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Lee Ainslie Buys HewlettPackard Company, Staples Inc., The Gap Inc., Sells AmerisourceBergen Corp., OptionsXpress Holdings Inc., Pfizer Inc

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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.

For the details of 's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lee Ainslie

This is the sector weightings of 's portfolio:

Technology 19.6% 19.6%
Financials 13.6% 13.6%
Telecommunications 3.9% 3.9%
Consumer Services 24% 24%
Health Care 16.6% 16.6%
Consumer Goods 7.9% 7.9%
Industrials 9.1% 9.1%
Oil & Gas 4.3% 4.3%


These are the top 5 holdings of Lee Ainslie:

  1. Apple Inc. (AAPL) - 1,743,470 shares, 3.85% of the total portfolio
  2. Wyeth (WYE) - 5,184,292 shares, 3.65% of the total portfolio
  3. Cognizant Technology Solutions Corp. (CTSH) - 8,022,136 shares, 3.32% of the total portfolio
  4. HewlettPackard Company (HPQ) - 5,298,273 shares, 3.18% of the total portfolio
  5. PepsiCo Inc. (PEP) - 3,709,858 shares, 3.16% of the total portfolio


Added: Pepsico Inc. (PEP)

Lee Ainslie added to his holdings in Pepsico Inc. by 103.01%. His purchase prices were between $48.13 and $54.88, with an estimated average price of $51.7. The impact to his portfolio due to this purchase was 1.6%. His holdings were 3,709,858 shares as of 06/30/2009.

PepsiCo Inc. consists of: Frito-Lay Company Pepsi-Cola Company and Tropicana Products. PepsiCo brands are among the best known and most respected in the world and are available in countries and territories throughout the world. PepsiCo's success is the result of superior products high standards of performance distinctive competitive strategies and the high integrity of its people. Pepsico Inc. has a market cap of $87.88 billion; its shares were traded at around $56.45 with a P/E ratio of 15.4 and P/S ratio of 2. The dividend yield of Pepsico Inc. stocks is 3.2%. Pepsico Inc. had an annual average earning growth of 8.4% over the past 10 years. GuruFocus rated Pepsico Inc. the business predictability rank of 2.5-star.

Added: Jpmorgan Chase & Co. (JPM)

Lee Ainslie added to his holdings in Jpmorgan Chase & Co. by 85.51%. His purchase prices were between $32.44 and $38.88, with an estimated average price of $34.6. The impact to his portfolio due to this purchase was 0.99%. His holdings were 4,053,700 shares as of 06/30/2009.

J.P. Morgan Chase & Co. is a leading global financial services firm. The firm is a leader in investment banking asset management private banking private equity custody and transaction services and retail and middle market financial services. A component of the Dow Jones Industrial Average JPMorgan Chase is headquartered in New York and serves more than 30 million consumer customers and the world's most prominent corporate institutional and government clients. Jpmorgan Chase & Co. has a market cap of $161.54 billion; its shares were traded at around $41.41 with a P/E ratio of 106.2 and P/S ratio of 2.5. The dividend yield of Jpmorgan Chase & Co. stocks is 0.5%.

Added: The Progressive Corp. (PGR)

Lee Ainslie added to his holdings in The Progressive Corp. by 52.81%. His purchase prices were between $14.73 and $16.58, with an estimated average price of $15.7. The impact to his portfolio due to this purchase was 0.89%. His holdings were 10,941,615 shares as of 06/30/2009.

Progressive Corp. is an auto insurance company and a writer of auto insurance through independent agents. Progressive is committed to providing independent agents with a financially strong company that offers competitive products designed specifically for the agency business; a strong national brand that drives consumers to independent agent's offices; 24-hour in-person services for them and their customers; and continued innovations in technology. (Company Press Release) The Progressive Corp. has a market cap of $11.09 billion; its shares were traded at around $16.28 with a P/E ratio of 12.2 and P/S ratio of 0.8. The Progressive Corp. had an annual average earning growth of 23.9% over the past 10 years.

Added: Wyeth (WYE)

Lee Ainslie added to his holdings in Wyeth by 30.93%. His purchase prices were between $41.55 and $44.74, with an estimated average price of $43.5. The impact to his portfolio due to this purchase was 0.86%. His holdings were 5,184,292 shares as of 06/30/2009.

Wyeth is one of the world's largest research-driven pharmaceutical and health care products companies. It is a leader in the discovery development manufacturing and marketing of pharmaceuticals vaccines biotechnology products and non-prescription medicines that improve the quality of life for people worldwide. The Company's major divisions include Wyeth Pharmaceuticals Wyeth Consumer Healthcare and Fort Dodge Animal Health. Wyeth has a market cap of $63.84 billion; its shares were traded at around $47.86 with a P/E ratio of 13.4 and P/S ratio of 2.8. The dividend yield of Wyeth stocks is 2.5%. Wyeth had an annual average earning growth of 5.8% over the past 10 years.

Added: America Movil S.a.b. De C.v. (AMX)

Lee Ainslie added to his holdings in America Movil S.a.b. De C.v. by 110.5%. His purchase prices were between $30.98 and $38.32, with an estimated average price of $35.5. The impact to his portfolio due to this purchase was 0.85%. His holdings were 2,680,409 shares as of 06/30/2009.

American Movil is the leading provider of wireless communications services in Mexico. Through their subsidiary Radiom?vil Dipsa which operates under the trademark Telcel they provide cellular telecommunications service in all nine regions in Mexico with a network covering approximately 31.4% of the geographical area of Mexico including all major cities and approximately 89.6% of Mexico 's population. America Movil S.a.b. De C.v. has a market cap of $81.85 billion; its shares were traded at around $45.47 with a P/E ratio of 14.3 and P/S ratio of 3.2. The dividend yield of America Movil S.a.b. De C.v. stocks is 1%. America Movil S.a.b. De C.v. had an annual average earning growth of 45.5% over the past 5 years.

Added: Chico's Fas Inc. (CHS)

Lee Ainslie added to his holdings in Chico's Fas Inc. by 73.47%. His purchase prices were between $6.92 and $10.35, with an estimated average price of $8.5. The impact to his portfolio due to this purchase was 0.75%. His holdings were 11,719,279 shares as of 06/30/2009.

CHICO'S FAS INC. is a specialty retailer of exclusively designed private label casual clothing and related accessories. Each store offers collections of color coordinated tops pants shorts skirts jumpsuits dresses vests jackets outerwear socks and accessories including leather and fabric belts scarves earrings necklaces and bracelets. Chico's Fas Inc. has a market cap of $2.09 billion; its shares were traded at around $11.78 with a P/E ratio of 589 and P/S ratio of 1.3. Chico's Fas Inc. had an annual average earning growth of 38.5% over the past 10 years. GuruFocus rated Chico's Fas Inc. the business predictability rank of 2.5-star.

Added: Parkerhannifin Corp. (PH)

Lee Ainslie added to his holdings in Parkerhannifin Corp. by 85.13%. His purchase prices were between $38.92 and $47.79, with an estimated average price of $43.6. The impact to his portfolio due to this purchase was 0.7%. His holdings were 2,301,528 shares as of 06/30/2009.

Parker-Hannifin Corporation is a leading worldwide full-line manufacturer of motion control products including fluid power systems electro-mechanical controls and related components. Fluid power involvesthe transfer and control of power through the medium of liquid gas or air in hydraulic pneumatic and vacuum applications. Fluid power systems move and position materials control machines vehicles and equipment and improve industrial efficiency and productivity. Parkerhannifin Corp. has a market cap of $7.77 billion; its shares were traded at around $48.38 with a P/E ratio of 15.6 and P/S ratio of 0.7. The dividend yield of Parkerhannifin Corp. stocks is 2.1%. Parkerhannifin Corp. had an annual average earning growth of 9.8% over the past 10 years.

Added: Gilead Sciences Inc. (GILD)

Lee Ainslie added to his holdings in Gilead Sciences Inc. by 44.4%. His purchase prices were between $42.33 and $47.63, with an estimated average price of $45. The impact to his portfolio due to this purchase was 0.67%. His holdings were 2,990,385 shares as of 06/30/2009.

