-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, JoanjpZzzrgeEfTEW+aTjnOgNVgbs4yhk5X/vIHKXLd3XICcmszzVC9g7ROGt9QX te/LTgO2RA9eZawbk2ryoQ== 0000947871-08-000307.txt : 20080515 0000947871-08-000307.hdr.sgml : 20080515 20080515160702 ACCESSION NUMBER: 0000947871-08-000307 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080515 DATE AS OF CHANGE: 20080515 EFFECTIVENESS DATE: 20080515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MAVERICK CAPITAL LTD CENTRAL INDEX KEY: 0000934639 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06270 FILM NUMBER: 08837696 BUSINESS ADDRESS: STREET 1: 300 CRESCENT COURT STREET 2: 18TH FLOOR CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 214.880.4050 MAIL ADDRESS: STREET 1: 300 CRESCENT COURT STREET 2: 18TH FLOOR CITY: DALLAS STATE: TX ZIP: 75201 13F-HR 1 ss37301_13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2008 Check here if Amendment [ ]; Amendment Number: ______ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Maverick Capital, Ltd. Address: 300 Crescent Court 18th Floor Dallas, TX 75201 Form 13F File Number: 28-06270 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: John T. McCafferty Title: General Counsel Phone: 214.880.4000 Signature, Place, and Date of Signing: /s/ John T. McCafferty Dallas, TX May 15, 2008 - --------------------------- ----------------- -------------------- Report Type (Check one only): [x] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 79 Form 13F Information Table Value Total: $9,514,540 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------- -------------- ---------- --------- --------- ----- ---- ---------- --------- ---------- ------ ---- ADVANCED MICRO DEVICES INC COM 007903107 222,261 37,735,302 SH SOLE 37,735,302 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 230,223 3,614,736 SH SOLE 3,614,736 0 0 AMERICAN CAPITAL STRATEGIES COM 024937104 19,867 581,590 SH SOLE 581,590 0 0 AMYLIN PHARMACEUTICALS INC COM 032346108 73,196 2,505,858 SH SOLE 2,505,858 0 0 APPLE INC COM 037833100 328,289 2,287,726 SH SOLE 2,287,726 0 0 AUTOZONE INC COM 053332102 228,992 2,011,703 SH SOLE 2,011,703 0 0 AVON PRODS INC COM 054303102 251,214 6,353,406 SH SOLE 6,353,406 0 0 BANK OF NEW YORK MELLON CORP COM 064058100 250,694 6,007,513 SH SOLE 6,007,513 0 0 BANKRATE INC COM 06646V108 4,994 100,100 SH SOLE 100,100 0 0 BAXTER INTL INC COM 071813109 193,291 3,342,970 SH SOLE 3,342,970 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 109,788 823 SH SOLE 823 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670207 55,665 12,445 SH SOLE 12,445 0 0 BLUEFLY INC COM 096227103 13,984 30,386,297 SH SOLE 30,386,297 0 0 BON-TON STORES INC COM 09776J101 312 57,000 SH SOLE 57,000 0 0 BPW ACQUISITION CORP UNIT 99/99/9999 055637201 19,120 2,000,000 SH SOLE 2,000,000 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 154,370 1,673,930 SH SOLE 1,673,930 0 0 CARDINAL HEALTH INC COM 14149Y108 172,590 3,286,810 SH SOLE 3,286,810 0 0 CHINA NEPSTAR CHAIN DRUGSTOR SPONSORED ADR 16943C109 32,129 2,362,425 SH SOLE 2,362,425 0 0 CITRIX SYS INC COM 177376100 117,534 4,007,280 SH SOLE 4,007,280 0 0 CNET NETWORKS INC COM 12613R104 84,134 11,849,919 SH SOLE 11,849,919 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 147,443 5,114,221 SH SOLE 5,114,221 0 0 CORCEPT THERAPEUTICS INC COM 218352102 4,429 1,375,437 SH SOLE 1,375,437 0 0 COVIDIEN LTD COM G2552X108 180,296 4,074,477 SH SOLE 4,074,477 0 0 CROCS INC COM 227046109 9,004 515,389 SH SOLE 515,389 0 0 CUMULUS MEDIA INC CL A 231082108 12,721 1,993,859 SH SOLE 1,993,859 0 0 CYPRESS BIOSCIENCES INC COM PAR $.02 232674507 18,933 2,644,249 SH SOLE 2,644,249 0 0 DIRECTV GROUP INC COM 25459L106 177,728 7,169,360 SH SOLE 7,169,360 0 0 DISCOVERY HOLDING CO CL A COM 25468Y107 128,663 6,063,297 SH SOLE 6,063,297 0 0 DISH NETWORK CORP CL A 25470M109 171,737 5,977,630 SH SOLE 5,977,630 