小隐寺数据中心
概览
新闻
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
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 37
增持 47
减持 30
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
+$276.8M
81,251,677
-4%
建仓
AVTR
AVANTOR INC
+$120.1M
6,129,905
减持
JLL
JONES LANG LASALLE INC
-$91.2M
446,853
-51%
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。
建仓
NFLX
NETFLIX INC
+$82.9M
351,961
增持
CRM
SALESFORCE INC
+$73.6M
748,456
+263%
减持
HUM
HUMANA INC
-$53.1M
202,438
-37%
清仓
—
OAK STR HEALTH INC
-$51.3M
0
-100%
增持
DPZ
DOMINOS PIZZA INC
+$38.4M
128,483
+3401%
清仓
LPLA
LPL FINL HLDGS INC
-$37.1M
0
-100%
清仓
—
CANO HEALTH INC
-$36.6M
0
-100%
减持
CCK
CROWN HLDGS INC
-$35.7M
892,749
-24%
建仓
EFX
EQUIFAX INC
+$30.7M
178,998
增持
GOOG
ALPHABET INC
-$28.0M
430,851
+1257%
减持
—
OAK STR HEALTH INC
+$27.7M
5,343,867
-15%
增持
WDAY
WORKDAY INC
+$27.5M
698,108
+24%
减持
UBER
UBER TECHNOLOGIES INC
+$18.1M
4,451,972
-9%
减持
AMZN
AMAZON COM INC
-$17.4M
1,692,016
-14%
增持
TGTX
TG THERAPEUTICS INC
+$16.9M
7,701,870
+14%
建仓
BAX
BAXTER INTL INC
+$16.2M
300,562
清仓
MTCH
MATCH GROUP INC NEW
-$16.0M
0
-100%
清仓
—
IRONSOURCE LTD
-$14.3M
0
-100%
增持
SNOW
SNOWFLAKE INC
+$14.2M
372,512
+5%
增持
V
VISA INC
+$13.7M
742,347
+24%
清仓
—
NEKTAR THERAPEUTICS
-$12.2M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$12.1M
53,664
+6%
增持
TMUS
T-MOBILE US INC
+$11.2M
1,532,672
+6%
减持
SEER
SEER INC
-$10.4M
1,163,792
-46%
减持
—
LIVANOVA PLC
-$9.8M
787,850
-1%
增持
FTCHQ
FARFETCH LTD
+$9.7M
2,640,064
+89%
清仓
—
HASHICORP INC
-$9.6M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$9.2M
304,692
-19%
增持
MSFT
MICROSOFT CORP
-$7.6M
602,018
+5%
增持
—
LAM RESEARCH CORP
-$7.2M
178,445
+5%
建仓
COIN
COINBASE GLOBAL INC
+$6.9M
107,300
清仓
—
SIGNIFY HEALTH INC
-$6.9M
0
-100%
增持
—
XP INC
+$6.3M
3,199,809
+5%
增持
META
META PLATFORMS INC
+$6.0M
901,746
+25%
减持
EXPE
EXPEDIA GROUP INC
-$5.6M
194,719
-23%
增持
USFD
US FOODS HLDG CORP
-$5.3M
1,806,532
+4%
清仓
COST
COSTCO WHSL CORP NEW
-$5.3M
0
-100%
清仓
—
WIX COM LTD
-$5.2M
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$5.2M
7,400
增持
OXM
OXFORD INDS INC
+$4.8M
66,754
+396%
增持
—
IMMUNOGEN INC
+$4.5M
3,553,128
+28%
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$4.5M
145,375
清仓
—
COINBASE GLOBAL INC
-$4.5M
0
-100%
清仓
—
