Billionaire ‘Tiger Cub’ Lee Ainslie’s 5 Favorite Stocks

#3 Alphabet Inc (NASDAQ:GOOG)

– Shares Owned by Maverick Capital (as of September 30): 742,641

– Value of Holding (as of September 30): $451.84 Million

It seems the 16.88% spike that Alphabet Inc (NASDAQ:GOOG)’s shares saw during the third quarter and Google’s decision to restructure itself into the holding company Alphabet during the same period made the company even more attractive in the eyes of Maverick Capital, with the fund upping its stake by 20% during the July-to-September period. Shares of the company have climbed by over 15% since it reported its third quarter results on October 22 and currently trade up by 44.09%. Alphabet Inc (NASDAQ:GOOG) reported EPS of $7.35 on revenue of $18.68 billion for the third quarter, whereas the Street was expecting the company to report EPS of $7.21 on revenue of $18.54 billion. On November 22, analysts at Robert W. Baird reiterated their ‘Outperform’ rating and $780 price target on the stock. Ken Griffin‘s Citadel Investment Group also upped its Alphabet holding during the third quarter, by 60%; it held 803,793 shares of the company on September 30.

#2 Aramark (NYSE:ARMK)

– Shares Owned by Maverick Capital (as of September 30): 15.6 Million

– Value of Holding (as of September 30): $462.8 Million

Though shares of Aramark (NYSE:ARMK) have mostly traded in the $30-to-$34 range throughout the year, Maverick Capital believes that the stock will do well in the future, which can be gauged from the fact that the fund increased its stake in the company by 26% during the third quarter. Moreover, a lot of hedge funds seem to agree with Maverick Capital’s view, as 53 funds covered by Insider Monkey disclosed owning a stake in Aramark (NYSE:ARMK) as of the end of September, compared to just 41 as of the end of June. On November 18, the company reported its fiscal year 2015 fourth quarter results, declaring EPS of $0.44 on revenue of $3.50 billion. For the same quarter of the 2014 fiscal year the company reported EPS of $0.39 on revenue of $3.95 billion. Barry Rosenstein‘s JANA Partners initiated a stake in Aramark during the third quarter by purchasing over 3.3 million shares of the company.

#1 Liberty Global plc – Class C Ordinary Shares (NASDAQ:LBTYK)

– Shares Owned by Maverick Capital (as of September 30): 12.14 Million

– Value of Holding (as of September 30): $498 Million

Finally, after increasing its stake in Liberty Global plc – Class C Ordinary Shares (NASDAQ:LBTYK) by 86% during the second quarter, Maverick Capital again hiked its stake, this time by an additional 128%. Shares of Liberty Global plc have declined gradually since the start of the second-half of the year and are now down by almost 14% year-to-date. The company has been one of the most popular stocks among hedge funds this year, with 89 of the more than 700 investment firms that we cover reporting owning a stake in it as of September 30. For the third quarter, the company reported EPS of $0.05 on revenue of $4.6 billion. For the same period of last year, Liberty Global plc – Class C Ordinary Shares (NASDAQ:LBTYK) reported EPS of $0.09 on revenue of $4.5 billion. With ownership of over 30 million shares of the company at the end of September, Boykin Curry‘s Eagle Capital Management was its largest shareholder among the funds we track.

Disclosure: None