Heaviest Tech Stock Holdings in Maverick Capital ‘s $2.5 Billion Sector Portfolio

Wall St. Watchdog reveals information regarding Maverick Capital’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 19 stocks in the Technology sector at the end of the quarter with an aggregate market value of $2.514 billion.

  • Qualcomm Incorporated (NASDAQ:QCOM): On 06/30/2011, Maverick Capital reported holding 7,433,955 shares with a market value of $422,174,311. This comprised 4.12% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 6,737,258 shares with a market value of $327,632,864. This comprised 4.63% of the total portfolio. The net change in shares for this position over the two quarters is -696,697. About Company: QUALCOMM, Inc. develops and manufactures digital wireless communications equipment. The Company licenses its Code Division Multiple Access (CDMA) intellectual property to other companies, and produces CDMA-based integrated circuits; equipment and software used to track workers and assets; software for wireless content enablement; and offers services to deliver multimedia content.
  • Corning Inc. (NYSE:GLW): On 06/30/2011, Maverick Capital reported holding 23,399,636 shares with a market value of $424,703,384. This comprised 4.15% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 26,158,463 shares with a market value of $323,318,594. This comprised 4.57% of the total portfolio. The net change in shares for this position over the two quarters is 2,758,827. About Company: Corning Incorporated is a global, technology-based company. The Company produces optical fiber, cable, and photonic components for the telecommunications industry, as well as manufactures glass panels, funnels, liquid crystal display glass and projection video lens assemblies for the information display industry.
  • First Solar Inc. (NASDAQ:FSLR): On 06/30/2011, Maverick Capital reported holding 2,460,547 shares with a market value of $325,456,562. This comprised 3.18% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 3,579,976 shares with a market value of $226,290,280. This comprised 3.2% of the total portfolio. The net change in shares for this position over the two quarters is 1,119,429. About Company: First Solar, Inc. designs and manufactures solar modules. The Company uses a thin film semiconductor technology to manufacture electricity-producing solar modules.
  • Marvell Technology Group Ltd. (NASDAQ:MRVL): On 06/30/2011, Maverick Capital reported holding 29,710,907 shares with a market value of $438,830,110. This comprised 4.29% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 15,114,181 shares with a market value of $219,457,915. This comprised 3.1% of the total portfolio. The net change in shares for this position over the two quarters is -14,596,726. About Company: Marvell Technology Group Ltd. designs, develops, and markets integrated circuits for communications-related markets. The Company’s products provide the interface between analog signals and the digital information used in computing and communications systems. Marvell’s technology is applied to the broadband data communications market.
  • Netapp Inc. (NASDAQ:NTAP): On 06/30/2011, Maverick Capital reported holding 2,652,532 shares with a market value of $140,000,636. This comprised 1.37% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 6,400,300 shares with a market value of $217,162,181. This comprised 3.07% of the total portfolio. The net change in shares for this position over the two quarters is 3,747,768. About Company: NetApp, Inc. provides storage and data management solutions. The Company’s storage solutions include specialized hardware, software, and services that provide storage management for open network environments. NetApp serves enterprises, government agencies, and universities worldwide.
  • Citrix Systems Inc. (NASDAQ:CTXS): On 06/30/2011, Maverick Capital reported holding 0 shares. On 09/30/2011, Maverick Capital reported holding 3,911,187 shares with a market value of $213,277,022. This comprised 3.02% of the total portfolio. The net change in shares for this position over the two quarters is 3,911,187. About Company: Citrix Systems, Inc. designs, develops, and markets technology solutions that allow applications to be delivered, supported, and shared on-demand. The Company develops and markets comprehensive solutions across all dimensions of application, server and desktop virtualization as well as application and network optimization.
  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, Maverick Capital reported holding 1,244,525 shares with a market value of $417,749,723. This comprised 4.08% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 475,000 shares with a market value of $181,127,003. This comprised 2.56% of the total portfolio. The net change in shares for this position over the two quarters is -769,525. About Company: Apple Inc. designs, manufactures, and markets personal computers and related personal computing and mobile communication devices along with a variety of related software, services, peripherals, and networking solutions. The Company sells its products worldwide through its online stores, its retail stores, its direct sales force, third-party wholesalers, and resellers.
  • Oracle Corp. (NASDAQ:ORCL): On 06/30/2011, Maverick Capital reported holding 8,467,361 shares with a market value of $278,660,849. This comprised 2.72% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 6,228,713 shares with a market value of $179,013,210. This comprised 2.53% of the total portfolio. The net change in shares for this position over the two quarters is -2,238,648. About Company: Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle’s software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.
  • Youku.com Inc. American Depositary Shares Each Representing 18 Class A Ordinary Shares. (NYSE:YOKU): On 06/30/2011, Maverick Capital reported holding 8,796,898 shares with a market value of $302,173,433. This comprised 2.95% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 9,273,198 shares with a market value of $151,709,525. This comprised 2.14% of the total portfolio. The net change in shares for this position over the two quarters is 476,300. About Company: Youku.com Inc. is an Internet television company. The Company’s Internet television platform enables consumers to search, view and share video content quickly and easily across multiple devices in the People’s Republic of China.
  • Amdocs Ltd. (NYSE:DOX): On 06/30/2011, Maverick Capital reported holding 8,837,381 shares with a market value of $268,568,003. This comprised 2.62% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 5,366,681 shares with a market value of $145,544,393. This comprised 2.06% of the total portfolio. The net change in shares for this position over the two quarters is -3,470,700. About Company: Amdocs Limited provides product-driven information system solutions to major telecommunications companies in the United States and internationally. The Company provides integrated customer care and billing systems for wireless and wireline network operators and service providers, as well as for companies that offer multiple service packages.

(Note: Data regarding Maverick Capital’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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