Lee Ainslie - Maverick Capital

History Stock Activity Share change % change to portfolio
Q1  2017
TSO - Tesoro Corp. Add 8503.27% 3,371,548 3.49
BUD - Anheuser-Busch InBev Add 691.68% 1,421,752 1.99
USB - U.S. Bancorp Add 321.15% 2,779,616 1.83
MLM - Martin Marietta Add 70.79% 320,477 0.89
GOOG - Alphabet Inc. CL C Add 36.68% 98,721 1.04
VMC - Vulcan Materials Add 28.02% 573,518 0.88
DLTR - Dollar Tree Inc. Add 24.55% 859,139 0.86
CI - CIGNA Corp. Add 22.01% 443,194 0.83
CTXS - Citrix Systems Add 21.52% 3,030 0.00
SHPG - Shire plc Add 13.61% 194,057 0.43
ADBE - Adobe Systems Add 12.50% 473,660 0.79
GILD - Gilead Sciences Add 11.03% 940 0.00
WCN - Waste Connections Add 9.08% 638,466 0.48
AAL - American Airlines Group Inc. Add 3.95% 560 0.00
DAL - Delta Air Lines Inc. Add 2.34% 310 0.00
TSM - Taiwan Semiconductor S.A. Add 1.33% 560 0.00
SWFT - Swift Transportation Co. Add 0.16% 210 0.00
EVHC - Envision Healthcare Corp. Buy 3,065,266 2.40
USFD - US Foods Holding Corp. Buy 4,754,292 1.70
STZ - Constellation Brands Buy 769,703 1.59
WYNN - Wynn Resorts Ltd. Buy 920,698 1.35
KHC - Kraft Heinz Co. Buy 1,152,747 1.34
WBA - Walgreens Boots Alliance Buy 1,013,553 1.07
SBAC - SBA Communications Corp. Buy 615,339 0.95
LVS - Las Vegas Sands Corp. Buy 508,733 0.37
ADI - Analog Devices Buy 44,089 0.05
CSFL - CenterState Banks Buy 111,250 0.04
HSY - Hershey Co. Buy 26,030 0.04
PH - Parker-Hannifin Buy 18,050 0.04
TTC - Toro Co. Buy 46,870 0.04
SLM - SLM Corp. Buy 237,910 0.04
TTWO - Take-Two Interactive Software Buy 48,780 0.04
ALSN - Allison Transmission Holdings Buy 78,160 0.04
AMTD - TD Ameritrade Holding Corp. Buy 71,660 0.04
TER - Teradyne Inc. Buy 98,140 0.04
LPLA - LPL Investment Holdings Inc. Buy 71,650 0.04
CGNX - Cognex Corp. Buy 35,920 0.04
ETFC - E*Trade Financial Corp. Buy 80,980 0.04
EXP - Eagle Materials Inc. Buy 27,160 0.03
SIVB - SVB Financial Group Buy 14,660 0.03