-----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, V+KRP7fIzP1nyrMVxyX+TBXVUcknVuehIg0NQGoCna/zHxMuPkt1zgtvGh7Wool9 B31zkfEnybyWD4T7RE0MXQ== 0000947871-09-000088.txt : 20090217 0000947871-09-000088.hdr.sgml : 20090216 20090217151804 ACCESSION NUMBER: 0000947871-09-000088 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080930 FILED AS OF DATE: 20090217 DATE AS OF CHANGE: 20090217 EFFECTIVENESS DATE: 20090217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MAVERICK CAPITAL LTD CENTRAL INDEX KEY: 0000934639 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-06270 FILM NUMBER: 09612302 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/A 1 ss57554_13fhra.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: September 30, 2008 Check here if Amendment [X]; Amendment Number: 1 ----- This Amendment (Check only one.): [X] 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 February 17, 2009 - --------------------------- ------------------------ -------------------- [Signature] [City, State] [Date] 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: 86 ----------------- Form 13F Information Table Value Total: $8,189,063 ----------------- (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 (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------- ------------ ---------- ----------- ------------ ------ ----- ------------ ----------- ----------- ------ ------ ACTIVISION BLIZZARD INC COM 00507V109 140,966 9,135,832 SH SOLE 9,135,832 0 0 ADVANCED MICRO DEVICES INC COM 007903107 189,660 36,125,697 SH SOLE 36,125,697 0 0 AMERICA MOVIL SPON ADR SAB DE CV L SHS 02364W105 271,881 5,864,564 SH SOLE 5,864,564 0 0 AMGEN INC COM 031162100 260,125 4,388,810 SH SOLE 4,388,810 0 0 APOLLO GROUP INC CL A 037604105 263,437 4,442,438 SH SOLE 4,442,438 0 0 APPLE INC COM 037833100 295,425 2,599,196 SH SOLE 2,599,196 0 0 ATHENAHEALTH INC COM 04685W103 46,721 1,404,301 SH SOLE 1,404,301 0 0 BANCORPSOUTH INC COM 059692103 2,044 72,664 SH SOLE 72,664 0 0 BAXTER INTL INC COM 071813109 210,101 3,201,297 SH SOLE 3,201,297 0 0 BB&T CORP COM 054937107 79,408 2,100,741 SH SOLE 2,100,741 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 80,580 617 SH SOLE 617 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670207 115,905 26,372 SH SOLE 26,372 0 0 BLUEFLY INC COM NEW 096227301 7,202 3,038,628 SH SOLE 3,038,628 0 0 BPW UNIT ACQUISITION CORP 99/99/9999 055637201 18,020 2,000,000 SH SOLE 2,000,000 0 0 BURLINGTON NORTHN SANTE FE C COM 12189T104 123,315 1,334,150 SH SOLE 1,334,150 0 0 CARDINAL HEALTH INC COM 14149Y108 75,066 1,523,253 SH SOLE 1,523,253 0 0 CIGNA CORP COM 125509109 142,709 4,199,804 SH SOLE 4,199,804 0 0 CITIZENS REPUBLIC BANCORP IN COM 174420109 11,358 3,687,500 SH SOLE 3,687,500 0 0 CITRIX SYS INC COM 177376100 196,574 7,782,042 SH SOLE 7,782,042 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 88,594 3,880,601 SH SOLE 3,880,601 0 0 COMSCORE INC COM 20564W105 7,485 424,577 SH SOLE 424,577 0 0 COVIDIEN LTD COM G2552X108 133,298 2,479,493 SH SOLE 2,479,493 0 0 CVS CAREMARK CORPORATION COM 126650100 227,580 6,761,153 SH SOLE 6,761,153 0 0 CYPRESS BIOSCIENCES INC COM PAR $.02 232674507 23,330 3,174,176 SH SOLE 3,174,176 0 0 DEVRY INC DEL COM 251893103 116,589 2,353,427 SH SOLE 2,353,427 0 0 DICKS SPORTING GOODS INC COM 253393102 110,977 5,667,856 SH SOLE 5,667,856 0 0 DIGITAL RIV INC COM 25388B104 66,906 2,064,995 SH SOLE 2,064,995 0 0 DIRECTV GROUP INC COM 25459L106 67,925 2,594,529 SH SOLE 2,594,529 0 0 DISH NETWORK CORP CL A 25470M109 109,225 5,201,210 SH SOLE 5,201,210 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 111,613 6,046,208 SH SOLE 6,046,208 0 0 FIRST ADVANTAGE CORP CL A 31845F100 15,176 1,080,145 SH SOLE 1,080,145 0 0 FIRST MARBLEHEAD CORP COM 320771108 5,843 2,346,676 SH SOLE 2,346,676 0 0 FIRST SOLAR INC COM 336433107 278,809 1,475,883 SH SOLE 1,475,883 0 0 FORTRESS INVESTMENT GROUP LL CL A 34958B106 3,761 358,168 SH SOLE 358,168 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 45,537 