Gilead Sciences Inc. is an independent biopharmaceutical company that seeks to provide accelerated solutions for patients and the people who care for them. They have a broad-based focus on developing and marketing drugs to treat patients with infectious diseases including viral infections fungal infections and bacterial infections and a specialized focus on cancer. They have expertise in liposomal drug delivery technology a technology that the company uses to develop drugsthat are safer easier for patients to tolerate and more effective. Gilead Sciences Inc. has a market cap of $40.99 billion; its shares were traded at around $45.224 with a P/E ratio of 18.8 and P/S ratio of 7.7. Gilead Sciences Inc. had an annual average earning growth of 53.9% over the past 5 years.

Added: Mastercard Inc. (MA)

Lee Ainslie added to his holdings in Mastercard Inc. by 22.87%. His purchase prices were between $161.2 and $184.91, with an estimated average price of $170.6. The impact to his portfolio due to this purchase was 0.34%. His holdings were 696,633 shares as of 06/30/2009.

MASTERCARD INCORPORATED advances global commerce by providing a critical economic link among financial institutions businesses cardholders and merchants worldwide. As a franchisor processor and advisor MasterCard develops and markets payment solutions and provides industry-leading analysis and consulting services to financial institution customers and merchants. Its family of brands include MasterCard Maestro and Cirrus. Mastercard Inc. has a market cap of $25.52 billion; its shares were traded at around $197.3 with a P/E ratio of 20.1 and P/S ratio of 4.7. The dividend yield of Mastercard Inc. stocks is 0.3%.

Added: Berkshire Hathaway Inc. (BRK-B)

Lee Ainslie added to his holdings in Berkshire Hathaway Inc. by 31.18%. His purchase prices were between $2801 and $3132, with an estimated average price of $2952.3. The impact to his portfolio due to this purchase was 0.23%. His holdings were 21,455 shares as of 06/30/2009.

Berkshire Hathaway Inc. is a holding company owning subsidiaries engaged in a number of diverse business activities. The most important of these is the property and casualty insurance business conducted nationwide on a direct basis and worldwide on a reinsurance basis through a number of subsidiaries collectively referred to as the Berkshire Hathaway Insurance Group. Berkshire Hathaway Inc. has a market cap of $44.84 billion; its shares were traded at around $3260 with and P/S ratio of 0.4. Berkshire Hathaway Inc. had an annual average earning growth of 1.7% over the past 10 years.

Added: Lender Processing (LPS)

Lee Ainslie added to his holdings in Lender Processing by 18.99%. His purchase prices were between $26.67 and $33.55, with an estimated average price of $28.7. The impact to his portfolio due to this purchase was 0.17%. His holdings were 2,505,332 shares as of 06/30/2009.

LENDER PROCESSING SERVICES INC. is a leading provider of integrated technology and services to the mortgage industry. LPS offers solutions that span the mortgage continuum including lead generation origination servicing portfolio retention and default augmented by the company's award- winning customer support and professional services. Approximately fifty percent of all U.S. mortgages are serviced using LPS' Mortgage Servicing Package. In fact many of the nation's top servicers rely on MSP including seven of the top ten and sixteen of the top twenty. LPS also offers proprietary mortgage and real estate data and analytics for the mortgage and capital markets industries. Lender Processing has a market cap of $3.26 billion; its shares were traded at around $34.1 with a P/E ratio of 12.5 and P/S ratio of 1.7. The dividend yield of Lender Processing stocks is 1.2%.

Added: Davita Inc. (DVA)

Lee Ainslie added to his holdings in Davita Inc. by 8.96%. His purchase prices were between $43.15 and $49.56, with an estimated average price of $45.9. The impact to his portfolio due to this purchase was 0.14%. His holdings were 2,292,997 shares as of 06/30/2009.

DaVita Inc. is one of the largest providers of high-quality dialysis and related services for patients suffering from chronic kidney failure also known as end stage renal disease. The company provides dialysis and ancillary services through a network of outpatient dialysis facilities. Davita Inc. has a market cap of $5.38 billion; its shares were traded at around $52.05 with a P/E ratio of 13.8 and P/S ratio of 0.9. Davita Inc. had an annual average earning growth of 24.1% over the past 10 years. GuruFocus rated Davita Inc. the business predictability rank of 5-star.

Added: Orthofix International N.v. (OFIX)

Lee Ainslie added to his holdings in Orthofix International N.v. by 52.28%. His purchase prices were between $17.23 and $25.89, with an estimated average price of $22.4. The impact to his portfolio due to this purchase was 0.12%. His holdings were 882,522 shares as of 06/30/2009.

Orthofix International N.V. is a leading provider of high-value minimally invasive medical devices for the orthopaedic and trauma markets. Orthofix is well positioned to expand its focus and capitalise on the growing medical acceptance of high technology in orthopaedic treatment and spine repair. The company sells its diverse product line in different countries through its subsidiaries and distribution agreements with leading orthopaedic companies including Sulzer Medica Group Sofamor DanekGroup Kendall Healthcare Products and B. Braun. (PRESS RELEASE) Orthofix International N.v. has a market cap of $467.4 million; its shares were traded at around $27.22 with a P/E ratio of 18 and P/S ratio of 0.9.

Added: Apollo Group Inc. (APOL)

Lee Ainslie added to his holdings in Apollo Group Inc. by 5.2%. His purchase prices were between $57.07 and $68.5, with an estimated average price of $62.6. The impact to his portfolio due to this purchase was 0.1%. His holdings were 1,902,995 shares as of 06/30/2009.

Apollo Group Inc. has been providing higher education to working adults for over 25 years. They operate through their subsidiaries the University of Phoenix Inc. the Institute for Professional Development the College for Financial Planning Institutes Corporation Western International University Inc. and Apollo Learning Group Inc. Apollo Group Inc. has a market cap of $9.78 billion; its shares were traded at around $63.85 with a P/E ratio of 16.4 and P/S ratio of 3.2. Apollo Group Inc. had an annual average earning growth of 29.1% over the past 10 years. GuruFocus rated Apollo Group Inc. the business predictability rank of 4-star.

Added: Renaissancere Holdings Ltd. (RNR)

Lee Ainslie added to his holdings in Renaissancere Holdings Ltd. by 8.74%. His purchase prices were between $44.01 and $50.55, with an estimated average price of $47.5. The impact to his portfolio due to this purchase was 0.1%. His holdings were 1,651,623 shares as of 06/30/2009.

RENAISSANCERE Holdings Ltd. provides reinsurance and insurance coverage where the risk of natural catastrophe represents a significant component of the overall exposure. You'll find information on our web-site about Renaissance Re as well as all of our other subsidiary companies and the nature of their businesses. Renaissancere Holdings Ltd. has a market cap of $3.27 billion; its shares were traded at around $52.5 with a P/E ratio of 14.2 and P/S ratio of 2.6. The dividend yield of Renaissancere Holdings Ltd. stocks is 1.9%.

Added: South Financial Group Inc. (TSFG)

Lee Ainslie added to his holdings in South Financial Group Inc. by 164.33%. His purchase prices were between $1.26 and $2.17, with an estimated average price of $1.7. The impact to his portfolio due to this purchase was 0.04%. His holdings were 4,021,353 shares as of 06/30/2009.

The South Financial Group is a financial services company. It operates Carolina First Bank the largest South Carolina-based commercial bank; Citrus Bank a Florida banking subsidiary; Carolina First Mortgage Company the second largest mortgage loan servicer in South Carolina; and Carolina First Bank F.S.B. a savings bank which offers Bank CaroLine. Other subsidiaries include a full service brokerage company an automobile finance company and a small business investment company that invests principally in bank technology companies. (PRESS RELEASE) South Financial Group Inc. has a market cap of $285.3 million; its shares were traded at around $1.78 with and P/S ratio of 0.3. The dividend yield of South Financial Group Inc. stocks is 2.3%. South Financial Group Inc. had an annual average earning growth of 5% over the past 10 years.

