13F-HR 1 mav13fsp.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended September 30, 2001. Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Maverick Capital, Ltd. Address: 300 Crescent Court, Suite 1850, Dallas, TX 75201 13F File Number: 28-6270 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Sharyl Robertson Title: Chief Financial Officer Phone: (214) 880-4050 Signature, Place, and Date of Signing: SHARYL ROBERTSON Dallas, Texas November 12, 2001 -------------------- ------------- ----------------- Sharyl Robertson Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 107 Form 13F Information Table Value Total: $8,331,162 List of Other Included Managers: No. 13F File Number Name --- --------------- ---- FORM 13F INFORMATION TABLE

VOTING AUTHORITY TITLE OF VALUE SHARES/ SH/ PUT/ INVSTMT OTHER ------------------------- NAME OF ISSUER CLASS CUSIP (X$1,000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE -------------- ----- --------- -------- ---------- --- ---- -------- --------- ---- ------- ---- ~~AMR CORP COM 001765106 89,964 2,490,000 SH SOLE 2,490,000~~ AAMES FINL CORP COM NEW 00253A309 1710 12,350 SH SOLE 12,350 AABERCROMBIE D& CFITCH ~~COM 000886101 50,160 7,600,000 SH SOLE 7,600,000 TELECOMMUNICATIONS AGERE SYS INC~~ CL A ~~00845V100~~002896207 31114,~~875~~335 46,~~250~~500,000 SH SOLE 46,~~250~~500,000 CO ALCAN INC COM 013716105 ~~220~~91,~~605~~335 53,~~250~~044,~~000~~500 SH SOLE 53,~~250~~044,~~000~~500 ALTERA CORP COM 021441100 8580,~~115~~549 24,~~935~~917,~~000~~500 SH SOLE 24,~~935~~917,~~000~~500 AMAZON COM INC COM 023135106 1,~~770~~415 ~~125~~237,100 SH SOLE ~~125~~237,100 ~~AMERADA~~AMERICA ~~HESS~~MOVIL ~~CORP~~S ~~COM~~A ~~023551104~~DE ~~103~~SPON ADR 02364W105 26,~~618~~951 1,~~282~~817,~~400~~300 SH SOLE 1,~~282~~817,~~400~~300 C V L SHS AMGEN INC COM 031162100 ~~182~~205,~~040~~695 3,~~000~~500,000 SH SOLE 3,~~000~~500,000 ~~AON~~ARIBA ~~CORP~~INC COM ~~037389103~~04033V104 6215,~~199~~135 18,~~777~~137,~~100~~300 SH SOLE 18,~~777~~137,~~100~~300 ~~APOGENT~~AT&T ~~TECHNOLOGIES~~WIRELESS SVCS INC COM ~~03760A101~~00209A106 72138,~~774~~195 29,~~958~~250,~~300~~000 SH SOLE 29,~~958~~250,000 ATMEL CORP COM 049513104 62,124 9,300,000 ~~INC~~SH ~~ARIBA~~SOLE 9,300,000 AVON PRODS INC COM ~~04033V104~~054303102 1849,~~878~~673 31,~~432~~074,~~300~~000 SH SOLE 31,~~432~~074,~~300~~000 ~~AVAYA~~BARRICK ~~INC~~GOLD CORP COM ~~053499109~~067901108 4757,~~334~~602 3,~~455~~320,000 SH SOLE 3,~~455~~320,000 BAXTER INTL INC