Maverick CapitalMaverick Capital Management Holdings AnalysisThis post is being written as part of HedgeFundBlogger.com's Investment Securities Tool which analyzes the holdings of hedge fund managers.Lee Ainslie started Maverick Capital back in 1993 with $38 million. Nowadays, the fund is worth $10 billion. Ainslie, like many of the other fund managers I've profiled, has a background rooted in learning from legendary great Julian Robertson at Tiger Management. So, due to the fact that these proteges learned from the best and have had great success running their own hedge funds, I continually try to find a reason not to follow these funds. And, needless to say I'm never successful. Some contacts over at Maverick have explained that their hedge fund strategy is straight up stock picking, both long and short. They made ...

Philippine export growth accelerated to a four-month high in June as a weaker peso made the country's disk drives and mobile-phone chips cheaper and shipments to China countered weakening demand from the U.S. Shipments abroad rose 8.3 percent from a year earlier to $4.49 billion, compared with a 2.3 percent gain in May, according to preliminary figures released by the National Statistics Office in Manila today.The peso, last year's best performer in the region, fell for a fourth month in June, boosting the foreign-currency earnings of exporters.Overseas sales account for about two-fifths of the Philippines' $118 billion economy, which grew at the slowest pace in six quarters in the first three months of the year. Sales of electronics, which make up two-thirds of the Philippines' total exports, climbed 6.4 percent from a year earlier to $2.63 billion.Philippine shipments to China rose 8.8 percent in ...

Glenview Capital, an $8 billion+ hedge fund run by Larry Robbins, made the following major buys and sells in Q1:

Significant New Positions

1. Brocade Communications (BRCD) -5.6 million shares

2. Coach (COH) - 4.8 million shares

3. Ebay (EBAY) - 4.5 million shares

4. ITT Educational services (ESI) - 2 million shares

5. Polo Ralph Lauren (RL) - 500,000 shares

6. Qualcomm (QCOM) - 1.9 million shares

7. Smart Balance (SMBL)- 2.5 million shares

8. Wyeth (WYE)- 1.25 million shares

Significant Sold Positions

1. Goldman Sachs (GS)- 250k shares

2. GPO Aeroportuario (PAC) -1.2 million shares

3. Teradata (TDC) -2 million shares

4. Thomson (TRI)- 3 million shares

5. Wesco (WSC) - 1.3 million shares

6. Tween Brands (TWB) - 450k shares

Significant Reductions/Additions

1. Telllabs (TLAB) - sold 10 million shares (60% of holding)

2. Wellpoint (WLP) -sold 2 million shares (50% of holding)

3. Amdocs (DOX) - added 4 million shares (now owns 8.7 million shares)

4. Arvinmeritor (ARM) - added 2 million shares (now

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