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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 76
增持 31
减持 32
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
-$1.26B
86,335,519
-9%
清仓
EEM
ISHARES TR
-$250.4M
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$234.7M
0
-100%
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
NFLX
NETFLIX INC
-$177.3M
320,400
-35%
减持
—
LAM RESEARCH CORP
-$125.9M
140,093
-50%
清仓
—
ACTIVISION BLIZZARD INC
-$105.2M
0
-100%
减持
META
META PLATFORMS INC
-$84.4M
530,410
-12%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$81.2M
0
-100%
减持
GOOG
ALPHABET INC
-$81.0M
37,518
-42%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$73.7M
2,187
-98%
清仓
SE
SEA LTD
-$70.6M
0
-100%
减持
V
VISA INC
-$62.3M
811,703
-27%
减持
AMAT
APPLIED MATLS INC
-$60.0M
521,016
-36%
清仓
—
DUPONT DE NEMOURS INC
-$59.6M
0
-100%
减持
MSFT
MICROSOFT CORP
-$58.2M
791,588
-12%
建仓
SQ
BLOCK INC
+$55.7M
410,460
减持
—
NEKTAR THERAPEUTICS
-$52.8M
4,792,920
-18%
增持
TGTX
TG THERAPEUTICS INC
-$51.2M
6,677,726
+11%
清仓
CACC
CREDIT ACCEP CORP MICH
-$46.6M
0
-100%
增持
CVNA
CARVANA CO
-$33.7M
633,073
+34%
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$29.0M
742,185
减持
MGM
MGM RESORTS INTERNATIONAL
-$27.9M
925,192
-38%
清仓
—
CONFLUENT INC
-$27.3M
0
-100%
减持
AMZN
AMAZON COM INC
-$26.2M
87,049
-6%
减持
DECK
DECKERS OUTDOOR CORP
-$22.1M
6,635
-90%
增持
FTCHQ
FARFETCH LTD
-$21.9M
1,369,603
+7%
增持
TMUS
T-MOBILE US INC
+$21.3M
1,423,530
+2%
增持
SEER
SEER INC
-$21.2M
3,293,439
+5%
减持
MELI
MERCADOLIBRE INC
-$21.1M
50,483
-16%
减持
MA
MASTERCARD INCORPORATED
-$21.1M
150,536
-28%
减持
FND
FLOOR & DECOR HLDGS INC
-$20.8M
151,795
-40%
建仓
—
COUPA SOFTWARE INC
+$19.4M
191,000
减持
BALL
BALL CORP
-$19.1M
426,516
-29%
减持
—
CURIS INC
-$18.8M
7,693,022
-1%
减持
AHCO
ADAPTHEALTH CORP
-$17.4M
1,400,655
-14%
减持
TWLO
TWILIO INC
-$17.3M
120,442
-15%
减持
USFD
US FOODS HLDG CORP
-$15.0M
1,043,947
-33%
减持
HUM
HUMANA INC
-$13.1M
240,243
-5%
减持
NVDA
NVIDIA CORPORATION
-$12.2M
117,963
-22%
增持
SNOW
SNOWFLAKE INC
-$11.9M
190,499
+16%
减持
—
FLEETCOR TECHNOLOGIES INC
-$11.7M
287,081
-23%
减持
—
ASML HOLDING N V
-$11.3M
9,608
-57%
减持
CCK
CROWN HLDGS INC
-$10.4M
926,597
-19%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$8.4M
0
-100%
增持
WDAY
WORKDAY INC
-$8.1M
418,887
+6%
减持
—
XP INC
-$7.8M
2,619,250
-13%
增持
—
OAK STR HEALTH INC
+$7.6M
5,492,412
+30%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$7.5M
2,133,166
+13%
减持
LPLA
LPL FINL HLDGS INC
-$6.4M
385,067
-20%
减持
—
LIVANOVA PLC
-$6.2M
463,997
-8%
清仓
—
BRIGHT HEALTH GROUP INC
-$5.9M
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$4.9M
8,501
减持
EXPE
EXPEDIA GROUP INC
-$4.8M
255,489
-16%
建仓
FIVE
FIVE BELOW INC
+$4.7M
29,876
建仓
BURL
BURLINGTON STORES INC
+$4.7M
25,917
建仓
LULU
LULULEMON ATHLETICA INC
+$4.5M
12,434
建仓
SBUX
STARBUCKS CORP
+$4.4M
48,222
建仓
AAPL
APPLE INC
+$4.1M
23,463
建仓
SHW
SHERWIN WILLIAMS CO
+$4.0M
16,038
建仓
RH
RH
+$3.8M
11,681
建仓
FTNT
FORTINET INC
+$3.8M
11,116
建仓
TJX
TJX COS INC NEW
+$3.7M
61,690
增持
ULTA
ULTA BEAUTY INC
+$3.7M
9,560
+3549%
建仓
ROST
ROSS STORES INC
+$3.7M
40,513
建仓
—
SIGNET JEWELERS LIMITED
+$3.7M
50,391
建仓
—
CARNIVAL CORP
+$3.6M
180,249
建仓
NKE
NIKE INC
+$3.6M
26,745
增持
DKS
DICKS SPORTING GOODS INC
+$3.4M
34,763
+3128%
增持
PRKS
SEAWORLD ENTMT INC
+$3.3M
46,588
+2147%
建仓
SFM
SPROUTS FMRS MKT INC
+$3.2M
99,915
增持
UAA
UNDER ARMOUR INC
+$3.1M
192,835
+1813%
建仓
ANF