COM 071813109 89,~~257~~276 168,508 SH SOLE 168,508 BERKSHIRE HATHAWAY INC CL A 084670108 21,700 310 SH SOLE 310 DEL BERKSHIRE HATHAWAY INC CL B 084670207 59,415 25,500 SH SOLE 25,500 DEL BEST BUY INC COM 085616101 ~~254~~319,~~080~~286 47,~~000~~025,000 SH SOLE 47,~~000~~025,000 BIOVAIL CORP COM 09067J109 ~~574~~613 13,204 SH SOLE 13,204 ~~BLACK~~BJ &SVCS ~~DECKER~~CO ~~CORP~~ COM ~~091797100~~055482103 4135,~~042~~135 1,~~040~~975,~~100~~000 SH SOLE 1,~~040~~975,~~100~~000 ~~BMC~~BLACK ~~SOFTWARE~~& ~~INC~~DECKER CORP COM ~~055921100~~091797100 29109,~~302~~200 13,~~300~~500,000 SH SOLE 13,~~300~~500,000 BOSTON SCIENTIFIC CORP COM 101137107 ~~119~~148,~~595~~625 7,~~035~~250,000 SH SOLE 7,~~035~~250,000 BRISTOL MYERS SQUIBB CO COM 110122108 ~~196~~171,~~125~~008 3,~~750~~077,~~000~~900 SH SOLE 3,~~750~~077,~~000~~900 BROADVISION INC COM 111412102 ~~1,119~~204 223,800 SH SOLE 223,800 BURLINGTON NORTHN COM 12189T104 ~~197~~85,~~900~~600 63,~~559~~200,~~500~~000 SH SOLE 63,~~559~~200,~~500~~000 SANTA FE CP ~~CAPSTONE~~CDW ~~TURBINE~~COMPUTER ~~CORP~~CTRS INC COM ~~14067D102~~125129106 19130,~~439~~367 ~~880~~3,~~000~~603,300 SH SOLE ~~880~~3,~~000~~603,300 ~~CDW~~CEMEX ~~COMPUTER~~S ~~CTRS~~A ~~INC~~SPONS ~~COM~~ADR ~~125129106~~151290889 1435,~~800~~945 ~~372~~1,~~700~~750,000 SH SOLE ~~372~~1,~~700~~750,000 ~~CHARTER~~5 ~~COMMUNICATIONS~~ORD CLCISCO ASYS ~~16117M107~~INC ~~200~~COM 17275R102 81,~~810~~606 86,~~600~~700,000 SH SOLE 86,~~600~~700,000 CITIGROUP INC ~~DEL CHINA TIRE E-COMMERCE~~ COM ~~G2107X108~~172967101 48174,235 244,~~400~~302,100 SH SOLE 244,~~400~~302,100 ~~COM~~CITRIX ~~LTD~~SYS ~~CITIGROUP~~ INC COM ~~172967101~~177376100 ~~126~~39,~~240~~600 2,~~389~~000,~~100~~000 SH SOLE 2,~~389~~000,~~100~~000 COMCAST CORP CL A SPL 200300200 9735,~~316~~870 21,~~242~~000,~~300~~000 SH SOLE 21,~~242~~000,~~300~~000 ~~CONTINENTAL~~COMVERSE ~~AIRLS~~TECHNOLOGY ~~INC~~COM CLPAR B205862402 ~~210795308 116~~32,~~777~~602 21,~~371~~591,~~100~~900 SH SOLE 21,~~371~~591,~~100~~900 INC $0.10 CONSECO INC COM 208464107 4,730 651,500 SH SOLE 651,500 COSTCO WHSL CORP NEW COM 22160K105 ~~264~~130,~~966~~683 63,~~450~~675,000 SH SOLE 63,~~450~~675,000 CVS CORP COM 126650100 7717,~~200~~111 2515,~~000,000~~400 SH SOLE 2515,~~000,000~~400 ~~CYPRESS~~DEERE ~~SEMICONDUCTOR~~& CO COM ~~232806109~~244199105 7982,~~945~~524 32,~~352~~194,~~000~~200 SH SOLE 32,~~352~~194,~~000~~200 ~~CORP~~ DELL COMPUTER CORP COM 247025109 ~~109~~125,~~404~~078 46,~~183~~750,~~700~~000 