小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 5增持 32减持 45清仓 68

方向

标的

Δ市值

现股数(环比)

清仓

CNC CENTENE CORP DEL

-$256.7M

0 -100%

减持

CPNG COUPANG INC

-$131.0M

94,793,985 -9%

增持

— OAK STR HEALTH INC

+$128.5M

4,225,127 +1465%

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。

减持

SEER SEER INC

-$115.7M

3,129,889 -42%

减持

QQQ INVESCO QQQ TR

-$87.4M

590,000 -34%

增持

V VISA INC

+$81.1M

1,118,192 +54%

清仓

— 1LIFE HEALTHCARE INC

-$74.1M

0 -100%

增持

MA MASTERCARD INCORPORATED

+$73.0M

208,349 +3700%

清仓

IFF INTERNATIONAL FLAVORS&FRAGRA

-$69.0M

0 -100%

清仓

BX BLACKSTONE INC

-$58.3M

0 -100%

增持

AMZN AMAZON COM INC

+$58.2M

92,962 +21%

增持

— ACTIVISION BLIZZARD INC

+$58.2M

1,580,819 +160%

减持

— XP INC

-$55.2M

3,013,906 -15%

减持

NFLX NETFLIX INC

-$55.0M

493,542 -15%

清仓

GPN GLOBAL PMTS INC

-$55.0M

0 -100%

建仓

USFD US FOODS HLDG CORP

+$54.3M

1,558,350

减持

EEM ISHARES TR

-$51.9M

5,125,000 -15%

建仓

RIVN RIVIAN AUTOMOTIVE INC

+$51.8M

500,000

增持

— LAM RESEARCH CORP

+$47.0M

279,832 +3%

减持

MSFT MICROSOFT CORP

+$44.2M

898,772 -2%

增持

NVDA NVIDIA CORPORATION

+$38.1M

150,760 +402%

减持

META META PLATFORMS INC

-$32.5M

601,581 -13%

减持

— FLEETCOR TECHNOLOGIES INC

-$32.1M

371,505 -16%

建仓

— HASHICORP INC

+$29.6M

325,000

清仓

— DICERNA PHARMACEUTICALS INC

-$26.4M

0 -100%

增持

UBER UBER TECHNOLOGIES INC

+$26.4M

3,227,390 +33%

减持

— NEKTAR THERAPEUTICS

-$26.2M

5,822,604 -0%

增持

AMAT APPLIED MATLS INC

+$25.6M

817,530 +2%

建仓

DDOG DATADOG INC

+$24.6M

137,940

减持

ASO ACADEMY SPORTS & OUTDOORS IN

-$24.4M

1,848,729 -30%

清仓

FTDR FRONTDOOR INC

-$23.6M

0 -100%

增持

JLL JONES LANG LASALLE INC

+$22.6M

877,641 +2%

增持

— CURIS INC

-$22.2M

7,790,478 +3%

增持

HUM HUMANA INC

+$19.8M

253,657 +1%

增持

GOOG ALPHABET INC

+$18.5M

64,214 +2%

增持

EXPE EXPEDIA GROUP INC

+$18.4M

303,151 +36%

减持

ADBE ADOBE SYSTEMS INCORPORATED

-$18.3M

131,660 -18%

减持

— BRIGHT HEALTH GROUP INC

-$16.9M

1,716,485 -39%

增持

MTCH MATCH GROUP INC NEW

+$16.8M

158,830 +486%

增持

CVNA CARVANA CO

+$15.6M

470,994 +52%

建仓

— GLOBAL TECHNOLGY ACQSTN CORP

+$12.1M

1,200,000

减持

CRBU CARIBOU BIOSCIENCES INC

-$12.0M

652,542 -31%

增持

CCK CROWN HLDGS INC

+$11.7M

1,141,454 +0%

增持

SE SEA LTD

-$11.5M

315,692 +23%

增持

— DUPONT DE NEMOURS INC

+$10.5M

738,057 +2%

减持

FTCHQ FARFETCH LTD