New Purchase: Hewlettpackard Company (HPQ)

Lee Ainslie initiated holdings in Hewlettpackard Company. His purchase prices were between $34.07 and $38.35, with an estimated average price of $36. The impact to his portfolio due to this purchase was 3.18%. His holdings were 5,298,273 shares as of 06/30/2009.

Hewlett Packard is one of the leading global providers of computing and imaging solutions and services for business and home. The company is focused on capitalizing on the opportunities of the Internet and the proliferation of electronic services. Its major businesses include Imaging and Printing Systems Computing Systems and Information Technology Services Hewlettpackard Company has a market cap of $104.59 billion; its shares were traded at around $43.83 with a P/E ratio of 11.9 and P/S ratio of 0.9. The dividend yield of Hewlettpackard Company stocks is 0.7%. Hewlettpackard Company had an annual average earning growth of 25.8% over the past 5 years.

New Purchase: Staples Inc. (SPLS)

Lee Ainslie initiated holdings in Staples Inc.. His purchase prices were between $19.11 and $21.82, with an estimated average price of $20.3. The impact to his portfolio due to this purchase was 2.54%. His holdings were 8,115,753 shares as of 06/30/2009.

Staples.com is creating a leading business-to-business electronic marketplace offering a comprehensive solution for all of the officeneeds of business customers. Staples.com provides an electronic marketplace where small mid-sized and large businesses can procure office products and business services and obtain business information and expert content. Staples.com includes the operations of all three of Staples Inc.'s e-commerce sites: Staples.com Quillcorp.com and StaplesLink.com. (PRESS RELEASE) Staples Inc. has a market cap of $15.42 billion; its shares were traded at around $21.56 with a P/E ratio of 17.8 and P/S ratio of 0.7. The dividend yield of Staples Inc. stocks is 0.4%. Staples Inc. had an annual average earning growth of 15.6% over the past 10 years. GuruFocus rated Staples Inc. the business predictability rank of 4.5-star.

New Purchase: The Gap Inc. (GPS)

Lee Ainslie initiated holdings in The Gap Inc.. His purchase prices were between $15.01 and $17.75, with an estimated average price of $15.9. The impact to his portfolio due to this purchase was 2.52%. His holdings were 9,896,009 shares as of 06/30/2009.

The Gap Inc. is a global specialty retailer which operates stores selling casual apparel personal care and other accessories for men women and children under the Gap Banana Republic and Old Navy brands. The company designs virtually all of its products which in turn are manufactured by independent sources and sells them under its brand names. The Gap Inc. has a market cap of $12.97 billion; its shares were traded at around $18.61 with a P/E ratio of 14.1 and P/S ratio of 0.9. The dividend yield of The Gap Inc. stocks is 1.9%. The Gap Inc. had an annual average earning growth of 4.6% over the past 10 years.

New Purchase: Covidien Ltd. (COV)

Lee Ainslie initiated holdings in Covidien Ltd.. His purchase prices were between $31.79 and $36.25, with an estimated average price of $34.7. The impact to his portfolio due to this purchase was 2.21%. His holdings were 3,798,980 shares as of 06/30/2009.

Covidien PLC formerly Covidien Ltd is engaged in the development manufacture and sale of healthcare products for use in clinical and home settings. It operates its business through four segments: Medical Devices Imaging Solutions Pharmaceutical Products and Medical Supplies. The Medical Devices segment includes the development manufacture and sale of endomechanical soft tissue repair energy oximetry and monitoring airway and ventilation vascular SharpSafety and clinical care products; Imaging Solutions which includes the development manufacture and marketing of radiopharmaceuticals and contrast products; Pharmaceutical Products which includes the development manufacture and distribution of dosage pharmaceuticals and active pharmaceutical ingredients and Medical Supplies which includes the development manufacture and sale of nursing care products medical surgical products and original equipment manufacturer products. Covidien Ltd. has a market cap of $20.22 billion; its shares were traded at around $40.11 with a P/E ratio of 13.7 and P/S ratio of 2.1. The dividend yield of Covidien Ltd. stocks is 1.5%.

New Purchase: Apache Corp. (APA)

Lee Ainslie initiated holdings in Apache Corp.. His purchase prices were between $68.63 and $84.72, with an estimated average price of $76.6. The impact to his portfolio due to this purchase was 1.88%. His holdings were 1,682,923 shares as of 06/30/2009.

Apache Corporation is an independent energy company that explores for develops and produces natural gas crude oil and natural gas liquids. In North America Apache's exploration and production interests are focused on the Gulf of Mexico the Anadarko Basin the Permian Basin the Gulf Coast and the Western Sedimentary Basin of Canada. Outside of North America Apache has exploration and production interests offshore Western Australia and in Egypt and exploration interests in Poland and offshore The People's Republic of China. Apache Corp. has a market cap of $29.08 billion; its shares were traded at around $86.77 with a P/E ratio of 14.6 and P/S ratio of 2.3. The dividend yield of Apache Corp. stocks is 0.7%. Apache Corp. had an annual average earning growth of 24.7% over the past 10 years. GuruFocus rated Apache Corp. the business predictability rank of 4.5-star.

New Purchase: Celgene Corp. (CELG)

Lee Ainslie initiated holdings in Celgene Corp.. His purchase prices were between $38.3 and $48.03, with an estimated average price of $42. The impact to his portfolio due to this purchase was 1.75%. His holdings were 2,363,132 shares as of 06/30/2009.

Celgene Corp. is an independent biopharmaceutical company engaged primarily in the discovery development and commercialization of orally administered small molecule drugs for the treatment of cancer and immunological diseases. Celgene Corp. has a market cap of $24.42 billion; its shares were traded at around $53.06 with a P/E ratio of 36.8 and P/S ratio of 10.8.

New Purchase: Tyco International Ltd. (switzerland) (TYC)

Lee Ainslie initiated holdings in Tyco International Ltd. (switzerland). His purchase prices were between $21.15 and $27.66, with an estimated average price of $25.3. The impact to his portfolio due to this purchase was 1.7%. His holdings were 4,207,162 shares as of 06/30/2009.

Tyco International Ltd. a diversified manufacturing and service company is the world's largest manufacturer and servicer of electrical and electronic components and undersea telecommunications systems the world's largest manufacturer installer and provider of fire protection systems and electronic security services has strong leadership positions in disposable medical products plastics and adhesives and is the largest manufacturer of flow control valves. (press release) Tyco International Ltd. (switzerland) has a market cap of $14.61 billion; its shares were traded at around $30.86 with a P/E ratio of 12.1 and P/S ratio of 0.7. The dividend yield of Tyco International Ltd. (switzerland) stocks is 2.6%.

New Purchase: State Street Corp. (STT)

Lee Ainslie initiated holdings in State Street Corp.. His purchase prices were between $34.1 and $48.32, with an estimated average price of $42. The impact to his portfolio due to this purchase was 1.58%. His holdings were 2,159,852 shares as of 06/30/2009.

State Street Corporation is the world's leading specialist in providing sophisticated global investors with investment servicing investment management investment research and trading services. Customers include mutual funds and other collective investment funds corporate and public pension funds corporations unions and not-for-profit organizations in and outside of the United States. State Street Corp. has a market cap of $24.92 billion; its shares were traded at around $51.27 with a P/E ratio of 11.4 and P/S ratio of 2. The dividend yield of State Street Corp. stocks is 0.1%. State Street Corp. had an annual average earning growth of 12.6% over the past 10 years. GuruFocus rated State Street Corp. the business predictability rank of 3-star.

New Purchase: Black & Decker Corp. The (BDK)

Lee Ainslie initiated holdings in Black & Decker Corp. The. His purchase prices were between $28.85 and $39.95, with an estimated average price of $33. The impact to his portfolio due to this purchase was 1.33%. His holdings were 2,994,678 shares as of 06/30/2009.