SH SOLE 46,~~183~~750,~~700~~000 DOLLAR GEN CORP COM 256669102 ~~195~~122,~~000~~850 10,~~000~~500,000 SH SOLE 10,~~000~~500,000 DONNA KARAN INTL INC COM 257826107 ~~108~~103 10,200 SH SOLE 10,200 ~~EMBRATEL~~EASTMAN ~~PARTICIPACOES~~CHEM ~~SPON~~CO ~~29081N100 9,309 1,244,500 SH SOLE 1,244,500 S A ADR PFD EMULEX CORP~~ COM ~~NEW~~277432100 ~~292495209 101~~136,~~000~~125 23,~~500~~750,000 SH SOLE 23,~~500~~750,000 ESS TECHNOLOGY INC COM 269151106 ~~196~~189 18,500 SH SOLE 18,500 FAMILY DLR STORES INC COM 307000109 8391,~~298~~900 3,~~250~~339,~~000~~400 SH SOLE 3,~~250~~339,~~000~~400 FREEMARKETS INC COM 356602102 74,~~638~~041 381,900 SH SOLE 381,900 GAP INC DEL COM 364760108 35,800 2,995,800 SH SOLE 2,995,800 GATEWAY INC COM 367626108 41,~~094~~357 248,900 SH SOLE 248,900 GENERAL ~~DYNAMICS~~MTRS CORP ~~COM~~CL ~~369550108~~H 81370442832 88,~~701~~565 16,~~050~~644,000 SH SOLE 16,~~050~~644,000 ~~GENERAL~~NEW ~~MTRS~~GUIDANT CORP CLCOM H401698105 ~~370442832 120~~204,~~488~~743 5,~~950~~318,000 SH SOLE 5,~~950~~318,000 ~~NEW~~ HCA~~-HEALTHCARE~~ COINC COM 404119109 ~~280~~254,~~359~~783 65,~~204~~750,000 SH SOLE 65,~~204~~750,000 HANCOCK JOHN FINL SVCS COM 41014S106 119,850 3,000,000 SH SOLE 3,000,000 INC HARMONY GOLD MNG LTD SPONSORED 413216300 1523,~~761~~895 24,~~770~~500,000 SH SOLE 24,~~770~~500,000 ADR ~~HANCOCK~~HARMONY ~~JOHN~~GOLD ~~FINL~~MNG ~~SVCS~~LTD ~~COM~~WT ~~41014S106~~EXP ~~120~~413216110 1,~~780~~425 3750,000~~,000~~ SH SOLE 3750,000~~,000~~ ~~INC~~062903 HEALTHSOUTH CORP COM 421924101 ~~210~~161,~~716~~350 139,~~194~~923,~~500~~100 SH SOLE 139,~~194~~923,~~500~~100 HOME DEPOT INC COM 437076102 ~~244~~239,~~388~~621 56,~~250~~245,000 SH SOLE 56,~~250~~245,000 HOMESTORE COM INC COM 437852106 77 10,000 SH SOLE 10,000 HONEYWELL INTL INC COM 438516106 73,920 2,800,000 SH SOLE 2,800,000 I2 TECHNOLOGIES INC COM 465754109 8926,~~100~~746 47,~~500~~775,000 SH SOLE 47,~~500~~775,000 ~~IBP~~KB ~~INC~~HOME COM ~~449223106~~48666K109 ~~116~~92,~~913~~333 43,~~630~~250,~~200~~000 SH SOLE 43,~~630~~250,~~200~~000 KRAFT FOODS INC CL A 50075N104 ~~186~~206,~~186~~426 6,006,000 SH SOLE 6,006,000 LENNAR CORP COM 526057104 47117,~~955~~130 13,~~150~~250,000 SH SOLE 13,~~150~~250,000 LOEWS CORP COM 540424108 ~~128~~106,~~860~~592 2,~~000~~303,~~000~~200 SH SOLE 2,~~000~~303,~~000~~200 LOGIC DEVICES INC COM 541402103 3524 25,300 SH SOLE 25,300 MATTEL INC COM 577081102 1815,~~365~~200 970,640 SH SOLE 970,640 MCDATA CORP CL A 580031201 129,~~518~~603 ~~713~~1,~~300~~144,600 SH SOLE ~~713~~1,~~300~~144,600 MCDONALDS CORP COM 580135101 ~~209~~140,~~666~~759 75,~~748~~186,~~200~~400 SH SOLE 75,~~748~~186,~~200~~400 ~~MELLON~~MERCK ~~FINL~~& ~~CORP~~CO INC COM ~~58551A108~~589331107 ~~115~~199,~~000~~800 23,~~500~~000,000 SH SOLE 23,~~500~~000,000 ~~MERCURY~~MICROSOFT ~~INTERACTIVE COM 589405109 51,622 861,800 SH SOLE 861,800~~ CORP ~~MICRON TECHNOOGY INC~~ COM ~~595112103~~594918104 62138,~~308~~159 12,~~516~~700,000 SH SOLE 12,~~516~~700,000 ~~MICROSOFT~~MOTOROLA ~~CORP~~INC COM ~~594918104~~620076109 ~~138~~121,~~700~~321 17,~~900~~777,000 SH SOLE 17,~~900~~777,000 MYLAN LABS INC COM 628530107 83127,~~884~~061 23,~~982~~895,~~000~~200 SH SOLE 23,~~982~~895,~~000~~200 NETMANAGE INC COM 641144100 207 27,900 SH SOLE 27,900 NEWS CORP LTD SP ADR 652487802 ~~170~~180,~~725~~150 58,~~269~~461,~~300~~700 SH SOLE 58,~~269~~461,~~300~~700 PFD ~~NEXTEL~~NIKE ~~COMMUNICATIONS~~INC CL AB ~~65332V103~~654106103 ~~116~~124,~~708~~468 62,~~669~~659,000 SH SOLE 62,~~669~~659,000 ~~INC~~NORTHWEST AIRLS CORP CL A 667280101 2,406 210,900 SH SOLE 210,900 NPS PHARMACEUTICALS INC COM 62936P103 4740,~~581~~654 1,~~183~~303,~~600~~000 SH SOLE 1,~~183~~303,~~600~~000 ~~INC~~OPENWAVE ~~PARAMETRIC~~SYS ~~TECHNOLOGY~~INC COM ~~699173100~~683718100 ~~139~~2,~~900~~426 10190,~~000,000~~300 SH SOLE 10190,~~000,000~~300 ~~CORP~~PEPSICO ~~PEABODY~~INC ~~ENERGY CORP~~ COM ~~704549104~~713448108 8254,~~482~~625 ~~259~~5,250,000 SH SOLE ~~259~~5,250,000 ~~PFIZER~~PHARMACEUTICAL RES INC COM ~~717081103~~717125108 ~~164~~36,~~654~~750 41,~~111~~000,~~200~~000 SH SOLE 41,~~111~~000,~~200~~000 PHELPS DODGE CORP COM 717265102 ~~136~~171,~~689~~875 36,~~293~~250,~~700~~000 SH SOLE 36,~~293~~250,~~700~~000 PHILIP MORRIS COS INC COM 718154107 ~~270~~296,~~751~~501 56,~~335~~140,000 SH SOLE 56,~~335~~140,000 PITTSTON CO COM 725701106 3735,~~666~~983 1,~~689~~988,~~800~~000 SH SOLE 1,~~689~~988,~~800~~000 BRINKS GRP ~~PROVIDIAN~~POTASH ~~FINL~~ CORP SASK INC COM ~~74406A102~~73755L107 9640,~~496~~214 1722,~~630,000~~100 SH SOLE 1722,~~630,000~~100 ~~PURCHASEPRO~~PROVIDIAN ~~COM~~FINL CORP COM ~~746144104~~74406A102 6112,~~566~~236 45,~~436~~570,~~700~~000 SH SOLE 45,~~436~~570,~~700~~000 ~~QUAKER~~PURCHASEPRO ~~OATS~~COM CO COM ~~747402105~~746144104 ~~120,441~~507 1890,~~319,900~~300 SH SOLE 1890,~~319,900~~300 QWEST COMMUNICATIONS COM 749121109 4955,~~602~~110 13,~~556~~300,~~400~~000 SH SOLE 13,~~556~~300,~~400~~000 INTL INC RAMBUS INC DEL COM 750917106 ~~1,406~~841 114,200 SH SOLE 114,200 ~~RATIONAL~~RAYTHEON ~~SOFTWARE~~CO ~~CORP~~ COM ~~75409P202~~NEW ~~119~~755111507 43,~~213~~438 41,250,000 SH SOLE 41,250,000 ~~NEW~~ RITE AID CORP COM 767754104 3732,~~528~~191 4,169,800 SH SOLE 4,169,800 ~~SIEBEL~~RIVERSTONE ~~SYS~~NETWORKS INC COM ~~826170102~~769320102 ~~103~~3,~~180~~735 711,349 SH SOLE 711,349 SANMINA CORP COM 800907107 43,049 3,170,000 SH SOLE 3,170,000 SANTA FE INTL CORP ORD G7805C108 48,875 2,~~200~~300,000 SH SOLE 2,~~200~~300,000 SARA LEE CORP COM 803111103 94,679 4,445,000 SH SOLE 4,445,000 SHAW GROUP INC COM 820280105 14,705 522,000 SH SOLE 522,000 SMARTFORCE PUB LTD SPONSORED 83170A206 4,252 259,900 SH SOLE 259,900 CO ADR SPRINT CORP COM FON 852061100 ~~165~~169,~~775~~614 7,~~761~~064,~~000~~300 SH SOLE 7,~~761~~064,~~000~~300 GROUP STSPRINT ~~JUDE~~CORP ~~MED~~PCS ~~INC~~ COM ~~790849103~~852061506 68130,~~106~~898 14,~~135~~979,~~100~~000 SH SOLE 14,~~135~~979,~~100~~000 ~~STARWOOD~~SER ~~PAIRED~~1 ~~85590A203~~SYSCO 57CORP COM 871829107 37,~~053~~314 1,~~530~~461,~~400~~000 SH SOLE 1,~~530~~461,~~400~~000 ~~HOTELS&RESORTS WRLDWD CTF~~ TALBOTS INC COM 874161102 2567,~~340~~350 ~~579~~3,~~200~~000,000 SH SOLE ~~579~~3,~~200~~000,000 TELEFONOS DE MEXICO SPON ADR 879403780 7739,~~198~~400 21,~~200~~220,~~000~~200 SH SOLE 21,~~200~~220,~~000~~200 S A ORD L ~~TIFFANY~~TELLIUM &INC COCOM ~~NEW~~87967E107 12,723 2,580,700 SH SOLE 2,580,700 TENET HEALTHCARE CORP COM ~~886547108~~88033G100 ~~192~~123,~~455~~476 52,~~313~~070,~~500~~000 SH SOLE 52,~~313~~070,~~500~~000 ~~TRANSMETA~~TEXAS ~~CORP~~INSTRS ~~DEL~~INC COM ~~89376R109~~882508104 2160,~~822~~122 ~~505~~6,~~700~~410,000 SH SOLE ~~505~~6,~~700~~410,000 TMP WORLDWIDE INC COM 872941109 14,169 499,100 SH SOLE 499,100 TRUMP HOTELS & CASINO COM 898168109 6649 32,500 SH SOLE 32,500 RESORTS UNION PAC CORP COM 907818108 ~~184~~211,~~844~~050 34,~~366~~500,~~300~~000 SH SOLE 34,~~366~~500,~~300~~000 UNIVISION CL A 914906102 26,163 1,140,000 SH SOLE 1,140,000 COMMUNICATIONS INC USA NETWORKS INC COM 902984103 5640,~~000~~905 2,~~000~~275,000 SH SOLE 2,~~000~~275,000 ~~VERTEX~~VIACOM ~~PHARMACEUTICALS~~INC ~~COM~~CL ~~92532F100~~B 49925524308 38,~~005~~123 ~~990~~1,105,000 SH SOLE ~~990~~1,105,000 ~~INC~~ VIVUS INC COM 928551100 ~~245~~239 79,000 SH SOLE 79,000 WEATHERFORD INTL INC COM 947074100 65,688 2,575,000 SH SOLE 2,575,000 ZOOM TELEPHONICS INC COM 98976E103 5030 22,300 SH SOLE 22,300

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