Lee Ainslie - Maverick Capital

History Stock Activity Share change % change to portfolio
Q4  2016
PACB - Pacific Biosciences of California Reduce 0.24% 21,789 0.00
EXPD - Expeditors Int'l Reduce 1.29% 650 0.00
CDNS - Cadence Design Systems Reduce 2.47% 1,180 0.00
SABR - Sabre Corp. Reduce 2.89% 616,764 0.20
TSO - Tesoro Corp. Reduce 2.96% 1,210 0.00
LLTC - Linear Technology Corp. Reduce 3.31% 1,780 0.00
MA - Mastercard Inc. Reduce 3.44% 220 0.00
AMAT - Applied Materials Reduce 3.61% 3,790 0.00
QCOM - QUALCOMM Inc. Reduce 3.66% 1,820 0.00
Y - Alleghany Corp. Reduce 4.28% 260 0.00
ALL - Allstate Corp. Reduce 5.09% 460 0.00
NXST - Nexstar Broadcasting Group Reduce 7.45% 4,390 0.00
VLO - Valero Energy Reduce 7.66% 4,340 0.00
LEA - Lear Corp. Reduce 8.32% 2,260 0.00
WBMD - WebMD Health Corp. Reduce 8.33% 5,068 0.00
VMW - VMware Inc. Reduce 8.47% 3,620 0.00
RIG - Transocean Inc. Reduce 8.88% 3,240 0.00
ANTM - Anthem Inc. Reduce 10.02% 950 0.00
GOOG - Alphabet Inc. CL C Reduce 10.15% 30,414 0.31
KLAC - KLA-Tencor Corp. Reduce 10.61% 4,770 0.00
MAN - ManpowerGroup Reduce 11.12% 1,840 0.00
CSC - Computer Sciences Corp. Reduce 11.30% 392,334 0.30
CHKP - Check Point Software Technologies Reduce 11.50% 530 0.00
MSTR - MicroStrategy Inc. Reduce 11.58% 1,770 0.00
NAVI - Navient Corp. Reduce 13.07% 28,540 0.01
TAL - TAL Education Group Reduce 13.19% 2,430 0.00
CBS - CBS Corp. Reduce 14.09% 8,660 0.01
BBY - Best Buy Co. Inc. Reduce 14.17% 11,550 0.01
TMUS - T-Mobile US Inc. Reduce 15.39% 146,689 0.11
ALK - Alaska Air Group Reduce 15.87% 1,460 0.00
WCG - Wellcare Health Plans Inc. Reduce 16.18% 4,500 0.01
AAL - American Airlines Group Inc. Reduce 16.75% 2,850 0.00
FTI - FMC Technologies Reduce 17.39% 19,870 0.01
LUV - Southwest Airlines Reduce 18.99% 3,180 0.00
SWFT - Swift Transportation Co. Reduce 20.21% 32,860 0.01
WCN - Waste Connections Reduce 20.44% 1,203,446 1.23
DAL - Delta Air Lines Inc. Reduce 21.24% 3,570 0.00
PCLN - Priceline Group Inc. Reduce 22.23% 90,850 1.73
UAL - United Continental Holdings Reduce 25.31% 12,810 0.01
NVDA - NVIDIA Corp. Reduce 29.68% 14,970 0.02