Maverick Capital Reduces Pfizer Share Holding, Boosts HCA Stock

Wall St. Watchdog reveals information regarding Maverick Capital’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 8 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $572.118 million.

  • Hca Hldgs Inc Com (NYSE:HCA): On 06/30/2011, Maverick Capital reported holding 4,561,042 shares with a market value of $150,514,386. This comprised 1.47% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 6,062,049 shares with a market value of $122,210,907. This comprised 1.73% of the total portfolio. The net change in shares for this position over the two quarters is 1,501,007. About 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.
  • Pfizer Inc. (NYSE:PFE): On 06/30/2011, Maverick Capital reported holding 19,938,805 shares with a market value of $410,739,391. This comprised 4.01% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 6,322,688 shares with a market value of $111,785,126. This comprised 1.58% of the total portfolio. The net change in shares for this position over the two quarters is -13,616,117. About Company: Pfizer Inc. is a research-based, 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 Corporation (NASDAQ:LIFE): On 06/30/2011, Maverick Capital reported holding 2,965,805 shares with a market value of $154,429,465. This comprised 1.51% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 2,840,293 shares with a market value of $109,152,461. This comprised 1.54% of the total portfolio. The net change in shares for this position over the two quarters is -125,512. About 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.
  • Cigna Corporation (NYSE:CI): On 06/30/2011, Maverick Capital reported holding 2,680,576 shares with a market value of $137,862,024. This comprised 1.35% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 2,595,576 shares with a market value of $108,858,454. This comprised 1.54% of the total portfolio. The net change in shares for this position over the two quarters is -85,000. About Company: CIGNA Corporation, through its subsidiaries, provides group life and health insurance, managed care products and services, retirement products and services, and individual financial services worldwide. The Company also sells individual life and health insurance and annuity products in selected international locations.
  • Carefusion Corporation (NYSE:CFN): On 06/30/2011, Maverick Capital reported holding 0 shares. On 09/30/2011, Maverick Capital reported holding 3,515,524 shares with a market value of $84,196,802. This comprised 1.19% of the total portfolio. The net change in shares for this position over the two quarters is 3,515,524. About Company: CareFusion Corporation provides health care products and services. The Company offers products that focus on breaking the cycle of harmful medication errors and reducing hospital acquired infections. CareFusion’s products include IV pumps, automated dispensing and patient identification systems, electronic infection surveillance service, and ventilation and respiratory products.
  • Ironwood Pharmaceuticals Inc. (NASDAQ:IRWD): On 06/30/2011, Maverick Capital reported holding 2,171,197 shares with a market value of $34,131,217. This comprised 0.33% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 2,101,695 shares with a market value of $22,698,306. This comprised 0.32% of the total portfolio. The net change in shares for this position over the two quarters is -69,502. About 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.
  • Pacific Biosciences Of California Inc. (NASDAQ:PACB): On 06/30/2011, Maverick Capital reported holding 3,543,333 shares with a market value of $41,456,995. This comprised 0.4% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 3,543,333 shares with a market value of $11,374,099. This comprised 0.16% of the total portfolio. The net change in shares for this position over the two quarters is 0. About 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.
  • Cardiovascular Systems Inc (NASDAQ:CSII): On 06/30/2011, Maverick Capital reported holding 0 shares. On 09/30/2011, Maverick Capital reported holding 161,747 shares with a market value of $1,842,298. This comprised 0.03% of the total portfolio. The net change in shares for this position over the two quarters is 161,747. About Company: Cardiovascular Systems, Inc. developed and manufactures a medical device that removes hardened plaque and calcium from arteries.

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

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