The Black & Decker Corporation is a global marketer and manufacturer of quality products used in and around the home and for commercial applications. The Corporation is one of the world's leading producers of power tools power tool accessories and residential security hardware and the Corporation's product lines hold leading market share positions in these industries. They are a major global supplier of engineered fastening and assembly systems. They are also one of the leading producers of faucets in North America. Black & Decker Corp. The has a market cap of $2.52 billion; its shares were traded at around $41.94 with a P/E ratio of 13.1 and P/S ratio of 0.4. The dividend yield of Black & Decker Corp. The stocks is 1.2%. Black & Decker Corp. The had an annual average earning growth of 7.7% over the past 10 years.

New Purchase: Leap Wireless International Inc. (LEAP)

Lee Ainslie initiated holdings in Leap Wireless International Inc.. His purchase prices were between $32.47 and $39.01, with an estimated average price of $35.1. The impact to his portfolio due to this purchase was 1.29%. His holdings were 2,532,494 shares as of 06/30/2009.

Leap Wireless is a customer-focused company providing innovative mobile wireless services that are targeted to meet the needs of customers who are under-served by traditional communications companies. With a commitment to predictability simplicity and value as the foundation of our business Leap pioneered Cricket? service a simple and affordable wireless alternative to traditional landline service. Cricket service offers customers unlimited anytime minutes within the Cricket calling area over a high-quality all-digital CDMA network. Leap Wireless International Inc. has a market cap of $1.24 billion; its shares were traded at around $16.1 with and P/S ratio of 0.7.

New Purchase: Ctrip.com International Ltd. (CTRP)

Lee Ainslie initiated holdings in Ctrip.com International Ltd.. His purchase prices were between $28.86 and $44.8, with an estimated average price of $37.2. The impact to his portfolio due to this purchase was 1.04%. His holdings were 1,453,075 shares as of 06/30/2009.

Ctrip.com International Ltd. is a leading travel service provider of hotel accommodations airline tickets and packaged-tours in China. Ctrip aggregates information on hotels and flights and enables customers to make informed and cost-effective hotel and flight bookings. Ctrip targets primarily business and leisure travelers in China who do not travel in group. These travelers form a traditionally under-served yet fast-growing segment of the China travel industry. Ctrip has experienced substantial growth and become one of the best-known travel brands in China. Ctrip.com International Ltd. has a market cap of $3.33 billion; its shares were traded at around $49.76 with a P/E ratio of 45.6 and P/S ratio of 14.4.

New Purchase: Nii Holdings Inc (NIHD)

Lee Ainslie initiated holdings in Nii Holdings Inc. His purchase prices were between $14.95 and $20.98, with an estimated average price of $18.2. The impact to his portfolio due to this purchase was 0.97%. His holdings were 3,270,091 shares as of 06/30/2009.

NII Holdings formerly known as Nextel International is one of the world's leading providers of fully integrated wireless communication services designed to meet the needs of business customers in selected international markets. Principal operations are in major business centers and related transportation corridors of Argentina Brazil Mexico and Peru. Nii Holdings Inc has a market cap of $3.78 billion; its shares were traded at around $22.81 with a P/E ratio of 10.3 and P/S ratio of 0.9. Nii Holdings Inc had an annual average earning growth of 30.7% over the past 5 years.

New Purchase: Jetblue Airways Corp. (JBLU)

Lee Ainslie initiated holdings in Jetblue Airways Corp.. His purchase prices were between $4.1 and $6.23, with an estimated average price of $4.9. The impact to his portfolio due to this purchase was 0.5%. His holdings were 7,478,485 shares as of 06/30/2009.

JetBlue Airways is a low-fare low-cost passenger airline which provides high-quality customer service primarily on point-to-point routes and is based in New York's John F. Kennedy International Airport. Jetblue Airways Corp. has a market cap of $1.51 billion; its shares were traded at around $5.08 with a P/E ratio of 56.5 and P/S ratio of 0.4. Jetblue Airways Corp. had an annual average earning growth of 8.5% over the past 5 years.

New Purchase: Fifth Third Bancorp (FITB)

Lee Ainslie initiated holdings in Fifth Third Bancorp. His purchase prices were between $3.57 and $8.48, with an estimated average price of $6.2. The impact to his portfolio due to this purchase was 0.43%. His holdings were 3,863,025 shares as of 06/30/2009.

Fifth Third Bancorp is a registered financial holding company and a multi-bank holding company. They engage primarily in commercial retail and trust banking data processing services investment advisory services and leasing activities. In addition the company provides credit lifeaccident health and mortgage insurance discount brokerage services andproperty management for its properties. Fifth Third Bancorp has a market cap of $5.83 billion; its shares were traded at around $10.11 with and P/S ratio of 0.7. The dividend yield of Fifth Third Bancorp stocks is 0.4%. Fifth Third Bancorp had an annual average earning growth of 8% over the past 10 years.

New Purchase: Capella Education Company (CPLA)

Lee Ainslie initiated holdings in Capella Education Company. His purchase prices were between $47.51 and $58.65, with an estimated average price of $52.3. The impact to his portfolio due to this purchase was 0.24%. His holdings were 252,781 shares as of 06/30/2009.

CAPELLA EDUCATION COMPANY is a pioneer in developing high quality online degree programs for adults. Their programs are delivered through its wholly owned subsidiary They has an accredited online academic institution. Their university is known for its rigorous curricula that combine strong academic content and real world practicality presented in a flexible online format geared for adult students. Capella Education Company has a market cap of $1.06 billion; its shares were traded at around $63.35 with a P/E ratio of 30.9 and P/S ratio of 3.9.

New Purchase: Signet Group Plc (SIG)

Lee Ainslie initiated holdings in Signet Group Plc. His purchase prices were between $13.73 and $20.68, with an estimated average price of $17.7. The impact to his portfolio due to this purchase was 0.22%. His holdings were 688,010 shares as of 06/30/2009.

Signet Group PLC operates specialist retail jewellery stores. These include stores in the US where the Group's US division Sterling trades as Kay Jewelers Jared -- The Galleria of Jewelry and under a number of regional names and stores in the UK where the Group trades as H. Samuel Ernest Jones and Leslie Davis. (PRESS RELEASE) Signet Group Plc has a market cap of $2.2 billion; its shares were traded at around $22.55 with a P/E ratio of 15.5 and P/S ratio of 0.6. The dividend yield of Signet Group Plc stocks is 0.9%. Signet Group Plc had an annual average earning growth of 10.4% over the past 10 years.

New Purchase: Digitalglobe Inc. (DGI)

Lee Ainslie initiated holdings in Digitalglobe Inc.. His purchase prices were between $18.03 and $20.5, with an estimated average price of $18.7. The impact to his portfolio due to this purchase was 0.17%. His holdings were 580,000 shares as of 06/30/2009.

DigitalGlobe Inc. is a global provider of commercial high-resolution earth imagery products and services. The company's products include DigitalGlobe System QuickBird satellite ImageAtlas; and GlobeXplorer. DigitalGlobe System offers collection and archival of geospatial information data and QuickBird satellite which provides commercial resolution imaging systems. DigitalGlobe operates a constellation of high resolution earth imaging satellites possesses a growing aerial imagery network and offers a comprehensive geoinformation product store - DigitalGlobe.com - that allows quick access and order a wide variety of imagery and derivative information products. DigitalGlobe conducts its business through two segments: defense and intelligence and commercial. Headquartered in Longmont Colorado the company operates as a subsidiary of Morgan Stanley & Co. Inc. Digitalglobe Inc. has a market cap of $900.5 million; its shares were traded at around $20.07 .

New Purchase: Officemax Inc. (OMX)

Lee Ainslie initiated holdings in Officemax Inc.. His purchase prices were between $4.52 and $8.43, with an estimated average price of $6.9. The impact to his portfolio due to this purchase was 0.03%. His holdings were 358,147 shares as of 06/30/2009.

OfficeMax Incorporated is a leader in both business-to-business and retail office products distribution. OfficeMax delivers an unparalleled customer experience - in service in product in time savings and in value - through a relentless focus on its customers. The company provides office supplies and paper print and document services technology products and solutions and furniture to large medium and small businesses and consumers. Officemax Inc. has a market cap of $772 million; its shares were traded at around $10.12 with a P/E ratio of 17.8 and P/S ratio of 0.1.

