Maverick Capital discloses updated portfolio positions in 13F filing: Added CMCSA, LRCX, PCRX, USB; Closed ORI, SC, NRF
Highlights from 2016 Q1 filing as compared to 2015 Q4 filing:
- New positions in: CMCSA (~1.7 mln shares), LRCX (~3 mln), PCRX (~1.6 mln), USB (~1 mln), IPG (~0.1 mln), BRCM (~0.9 mln)
- Increased positions in: ADBE (to ~4.4 mln shares from ~3 mln shares), AGN (to ~1.4 mln from ~0.7 mln), BUD (to ~1.2 mln from ~0.9 mln), FB (to ~1.6 mln from ~0 mln)
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- Closed positions in: ORI (from ~7 mln shares), SC (from ~14.1 mln), CHTR (from ~1 mln), FLT (from ~1.4 mln), JAH (from ~1.8 mln), NRF (from ~3.7 mln)