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MAVERICK CAPITAL LTD 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MAVERICK CAPITAL LTD
报告期 2026-03-31 · CIK 0000934639
持仓数
241
前50大市值合计
$8.38B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 31
增持 54
减持 31
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
-$1.59B
104,704,665
-5%
建仓
QQQ
INVESCO QQQ TR
+$322.2M
900,000
建仓
EEM
ISHARES TR
+$302.3M
6,000,000
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NFLX
NETFLIX INC
+$163.2M
577,308
+61%
增持
V
VISA INC
+$112.6M
723,846
+248%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$102.1M
0
-100%
增持
WDAY
WORKDAY INC
+$101.1M
407,514
+13842%
清仓
—
AON PLC
-$76.9M
0
-100%
增持
SE
SEA LTD
+$58.2M
257,526
+196%
减持
—
LIVANOVA PLC
-$54.1M
535,690
-53%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$48.9M
3,983
-99%
增持
—
1LIFE HEALTHCARE INC
-$46.9M
3,661,468
+0%
增持
—
ACTIVISION BLIZZARD INC
+$43.7M
607,279
+1637%
增持
—
CURIS INC
+$43.4M
7,577,489
+285%
增持
—
LAM RESEARCH CORP
+$42.1M
270,922
+57%
减持
JLL
JONES LANG LASALLE INC
+$42.1M
861,611
-2%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$41.9M
1,660,116
+855%
增持
CACC
CREDIT ACCEP CORP MICH
+$39.1M
69,680
+1825%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$36.4M
2,636,959
+57%
减持
ADSK
AUTODESK INC
-$36.4M
5,583
-96%
清仓
—
BEACON ROOFING SUPPLY INC
-$33.6M
0
-100%
增持
TWLO
TWILIO INC
+$33.1M
105,686
+6705%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$33.0M
3,137,836
减持
—
FLEETCOR TECHNOLOGIES INC
-$30.6M
441,027
-23%
清仓
—
AJAX I
-$30.2M
0
-100%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$28.3M
516,180
-21%
建仓
—
INSTRUCTURE HLDGS INC
+$28.2M
1,250,000
减持
GOOG
ALPHABET INC
-$28.0M
62,765
-19%
清仓
—
DRAGONEER GROWTH OPPORTUN CO
-$26.3M
0
-100%
清仓
KKR
KKR & CO INC
-$25.6M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$24.4M
0
-100%
清仓
—
L BRANDS INC
-$24.1M
0
-100%
增持
DECK
DECKERS OUTDOOR CORP
+$24.0M
74,295
+921%
增持
—
DICERNA PHARMACEUTICALS INC
-$22.4M
1,310,530
+0%
建仓
CRBU
CARIBOU BIOSCIENCES INC
+$21.8M
952,542
增持
AMZN
AMAZON COM INC
+$21.7M
76,647
+15%
增持
—
ATARA BIOTHERAPEUTICS INC
+$20.8M
7,855,824
+2%
减持
CCK
CROWN HLDGS INC
-$18.6M
1,136,634
-13%
清仓
HIMS
HIMS & HERS HEALTH INC
-$18.4M
0
-100%
增持
TMUS
T-MOBILE US INC
-$18.1M
1,197,577
+1%
减持
MELI
MERCADOLIBRE INC
-$15.8M
44,471
-23%
减持
HUM
HUMANA INC
-$14.4M
251,466
-1%