Reduced: Msci Inc (MXB)

Lee Ainslie reduced to his holdings in Msci Inc by 29.01%. His sale prices were between $20.4 and $24.87, with an estimated average price of $22.4. The impact to his portfolio due to this sale was -0.06%. Lee Ainslie still held 548,705 shares as of 06/30/2009.

MSCI Inc. is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Inc. products include indices and portfolio analytics for use in managing equity fixed income and multi-asset class portfolios. Msci Inc has a market cap of $2.9 billion; its shares were traded at around $28.97 with a P/E ratio of 40.2 and P/S ratio of 6.7.

Reduced: Discovery Communications, Inc (DISCA)

Lee Ainslie reduced to his holdings in Discovery Communications, Inc by 21.36%. His sale prices were between $17.95 and $23.02, with an estimated average price of $20.4. The impact to his portfolio due to this sale was -0.11%. Lee Ainslie still held 1,450,244 shares as of 06/30/2009.

DISCOVERY COMMUNICATIONS INC. formerly Discovery Holding Company is a holding company that conducts operations through its two wholly owned operating subsidiaries Ascent Media Group LLC and Ascent Media CANS LLC and throught its 66.66% owned equity affiliate Discovery Communications Holding LLC. Ascent Media provides creative media management and network services to the media and entertainment industries. Its client base includes motion picture studios independent producers broadcast networks cable programming networks advertising agencies media producers independent owners of television and film libraries and media distribution channels. Discovery is a global media and entertainment company that offers original and purchased programming in the United States and over 170 other countries with over 100 television networks. Discovery Communications, Inc has a market cap of $7.01 billion; its shares were traded at around $24.93 with a P/E ratio of 20.1 and P/S ratio of 2.

Reduced: Cypress Bioscience Inc. (CYPB)

Lee Ainslie reduced to his holdings in Cypress Bioscience Inc. by 42.5%. His sale prices were between $6.89 and $9.44, with an estimated average price of $7.8. The impact to his portfolio due to this sale was -0.12%. Lee Ainslie still held 1,949,531 shares as of 06/30/2009.

Cypress Bioscience Inc. is committed to be the innovator and leader in providing products that improve the treatment of Functional Somatic Syndromes and other central nervous system conditions. Cypress' strategy involves acquiring/in-licensing undervalued central nervous system active compounds and developing them for new indications. Its goal is to be the first to commercialize a product approved in the United States for the treatment of Fibromyalgia Syndrome or FMS the focus of our initial efforts in the area of Functional Somatic Syndromes. Cypress Bioscience Inc. has a market cap of $297.2 million; its shares were traded at around $7.81 with and P/S ratio of 17.3.

Reduced: Discovery Communications, Inc - Series C Common St (DISCK)

Lee Ainslie reduced to his holdings in Discovery Communications, Inc - Series C Common St by 23.82%. His sale prices were between $16.27 and $21.22, with an estimated average price of $18.9. The impact to his portfolio due to this sale was -0.15%. Lee Ainslie still held 1,899,484 shares as of 06/30/2009.

Discovery Communications is the world's number one nonfiction media company reaching more than 1.5 billion cumulative subscribers in 170 countries. It empowers people to explore their world and satisfy their curiosity through 100-plus worldwide networks led by Discovery Channel TLC Animal Planet Science Channel Planet Green Investigation Discovery and HD Theater as well as leading consumer and educational products and services and a diversified portfolio of digital media services including HowStuffWorks.com. Discovery Communications, Inc - Series C Common St has a market cap of $3.22 billion; its shares were traded at around $22.89 with and P/S ratio of 0.9.

Reduced: Liberty Media Corp. Capital Common Serie (LCAPA)

Lee Ainslie reduced to his holdings in Liberty Media Corp. Capital Common Serie by 68.36%. His sale prices were between $9.61 and $14.94, with an estimated average price of $12.9. The impact to his portfolio due to this sale was -0.18%. Lee Ainslie still held 1,280,715 shares as of 06/30/2009.

Liberty Media Corporation owns interests in a broad range of electronic retailing media communications and entertainment businesses. Those interests are attributed to three tracking stock groups: (1) the Liberty Interactive group which includes Liberty's interests in QVC.com Provide Commerce Backcountry.com BUYSEASONS Bodybuilding.com IAC/InterActiveCorp and Expedia (2) the Liberty Entertainment Group which includes Liberty's interests in the DIRECTV Group Inc. Starz Entertainment FUN Technologies Inc. GSN LLC WildBlue Communications Inc. and Liberty Sports Holdings LLC and (3) the Liberty Capital group which includes all businesses assets and liabilities not attributed to the Interactive Group or the Entertainment Group including our subsidiaries Starz Media LLC Atlanta National League Baseball Club Inc. and TruePosition Inc. and minority equity investments in Time Warner Inc. and Sprint Nextel Corporation. Liberty Media Corp. Capital Common Serie has a market cap of $1.5 billion; its shares were traded at around $16.71 with and P/S ratio of 0.1.

Reduced: Directv Group Inc. The (DTV)

Lee Ainslie reduced to his holdings in Directv Group Inc. The by 25.24%. His sale prices were between $21.81 and $24.98, with an estimated average price of $23.9. The impact to his portfolio due to this sale was -0.3%. Lee Ainslie still held 3,063,161 shares as of 06/30/2009.

The DIRECTV Group Inc. is a world-leading provider of digital multichannel television entertainment broadband satellite networks and services and global video and data broadcasting. Directv Group Inc. The has a market cap of $24.79 billion; its shares were traded at around $24.59 with a P/E ratio of 19.8 and P/S ratio of 1.2. Directv Group Inc. The had an annual average earning growth of 12.7% over the past 10 years.

Reduced: Sears Holdings Corp. (SHLD)

Lee Ainslie reduced to his holdings in Sears Holdings Corp. by 78.34%. His sale prices were between $49.87 and $69.47, with an estimated average price of $60.4. The impact to his portfolio due to this sale was -0.36%. Lee Ainslie still held 447,728 shares as of 06/30/2009.

Sears Holdings Corporation the parent of Kmart and Sears Roebuck and Co. is the leading home appliance retailer in North America and is a retail sales leader in tools lawn and garden home electronics and automotive repair and maintenance. Key proprietary brands include Kenmore Craftsman and DieHard and a broad apparel offering including such well-known labels as Lands' End Jaclyn Smith and Joe Boxer as well as the Apostrophe and Covington brands. Sears Holdings Corp. has a market cap of $8.85 billion; its shares were traded at around $73.76 with a P/E ratio of 28 and P/S ratio of 0.2. Sears Holdings Corp. had an annual average earning growth of 45% over the past 5 years.

Reduced: Hanesbrands Inc. (HBI)

Lee Ainslie reduced to his holdings in Hanesbrands Inc. by 55.05%. His sale prices were between $12.76 and $18.08, with an estimated average price of $15.7. The impact to his portfolio due to this sale was -0.43%. Lee Ainslie still held 3,379,814 shares as of 06/30/2009.

Hanesbrands Inc. is a leading marketer of innerwear outerwear and hosiery apparel under strong consumer brands including Hanes Champion Playtex Bali Just My Size barely there and Wonderbra. The company designs manufactures sources and sells T-shirts bras panties men's underwear children's underwear socks hosiery casual wear and active wear. Hanesbrands Inc. is a world-class consumer goods company with more than a century of history and a portfolio of leading apparel essentials brands including Hanes Champion Playtex Bali L'eggs Just My Size Barely There and Wonderbra. Hanesbrands sells high-volume apparel essentials such as T-shirts bras panties men's underwear kids' underwear socks hosiery casualwear and activewear. Hanesbrands Inc. has a market cap of $1.95 billion; its shares were traded at around $20.61 with a P/E ratio of 14.8 and P/S ratio of 0.4.

