Maverick Capital - Portfolio Holdings
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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)
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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.