Maverick Capital’s Top Investments in Technology Stocks

Wall St. Watchdog reveals information about Maverick Capital’s top investments in the Technology sector.

  • Marvell Technology Group Ltd. (NASDAQ:MRVL): On 3/31/11 Maverick Capital reported holding 25,919,357 shares with a market value of $403,046,006. This comprised 4.28% of the total portfolio. On 6/30/11, Maverick Capital held 29,710,907 shares with a market value of $438,830,110. This comprised 4.29% of the total portfolio. The net change in shares for this position over the two quarters is 3,791,550. About the 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.
  • Corning Inc. (NYSE:GLW): On 3/31/11 Maverick Capital reported holding 19,533,881 shares with a market value of $402,983,949. This comprised 4.28% of the total portfolio. On 6/30/11, Maverick Capital held 23,399,636 shares with a market value of $424,703,384. This comprised 4.15% of the total portfolio. The net change in shares for this position over the two quarters is 3,865,755. About the 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.
  • Qualcomm Inc. (NASDAQ:QCOM): On 3/31/11 Maverick Capital reported holding 7,816,973 shares with a market value of $428,604,644. This comprised 4.56% of the total portfolio. On 6/30/11, Maverick Capital held 7,433,955 shares with a market value of $422,174,311. This comprised 4.12% of the total portfolio. The net change in shares for this position over the two quarters is -383,018. About the company: QUALCOMM, Inc. develops and manufactures digital wireless communications equipment. The Company licenses its Code Division Multiple Access 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.
  • Apple Inc. (NASDAQ:AAPL): On 3/31/11 Maverick Capital reported holding 1,194,025 shares with a market value of $416,129,664. This comprised 4.42% of the total portfolio. On 6/30/11, Maverick Capital held 1,244,525 shares with a market value of $417,749,723. This comprised 4.08% of the total portfolio. The net change in shares for this position over the two quarters is 50,500. About the 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.
  • First Solar, Inc. (NASDAQ:FSLR): On 3/31/11 Maverick Capital reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 6/30/11, Maverick Capital held 2,460,547 shares with a market value of $325,456,562. This comprised 3.18% of the total portfolio. The net change in shares for this position over the two quarters is 2,460,547. About the company: First Solar, Inc. designs and manufactures solar modules. The Company uses a thin film semiconductor technology to manufacture electricity-producing solar modules.
  • Youku.com Inc. ADR (NYSE:YOKU): On 3/31/11 Maverick Capital reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 6/30/11, Maverick Capital held 8,796,898 shares with a market value of $302,173,433. This comprised 2.95% of the total portfolio. The net change in shares for this position over the two quarters is 8,796,898. About the 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.
  • Oracle Corp. (NASDAQ:ORCL): On 3/31/11 Maverick Capital reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 6/30/11, Maverick Capital held 8,467,361 shares with a market value of $278,660,849. This comprised 2.72% of the total portfolio. The net change in shares for this position over the two quarters is 8,467,361. About the 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.
  • Amdocs Ltd. (NYSE:DOX): On 3/31/11 Maverick Capital reported holding 8,841,501 shares with a market value of $255,077,307. This comprised 2.71% of the total portfolio. On 6/30/11, Maverick Capital held 8,837,381 shares with a market value of $268,568,003. This comprised 2.62% of the total portfolio. The net change in shares for this position over the two quarters is -4,120. About the 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.
  • Trina Solar Ltd. (NYSE:TSL): On 3/31/11 Maverick Capital reported holding 3,264,865 shares with a market value of $98,337,737. This comprised 1.05% of the total portfolio. On 6/30/11, Maverick Capital held 7,669,111 shares with a market value of $171,941,469. This comprised 1.68% of the total portfolio. The net change in shares for this position over the two quarters is 4,404,246. About the company: Trina Solar Limited manufactures solar-power products including photovoltaic wafers, ingots, cells and modules. The Company’s solar modules provide environmentally-friendly electric power for residential, commercial, industrial, and other applications worldwide.
  • Texas Instruments, Inc. (NYSE:TXN): On 3/31/11 Maverick Capital reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 6/30/11, Maverick Capital held 4,288,685 shares with a market value of $140,797,536. This comprised 1.38% of the total portfolio. The net change in shares for this position over the two quarters is 4,288,685. About the company: Texas Instruments Incorporated is a global semiconductor company that designs and supplies analog technologies, digital signal processing and microcontroller semiconductors. The Company also operates materials and controls, and educational and productivity solutions businesses. Texas Instruments has manufacturing or sales operations in countries around the world.

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

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