Reduced: Liberty Media Corporation - Series A Liberty Enter (LMDIA)

Lee Ainslie reduced to his holdings in Liberty Media Corporation - Series A Liberty Enter by 22.11%. His sale prices were between $22.11 and $26.34, with an estimated average price of $24.4. The impact to his portfolio due to this sale was -0.56%. Lee Ainslie still held 6,117,417 shares as of 06/30/2009.

Liberty Media Corporation is a holding company which through its subsidiaries owns interests in a broad range of electronic retailing media communications and entertainment businesses. Those interests are attributed to three tracking stock groups: (1) the Liberty Interactive group which includes Liberty's interests in QVC Provide Commerce Backcountry.com BUYSEASONS Bodybuilding.com IAC/InterActiveCorp and Expedia (2) the Liberty Entertainment group which includes Liberty's interests in The DIRECTV Group Inc. Starz Entertainment FUN Technologies Inc. GSN LLC WildBlue Communications Inc. and Liberty Sports Holdings LLC and (3) the Liberty Capital group which includes all businesses assets and liabilities not attributed to the Interactive group or the Entertainment group including its subsidiaries Starz Media LLC Atlanta National League Baseball Club Inc. and TruePosition Inc. and minority equity investments in Time Warner Inc. and Sprint Nextel Co Liberty Media Corporation - Series A Liberty Enter has a market cap of $13.67 billion; its shares were traded at around $27.63 .

Reduced: First Solar, Inc. (FSLR)

Lee Ainslie reduced to his holdings in First Solar, Inc. by 78.38%. His sale prices were between $142.05 and $191.72, with an estimated average price of $172.1. The impact to his portfolio due to this sale was -0.58%. Lee Ainslie still held 293,734 shares as of 06/30/2009.

FIRST SOLAR INC. manufactures solar modules with an advanced thin film semiconductor process that significantly lowers solar electricity costs. By enabling clean renewable electricity at affordable prices First Solar provides an economic alternative to peak conventional electricity and the related fossil fuel dependence greenhouse gas emissions and peak time grid constraints. First Solar, Inc. has a market cap of $11.1 billion; its shares were traded at around $131.43 with a P/E ratio of 19.1 and P/S ratio of 8.9.

Reduced: Lorillard, Inc (LO)

Lee Ainslie reduced to his holdings in Lorillard, Inc by 22.21%. His sale prices were between $61.25 and $69.06, with an estimated average price of $66. The impact to his portfolio due to this sale was -0.59%. Lee Ainslie still held 2,531,080 shares as of 06/30/2009.

LORILLARD is the third largest manufacturer of cigarettes in the United States. Lorillard is the oldest continuously operating tobacco company in the U.S. Newport Lorillard's flagship brand is a menthol-flavored premium cigarette brand and the top selling menthol and second largest selling cigarette in the U.S. In addition to Newport the Lorillard product line has five additional brand families marketed under the Kent? True? Maverick? Old Gold? and Max? brand names. These six brands include 44 different product offerings which vary in price taste flavor length and packaging. Lorillard's manufactures all of its products at its Greensboro North Carolina facility and maintains its headquarters there. Lorillard, Inc has a market cap of $12.3 billion; its shares were traded at around $73.16 with a P/E ratio of 12.8 and P/S ratio of 2.9. The dividend yield of Lorillard, Inc stocks is 5.1%.

Reduced: Marvell Technology Group Ltd. (MRVL)

Lee Ainslie reduced to his holdings in Marvell Technology Group Ltd. by 44.25%. His sale prices were between $10.41 and $12.33, with an estimated average price of $11.1. The impact to his portfolio due to this sale was -0.7%. Lee Ainslie still held 8,726,527 shares as of 06/30/2009.

Marvell Technology is a leading designer developer and supplier of mixed-signal and digital signal processing integrated circuit for high-speed high-density digital data storage and broadband digital data networking markets. The company's goal is to continue to support its customers in providing faster better solutions to meet their customers' needs for increased bandwidth as communication solutions evolve. The company meets this goal with state-of-the-art chip solutions that enable data transfer in data storage devices and networking applications. Marvell Technology Group Ltd. has a market cap of $8.62 billion; its shares were traded at around $13.92 with a P/E ratio of 43.6 and P/S ratio of 3.

Reduced: Raytheon Company (RTN)

Lee Ainslie reduced to his holdings in Raytheon Company by 48.46%. His sale prices were between $42.2 and $47.94, with an estimated average price of $44.6. The impact to his portfolio due to this sale was -0.76%. Lee Ainslie still held 2,262,857 shares as of 06/30/2009.

Raytheon Company is a global technology company. The company providesproducts and services in the areas of defense and commercial electronicsengineering and construction and business and special mission aircraft.Raytheon has operations throughout the United States and serves customers in numerous countries around the world. Raytheon Company has a market cap of $18.62 billion; its shares were traded at around $47.25 with a P/E ratio of 10.5 and P/S ratio of 0.8. The dividend yield of Raytheon Company stocks is 2.6%. Raytheon Company had an annual average earning growth of 14.7% over the past 5 years.

Reduced: Walgreen Company (WAG)

Lee Ainslie reduced to his holdings in Walgreen Company by 28.52%. His sale prices were between $28.74 and $31.29, with an estimated average price of $30.1. The impact to his portfolio due to this sale was -0.86%. Lee Ainslie still held 6,589,658 shares as of 06/30/2009.

Walgreen Co. is a national retail pharmacy chain and considered the leader in innovative drugstore retailing. Walgreens pioneered many store features that are becoming standards in the industry. Among those concepts are: Computerized pharmacies Point-of-sale scanning Freestanding stores with drive-thru pharmacies and Intercom Plus Walgreens advanced new pharmacy computer and workflow system. Intercom Plus allows pharmacists to spend more time counseling patients by assigning administrative tasks to pharmacy technicians Walgreen Company has a market cap of $30.71 billion; its shares were traded at around $30.95 with a P/E ratio of 15.2 and P/S ratio of 0.5. The dividend yield of Walgreen Company stocks is 1.5%. Walgreen Company had an annual average earning growth of 15.1% over the past 10 years. GuruFocus rated Walgreen Company the business predictability rank of 5-star.

Reduced: Research In Motion Ltd. (RIMM)

Lee Ainslie reduced to his holdings in Research In Motion Ltd. by 54.54%. His sale prices were between $64.18 and $83.02, with an estimated average price of $73.3. The impact to his portfolio due to this sale was -1.15%. Lee Ainslie still held 1,909,900 shares as of 06/30/2009.

RESEARCH IN MOTION is a world leader in the mobile communications market and has a history of developing breakthrough wireless solutions. RIM's portfolio of award-winning products services and embedded technologies are used by thousands of organizations around the world and include the BlackBerry wireless platform the RIM Wireless Handheld product line software development tools radio-modems and software/hardware licensing agreements. Research In Motion Ltd. has a market cap of $41.68 billion; its shares were traded at around $73.44 with a P/E ratio of 20.5 and P/S ratio of 3.8. Research In Motion Ltd. had an annual average earning growth of 83.5% over the past 5 years.

Sold Out: Time Warner Cable Inc (TWC)

Lee Ainslie sold out his holdings in Time Warner Cable Inc. His sale prices were between $27.27 and $35.82, with an estimated average price of $31.

Time Warner Cable Inc. is the second-largest cable operator in the U.S. and an industry leader in developing and launching innovative video data and voice services. They deliver their services to customers over technologically-advanced well-clustered cable systems that pass approximately 26 million homes. Time Warner Cable Inc has a market cap of $11.91 billion; its shares were traded at around $33.8 with a P/E ratio of 9.1 and P/S ratio of 0.7.

Sold Out: Pfizer Inc (PFE)

Lee Ainslie sold out his holdings in Pfizer Inc. His sale prices were between $12.89 and $15.04, with an estimated average price of $14.3.