-$10.1M

1,276,024 -9%

清仓

EHTH EHEALTH INC

-$9.1M

0 -100%

清仓

AZO AUTOZONE INC

-$8.9M

0 -100%

清仓

— SPIRE GLOBAL INC

-$8.8M

0 -100%

清仓

STZ CONSTELLATION BRANDS INC

-$8.7M

0 -100%

增持

— CAREMAX INC

-$8.5M

4,316,684 +0%

增持

TMUS T-MOBILE US INC

+$8.5M

1,392,115 +16%

减持

SNOW SNOWFLAKE INC

-$8.3M

164,010 -22%

增持

RCKT ROCKET PHARMACEUTICALS INC

-$8.3M

1,894,966 +14%

清仓

HON HONEYWELL INTL INC

-$7.5M

0 -100%

清仓

FTNT FORTINET INC

-$7.1M

0 -100%

清仓

— HOSTESS BRANDS INC

-$6.7M

0 -100%

减持

WDAY WORKDAY INC

+$6.6M

396,909 -3%

清仓

SPB SPECTRUM BRANDS HLDGS INC NE

-$6.5M

0 -100%

增持

MELI MERCADOLIBRE INC

+$6.5M

60,188 +35%

增持

— CONFLUENT INC

+$6.4M

358,030 +2%

清仓

MU MICRON TECHNOLOGY INC

-$6.1M

0 -100%

清仓

JNJ JOHNSON & JOHNSON

-$6.0M

0 -100%

减持

CACC CREDIT ACCEP CORP MICH

+$5.8M

67,697 -3%

减持

— XILINX INC

-$5.7M

563 -99%

减持

BOOT BOOT BARN HLDGS INC

-$5.6M

502 -99%

减持

BBWI BATH & BODY WORKS INC

-$5.6M

3,316 -96%

清仓

— CARNIVAL CORP

-$5.3M

0 -100%

清仓

AAP ADVANCE AUTO PARTS INC

-$5.2M

0 -100%

清仓

ABT ABBOTT LABS

-$5.2M

0 -100%

清仓

— KANSAS CITY SOUTHERN

-$5.1M

0 -100%

清仓

SHW SHERWIN WILLIAMS CO

-$5.1M

0 -100%

清仓

AAPL APPLE INC

-$5.0M

0 -100%

减持

EPC EDGEWELL PERS CARE CO

-$5.0M

1,042 -99%

增持

TGTX TG THERAPEUTICS INC

+$5.0M

6,034,875 +83%

清仓

OLPX OLAPLEX HLDGS INC

-$4.9M

0 -100%

清仓

— HIBBETT INC

-$4.9M

0 -100%

增持

MGM MGM RESORTS INTERNATIONAL

+$4.8M

1,485,578 +4%

清仓

WMT WALMART INC

-$4.8M

0 -100%

减持

LPLA LPL FINL HLDGS INC

-$4.8M

479,077 -8%

清仓

ETSY ETSY INC

-$4.8M

0 -100%

减持

MNST MONSTER BEVERAGE CORP NEW

-$4.7M

959 -98%

清仓

MZTI LANCASTER COLONY CORP

-$4.6M

0 -100%

清仓

QCOM QUALCOMM INC

-$4.6M

0 -100%

增持

BALL BALL CORP

+$4.5M

596,869 +1%

减持

DKS DICKS SPORTING GOODS INC

-$4.4M

1,077 -97%

清仓

RVLV REVOLVE GROUP INC

-$4.1M

0 -100%

清仓

DLTR DOLLAR TREE INC

-$4.1M

0 -100%

清仓

NWL NEWELL BRANDS INC

-$4.1M

0 -100%

减持

— CHECK POINT SOFTWARE TECH LT

-$4.1M

724 -98%

清仓

PZZA PAPA JOHNS INTL INC

-$4.1M

0 -100%

清仓

— LOGITECH INTL S A

-$4.1M

0 -100%

清仓

ASH ASHLAND GLOBAL HLDGS INC

-$3.9M

0 -100%

增持

PRVA PRIVIA HEALTH GROUP INC

+$3.9M

604,908 +21%

清仓

DRI DARDEN RESTAURANTS INC

-$3.7M

0 -100%

减持

FFIV F5 INC

-$3.7M

325 -98%

清仓

SPWH SPORTSMANS WHSE HLDGS INC

-$3.6M

0 -100%

减持