NORDSTROM INC
-$4.4M
0
-100%
增持
SQ
BLOCK INC
+$4.4M
668,782
+27%
建仓
PVH
PVH CORPORATION
+$4.3M
96,031
减持
CASY
CASEYS GEN STORES INC
-$4.2M
996
-96%
增持
SHAK
SHAKE SHACK INC
+$3.8M
131,946
+147%
清仓
INNV
INNOVAGE HLDG CORP
-$3.8M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.7M
0
-100%
减持
DG
DOLLAR GEN CORP NEW
-$3.5M
1,773
-89%
增持
TXRH
TEXAS ROADHOUSE INC
+$3.4M
42,305
+920%
减持
RH
RH
-$3.3M
1,220
-93%
清仓
AAPL
APPLE INC
-$3.3M
0
-100%
增持
DECK
DECKERS OUTDOOR CORP
+$3.3M
14,319
+199%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
34,243
+417%
减持
BURL
BURLINGTON STORES INC
-$3.2M
3,027
-88%
减持
FIVE
FIVE BELOW INC
-$3.1M
20,776
-61%
建仓
—
ARISTA NETWORKS INC
+$3.1M
27,640
减持
UAA
UNDER ARMOUR INC
-$3.1M
91,065
-79%
增持
—
SKECHERS U S A INC
+$2.9M
136,631
+231%
减持
BBWI
BATH & BODY WORKS INC
-$2.8M
17,163
-86%
增持
ADSK
AUTODESK INC
+$2.6M
22,928
+134%
增持
—
COUPA SOFTWARE INC
+$2.6M
455,582
+7%
增持
DKS
DICKS SPORTING GOODS INC
+$2.5M
54,687
+30%
建仓
WING
WINGSTOP INC
+$2.5M
20,185
清仓
FND
FLOOR & DECOR HLDGS INC
-$2.5M
0
-100%
减持
NKE
NIKE INC
-$2.5M
15,894
-57%
清仓
GPC
GENUINE PARTS CO
-$2.4M
0
-100%
增持
AAP
ADVANCE AUTO PARTS INC
+$2.3M
18,870
+439%
清仓
SFM
SPROUTS FMRS MKT INC
-$2.3M
0
-100%
建仓
LOW
LOWES COS INC
+$2.2M
11,712
清仓
SBUX
STARBUCKS CORP
-$2.2M
0
-100%
增持
NTNX
NUTANIX INC
+$2.2M
143,255
+157%
增持
SBH
SALLY BEAUTY HLDGS INC
+$2.1M
174,695
+1552%
增持
—
FERGUSON PLC NEW
-$2.1M
272,139
+0%
清仓
MNRO
MONRO INC
-$2.1M
0
-100%
增持
FTNT
FORTINET INC
+$2.1M
122,473
+75%
建仓
ROST
ROSS STORES INC
+$2.0M
23,242
清仓
T
AT&T INC
-$1.9M
0
-100%
增持
ANF
ABERCROMBIE & FITCH CO
+$1.9M
199,840
+186%
建仓
CHWY
CHEWY INC
+$1.8M
57,860
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.7M
141,147
建仓
GAP
GAP INC
+$1.6M
196,070
建仓
MATX
MATSON INC
+$1.6M
25,716
建仓
—
JANUS HENDERSON GROUP PLC
+$1.6M
77,416
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$1.5M
151,915
清仓
PG
PROCTER AND GAMBLE CO
-$1.5M
0
-100%
清仓
WHR
WHIRLPOOL CORP
-$1.4M
0
-100%
减持
TJX
TJX COS INC NEW
-$1.4M
31,480
-48%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.4M
0
-100%
增持
AHCO
ADAPTHEALTH CORP
+$1.4M
1,392,700
+2%
建仓
HRB
BLOCK H & R INC
+$1.4M
32,843
建仓
CACC
CREDIT ACCEP CORP MICH
+$1.4M
3,176
减持
HD
HOME DEPOT INC
-$1.4M
912
-84%
清仓
W
WAYFAIR INC