Pfizer Inc is a research-based global pharmaceutical company that discovers and develops innovative value-added products that improve the quality of life of people around the world and help them enjoy longer healthier and more productive lives. Pfizer has three business segments: health care animal health and consumer health care. Its products are available in numerous countries. (Company Press Release) Pfizer Inc has a market cap of $110.47 billion; its shares were traded at around $16.37 with a P/E ratio of 7.1 and P/S ratio of 2.3. The dividend yield of Pfizer Inc stocks is 3.9%. Pfizer Inc had an annual average earning growth of 11% over the past 10 years. GuruFocus rated Pfizer Inc the business predictability rank of 2.5-star.

Sold Out: Thermo Fisher Scientific Inc. (TMO)

Lee Ainslie sold out his holdings in Thermo Fisher Scientific Inc.. His sale prices were between $33.15 and $41.91, with an estimated average price of $38.

Thermo Fisher Scientific is the world leader in serving science enabling our customers to make the world healthier cleaner and safer. Serving customers through two premier brands Thermo Scientific and Fisher Scientific we help solve analytical challenges from routine testing to complex research and discovery. Thermo Scientific offers customers a complete range of high-end analytical instruments as well as laboratory equipment software services consumables and reagents to enable integrated laboratory workflow solutions. Fisher Scientific provides a complete portfolio of laboratory equipment chemicals supplies and services used in healthcare scientific research safety and education. Thermo Fisher Scientific Inc. has a market cap of $18.81 billion; its shares were traded at around $44.96 with a P/E ratio of 14.9 and P/S ratio of 1.8. Thermo Fisher Scientific Inc. had an annual average earning growth of 2.3% over the past 5 years.

Sold Out: Best Buy Co. Inc. (BBY)

Lee Ainslie sold out his holdings in Best Buy Co. Inc.. His sale prices were between $33.44 and $40.78, with an estimated average price of $36.9.

Best Buy operates in a single business segment selling personal computers and other home office products consumer electronics entertainment software major appliances and related accessories principally through its retail stores. They operate retail stores and commercial Websites under the brand names Best Buy Media Play On Cue Sam Goody Suncoast Magnolia Hi-Fi and Future Shop. They also operate in three segments: Best Buy Musicland and International. Best Buy Co. Inc. has a market cap of $15.12 billion; its shares were traded at around $36.31 with a P/E ratio of 12.7 and P/S ratio of 0.3. The dividend yield of Best Buy Co. Inc. stocks is 1.5%. Best Buy Co. Inc. had an annual average earning growth of 24% over the past 10 years. GuruFocus rated Best Buy Co. Inc. the business predictability rank of 4.5-star.

Sold Out: The Pnc Financial Services Group Inc. (PNC)

Lee Ainslie sold out his holdings in The Pnc Financial Services Group Inc.. His sale prices were between $37.72 and $52.93, with an estimated average price of $42.

The PNC Financial Services Group Inc. is one of the nation's largest diversified financial services organizations providing regional banking corporate banking real estate finance asset-based lending wealth management asset management and global fund services. (Company Press Release) The Pnc Financial Services Group Inc. has a market cap of $17.78 billion; its shares were traded at around $39.94 with a P/E ratio of 16.6 and P/S ratio of 2.5. The dividend yield of The Pnc Financial Services Group Inc. stocks is 1%. The Pnc Financial Services Group Inc. had an annual average earning growth of 0.7% over the past 10 years.

Sold Out: Electronic Arts Inc. (ERTS)

Lee Ainslie sold out his holdings in Electronic Arts Inc.. His sale prices were between $18.62 and $23, with an estimated average price of $20.9.

Electronic Arts Inc. operates in two principal business segments globally: EA Core business segment: creation marketing and distribution of entertainment software and the EA.com business segment: creation marketing and distribution of entertainment software which can be played or sold online. Electronic Arts Inc. has a market cap of $6.17 billion; its shares were traded at around $19.09 with and P/S ratio of 1.5.

Sold Out: Optionsxpress Holdings Inc. (OXPS)

Lee Ainslie sold out his holdings in Optionsxpress Holdings Inc.. His sale prices were between $13.73 and $19.31, with an estimated average price of $15.9.

optionsXpress Holdings Inc. provides innovative securities brokerage products and services for investor education strategy evaluation and trade execution. Through its subsidiaries optionsXpress an online brokerage and brokersXpress an online trading and reporting platform for independent investment professionals the company offers a wide range of investor tools superior customer service and competitive commissions. Optionsxpress Holdings Inc. has a market cap of $957.4 million; its shares were traded at around $16.55 with a P/E ratio of 13.4 and P/S ratio of 3.9. Optionsxpress Holdings Inc. had an annual average earning growth of 50.9% over the past 5 years.

Sold Out: Citizens Republic Bancorp Inc. (CRBC)

Lee Ainslie sold out his holdings in Citizens Republic Bancorp Inc.. His sale prices were between $0.73 and $2.06, with an estimated average price of $1.4.

CITIZENS BANKING CORP. (MI) is a multibank holding company offering a variety of financial services to corporate commercial correspondent and individual bank customers. These services include commercial mortgage and consumer lending demand and time deposits trust services investment services safe deposit facilities and other financial products and services. Citizens Republic Bancorp Inc. has a market cap of $112.4 million; its shares were traded at around $0.89 with and P/S ratio of 0.1. Citizens Republic Bancorp Inc. had an annual average earning growth of 1.5% over the past 5 years.

Sold Out: Fidelity National Information Services I (FIS)

Lee Ainslie sold out his holdings in Fidelity National Information Services I. His sale prices were between $17.72 and $20.15, with an estimated average price of $19.2.

Certegy Inc. provides credit debit and merchant card processing e-banking check risk management and check cashing services to financial institutions and merchants worldwide. Fidelity National Information Services I has a market cap of $4.74 billion; its shares were traded at around $24.77 with a P/E ratio of 15.2 and P/S ratio of 1.4. The dividend yield of Fidelity National Information Services I stocks is 0.8%. Fidelity National Information Services I had an annual average earning growth of 9.2% over the past 5 years.

Sold Out: Time Warner Inc New (TWX)

Lee Ainslie sold out his holdings in Time Warner Inc New. His sale prices were between $22.06 and $26, with an estimated average price of $23.8.

Time Warner Inc. is the world's leading media and entertainment company whose businesses include filmed entertainment interactive services television networks cable systems publishing and music. Time Warner Inc New has a market cap of $32.69 billion; its shares were traded at around $27.32 with a P/E ratio of 10.8 and P/S ratio of 0.7. The dividend yield of Time Warner Inc New stocks is 2.8%.

Sold Out: Biogen Idec Inc (BIIB)

Lee Ainslie sold out his holdings in Biogen Idec Inc. His sale prices were between $46.08 and $52.96, with an estimated average price of $50.

IDEC Pharmaceuticals Corporation is a biopharmaceutical company engaged primarily in the research development and commercialization of targeted therapies for the treatment of cancer and autoimmune and inflammatory diseases. Their first commercial product Rituxan and our most advanced product candidate ZEVALIN are for use in the treatment of certain B-cellnon-Hodgkin's lymphomas. They are also developing products for the treatment of various autoimmune diseases (such as psoriasis rheumatoidarthritis and lupus). Biogen Idec Inc has a market cap of $14.15 billion; its shares were traded at around $49.03 with a P/E ratio of 13.5 and P/S ratio of 3.4.

Sold Out: Wellpoint Inc. (WLP)

Lee Ainslie sold out his holdings in Wellpoint Inc.. His sale prices were between $40.34 and $51.34, with an estimated average price of $45.8.

WellPoint Inc. is the largest publicly traded commercial health benefits company in terms of membership in the United States. WellPoint Inc. is an independent licensee of the Blue Cross and Blue Shield Association and serves its members as the Blue Cross licensee for California; the Blue Cross and Blue Shield licensee for Colorado Connecticut Georgia Indiana Kentucky Maine Missouri Nevada New Hampshire Ohio Virginia (excluding the Northern Virginia suburbs of Washington D.C.) Wisconsin; and through HealthLink and UniCare. Wellpoint Inc. has a market cap of $25.78 billion; its shares were traded at around $53.2 with a P/E ratio of 8.9 and P/S ratio of 0.4. Wellpoint Inc. had an annual average earning growth of 20.8% over the past 5 years.

