This is the portfolio update of Maverick Capital. Lee Ainslie
, one of the Tiger Cubs, is seeing a lot of opportunities these days. His portfolio turnover is relatively high. He owns 78 stocks with a total value of $5.5 billion. These are the details of the buys and sells.
ABC, AIRM, BBY, CSII, DVA, ERTS, GMCR, KLAC, LCAPA, MA, OFIX, OXPS, PEP, PGR, PH, PNC, RATE, SHLD, STRA, TWC, TWX, V, WAG, WFC/PL, WLP, AMT, BIIB, CCL, CHS, CMI, DISCA, DISCK, ETN, FINL, GYMB, HNT, IILG, JPM, M, PFE, PQ, QCOM, RNR, SPLS, STT, XNPT, Continue Reading »