Lee Ainslie's Maverick Capital Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

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Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
ANHEUSER BUSCH INBEV SA NV BUD 84,300 1.14% 933,964 90.26 609,542 99.55 Add 53.22%
APPLE INC AAPL 311,043 4.21% 784,412 396.53 689,913 442.66 Add 13.70%
ASML HOLDING NV ASML 19,566 0.26% 247,326 79.11 845,097 67.99 Reduce -70.73%
BLUEFLY INC BFLY 0 0.00% 0 0.00 3,704,101 0.80 Sold out -100.00%
BRIGHTCOVE INC BCOV 0 0.00% 0 0.00 502,252 6.21 Sold out -100.00%
CAMERON INTERNATIONAL CORP CAM 110,168 1.49% 1,801,306 61.16 1,580,001 65.20 Add 14.01%
CAPITAL ONE FINANCIAL CORPORATION COF 135,318 1.83% 2,154,402 62.81 3,764,867 54.95 Reduce -42.78%
CAPITAL ONE FINL CORP COF.WS 2,808 0.04% 115,900 24.23 0 0.00 New investment 100.00%
CAREFUSION CORP CFN 0 0.00% 0 0.00 1,468,653 34.99 Sold out -100.00%
CIGNA CORPORATION CI 0 0.00% 0 0.00 1,407,478 62.37 Sold out -100.00%
CITIGROUP INC C 0 0.00% 0 0.00 1,085,000 44.24 Sold out -100.00%
CITRIX SYSTEMS INC CTXS 245,610 3.32% 4,069,082 60.36 3,260,442 72.15 Add 24.80%
COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH 176,968 2.39% 2,825,162 62.64 659,709 76.62 Add 328.24%
COLFAX CORPORATION CFX 85,430 1.15% 1,639,418 52.11 952,031 46.54 Add 72.20%
COMMUNITY HEALTH CYH 116,700 1.58% 2,489,332 46.88 2,457,028 47.39 Add 1.31%
COMPANHIA DE BEBIDAS DAS AMERICAS ABV 47,145 0.64% 1,262,247 37.35 0 0.00 New investment 100.00%
CROWN CASTLE INTERNATIONAL CORP CCI 243,763 3.30% 3,367,352 72.39 3,217,612 69.64 Add 4.65%
DECKERS OUTDOOR DECK 2,135 0.03% 42,274 50.50 819,530 55.69 Reduce -94.84%
DOLLAR GENERAL CORPORATION DG 223,317 3.02% 4,428,248 50.43 5,177,322 50.58 Reduce -14.47%
EBAY INC EBAY 0 0.00% 0 0.00 1,946,409 54.22 Sold out -100.00%
EMC CORP EMC 59,567 0.81% 2,521,892 23.62 10,843,039 23.89 Reduce -76.74%
ERICSSON ERIC 0 0.00% 0 0.00 1,882,853 12.60 Sold out -100.00%
EXPRESS SCRIPTS HOLDING COMPANY ESRX 94,466 1.28% 1,530,056 61.74 1,772,991 57.62 Reduce -13.70%
F5 NETWORKS FFIV 207,149 2.80% 3,010,888 68.80 2,044,164 89.08 Add 47.29%
FAMILY DOLLAR STORES INC FDO 70,059 0.95% 1,124,365 62.31 2,272,089 59.05 Reduce -50.51%
FIDELITY NATIONAL FINANCIAL c31620Rae5 26,369 0.36% 20,000,000 1.32 22,000,000 1.35 Reduce -9.09%
FIDELITY NATIONAL FINANCIAL INC FNF 115,946 1.57% 4,869,622 23.81 9,602,395 25.23 Reduce -49.29%
FIDELITY NATIONAL INFORMATION SERVICES INC FIS 170,849 2.31% 3,988,069 42.84 4,940,790 39.62 Reduce -19.28%
FLEETCOR TECHNOLOGIES INC FLT 20,693 0.28% 254,530 81.30 2,192,641 76.67 Reduce -88.39%
FOMENTO ECONOMICO MEXICANO SAB DE CV FMX 131,090 1.77% 1,270,372 103.19 1,197,990 113.50 Add 6.04%
Fortinet, Inc. FTNT 208,704 2.82% 11,925,970 17.50 2,109,798 23.68 Add 465.27%
GOOGLE INC GOOG 0 0.00% 0 0.00 249,315 794.19 Sold out -100.00%
HCA HOLDINGS INC HCA 207,183 2.80% 5,745,514 36.06 7,152,046 40.63 Reduce -19.67%
HOME DEPOT INC HD 132,314 1.79% 1,707,944 77.47 1,717,397 69.78 Reduce -0.55%
