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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

MAVERICK CAPITAL LTD INSTITUTION : Lee Ainslie (MAVERICK CAPITAL LTD )
Lee Ainslie Latest Top 20 Portfolio Holdings: (Filing Date: 2018-11-14) --- full portfolio
Company (links to holding history) Ticker Value On
2018-09-30
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 434,145,000 3,795,973 5.40%
DISNEY WALT CO    (COM DISNEY) DIS 415,047,000 3,549,228 5.16%
DXC TECHNOLOGY CO    (COM) 377,705,000 4,038,765 4.69%
T MOBILE US INC    (COM) TMUS 363,813,000 5,183,994 4.52%
INTEL CORP    (COM) INTC 328,329,000 6,942,889 4.08%
UNIVERSAL HLTH SVCS INC    (CL B) UHS 308,121,000 2,410,208 3.83%
ANTHEM INC    (COM) ANTM 286,153,000 1,044,162 3.55%
WASTE CONNECTIONS INC    (COM) 280,181,000 3,512,360 3.48%
MASTERCARD INCORPORATED    (CL A) MA 270,335,000 1,214,390 3.36%
SCHWAB CHARLES CORP NEW    (COM) SCHW 245,169,000 4,988,172 3.04%
LAM RESEARCH CORP    (COM) LRCX 242,948,000 1,601,501 3.02%
SHIRE PLC    (SPONSORED ADR) SHPGY 238,406,000 1,315,199 2.96%
LOWES COS INC    (COM) LOW 200,864,000 1,749,380 2.49%
BAIDU INC    (SPON ADR REP A) BIDU 195,974,000 856,980 2.43%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 174,856,000 1,996,752 2.17%
ADOBE SYS INC    (COM) ADBE 170,415,000 631,285 2.11%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 169,730,000 1,030,168 2.11%
PERSPECTA INC    (COM) 162,248,000 6,308,240 2.01%
COMMSCOPE HLDG CO INC    (COM) COMM 143,855,000 4,676,699 1.78%
CBS CORP NEW    (CL B) CBS 133,454,000 2,322,965 1.66%


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