增持
AHCO
ADAPTHEALTH CORP
+$13.5M
1,602,019
+84%
增持
SNOW
SNOWFLAKE INC
+$13.1M
211,132
+1%
增持
MGM
MGM RESORTS INTERNATIONAL
+$12.9M
1,433,331
+25%
增持
FTCHQ
FARFETCH LTD
-$12.7M
1,407,005
+8%
清仓
—
DRAGONEER GROWTH OPPTY CORP
-$12.5M
0
-100%
减持
—
XP INC
-$12.0M
3,529,724
-0%
增持
INNV
INNOVAGE HLDG CORP
-$10.5M
1,157,295
+36%
减持
—
CANO HEALTH INC
+$9.8M
8,350,000
-0%
清仓
SBUX
STARBUCKS CORP
-$9.8M
0
-100%
增持
FND
FLOOR & DECOR HLDGS INC
+$9.2M
248,509
+26%
建仓
EHTH
EHEALTH INC
+$9.1M
224,600
增持
AZO
AUTOZONE INC
+$8.8M
5,214
+12314%
建仓
—
SPIRE GLOBAL INC
+$8.8M
700,000
清仓
XMTR
XOMETRY INC
-$8.7M
0
-100%
建仓
STZ
CONSTELLATION BRANDS INC
+$8.7M
41,472
清仓
—
CM LIFE SCIENCES III INC
-$8.1M
0
-100%
减持
—
DUPONT DE NEMOURS INC
-$8.1M
721,983
-2%
增持
CNC
CENTENE CORP DEL
+$7.5M
4,120,045
+21%
清仓
—
KHOSLA VENTURES ACQUISITION
-$7.4M
0
-100%
减持
FTDR
FRONTDOOR INC
-$6.6M
562,919
-7%
减持
MSFT
MICROSOFT CORP
-$6.4M
915,376
-6%
增持
—
NEKTAR THERAPEUTICS
+$6.0M
5,838,426
+1%
增持
BALL
BALL CORP
+$6.0M
588,291
+2%
清仓
PG
PROCTER AND GAMBLE CO
-$6.0M
0
-100%
建仓
BBWI
BATH & BODY WORKS INC
+$5.8M
91,956
清仓
—
SIX FLAGS ENTMT CORP NEW
-$5.5M
0
-100%
减持
—
HANESBRANDS INC
-$5.5M
6,381
-98%
建仓
—
CARNIVAL CORP
+$5.3M
212,017
清仓
—
DRAGONEER GROWTH OPPORTUN CO
-$5.3M
0
-100%
建仓
AAP
ADVANCE AUTO PARTS INC
+$5.2M
24,847
建仓
SHW
SHERWIN WILLIAMS CO
+$5.1M
18,369
增持
—
WAVE LIFE SCIENCES LTD
-$4.9M
3,193,389
+3%
建仓
OLPX
OLAPLEX HLDGS INC
+$4.9M
200,000
增持
EXPE
EXPEDIA GROUP INC
+$4.7M
222,201
+15%
增持
ETSY
ETSY INC
+$4.6M
22,981
+1991%
清仓
ROST
ROSS STORES INC
-$4.4M
0
-100%
增持
DKS
DICKS SPORTING GOODS INC
+$4.3M
37,694
+1944%
建仓
MTCH
MATCH GROUP INC NEW
+$4.3M
27,093
建仓
PZZA
PAPA JOHNS INTL INC
+$4.1M
32,125
清仓
SAM
BOSTON BEER INC
-$3.8M
0
-100%
清仓
MCD
MCDONALDS CORP
-$3.8M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$3.7M
85,946
+207%
清仓
—
MAXIM INTEGRATED PRODS INC
-$3.7M
0
-100%
增持
—
CAREMAX INC
+$3.6M
4,316,238
+40%
建仓
NTNX
NUTANIX INC
+$3.5M
94,008
减持
URI
UNITED RENTALS INC
-$3.5M
1,597
-87%
清仓
PEP
PEPSICO INC
-$3.5M
0
-100%
清仓
JJSF
J & J SNACK FOODS CORP
-$3.4M
0
-100%
减持
NKE
NIKE INC
-$3.3M
15,024
-58%
建仓
KO
COCA COLA CO
+$3.3M
63,736
增持
—
HOSTESS BRANDS INC
+$3.3M
385,718
+83%
减持
—
JAZZ PHARMACEUTICALS PLC
-$3.3M
10,120
-61%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$3.3M
18,052
增持
NVDA
NVIDIA CORPORATION
+$3.3M
30,039
+709%
建仓
AVGO
BROADCOM INC