NTNX NUTANIX INC

-$3.4M

3,220 -97%

增持

TWLO TWILIO INC

+$3.4M

141,061 +33%

清仓

ISRG INTUITIVE SURGICAL INC

-$3.4M

0 -100%

清仓

KO COCA COLA CO

-$3.3M

0 -100%

清仓

EMR EMERSON ELEC CO

-$3.3M

0 -100%

减持

GOOGL ALPHABET INC

-$3.3M

28 -98%

清仓

BLMN BLOOMIN BRANDS INC

-$3.3M

0 -100%

清仓

VRTX VERTEX PHARMACEUTICALS INC

-$3.3M

0 -100%

清仓

AVGO BROADCOM INC

-$3.2M

0 -100%

清仓

FOSL FOSSIL GROUP INC

-$3.2M

0 -100%

清仓

COF CAPITAL ONE FINL CORP

-$3.1M

0 -100%

减持

MANH MANHATTAN ASSOCIATES INC

-$3.1M

694 -97%

清仓

FIVE FIVE BELOW INC

-$3.1M

0 -100%

清仓

PUBM PUBMATIC INC

-$3.1M

0 -100%

增持

FND FLOOR & DECOR HLDGS INC

+$3.1M

254,489 +2%

减持

— PERRIGO CO PLC

-$3.1M

1,578 -98%

清仓

PBH PRESTIGE CONSMR HEALTHCARE I

-$3.1M

0 -100%

清仓

INTC INTEL CORP

-$3.1M

0 -100%

清仓

WING WINGSTOP INC

-$3.0M

0 -100%

减持

— DISCOVERY INC

-$3.0M

5,543 -96%

清仓

FRSH FRESHWORKS INC

-$3.0M

0 -100%

减持

UAA UNDER ARMOUR INC

-$2.9M

10,078 -93%

减持

MDLZ MONDELEZ INTL INC

-$2.9M

1,242 -98%

减持

ZBH ZIMMER BIOMET HOLDINGS INC

-$2.9M

708 -96%

清仓

BKNG BOOKING HOLDINGS INC

-$2.8M

0 -100%

减持

DECK DECKERS OUTDOOR CORP

-$2.8M

65,400 -12%

清仓

DG DOLLAR GEN CORP NEW

-$2.8M

0 -100%

清仓

BSX BOSTON SCIENTIFIC CORP

-$2.7M

0 -100%

清仓

ILMN ILLUMINA INC

-$2.6M

0 -100%

清仓

IMKTA INGLES MKTS INC

-$2.6M

0 -100%

清仓

ENR ENERGIZER HLDGS INC NEW

-$2.6M

0 -100%

减持

C CITIGROUP INC

-$2.6M

1,974 -95%

减持

TPR TAPESTRY INC

-$2.6M

3,174 -96%

增持

AHCO ADAPTHEALTH CORP

+$2.6M

1,629,686 +2%

清仓

KMI KINDER MORGAN INC DEL

-$2.5M

0 -100%

减持

CIEN CIENA CORP

-$2.5M

1,418 -97%

减持

NYT NEW YORK TIMES CO

-$2.4M

1,804 -96%

减持

MOH MOLINA HEALTHCARE INC

-$2.3M

437 -95%

减持

PSTG PURE STORAGE INC

-$2.3M

2,308 -98%

清仓

XRX XEROX HOLDINGS CORP

-$2.3M

0 -100%

清仓

CRM SALESFORCE COM INC

-$2.2M

0 -100%

清仓

— VMWARE INC

-$2.2M

0 -100%

增持

— INSTRUCTURE HLDGS INC

+$2.2M

1,269,500 +2%

清仓

NOW SERVICENOW INC

-$2.2M

0 -100%

清仓

CVX CHEVRON CORP NEW

-$2.2M

0 -100%

清仓

NKE NIKE INC

-$2.2M

0 -100%

减持

— ENDO INTL PLC

-$2.2M

49,511 -93%

清仓

RL RALPH LAUREN CORP

-$2.2M

0 -100%

清仓

FLO FLOWERS FOODS INC

-$2.2M

0 -100%

清仓

AEP AMERICAN ELEC PWR CO INC

-$2.1M

0 -100%

清仓

GPC GENUINE PARTS CO

-$2.1M

0 -100%

减持

INNV INNOVAGE HLDG CORP

-$2.1M

1,111,582 -4%

减持

— ANAPLAN INC

-$2.0M

3,027 -92%