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Lee Ainslie

Lee Ainslie

Maverick Capital

Last Update: 2013-05-15

Number of Stocks: 58
Number of New Stocks: 19

Total Value: $7,726 Mil
Q/Q Turnover: 40%

Countries:

USA

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Lee Ainslie Watch

Lee Ainslie of Maverick Capital’s Top 5 Buys in Stellar Year
by Holly LaFon - Aug 24, 2012
Lee Ainslie, founder of Dallas-based Maverick Capital, is rebounding nicely from last year’s almost 15% loss – his second down year in 16, and a year in which global hedge funds lost 8.87% on average. His biggest fund gained 20% through July, according to Bloomberg.

Ainslie founded Maverick in 1993 with $38 million, after working at Julian Robertson’s Tiger Management Corp., qualifying him along with the rest of the firm’s alumni as a “tiger cub.” Now, Ainslie’s firm has about $9 billion in assets under management. Continue Reading »
Lee Ainslie’s Best-Performing Stocks
by Arbitrage Situations - Jul 17, 2012
Lee Ainslie is known to be a fairly straightforward kind of guy; he likes to keep his investing nice and simple. This has certainly been the trend with some of his biggest holdings.

One investment that Ainslie will be sleeping soundly over is Dollar General Corporation (DG). Dollar General Corporation is having a great year and their wins in the market match their success in business. A U.S.- based store chain, it could be said Dollar General has partially monopolized the variety store market. Trading in over 40 U.S. states, Dollar General Corp. operates over 10,000 stores. A far stretch from their humble beginnings as a single store in Kentucky in the '50s, Dollar General’s can now be found in strip malls and neighborhoods all over the U.S. Ainslie might not be concerned about their history, but one thing he will be watching is their future. Dollar General Corporation is currently up 60% overall for the past year. Continue Reading »
Maverick Capital's Ainslie Q2 2011 porfolio snapshot and investment ideas: C, JPM, MRVL, GLW, AAPL, QCOM
by beta.hedge - Sep 15, 2011
Founder and CEO of Dallas-based Maverick Capital, Lee Ainslie, started Maverick Capital back in 1993 with $38 million. Nowadays, the fund is worth $10 billion. Ainslie also learned from legendary great Julian Robertson at Tiger Management, Ainslie has averaged more than 13% a year from 1995 to 2009. In the market crash of 2008, his fund lost about 30%.

Continue Reading »
Hedge Fund Maverick Capital Reports Q2 Picks
by gurufocus - Aug 17, 2011
Hedge fund Maverick Capital of Lee Ainslie buys Citigroup Inc., First Solar Inc., Youku.com, Oracle Corp., Banco Santander, etc., during the 3-months ended 06/30/2011, according to the most recent filings of his investment company, Maverick Capital. As of 06/30/2011, Maverick Capital owns 69 stocks with a total value of $10.4 billion. These are the details of the buys and sells.

Maverick Capital is a hedge fund located in GuruFocus’ own Dallas metroplex. Led by Lee Ainslie, this fund has been in operation since its inception in 1993. The firm just reported its Q1 portfolio. As of 03/31/2011, Maverick Capital owns 72 stocks with a total value of $9.5 billion. These are the details of the buys and sells. Continue Reading »
Lee Ainslie Victimized by Alleged Chinese Fraud Stock
by matsandalex - May 24, 2011
Lee Ainslie has reportedly lost a small fortune on Longtop Financial Technologies (LFT). Longtop's auditors, a big four accounting firm, Deloitte Touche, has resigned due to accounting irregularities.

The stock hasn't traded since May 16 when it was $19/share. At that price the company was worth over $1 billion. At the beginning of the year, the stock was changing hands at over $40/share with a $2 billion market cap. Continue Reading »
Hedge Fund Maverick Capital Reports Q1 Picks
by - May 20, 2011
Maverick Capital is a hedge fund located in GuruFocus’s own Dallas metroplex. Led by Lee Ainslie, this fund has been in operation since its inception in 1993. The firm just reported its Q1 portfolio. As of 03/31/2011, Maverick Capital owns 72 stocks with a total value of $9.5 billion. These are the details of the buys and sells.