-$1.3M
0
-100%
增持
TRIP
TRIPADVISOR INC
+$1.3M
100,989
+89%
减持
—
HIBBETT INC
-$1.3M
32,413
-51%
减持
—
CHECK POINT SOFTWARE TECH LT
-$1.2M
11,882
-44%
增持
PANW
PALO ALTO NETWORKS INC
-$1.2M
12,942
+92%
清仓
—
EATON CORP PLC
-$1.2M
0
-100%
增持
—
ASML HOLDING N V
+$1.2M
7,246
+90%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.2M
14,238
清仓
WEN
WENDYS CO
-$1.2M
0
-100%
建仓
PETS
PETMED EXPRESS INC
+$1.1M
57,062
增持
GO
GROCERY OUTLET HLDG CORP
+$1.1M
116,640
+79%
增持
CSCO
CISCO SYS INC
+$1.1M
56,610
+108%
增持
—
VMWARE INC
+$1.1M
18,692
+131%
减持
ETSY
ETSY INC
+$1.1M
49,694
-7%
增持
BLMN
BLOOMIN BRANDS INC
+$1.0M
136,174
+55%
减持
MANH
MANHATTAN ASSOCIATES INC
-$1.0M
1,813
-84%
建仓
JBL
JABIL INC
+$801.0K
13,886
增持
CVNA
CARVANA CO
-$785.0K
735,711
+6%
减持
—
SPIRIT AIRLS INC
-$776.0K
11,010
-73%
建仓
GEO
GEO GROUP INC NEW
+$749.0K
97,232
增持
TXN
TEXAS INSTRS INC
+$731.0K
11,967
+64%
清仓
UAL
UNITED AIRLS HLDGS INC
-$729.0K
0
-100%
清仓
—
EXXON MOBIL CORP
-$721.0K
0
-100%
建仓
WSM
WILLIAMS SONOMA INC
+$698.0K
5,924
清仓
NYT
NEW YORK TIMES CO
-$667.0K
0
-100%
减持
—
STEELCASE INC
-$665.0K
93,170
-21%
增持
GCO
GENESCO INC
+$649.0K
45,626
+99%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$648.0K
209,495
-23%
清仓
—
GARMIN LTD
-$641.0K
0
-100%
减持
KO
COCA COLA CO
-$629.0K
21,686
-26%
清仓
ETD
ETHAN ALLEN INTERIORS INC
-$625.0K
0
-100%
建仓
—
SIERRA WIRELESS INC
+$623.0K
20,464
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$614.0K
2,344
建仓
IT
GARTNER INC
+$608.0K
2,197
增持
DIN
DINE BRANDS GLOBAL INC
+$568.0K
17,649
+107%
建仓
—
NIELSEN HLDGS PLC
+$563.0K
20,328
清仓
EAT
BRINKER INTL INC
-$563.0K
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$557.0K
18,054
建仓
TDC
TERADATA CORP DEL
+$555.0K
17,860
增持
DBX
DROPBOX INC
+$555.0K
108,015
+35%
建仓
—
MARATHON OIL CORP
+$542.0K
24,025
建仓
EBAY
EBAY INC.
+$542.0K
14,713
增持
—
BIG 5 SPORTING GOODS CORP
+$541.0K
70,074
+271%
建仓
VEEV
VEEVA SYS INC
+$525.0K
3,183
清仓
—
CAPRI HOLDINGS LIMITED
-$523.0K
0
-100%
减持
—
GUESS INC
-$521.0K
24,843
-52%
清仓
FLWS
1 800 FLOWERS COM INC
-$513.0K
0
-100%
增持
RHI
ROBERT HALF INTL INC
+$512.0K
11,827
+125%
清仓
—
SYNEOS HEALTH INC
-$509.0K
0
-100%
建仓
—
SENSATA TECHNOLOGIES HLDG PL
+$505.0K
13,555
建仓
PRI
PRIMERICA INC
+$491.0K
3,977
建仓
BYD
BOYD GAMING CORP
+$491.0K
10,303
