Maverick Capital discloses updated portfolio positions in 13F filing
Highlights from 2014 Q1 filing as compared to 2013 Q4 filing: - New positions in: AER (2.5 mln), MDRX (5.3 mln), ASH (2.2 mln), CXP (3.8 mln), CTRP (2.4 mln), CBST (1.7 mln), BKW (312K), KMX (738K), CSLT (450K) - Increased positions in: RDN (to ~26.2 mln from ~8.8 mln), LBTYA (to ~8.5 mln from ~1.6 mln), MTG (to ~16.5 mln from ~10.3 mln), CCI (to 3.8 mln from 1.3 mln), BIDU (to 1.6 mln from 695K), RL (to 2.0 mln from 1.0 mln), YNDX (to 4.4 mln from 3.3 mln)
- Decreased positions in: CYH (to ~2.5 mln from ~5.6 mln), QLIK (to 5.4 mln from 8.7 mln), QCOM (to 1.9 mln from 3.3 mln), NOV (to 1.7 mln from 2.7 mln) Closed positions in: ZTS (from 7.6 mln), EBAY (from 5.7 mln), YHOO (from ~2.5 mln), CBS (from ~1.6 mln), CAM (from ~1.4 mln), ADSK (from 1.9 mln), CHTR (from 1.2 mln), LNG (from ~2.5 mln), C (from ~1.6 mln), COMM (from ~2.2 mln), DG (from 3.2 mln), FFIV (from 1.4 mln), FB (from 433K), HUM (from 833K), MET (from 1.8 mln), TMH (from 1.5 mln),