Lee Ainslie earned his bachelor’s degree in system engineering from The University of Virginia, and his MBA from the University of North Carolina. Ainslie was recruited at UNC to work for legendary hedge fund manager Julian Robertson in 1990. In addition to his hedge fund duties, Ainslie serves as the vice-chairman of the Robin Hood Foundation, and on the board of trustees for several organizations such as the Green Vale School. Continue Reading »
Maverick Capital and Lee Ainslie's Top Stocks: GLW, MRVL, C, AAPL, JPM
by Henry Tan - Mar 27, 2011
Maverick Capital is a hedge fund located in GuruFocus’s own Dallas metroplex. Led by Lee Ainslie, this fund has been in operation since its inception in 1993. Lee Ainslie earned his bachelor’s degree in system engineering from The University of Virginia, and his MBA from the University of North Carolina. Ainslie was recruited at UNC to work for legendary hedge fund manager Julian Robertson in 1990. In addition to his hedge fund duties, Ainslie serves as the vice-chairman of the Robin Hood Foundation, and on the board of trustees for several organizations such as the Green Vale School. Continue Reading »
Maverick Capital Takes a Beating on FNSR
by matsandalex - Mar 09, 2011
Lee Ainslie and Maverick Capital have reportedly incurred large losses on their holdings of telecom equipment maker Finisar Corp (FNSR).

FNSR is down 35% after forward guidance fell well short of investor expectations. FNSR is projecting Q4 EPS in a range between $0.31-0.35 on revenue of $235-250 million compared to analyst estimates of $0.48 on revenue of $268.55 million. Continue Reading »
Hedge Fund Maverick Capital Buys JPM, URBN, BLK, MCK, FNSR, CTSH, AVGO, Sells HPQ, EXPE, UNH, TYC
by gurufocus - Feb 16, 2011
Lee Ainslie at hedge fund Maverick Capital just reported his Q4 portfolio. As of 12/31/2010, Maverick Capital owns 76 stocks with a total value of $9.4 billion. These are the details of the buys and sells.

Lee S. Ainslie III is the Managing Partner of Maverick Capital Management, LLC. Before starting Maverick in 1993, Mr. Ainslie was a Managing Director of Tiger Management Corporation. Mr. Ainslie serves as Vice Chairman of the Board of Directors of The Robin Hood Foundation, and also serves on the Board of the University of Virginia's Jefferson Scholars Foundation. Mr. Ainslie received a B.S. in Systems Engineering from the University of Virginia and an MBA from the University of North Carolina. Continue Reading »
Hedge Fund Maverick Capital Buys : HPQ, ANF, BBBY, GS, GR Sells QCOM, SWKS, ADBE, CTXS
by gurufocus - Nov 16, 2010
This is the Q3 portfolio update of hedge fund Maverick Capital. The fund is run by Lee Ainslie, former protégé of the great Julian Robertson.

Running a long-short portfolio, Maverick had good performances until 2008, when it lost 26%. Maverick fund was up 9.35% through September this year, after rising 25% in 2009. Continue Reading »
Maverick Capital’s Lee Ainslie Publishes Quarterly Letter; Top Holding: QCOM, PFE, AAPL, GLW, MRVL, APOL
by guruek - Nov 02, 2010
The 3Q10 Letter of Lee Ainslie’s Maverick Capital is out, thanks to Jay of marketfolly.com.

Maverick enjoyed a good third quarter, the flag ship Maverick Fund returned 11.6% for 3Q10, and 8.2% for YTD. What is more remarkable is the fund averaged a 14.1% since inception of March 1, 1995. Maverick Fund beat the S&P 500 Index hands down during the prospective periods. The firm’s levered fund performed even better. Continue Reading »
Lee Ainslie's Presentation From The Value Investing Congress
by Jacob Wolinsky - Oct 13, 2010
I am lucky to be attending the Value Investing Congress. I took extensive notes on every speech and hope to post each one on GuruFocus over the next few days, in addition I will be posting a couple of interviews I plan on conducting. To follow my live updates from the Congress sign up for my Twitter alerts http://twitter.com/valuewalk

Lee Ainslie spoke on the second day of the conference. Continue Reading »
Michael Dell to buy his own Company ?
by CanadianValue - Oct 12, 2010
I've been watching the twitter updates from the Value Investing Congress being held today. Continue Reading »
Maverick Capital Buys Citigroup Inc., Adobe Systems, Citrix Systems, Sells Abercrombie & Fitch, Visa Inc., Berkshire Hathaway Inc.
by - Aug 17, 2010
Hedge fund Maverick Capital just reported its second quarter holdings. The firm is run by Lee Ainslie. These are the details of buys and sells.