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 169,062 4,432,668 SH SOLE 4,432,668 0 0 FIRST ADVANTAGE CORP CL A 31845F100 22,740 1,073,145 SH SOLE 1,073,145 0 0 FIRST MARBLEHEAD CORP COM 320771108 17,506 2,346,676 SH SOLE 2,346,676 0 0 GAMESTOP CORP NEW CL A 36467W109 239,427 4,630,197 SH SOLE 4,630,197 0 0 GENENTECH INC COM NEW 368710406 138,101 1,701,170 SH SOLE 1,701,170 0 0 GILEAD SCIENCES INC COM 375558103 241,645 4,689,397 SH SOLE 4,689,397 0 0 GMARKET INC SPON ADR 38012G100 5,249 245,038 SH SOLE 245,038 0 0 GOOGLE INC CL A 38259P508 132,009 299,700 SH SOLE 299,700 0 0 HANESBRANDS INC COM 410345102 96,878 3,317,737 SH SOLE 3,317,737 0 0 HARMONIC INC COM 413160102 40,162 5,284,432 SH SOLE 5,284,432 0 0 HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 57,635 2,927,117 SH SOLE 2,927,117 0 0 INFINERA CORPORATION COM 45667G103 30,289 2,524,117 SH SOLE 2,524,117 0 0 JP MORGAN CHASE & CO COM 46625H100 203,812 4,745,330 SH SOLE 4,745,330 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 61,767 1,325,477 SH SOLE 1,325,477 0 0 LEXMARK INTL NEW CL A 529771107 69,692 2,268,608 SH SOLE 2,268,608 0 0 LIBERTY MEDIA CORP NEW ENT COM SER A 53071M500 129,653 5,726,736 SH SOLE 5,726,736 0 0 LOEWS CORP CAROLNA GP STK 540424207 166,673 2,297,358 SH SOLE 2,297,358 0 0 LUMBER LIQUIDATORS INC COM 55003Q103 23,166 2,185,455 SH SOLE 2,185,455 0 0 MARSH & MCLENNAN COS INC COM 571748102 180,781 7,424,269 SH SOLE 7,424,269 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 202,141 18,579,121 SH SOLE 18,579,121 0 0 METROPCS COMMUNICATIONS INC COM 591708102 72,462 4,262,462 SH SOLE 4,262,462 0 0 MONSANTO CO NEW COM 61166W101 165,370 1,483,139 SH SOLE 1,483,139 0 0 MOVE INC COM COM 62458M108 11,316 3,673,940 SH SOLE 3,673,940 0 0 MYLAN INC COM 628530107 117,206 10,103,988 SH SOLE 10,103,988 0 0
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------- -------------- ---------- --------- --------- ----- ---- ---------- --------- ---------- ------ ---- NEWSTAR FINANCIAL INC COM 65251F105 13,469 2,600,280 SH SOLE 2,600,280 0 0 NORDSTROM INC COM 655664100 142,230 4,362,874 SH SOLE 4,362,874 0 0 NUCOR CORP COM 670346105 128,853 1,902,164 SH SOLE 1,902,164 0 0 OFFICEMAX INC DEL COM 67622P101 98,250 5,133,210 SH SOLE 5,133,210 0 0 PALM INC NEW COM 696643105 52,318 10,463,625 SH SOLE 10,463,625 0 0 POTASH CORP SASK INC COM 73755L107 152,192 980,557 SH SOLE 980,557 0 0 QUALCOMM INC COM 747525103 270,192 6,590,052 SH SOLE 6,590,052 0 0 RAYTHEON CO COM NEW 755111507 233,616 3,615,790 SH SOLE 3,615,790 0 0 RESEARCH IN MOTION LTD COM 760975102 379,699 3,383,226 SH SOLE 3,383,226 0 0 RESMED INC COM 761152107 77,045 1,826,568 SH SOLE 1,826,568 0 0 SALESFORCE COM INC COM 79466L302 122,187 2,111,408 SH SOLE 2,111,408 0 0 SANDISK CORP COM 80004C101 137,443 6,089,639 SH SOLE 6,089,639 0 0 SEARS HLDGS CORP COM 812350106 86,646 848,724 SH SOLE 848,724 0 0 STARBUCKS CORP COM 855244109 218,970 12,512,559 SH SOLE 12,512,559 0 0 SUNTRUST BKS INC COM 867914103 55,221 1,001,460 SH SOLE 1,001,460 0 0 TEXTRON INC COM 883203101 229,236 4,136,345 SH SOLE 4,136,345 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 201,202 3,539,790 SH SOLE 3,539,790 0 0 TRUBION PHARMACEUTICALS INC COM 89778N102 14,018 1,485,007 SH SOLE 1,485,007 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 1,960 200,000 SH SOLE 200,000 0 0 UNDER ARMOUR INC CL A 904311107 132,617 3,623,420 SH SOLE 3,623,420 0 0 UNITEDHEALTH GROUP INC COM 91324P102 119,885 3,489,094 SH SOLE 3,489,094 0 0 VIVUS INC COM 928551100 476 79,000 SH SOLE 79,000 0 0 VMWARE INC CL A COM 928563402 52,772 1,232,420 SH SOLE 1,232,420 0 0 WESTERN UN CO COM 959802109 222,982 10,483,399 SH SOLE 10,483,399 0 0 WYETH COM 983024100 178,852 4,282,850 SH SOLE 4,282,850 0 0 ZIMMER HLDGS INC COM 98956P102 183,866 2,361,500 SH SOLE 2,361,500 0 0
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