-----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, BfKhqtpsQbudm9D6dUdGKhZU/bnuOFJReXDlaC004DqtLEeCSnIs5rxr/+yu9mw6 sNqMv2ZoO9OijFkWU+EggQ== 0000947871-08-000159.txt : 20080214 0000947871-08-000159.hdr.sgml : 20080214 20080214152408 ACCESSION NUMBER: 0000947871-08-000159 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20071231 FILED AS OF DATE: 20080214 DATE AS OF CHANGE: 20080214 EFFECTIVENESS DATE: 20080214 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: 08614402 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 f13fhr_30648-maverick.txt MAVERICK CAPITAL, LTD. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2007 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 February 14, 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: 82 Form 13F Information Table Value Total: $10,231,881 (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 13 INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - -------- -------- -------- -------- -------- -------- --------- -------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - -------------- -------------- ----- ------- ------- --- ---- ---------- -------- ---- ------ ---- ADVANCED MICRO DEVICES INC COM 007903107 253,343 33,779,082 SH SOLE 33,779,082 0 0 ALTRIA GROUP INC COM 02209S103 162,476 2,149,717 SH SOLE 2,149,717 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 338,982 5,521,776 SH SOLE 5,521,776 0 0 AMYLIN PHARMACEUTICALS INC COM 032346108 72,568 1,961,308 SH SOLE 1,961,308 0 0 APPLE INC COM 037833100 437,115 2,206,761 SH SOLE 2,206,761 0 0 ATHEROS COMMUNICATIONS INC COM 04743P108 62,467 2,045,416 SH SOLE 2,045,416 0 0 AUTOZONE INC COM 053332102 120,690 1,006,503 SH SOLE 1,006,503 0 0 AVON PRODS INC COM 054303102 137,963 3,490,086 SH SOLE 3,490,086 0 0 BANK OF NEW YORK MELLON CORP COM 064058100 235,675 4,833,358 SH SOLE 4,833,358 0 0 BAXTER INTL INC COM 071813109 140,024 2,412,130 SH SOLE 2,412,130 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 206,453 1,458 SH SOLE 1,458 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670207 76,401 16,132 SH SOLE 16,132 0 0 BIOGEN IDEC INC COM 09062X103 66,422 1,166,940 SH SOLE 1,166,940 0 0 BLUEFLY INC COM 096227103 22,790 30,386,297 SH SOLE 30,386,297 0 0 BURGER KING HLDGS INC COM 121208201 101,879 3,573,450 SH SOLE 3,573,450 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 55,468 666,440 SH SOLE 666,440 0 0 CARDINAL HEALTH INC COM 14149Y108 169,587 2,936,580 SH SOLE 2,936,580 0 0 CHINA NEPSTAR CHAIN DRUGSTOR SPONSORED ADR 16943C109 24,644 1,401,820 SH SOLE 1,401,820 0 0 CNET NETWORKS INC COM 12613R104 108,190 11,836,999 SH SOLE 11,836,999 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 167,428 4,933,053 SH SOLE 4,933,053 0 0 CORCEPT THERAPEUTICS INC COM 218352102 4,647 1,503,887 SH SOLE 1,503,887 0 0 COVIDIEN LTD COM G2552X108 114,767 2,591,267 SH SOLE 2,591,267 0 0 CROWN CASTLE INTL CORP COM 228227104 104,063 2,501,510 SH SOLE 2,501,510 0 0 CUMULUS MEDIA INC CL A 231082108 20,262 2,520,170 SH SOLE 2,520,170 0 0 CVS CAREMARK CORPORATION COM 126650100 399,723 10,055,913 SH SOLE 10,055,913 0 0 CYPRESS BIOSCIENCES INC COM PAR $.02 232674507 13,084 1,186,185 SH SOLE 1,186,185 0 0 DIGITAL RIV INC COM 25388B104 22,259 673,089 SH SOLE 673,089 0 0 DIRECTV GROUP INC COM 25459L106 132,506 5,731,220 SH SOLE 5,731,220 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 109,707 2,908,460 SH SOLE 2,908,460 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 130,866 3,146,577 SH SOLE 3,146,577 0 0 FIRST ADVANTAGE CORP CL A 31845F100 17,675 1,073,145 SH SOLE 1,073,145 0 0 FIRST MARBLEHEAD CORP COM 320771108 35,904 2,346,676 SH SOLE 2,346,676 0 0 FIVE STAR QUALITY