Maverick Capital’s Top Investments in the Healthcare Sector

Wall St. Watchdog reveals information about Maverick Capital’s top investments in the Healthcare sector (NYSE:XLV).

  • Pfizer Inc. (NYSE:PFE): On 3/31/11 Maverick Capital reported holding 20,151,225 shares with a market value of $409,271,369. This comprised 4.35% of the total portfolio. On 6/30/11, Maverick Capital held 19,938,805 shares with a market value of $410,739,391. This comprised 4.01% of the total portfolio. The net change in shares for this position over the two quarters is -212,420. About the company: Pfizer, Inc. is a research0based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals.  The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Life Technologies Corp. (NASDAQ:LIFE): On 3/31/11 Maverick Capital reported holding 2,833,460 shares with a market value of $148,529,968. This comprised 1.58% of the total portfolio. On 6/30/11, Maverick Capital held 2,965,805 shares with a market value of $154,429,465. This comprised 1.51% of the total portfolio. The net change in shares for this position over the two quarters is 132,345. About the company: Life Technologies Corporation develops biotechnology tools used by researchers.  The Company offers a broad range of products and services, including systems, instruments, reagents, and custom services.  Life’s portfolio of products includes technologies for capillary electrophoresis based sequencing, sequencing, mass spectrometry sample preparation, and cell culture.
  • HCA Holdings Inc. (NYSE:HCA): On 3/31/11 Maverick Capital reported holding 4,230,000 shares with a market value of $143,270,095. This comprised 1.52% of the total portfolio. On 6/30/11, Maverick Capital held 4,561,042 shares with a market value of $150,514,386. This comprised 1.47% of the total portfolio. The net change in shares for this position over the two quarters is 331,042. About the company: HCA Holdings, Inc. operates hospitals. The Company operates acute care hospitals, outpatient facilities, clinics and other patient care delivery settings. HCA operates hospitals in the United States and the United Kingdom.
  • Gilead Sciences, Inc. (NASDAQ:GILD): On 3/31/11 Maverick Capital reported holding 3,278,333 shares with a market value of $139,230,807. This comprised 1.48% of the total portfolio. On 6/30/11, Maverick Capital held 3,278,333 shares with a market value of $135,755,769. This comprised 1.33% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Gilead Sciences, Inc. is a research-based biopharmaceutical company that discovers, develops, and commercializes therapeutics to advance the care of patients suffering from life-threatening diseases. The Company’s primary areas of focus include HIV/AIDS, liver disease and serious cardiovascular and respiratory conditions.
  • Thoratec Corp. (NASDAQ:THOR): On 3/31/11 Maverick Capital reported holding 5,353,060 shares with a market value of $138,804,847. This comprised 1.48% of the total portfolio. On 6/30/11, Maverick Capital held 1,661,138 shares with a market value of $54,518,549. This comprised 0.53% of the total portfolio. The net change in shares for this position over the two quarters is -3,691,922. About the company: Thoratec Corporation researches, develops, manufactures, and markets medical devices for circulatory support and vascular graft applications. The Company’s products include a ventricular assist device, an implantable left ventricular heart assist device, a vascular access graft, and a coronary artery bypass graft. Thoratec also supplies whole-blood coagulation testing equipment.
  • Pacific Biosciences of California, Inc. (NASDAQ:PACB): On 3/31/11 Maverick Capital reported holding 3,543,333 shares with a market value of $49,783,829. This comprised 0.53% of the total portfolio. On 6/30/11, Maverick Capital held 3,543,333 shares with a market value of $41,456,995. This comprised 0.40% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Pacific Biosciences of California Inc. has developed a novel approach to studying the synthesis and regulation of DNA, RNA and protein. The Company’s system enables real-time analysis of biomolecules with single molecule resolution.
  • Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD): On 3/31/11 Maverick Capital reported holding 3,387,684 shares with a market value of $47,359,821. This comprised 0.50% of the total portfolio. On 6/30/11, Maverick Capital held 2,171,197 shares with a market value of $34,131,217. This comprised 0.33% of the total portfolio. The net change in shares for this position over the two quarters is -1,216,487. About the company: Ironwood Pharmaceuticals, Inc. is a pharmaceutical company. The Company discovers, develops, manufactures, and commercializes marketed drugs. Ironwood products used in treatments of cholesterol, gastrointestinal and cardiovascular diseases, pain, inflammation, and others.
  • iCad Inc. (NASDAQ:ICAD): On 3/31/11 Maverick Capital reported holding 242,552 shares with a market value of $327,445. This comprised 0.00% of the total portfolio. On 6/30/11, Maverick Capital held 242,552 shares with a market value of $257,105. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: iCAD, Inc., sells and supports medical imaging systems worldwide. The Company focuses on women’s health initiatives, particularly the computer-aided detection, CAD, of breast cancer.
  • Cardiovascular Systems, Inc. (NASDAQ:CSII): On 3/31/11 Maverick Capital reported holding 1,366,816 shares with a market value of $14,802,617. This comprised 0.16% of the total portfolio. On 6/30/11, Maverick Capital held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -1,366,816. About the company: Cardiovascular Systems, Inc. developed and manufactures a medical device that removes hardened plaque and calcium from arteries.
  • Davita, Inc. (NYSE:DVA): On 3/31/11 Maverick Capital reported holding 1,663,686 shares with a market value of $142,261,793. This comprised 1.51% of the total portfolio. On 6/30/11, Maverick Capital held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -1,663,686. About the company: DaVita, Inc. provides dialysis services in the United States for patients suffering from chronic kidney failure. The Company treats patients through a network of owned and managed dialysis facilities in the continental United States.

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

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