Maverick Capital Overview and Investment Strategy

Maverick Capital is a global investment firm founded by Lee Ainslie in 1993. The firm has a long-term investment approach.

Their investment strategy focuses on generating absolute returns through a concentrated portfolio of long and short positions in publicly traded companies. Maverick Capital invests in a variety of sectors, including technology, healthcare, and consumer goods.

The firm's investment process involves a bottom-up approach, where they conduct extensive research on individual companies to identify undervalued opportunities. Maverick Capital's team of experienced analysts and portfolio managers work together to develop and implement their investment strategies.

Their investment philosophy is centered around the idea of finding companies with strong fundamentals and growth potential, and making informed decisions to capitalize on these opportunities.

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Maverick Capital has made a total of 94 investments, with their latest investment being in TensTorrent as part of their Series B - II on August 02, 2023.

Their investments have ranged from Series A to Series F, with the largest investment being $350M in Areteia Therapeutics as part of their Series A on July 12, 2022.

Here are some of their notable investments:

Maverick Capital often co-invests with other companies, such as Eclipse Ventures and Samsung Catalyst, as seen in their investment in TensTorrent.

Maverick Capital has made 94 investments, with their latest being in TensTorrent as part of their Series B - II on August 02, 2023.

Their investments range from Series A to Series F, with the largest investment being $350M in Areteia Therapeutics on July 12, 2022.

Some of their notable investments include TensTorrent, Areteia Therapeutics, and Coherent, which received $100M, $350M, and $75M respectively.

Here's a breakdown of their investments:

Their investments often involve co-investors, such as Eclipse Ventures, ARCH Venture Partners, and Google Ventures, among others.

Maverick Capital's investment strategy seems to be focused on supporting companies with significant funding needs.

Maverick Capital has a significant track record of portfolio exits, with 31 successful exits under its belt.

Their latest portfolio exit was Cardiovascular Systems on February 08, 2023.

Maverick Capital's portfolio exits include acquisitions, corporate majority deals, and initial public offerings (IPOs).

In fact, three of their portfolio exits were acquired by major companies: Abbott acquired Cardiovascular Systems, TriNet acquired Zenefits, and Mastercard acquired Arcus.

Here are some details on Maverick Capital's notable portfolio exits:

Maverick Capital Ltd has a strong presence in the hedge fund management industry, ranking 203 out of 3271 companies.

Their consistent ranking over time suggests a stable and reliable investment strategy.

In fact, Maverick Capital Ltd has ranked as high as 167 out of 3271 hedge fund management companies.

Their rankings may fluctuate, but they remain a top performer in the industry.

Maverick Capital Ltd's ranking has ranged from 174 to 210 out of 3271 hedge fund management companies.

This indicates a moderate level of risk and a balanced approach to investments.

Their highest ranking of 167 out of 3271 hedge fund management companies suggests a strong track record of success.

Consistency is key in investing, and Maverick Capital Ltd has demonstrated this with their stable rankings.

Their lowest ranking of 210 out of 3271 hedge fund management companies is still respectable, indicating a solid investment strategy.

Maverick Capital Ltd's rankings have been relatively stable, with no drastic changes over time.

This suggests a well-thought-out and effective investment approach.

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Maverick Capital has a total of 5 funds, including Maverick Ventures Investment Fund, which closed on January 16, 2018, with a fund size of $130.08 million.

One of these funds is the Maverick Advisors Fund, which also closed on January 16, 2018, but its exact fund size is unknown as it's listed as $XXM.

Maverick Capital also has a fund called Evergreen Venture Fund, but its closing date and fund size are unknown.

The Maverick Fund I and Maverick Venture Capital Fund are two other funds managed by Maverick Capital, but their fund types and statuses are not publicly available.

Here is a summary of the fund information:

Maverick Capital has a clear ownership and leadership structure. The company is led by General Partner Maverick Capital Management LLC.

Lee Ainslie serves as Managing Partner, overseeing the company's overall strategy and direction. Andrew H. Warford also holds this title, indicating a shared leadership role.

The company's Chief Financial Officer is William Keith Hennington, responsible for managing the company's finances and financial planning. Adam Russell Stauffer is the Chief Operating Officer, focusing on the operational aspects of the business.

Maverick Capital's leadership team also includes John T Mccafferty as General Counsel, providing legal guidance and oversight.

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Maverick Capital is based in Dallas, Texas.

Ownership and leadership are crucial aspects of any organization. Maverick Capital Ltd has a clear structure in place.

The general partner of Maverick Capital Ltd is Maverick Capital Management LLC. This indicates a high level of autonomy and decision-making authority within the company.

Cohasset Ltd. and Marmalade Ltd. serve as limited partners, suggesting that they have invested in the company but do not have direct control over its operations.

Lee Ainslie and Andrew H. Warford hold the positions of Managing Partner, indicating that they are responsible for making key strategic decisions.

William Keith Hennington is the Chief Financial Officer, overseeing the company's financial aspects. Adam Russell Stauffer serves as the Chief Operating Officer, handling the day-to-day operations.

John T Mccafferty is the General Counsel, responsible for ensuring the company's compliance with laws and regulations.

Maverick Capital has a significant presence in the financial world, with assets under management (AUM) of $8.8 billion as of July 19, 2024.

Their AUM is comprised of various funds, including the Maverick Ventures Cycle 4 Serial Fund LP, which had an AUM of $91.0 million as of July 19, 2024. They also have other funds, such as the Maverick Co-Invest II LP, which had an AUM of $101.9 million as of July 14, 2023.

Here's a breakdown of the funds under Maverick Capital's management:

Maverick Capital also manages a significant amount of assets for non-United States persons, with an AUM of $3.1 billion as of the latest available data.

Maverick Capital has a notable track record of portfolio exits, with 31 such exits to date. Their latest exit was the acquisition of Cardiovascular Systems by Abbott in February 2023.

One of the most recent exits was the acquisition of Zenefits by TriNet in December 2021. This exit was valued at a significant amount, although the exact figure is not disclosed.

Another notable exit was the acquisition of Arcus by Mastercard in November 2021. This deal was also valued at a substantial amount, but the exact figure remains confidential.

Maverick Capital's portfolio exits have involved a range of companies, from healthcare to fintech. Their exits have been valued at significant amounts, with some deals exceeding $XXM.

Here are some key details about Maverick Capital's portfolio exits:

These exits demonstrate Maverick Capital's ability to identify and invest in high-growth companies, and to exit these investments at significant returns.

Maverick Capital has a history of strategic acquisitions, with one notable example being their purchase of Fenwal in 2007. This acquisition was a significant move for the company.

Fenwal was acquired by Maverick Capital on March 5, 2007. The terms of the acquisition were not publicly disclosed at the time.

Maverick Capital's acquisition of Fenwal marked a significant milestone in their growth and expansion.

Maverick Capital Ltd has a significant presence in the investment world, with assets under management (AUM) of $8.8 billion as of July 19, 2024.

Their AUM is comprised of pooled investment vehicles, which account for 8.8 billion dollars.

Maverick Capital Ltd has a diverse range of funds, including Maverick Ventures Cycle 4 Serial Fund LP, Maverick Co-Invest II LP, and Maverick HP LP.

Here's a breakdown of their funds by type:

Maverick Capital Ltd also has a strong presence in the public markets, with holdings in top companies such as Amazon (AMZN) and Microsoft (MSFT).

Here's a snapshot of their Form 13F Holdings:

Their holdings are a testament to their investment expertise and ability to identify top-performing companies.