+$3.2M
6,695
建仓
FIVE
FIVE BELOW INC
+$3.1M
17,602
建仓
PUBM
PUBMATIC INC
+$3.1M
117,381
增持
—
PERRIGO CO PLC
+$3.1M
66,083
+6291%
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$3.1M
54,545
建仓
INTC
INTEL CORP
+$3.1M
57,412
建仓
FRSH
FRESHWORKS INC
+$3.0M
70,000
建仓
MDLZ
MONDELEZ INTL INC
+$3.0M
50,994
清仓
—
NORDSTROM INC
-$3.0M
0
-100%
增持
UAA
UNDER ARMOUR INC
+$2.9M
153,704
+1872%
清仓
—
GENERAL ELECTRIC CO
-$2.9M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$2.9M
0
-100%
减持
TXRH
TEXAS ROADHOUSE INC
-$2.9M
18,996
-60%
减持
DBI
DESIGNER BRANDS INC
-$2.8M
67,644
-70%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.8M
3,377
+482%
清仓
SFIX
STITCH FIX INC
-$2.8M
0
-100%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$2.8M
54,251
+142%
清仓
PANW
PALO ALTO NETWORKS INC
-$2.8M
0
-100%
增持
FFIV
F5 NETWORKS INC
+$2.8M
19,021
+247%
增持
EMR
EMERSON ELEC CO
+$2.7M
35,482
+450%
清仓
CMCSA
COMCAST CORP NEW
-$2.7M
0
-100%
减持
DRI
DARDEN RESTAURANTS INC
-$2.7M
24,729
-44%
增持
FTNT
FORTINET INC
+$2.7M
24,431
+31%
减持
NWL
NEWELL BRANDS INC
-$2.6M
185,807
-25%
增持
BLMN
BLOOMIN BRANDS INC
+$2.6M
132,377
+407%
增持
—
XILINX INC
+$2.6M
38,389
+73%
清仓
SHAK
SHAKE SHACK INC
-$2.6M
0
-100%
增持
ENR
ENERGIZER HLDGS INC NEW
+$2.5M
66,182
+5640%
增持
COF
CAPITAL ONE FINL CORP
+$2.5M
19,388
+385%
增持
C
CITIGROUP INC
+$2.5M
38,414
+1308%
清仓
UI
UBIQUITI INC
-$2.5M
0
-100%
增持
MANH
MANHATTAN ASSOCIATES INC
+$2.5M
21,205
+294%
增持
KMI
KINDER MORGAN INC DEL
+$2.4M
146,759
+5497%
增持
QCOM
QUALCOMM INC
+$2.4M
35,408
+134%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$2.3M
0
-100%
增持
GOOGL
ALPHABET INC
+$2.3M
1,279
+184%
建仓
XRX
XEROX HOLDINGS CORP
+$2.3M
113,610
减持
ASH
ASHLAND GLOBAL HLDGS INC
-$2.3M
44,135
-38%
减持
BF/B
BROWN FORMAN CORP
-$2.3M
1,259
-96%
减持
PHM
PULTE GROUP INC
-$2.3M
2,184
-95%
建仓
—
VMWARE INC
+$2.2M
14,846
减持
SHOP
SHOPIFY INC
-$2.2M
527
-73%
建仓
RL
RALPH LAUREN CORP
+$2.2M
19,534
增持
MZTI
LANCASTER COLONY CORP
+$2.2M
27,451
+115%
增持
BOOT
BOOT BARN HLDGS INC
+$2.2M
63,792
+53%
建仓
FLO
FLOWERS FOODS INC
+$2.2M
91,485
建仓
AEP
AMERICAN ELEC PWR CO INC
+$2.1M
26,421
建仓
GPC
GENUINE PARTS CO
+$2.1M
17,633
清仓
ANF
ABERCROMBIE & FITCH CO
-$2.1M
0
-100%
增持
PSTG
PURE STORAGE INC
+$2.1M
95,032
+578%
减持
CAR
AVIS BUDGET GROUP
-$2.1M
8,446
-79%
清仓
—
ALEXION PHARMACEUTICALS INC
-$2.1M
0
-100%
减持
DDS
DILLARDS INC
-$2.1M
12,064
-48%
减持
ELV
ANTHEM INC
-$2.1M
601
-90%