ABERCROMBIE & FITCH CO
+$3.0M
93,326
清仓
—
CASTLIGHT HEALTH INC
-$3.0M
0
-100%
建仓
XRX
XEROX HOLDINGS CORP
+$3.0M
146,416
增持
UBER
UBER TECHNOLOGIES INC
-$2.8M
3,712,956
+15%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$2.8M
47,795
增持
—
INSTRUCTURE HLDGS INC
-$2.7M
1,383,777
+9%
建仓
—
SKECHERS U S A INC
+$2.5M
61,864
建仓
T
AT&T INC
+$2.5M
105,040
建仓
TXN
TEXAS INSTRS INC
+$2.4M
12,843
建仓
IP
INTERNATIONAL PAPER CO
+$2.2M
48,654
增持
—
CHECK POINT SOFTWARE TECH LT
+$2.2M
16,635
+2198%
建仓
CASY
CASEYS GEN STORES INC
+$2.2M
11,126
增持
MTCH
MATCH GROUP INC NEW
+$2.2M
213,233
+34%
建仓
ABT
ABBOTT LABS
+$2.2M
18,357
建仓
—
LOGITECH INTL S A
+$2.2M
28,975
建仓
MCD
MCDONALDS CORP
+$2.0M
8,283
增持
DBX
DROPBOX INC
+$2.0M
92,723
+1681%
建仓
—
HOSTESS BRANDS INC
+$1.9M
88,548
建仓
NTAP
NETAPP INC
+$1.9M
23,083
建仓
HRB
BLOCK H & R INC
+$1.9M
73,078
增持
PVH
PVH CORPORATION
+$1.9M
26,163
+2129%
建仓
DEO
DIAGEO PLC
+$1.9M
9,177
建仓
PANW
PALO ALTO NETWORKS INC
+$1.8M
2,946
增持
DDOG
DATADOG INC
+$1.8M
174,110
+26%
建仓
STZ
CONSTELLATION BRANDS INC
+$1.8M
7,725
增持
PSTG
PURE STORAGE INC
+$1.6M
48,716
+2011%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.6M
7,043
增持
ELV
ANTHEM INC
+$1.6M
3,729
+628%
建仓
DELL
DELL TECHNOLOGIES INC
+$1.6M
31,318
建仓
—
EATON CORP PLC
+$1.6M
10,214
建仓
SNBRQ
SLEEP NUMBER CORP
+$1.5M
30,547
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.5M
961
建仓
VFC
V F CORP
+$1.5M
26,629
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
11,621
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.5M
20,045
+1990%
建仓
TSN
TYSON FOODS INC
+$1.5M
16,731
增持
SBH
SALLY BEAUTY HLDGS INC
+$1.5M
107,929
+757%
建仓
CHGG
CHEGG INC
+$1.4M
38,106
建仓
W
WAYFAIR INC
+$1.2M
11,174
建仓
URBN
URBAN OUTFITTERS INC
+$1.2M
48,390
建仓
ENR
ENERGIZER HLDGS INC NEW
+$1.2M
38,610
建仓
BKE
BUCKLE INC
+$1.2M
35,938
增持
—
FOOT LOCKER INC
+$1.2M
43,783
+1482%
建仓
MZTI
LANCASTER COLONY CORP
+$1.2M
7,798
增持
GOOGL
ALPHABET INC
+$1.1M
425
+1418%
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$1.1M
20,520
建仓
EMR
EMERSON ELEC CO
+$1.1M
11,049
建仓
SPB
SPECTRUM BRANDS HLDGS INC NE
+$1.1M
12,187
建仓
KO
COCA COLA CO
+$1.1M
17,370
建仓
—
VMWARE INC
+$1.1M
9,384
建仓
JNJ
JOHNSON & JOHNSON
+$1.1M
5,979
减持
INNV
INNOVAGE HLDG CORP
+$1.1M
1,030,762
-7%
建仓
BEN
FRANKLIN RESOURCES INC
+$1.0M
37,080
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$1.0M
8,224
建仓
PG
PROCTER AND GAMBLE CO
+$984.0K
6,442
增持
—
DISCOVERY INC
+$963.0K
43,862
+691%
建仓
HRL
HORMEL FOODS CORP
+$957.0K
18,571
建仓
HSY
HERSHEY CO
+$927.0K
4,281
建仓
—
STEELCASE INC
+$901.0K
75,434
增持
CIEN
CIENA CORP
+$900.0K
16,640
+1073%
建仓
VRT
VERTIV HOLDINGS CO
+$829.0K
59,222
增持
CVLT
COMMVAULT SYS INC
+$822.0K
14,458
+629%
增持
MUSA
MURPHY USA INC
+$813.0K
4,474
+991%
建仓
CAG
CONAGRA BRANDS INC
+$803.0K
23,932
增持
MANH
MANHATTAN ASSOCIATES INC
+$769.0K
6,325
+811%
建仓
—
GARMIN LTD
+$750.0K
6,325
建仓
IQV
IQVIA HLDGS INC
+$636.0K
2,749
建仓
FLO
FLOWERS FOODS INC
+$630.0K
24,515
建仓
GO
GROCERY OUTLET HLDG CORP
+$623.0K
19,005
建仓
MMM
3M CO
+$614.0K
4,122
建仓
LZB
LA Z BOY INC
+$596.0K
22,590
建仓
PEP
PEPSICO INC
+$588.0K
3,513
建仓
WDC
WESTERN DIGITAL CORP.
+$574.0K
11,561
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$568.0K
4,259
减持
PRVA
PRIVIA HEALTH GROUP INC
-$564.0K
564,329
-7%
建仓
—
FIVERR INTL LTD
+$553.0K
7,276
建仓
BF/B
BROWN FORMAN CORP
+$544.0K
8,122
建仓
CAL
CALERES INC
+$539.0K
27,862
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$535.0K
5,943