Sold Out: Petroquest Energy Inc. (PQ)

Lee Ainslie sold out his holdings in Petroquest Energy Inc.. His sale prices were between $2.77 and $5.54, with an estimated average price of $4.2.

PetroQuest Energy Inc. is an oil and gas exploration and production company primarily focused on growing its reserves and shareholder value through a combination of drilling development locations and high potential exploration prospects along and in the Gulf of Mexico. Petroquest Energy Inc. has a market cap of $255.3 million; its shares were traded at around $4.2 with a P/E ratio of 10 and P/S ratio of 0.8. Petroquest Energy Inc. had an annual average earning growth of 49.9% over the past 5 years.

Sold Out: Klatencor Corp. (KLAC)

Lee Ainslie sold out his holdings in Klatencor Corp.. His sale prices were between $23.44 and $27.01, with an estimated average price of $25.5.

KLA-Tencor Corporation is one of the world's leading suppliers of process control and yield management solutions for the semiconductor and related microelectronics industries. Its comprehensive portfolio of products software analysis services and expertise is designed to help integrated circuit manufacturers manage yield throughout the entire wafer fabrication process. Klatencor Corp. has a market cap of $5.15 billion; its shares were traded at around $30.33 with and P/S ratio of 3.4. The dividend yield of Klatencor Corp. stocks is 2%. Klatencor Corp. had an annual average earning growth of 16.4% over the past 10 years.

Sold Out: Qualcomm Inc. (QCOM)

Lee Ainslie sold out his holdings in Qualcomm Inc.. His sale prices were between $40.56 and $46.19, with an estimated average price of $43.

QUALCOMM Inc. develops and delivers innovative digital wireless communications products and services based on the company's CDMA digital technology. The company's business areas include CDMA integrated circuits and system software; technology licensing; the Binary Runtime Environment for Wireless applications development platform; Eudora e-mail software; digital cinema systems; and satellite-based systems including portions of the Globalstar system and wireless fleet management systems OmniTRACS and OmniExpress. (Company Press Release) Qualcomm Inc. has a market cap of $75.67 billion; its shares were traded at around $45.72 with a P/E ratio of 27.6 and P/S ratio of 6.8. The dividend yield of Qualcomm Inc. stocks is 1.5%. Qualcomm Inc. had an annual average earning growth of 28.9% over the past 10 years.

Sold Out: Amerisourcebergen Corp. (ABC)

Lee Ainslie sold out his holdings in Amerisourcebergen Corp.. His sale prices were between $16.47 and $18.55, with an estimated average price of $17.8.

AmerisourceBergen Corporation is one of the world's largest pharmaceutical services companies serving the United States Canada and selected global markets. Servicing both pharmaceutical manufacturers and healthcare providers in the pharmaceutical supply channel the Company provides drug distribution and related services designed to reduce costs and improve patient outcomes. AmerisourceBergen's service solutions range from pharmacy automation and pharmaceutical packaging to pharmacy services for skilled nursing and assisted living facilities reimbursement and pharmaceutical consulting services and physician education. Amerisourcebergen Corp. has a market cap of $6.29 billion; its shares were traded at around $20.83 with a P/E ratio of 12.9 and P/S ratio of 0.1. The dividend yield of Amerisourcebergen Corp. stocks is 1%. Amerisourcebergen Corp. had an annual average earning growth of 13% over the past 10 years. GuruFocus rated Amerisourcebergen Corp. the business predictability rank of 3.5-star.

Sold Out: Air Methods Corp. (AIRM)

Lee Ainslie sold out his holdings in Air Methods Corp.. His sale prices were between $18.8 and $29.62, with an estimated average price of $25.9.

Air Methods Corporation provides air medical emergency transport services and systems throughout North America. The Air Medical Service Division offers their clients helicopters and airplanes equipped with medical interiors for flights from the scene of an accident or general hospital to a trauma center. The Products Division designs manufactures and installs aircraft medical interiors and other aerospace products. Air Methods Corp. has a market cap of $408 million; its shares were traded at around $33.47 with a P/E ratio of 16.8 and P/S ratio of 0.8. Air Methods Corp. had an annual average earning growth of 20.3% over the past 5 years.

Sold Out: Green Mountain Coffee Roasters Inc. (GMCR)

Lee Ainslie sold out his holdings in Green Mountain Coffee Roasters Inc.. His sale prices were between $35.11 and $60.95, with an estimated average price of $50.2.

Green Mountain Coffee roasts high-quality arabica coffees to produce a variety of coffee which it sells through a coordinated multi-channel distribution network in its wholesale and direct mail operations. This distribution network is designed to maximize brand recognition and product availability. The company is one of the leading specialty coffee companies in its established markets. Green Mountain Coffee Roasters Inc. has a market cap of $2.09 billion; its shares were traded at around $55.61 with a P/E ratio of 56.3 and P/S ratio of 4.2. Green Mountain Coffee Roasters Inc. had an annual average earning growth of 29.9% over the past 10 years.

Sold Out: American Tower Corp. (AMT)

Lee Ainslie sold out his holdings in American Tower Corp.. His sale prices were between $28.21 and $32.9, with an estimated average price of $30.9.

American Tower Corporation is a wireless communications and broadcast infrastructure company with three operating segments. The company operates a leading network of communications towers and is the largest independent operator of broadcast towers in North America. The company provides comprehensive network development services for wireless service providers and broadcasters. The company also operates a leading teleport business which transmits Internet voice data and video communications worldwide. American Tower Corp. has a market cap of $12.81 billion; its shares were traded at around $32.36 with a P/E ratio of 52.3 and P/S ratio of 8.1. American Tower Corp. had an annual average earning growth of 18.6% over the past 10 years.

Sold Out: Gymboree Corp. (GYMB)

Lee Ainslie sold out his holdings in Gymboree Corp.. His sale prices were between $27.46 and $37.29, with an estimated average price of $34.1.

The Gymboree Corporation is a leading specialty retailer of high qualityapparel and accessories for children ages newborn to preteen. Their apparel is characterized by fashionable colors charming prints complex embroidery comfort functionality and durability. They also offer directedparent-child developmental play programs for children ages newborn to 4 years old. Gymboree Corp. has a market cap of $1.19 billion; its shares were traded at around $40.1 with a P/E ratio of 13.1 and P/S ratio of 1.2. Gymboree Corp. had an annual average earning growth of 49.3% over the past 5 years.

Sold Out: Bankrate Inc (RATE)

Lee Ainslie sold out his holdings in Bankrate Inc. His sale prices were between $24.96 and $30.06, with an estimated average price of $27.6.

Bankrate Inc. owns and operates Bankrate.com the Internet's leading consumer banking marketplace with an average of 4 million unique visitors per month connecting with over 4500 financial institutions in 173 markets in 50 states. Bankrate.com is a destination site of personal finance channels including banking investing taxes and small business finance. Bankrate Inc has a market cap of $535.6 million; its shares were traded at around $28.52 with a P/E ratio of 32.1 and P/S ratio of 3.2. Bankrate Inc had an annual average earning growth of 28% over the past 5 years.

Sold Out: Citrix Systems Inc. (CTXS)

Lee Ainslie sold out his holdings in Citrix Systems Inc.. His sale prices were between $25.64 and $34.1, with an estimated average price of $29.4.

Citrix Systems Inc. is one of the leading suppliers of application delivery and management software and services that enable the effective and efficient enterprise-wide deployment and management of applications. The company's products permit organizations to deploy and manage applications without regard to location network connection or type of client hardware platform. Citrix Systems Inc. has a market cap of $6.3 billion; its shares were traded at around $34.79 with a P/E ratio of 31.7 and P/S ratio of 4. Citrix Systems Inc. had an annual average earning growth of 9.2% over the past 10 years. GuruFocus rated Citrix Systems Inc. the business predictability rank of 4-star.






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