801,000 SH SOLE 801,000 0 0 GILEAD SCIENCES INC COM 375558103 231,295 5,068,924 SH SOLE 5,068,924 0 0 GMARKET INC SPON ADR 38012G100 30,183 1,298,731 SH SOLE 1,298,731 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 64,000 500,000 SH SOLE 500,000 0 0 HANCOCK HLDG CO COM 410120109 2,295 45,000 SH SOLE 45,000 0 0 HANESBRANDS INC COM 410345102 112,116 5,154,736 SH SOLE 5,154,736 0 0 HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 39,846 2,856,312 SH SOLE 2,856,312 0 0 HUDSON CITY BANCORP COM 443683107 14,760 800,000 SH SOLE 800,000 0 0 INFINERA CORPORATION COM 45667G103 59,127 6,184,872 SH SOLE 6,184,872 0 0 J CREW GROUP INC COM 46612H402 17,152 600,360 SH SOLE 600,360 0 0 LAMAR ADVERTISING CO CL A 512815101 47,661 1,542,918 SH SOLE 1,542,918 0 0
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 (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------- ------------ ---------- ----------- ------------ ------ ----- ------------ ----------- ----------- ------ ------ LAS VEGAS SANDS CORP COM 517834107 35,337 978,588 SH SOLE 978,588 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 43,351 1,137,824 SH SOLE 1,137,824 0 0 LENDER PROCESSING SVCS INC COM 52602E102 94,776 3,105,373 SH SOLE 3,105,373 0 0 LIBERTY ENT COM MEDIA CORP NEW SER A 53071M500 172,944 6,926,067 SH SOLE 6,926,067 0 0 LORILLARD INC COM 544147101 328,499 4,616,991 SH SOLE 4,616,991 0 0 M & T BK CORP COM 55261F104 65,707 736,217 SH SOLE 736,217 0 0 MARSH & MCLENNAN COS INC COM 571748102 114,629 3,609,229 SH SOLE 3,609,229 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 263,876 28,373,760 SH SOLE 28,373,760 0 0 METROPCS COMMUNICATIONS INC COM 591708102 81,035 5,792,326 SH SOLE 5,792,326 0 0 MONSANTO CO NEW COM 61166W101 157,102 1,587,209 SH SOLE 1,587,209 0 0 MORGAN STANLEY COM NEW 617446448 76,528 3,327,295 SH SOLE 3,327,295 0 0 MSCI INC CL A 55354G100 12,912 538,006 SH SOLE 538,006 0 0 NATIONAL CITY CORP COM 635405103 5,718 3,267,239 SH SOLE 3,267,239 0 0 NETAPP INC COM 64110D104 230,314 12,633,801 SH SOLE 12,633,801 0 0 NEWSTAR FINANCIAL INC COM 65251F105 22,132 2,735,752 SH SOLE 2,735,752 0 0 NUTRI SYS INC NEW COM 67069D108 5,194 293,138 SH SOLE 293,138 0 0 PALM INC NEW COM 696643105 58,354 9,774,464 SH SOLE 9,774,464 0 0 POTASH CORP SASK INC COM 73755L107 72,481 549,057 SH SOLE 549,057 0 0 PRICELINE COM INC COM NEW 741503403 152,376 2,226,746 SH SOLE 2,226,746 0 0 RAYTHEON CO COM NEW 755111507 265,454 4,960,835 SH SOLE 4,960,835 0 0 RESEARCH IN MOTION LTD COM 760975102 260,731 3,817,444 SH SOLE 3,817,444 0 0 RESMED INC COM 761152107 90,299 2,099,975 SH SOLE 2,099,975 0 0 SALESFORCE COM INC COM 79466L302 8,304 171,578 SH SOLE 171,578 0 0 SCHERING PLOUGH CORP COM 806605101 118,761 6,429,953 SH SOLE 6,429,953 0 0 SEALY CORP COM 812139301 3,793 587,150 SH SOLE 587,150 0 0 SOUTH FINL GROUP INC COM 837841105 293 40,000 SH SOLE 40,000 0 0 SUSQUEHANNA BANCSHARES INC P COM 869099101 1,649 84,500 SH SOLE 84,500 0 0 TEXTRON INC COM 883203101 107,990 3,688,172 SH SOLE 3,688,172 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 192,231 3,495,102 SH SOLE 3,495,102 0 0 TRUBION PHARMACEUTICALS INC COM 89778N102 2,897 872,528 SH SOLE 872,528 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 1,008 200,000 SH SOLE 200,000 0 0 UNDER ARMOUR INC CL A 904311107 81,641 2,570,574 SH SOLE 2,570,574 0 0 UNIVERSAL AMERICAN CORP COM 913377107 19,406 1,591,990 SH SOLE 1,591,990 0 0 VIVUS INC COM 928551100 627 79,000 SH SOLE 79,000 0 0 VMWARE INC CL A COM 928563402 32,832 1,232,420 SH SOLE 1,232,420 0 0 WASHINGTON MUT INC COM 939322103 1,941 11,837,720 SH SOLE 11,837,720 0 0 WESTERN UN CO COM 959802109 113,566 4,603,385 SH SOLE 4,603,385 0 0 WYETH COM 983024100 113,498 3,072,494 SH SOLE 3,072,494 0 0 XTO ENERGY INC COM 98385X106 147,722 3,175,456 SH SOLE 3,175,456 0 0 YINGLI GREEN ENERGY HLDG CO ADR 98584B103 64,155 5,821,711 SH SOLE 5,821,711 0 0 ZALE CORP NEW COM 988858106 5,420 216,800 SH SOLE 216,800 0 0
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