LAM RESEARCH CORP LRCX 72,621 0.98% 1,637,817 44.34 3,813,691 41.46 Reduce -57.05%
LIBERTY GLOBAL INC LBTYA 0 0.00% 0 0.00 2,932,042 73.38 Sold out -100.00%
LIBERTY GLOBAL PLC cG5480U104 247,477 3.35% 3,367,493 73.49 0 0.00 New investment 100.00%
LOWES COMPANIES INC LOW 281,877 3.81% 6,891,870 40.90 1,471,893 37.92 Add 368.23%
MACYS INC M 234,476 3.17% 4,884,925 48.00 6,614,086 41.84 Reduce -26.14%
MASTERCARD INCORPORATED MA 150,767 2.04% 262,431 574.50 194,083 541.13 Add 35.22%
METLIFE INC MET 88,653 1.20% 1,937,351 45.76 4,781,323 38.02 Reduce -59.48%
MGIC INVESTMENT CORP MTG 89,745 1.21% 14,785,000 6.07 23,585,688 4.95 Reduce -37.31%
NATIONAL OILWELL VARCO INC NOV 69,788 0.94% 1,012,894 68.90 0 0.00 New investment 100.00%
NETAPP INC NTAP 212,912 2.88% 5,635,578 37.78 8,523,549 34.16 Reduce -33.88%
NETAPP INC c64110DAB0 0 0.00% 0 0.00 7,500,000 1.09 Sold out -100.00%
News Corp. NWSA 48,566 0.66% 1,490,672 32.58 1,715,472 30.51 Reduce -13.10%
NIELSEN HOLDINGS NV NLSN 61,768 0.84% 1,838,867 33.59 0 0.00 New investment 100.00%
NOVARTIS AG NVS 52,445 0.71% 741,689 70.71 531,689 71.24 Add 39.50%
NVR INC NVR 151,503 2.05% 164,320 922.00 104,227 1,080.11 Add 57.66%
PACIFIC BIOSCIENCES OF CALIFORNIA INC PACB 8,936 0.12% 3,531,953 2.53 3,531,953 2.49 No change 0.00%
Palo Alto Networks, Inc. PANW 108,109 1.46% 2,564,265 42.16 0 0.00 New investment 100.00%
PRICELINE COM INC PCLN 283,280 3.83% 342,676 826.67 380,011 688.16 Reduce -9.82%
QLIK TECHNOLOGIES INC QLIK 92,321 1.25% 3,265,682 28.27 2,077,208 25.83 Add 57.21%
QUALCOMM INC QCOM 279,747 3.78% 4,579,252 61.09 4,375,222 66.94 Add 4.66%
RADIAN GROUP INC RDN 0 0.00% 0 0.00 1,000,000 10.71 Sold out -100.00%
Ralph Lauren Corp. RL 58,051 0.78% 334,127 173.74 794,110 169.31 Reduce -57.92%
REALOGY HOLDINGS CORP RLGY 189,207 2.56% 3,938,523 48.04 0 0.00 New investment 100.00%
ROYAL BK SCOTLAND GROUP PLC RBS.PN 1,492 0.02% 70,895 21.05 0 0.00 New investment 100.00%
SALESFORCE COM INC CRM 115,299 1.56% 3,019,873 38.18 0 0.00 New investment 100.00%
SKYWORKS SOLUTIONS INC SWKS 0 0.00% 0 0.00 8,954,954 22.03 Sold out -100.00%
SOLARWINDS INC SWI 163,862 2.22% 4,222,171 38.81 751,141 59.10 Add 462.10%
TEAM HEALTH HOLDINGS INC TMH 97,972 1.32% 2,385,485 41.07 0 0.00 New investment 100.00%
TIBCO SOFTWARE TIBX 38,048 0.51% 1,777,517 21.41 0 0.00 New investment 100.00%
TRANSDIGM GROUP INCORPORATED TDG 191,858 2.59% 1,223,819 156.77 982,270 152.92 Add 24.59%
UNITED PARCEL SERVICE UPS 250,393 3.39% 2,895,391 86.48 3,403,631 85.90 Reduce -14.93%
UNITEDHEALTH GROUP UNH 162,870 2.20% 2,487,317 65.48 1,824,425 57.21 Add 36.33%
VALEANT PHARMACEUTICALS INTERNATIONAL INC VRX 48,343 0.65% 561,601 86.08 0 0.00 New investment 100.00%
VeriSign, Inc. VRSN 58,597 0.79% 1,312,077 44.66 3,864,196 47.27 Reduce -66.05%
VMWARE INC VMW 147,851 2.00% 2,207,055 66.99 1,734,000 78.88 Add 27.28%
WHOLE FOODS MARKET INC WFM 89,063 1.20% 1,730,042 51.48 1,186,494 86.75 Add 45.81%
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