2015 Q2 included $6.55B in managed 13F securities and a top 10 holdings concentration of 52.85%. Maverick Capital Ltd's ...

About Lee AinslieLee Ainslie is the founder and CEO of Dallas-based Maverick Capital. Ainslie started Maverick Capital back in 1993 with $38 million after learning from legendary fund manager Julian Robertson at Tiger Management.Maverick employs six industry experts to research investment opportunities in the following categories: consumer, health care, cyclical, retail, financial and telecommunications, media and technology. Ainslie talks to them about new and current stocks in the portfolio, and with that input, he makes the final decision on investments.source: gurufocus.comLee Ainslie is the founder and CEO of Dallas-based Maverick Capital. Ainslie started Maverick Capital back in 1993 with $38 million after learning from legendary fund manager Julian Robertson at Tiger...

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Company	Ticker	Market Value	% Portfolio	Shares	Change	Chg. Shares	Quarter End Price	Current Price	Yearly High	Yearly Low	Market Cap	% Owned
Kraft Foods Group Inc		443.18M	6.76%	5.21M	337.42%	4.02M	$85.14
Allergan Plc		442.92M	6.76%	1.46M	New	1.46M	$303.46
Priceline Grp Inc		418.35M	6.38%	363.35K	2.08%	7.39K	$1,151.37
Aramark	ARMK	386.10M	5.89%	12.47M	12.13%	1.35M	$30.97	$37.93	$39.95	$28.74	9.78B	4.84%
CommScope Holding Company, Inc.	COMM	355.17M	5.42%	11.64M	-0.15%	-18.01K	$30.51	$11.82	$14.61	$5.56	2.46B	5.59%
Google Inc		323.53M	4.94%	621.57K	-11.88%	-83.77K	$520.51
Avago Technologies Ltd		283.75M	4.33%	2.13M	-11.68%	-282.43K	$132.93
Santander Consumer Usa Hdg I		270.40M	4.13%	10.57M	-22.08%	-3.00M	$25.57
Liberty Global Plc		269.73M	4.12%	5.33M	85.53%	2.46M	$50.63
Radian Group Inc.	RDN	269.57M	4.11%	14.37M	-17.37%	-3.02M	$18.76	$20.82	$24.84	$17.97	3.36B	8.89%
TransDigm Group Incorporated	TDG	247.24M	3.77%	1.10M	-18.38%	-247.83K	$224.67	$587.10	$686.06	$500.08	31.84B	2.03%
Sabre Corporation	SABR	230.66M	3.52%	9.69M	38.38%	2.69M	$23.80	$6.87	$12.65	$5.45	2.20B	3.03%
Kansas City Southern		218.67M	3.34%	2.40M	New	2.40M	$91.20
AerCap Holdings N.V.	AER	205.92M	3.14%	4.50M	22.19%	816.55K	$45.79	$46.38	$71.38	$37.2	11.40B	1.83%
Adobe Inc.	ADBE	188.46M	2.88%	2.33M	-32.68%	-1.13M	$81.01	$309.13	$699.54	$305	144.67B	0.50%
Team Health Holdings Inc		176.28M	2.69%	2.70M	-27.36%	-1.02M	$65.33
Valeant Pharmaceuticals Intl		168.08M	2.57%	756.61K	-40.70%	-519.25K	$222.15
Vulcan Materials Company	VMC	161.05M	2.46%	1.92M	-15.49%	-351.62K	$83.93	$162.22	$213.65	$137.54	21.56B	1.44%
Baidu, Inc.	BIDU	158.81M	2.42%	797.74K	-27.00%	-295.04K	$199.08	$127.31	$182.6	$101.62	44.70B	0.23%
Northstar Rlty Fin Corp		155.22M	2.37%	9.76M	38.34%	2.71M	$15.90

Holdings Breakdown

Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.