CARE INC COM 33832D106 12,115 1,459,618 SH SOLE 1,459,618 0 0 GAMESTOP CORP NEW CL A 36467W109 329,591 5,306,575 SH SOLE 5,306,575 0 0 GENENTECH INC COM NEW 368710406 124,175 1,851,420 SH SOLE 1,851,420 0 0 GILEAD SCIENCES INC COM 375558103 205,563 4,467,797 SH SOLE 4,467,797 0 0 GMARKET INC SPON ADR 38012G100 13,772 553,075 SH SOLE 553,075 0 0 GOOGLE INC CL A 38259P508 138,972 200,978 SH SOLE 200,978 0 0 GUESS INC COM 401617105 114,179 3,013,426 SH SOLE 3,013,426 0 0 HANESBRANDS INC COM 410345102 65,783 2,421,174 SH SOLE 2,421,174 0 0 HARMONIC INC COM 413160102 61,400 5,858,793 SH SOLE 5,858,793 0 0 HEALTH NET INC COM 42222G108 61,356 1,270,306 SH SOLE 1,270,306 0 0 HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 81,690 2,293,364 SH SOLE 2,293,364 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 51,699 1,108,466 SH SOLE 1,108,466 0 0 LEXMARK INTL NEW CL A 529771107 154,434 4,430,121 SH SOLE 4,430,121 0 0 LIBERTY MEDIA HLDG CORP CAP COM SER A 53071M302 135,162 1,160,289 SH SOLE 1,160,289 0 0 LUMBER LIQUIDATORS INC COM 55003Q103 18,319 2,037,735 SH SOLE 2,037,735 0 0 MACYS INC COM 55616P104 171,580 6,632,390 SH SOLE 6,632,390 0 0 MARSH & MCLENNAN COS INC COM 571748102 172,993 6,535,419 SH SOLE 6,535,419 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 267,452 19,131,037 SH SOLE 19,131,037 0 0 MENS WEARHOUSE INC COM 587118100 76,475 2,834,507 SH SOLE 2,834,507 0 0 MERCK & CO INC COM 589331107 16,354 281,428 SH SOLE 281,428 0 0 METROPCS COMMUNICATIONS INC COM 591708102 62,816 3,229,605 SH SOLE 3,229,605 0 0 MONSANTO CO NEW COM 61166W101 186,937 1,673,709 SH SOLE 1,673,709 0 0 MOVE INC COM COM 62458M108 9,001 3,673,940 SH SOLE 3,673,940 0 0 MYLAN INC COM 628530107 93,372 6,640,982 SH SOLE 6,640,982 0 0 NEWSTAR FINANCIAL INC COM 65251F105 20,851 2,518,240 SH SOLE 2,518,240 0 0 NUCOR CORP COM 670346105 94,446 1,594,827 SH SOLE 1,594,827 0 0 OFFICEMAX INC DEL COM 67622P101 136,304 6,597,459 SH SOLE 6,597,459 0 0 OMNICARE INC COM 681904108 101,349 4,443,170 SH SOLE 4,443,170 0 0 PALM INC NEW COM 696643105 66,266 10,452,065 SH SOLE 10,452,065 0 0 POTASH CORP SASK INC COM 73755L107 158,982 1,104,347 SH SOLE 1,104,347 0 0 QUALCOMM INC COM 747525103 410,865 10,441,289 SH SOLE 10,441,289 0 0 RAYTHEON CO COM NEW 755111507 271,759 4,477,080 SH SOLE 4,477,080 0 0 RESEARCH IN MOTION LTD COM 760975102 137,101 1,209,000 SH SOLE 1,209,000 0 0 RESMED INC COM 761152107 86,170 1,640,400 SH SOLE 1,640,400 0 0 SALESFORCE COM INC COM 79466L302 81,083 1,293,398 SH SOLE 1,293,398 0 0 SANDISK CORP COM 80004C101 188,753 5,690,459 SH SOLE 5,690,459 0 0 SUNTRUST BKS INC COM 867914103 137,196 2,195,488 SH SOLE 2,195,488 0 0 TEXTRON INC COM 883203101 224,460 3,148,105 SH SOLE 3,148,105 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 306,967 5,321,890 SH SOLE 5,321,890 0 0 TRUBION PHARMACEUTICALS INC COM 89778N102 14,559 1,455,880 SH SOLE 1,455,880 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 2,440 200,000 SH SOLE 200,000 0 0 UNDER ARMOUR INC CL A 904311107 87,373 2,000,758 SH SOLE 2,000,758 0 0 UNITEDHEALTH GROUP INC COM 91324P102 154,604 2,656,421 SH SOLE 2,656,421 0 0 VIVUS INC COM 928551100 409 79,000 SH SOLE 79,000 0 0 VMWARE INC CL A COM 928563402 99,644 1,172,420 SH SOLE 1,172,420 0 0 WELLPOINT INC COM 94973V107 147,146 1,677,260 SH SOLE 1,677,260 0 0 WESTERN UN CO COM 959802109 254,162 10,467,959 SH SOLE 10,467,959 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 84,364 3,580,797 SH SOLE 3,580,797 0 0 YAHOO INC COM 984332106 158,449 6,812,068 SH SOLE 6,812,068 0 0 ZIMMER HLDGS INC COM 98956P102 114,961 1,737,890 SH SOLE 1,737,890 0 0
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