Dallas based Maerick Capital was founded by Mr. Lee Ainslee in 1993. Also learned from legendary great Julian Robertson at Tiger Management, Mr. Ainslie has averaged more than 13% a year since from 1995 to 2009. In the market crash of 2008, his fund lost about 30%. Continue Reading »
Lee Ainsliee’s Top Purchases: CommScope Inc., DIRECTV Group Inc., Express Scripts Inc., Oracle Corp., Wells Fargo & Company
by guruek - Feb 25, 2010
(GuruFocus, February 25, 2010) I found this Mckinsey interview with Hedge Fund manager Lee Ainslie of Maverick. The interview happened in 2006, so read it by keeping that in mind.

There is reason to believe that validity of this interview even though almost four years have passed since then. After working for Julian Robertson for a number of years, Lee Ainslie launched Maverick in 1993, long before the interview happened. His investment style has not changed. Continue Reading »
Maverick Capital Top Holdings: Apple Inc., Apollo Group, Bank of America Corp. PRFD ‘S’, DIRECTV Group, Oracle Corp., Macy's Inc.
by guruek - Feb 24, 2010
Investment Blog Marketfolly made available a copy of the 4Q09 letter to investors of Hedge Fund firm Maverick Capital. Thanks to Marketfolly we can have a glimpse of the performance of funds and the outlook of fund manager Lee Ainslie

Performance Continue Reading »
Maverick Capital Buys Corning Inc., Qualcomm Inc., Citigroup Inc., Sells Mastercard Inc., Walgreen Company, State Street Corp.
by - Nov 18, 2009
Lee Ainslie was a protégé of legendary hedge fund manager Julian Robertson, he is one of the tiger cubs we track. Like many hedge funds, he buys into Citigroup at Maverick Capital. Lee Ainslie owns 79 stocks with a total value of $8.3 billion. These are the details of the buys and sells.
- New Purchases: ACN, BAC, C, CFL, CVC, CVS, CX, EQIX, EXPE, FDX, GLW, GOOG, ITRI, KG, M, MBFI, MSFT, PFE, PWRD, QCOM, ROVI, SKX, WFMI, WGO, WSM,
- Added Positions: AMGN, APOL, BRK-A, BRK-B, DGI, FSLR, GILD, HPQ, JPM, MRVL, PCLN, PH, TSFG, V,
- Reduced Positions: ATHN, CHS, CTSH, GPS, LO, LPS, NIHD, PALM, PEP,
- Sold Out: BPW-U, CTRP, DISCK, ETN, FINL, FITB, HBI, JBLU, LCAPA, LEAP, MA, MXB, NTAP, OFIX, OMX, RIMM, STT, WAG,
For the details of Lee Ainslie's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lee+Ainslie Continue Reading »
Lee Ainslie Buys HewlettPackard Company, Staples Inc., The Gap Inc., Sells AmerisourceBergen Corp., OptionsXpress Holdings Inc., Pfizer Inc
by - Aug 20, 2009
Lee Ainslie started Maverick Capital back in 1993 with $38 million. Learned from legendary great Julian Robertson at Tiger Management, Ainslie has averaged more than 13% a year since from 1995 to 2009. Lee Ainslie owns 73 stocks with a total value of $6.4 billion. These are the details of the buys and sells in Q2.

New Purchases: APA, BDK, CELG, COV, CPLA, CTRP, DGI, FITB, GPS, HPQ, JBLU, LEAP, NIHD, OMX, SIG, SPLS, STT, TYC, Continue Reading »
Maverick Capital Q1 Portfolio: Buys Walgreen Company, Best Buy Co. Inc., KLATencor Corp., Sells Universal American Financial Corp., DeVry Inc., Interval Leisure Group Inc.
by - May 19, 2009
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.

New Purchases: 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 »

Total Records: 18

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