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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 32
增持 33
减持 49
清仓 36
方向
标的
Δ市值
现股数(环比)
建仓
NVDA
NVIDIA CORPORATION
+$128.8M
463,753
清仓
—
OAK STR HEALTH INC
-$117.7M
0
-100%
清仓
AVTR
AVANTOR INC
-$117.4M
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。
清仓
BX
BLACKSTONE INC
-$115.0M
0
-100%
减持
TMUS
T-MOBILE US INC
-$84.8M
507,778
-55%
增持
CRM
SALESFORCE INC
+$68.5M
872,063
+9%
减持
CPNG
COUPANG INC
+$67.2M
74,257,259
-3%
建仓
CEG
CONSTELLATION ENERGY CORP
+$64.6M
823,109
减持
META
META PLATFORMS INC
+$64.2M
1,088,977
-21%
增持
UNH
UNITEDHEALTH GROUP INC
+$62.7M
133,209
+28122%
建仓
NU
NU HLDGS LTD
+$61.2M
12,856,153
清仓
CCK
CROWN HLDGS INC
-$60.7M
0
-100%
清仓
TGTX
TG THERAPEUTICS INC
-$51.1M
0
-100%
增持
—
ARISTA NETWORKS INC
+$46.1M
291,832
+1130%
减持
HUM
HUMANA INC
-$45.5M
959
-99%
减持
JLL
JONES LANG LASALLE INC
-$35.3M
657,225
-20%
减持
V
VISA INC
-$29.7M
311,636
-35%
清仓
—
DRAGONEER GROWTH OPT CORP II
-$29.6M
0
-100%
减持
SNOW
SNOWFLAKE INC
-$28.2M
169,711
-55%
增持
MELI
MERCADOLIBRE INC
+$27.1M
49,189
+10%
减持
MSFT
MICROSOFT CORP
-$24.7M
303,943
-35%
清仓
—
JAWS MUSTANG ACQUISITION COR
-$24.1M
0
-100%
减持
—
WAVE LIFE SCIENCES LTD
-$21.1M
6,596,778
-7%
减持
UBER
UBER TECHNOLOGIES INC
-$20.3M
2,869,755
-36%
清仓
GOOG
ALPHABET INC
-$17.3M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$15.3M
499,482
-37%
清仓
—
MSD ACQUISITION CORP
-$15.2M
0
-100%
减持
—
LAM RESEARCH CORP
-$14.1M
96,209
-38%
减持
—
LIVANOVA PLC
-$13.9M
676,325
-13%
增持
SQ
BLOCK INC
+$13.3M
468,967
+56%
减持
—
FERGUSON PLC NEW
-$12.7M
179,527
-38%
减持
AHCO
ADAPTHEALTH CORP
-$10.6M
1,303,315
-6%
清仓
—
NEW VISTA ACQUISITION CORP
-$10.0M
0
-100%
清仓
—
ROCKET INTERNET GRWT OPRT CO
-$10.0M
0
-100%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$9.0M
4,407,623
+30%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$7.2M
728,292
-31%
清仓
SBUX
STARBUCKS CORP
-$6.3M
0
-100%
减持
CBRE
CBRE GROUP INC
-$6.3M
811,597
-5%
减持
—
CATALENT INC
+$6.3M
1,055,960
-25%
减持
AMZN
AMAZON COM INC
+$5.9M
1,474,164
-15%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$5.8M
3,814
-94%
减持
BURL
BURLINGTON STORES INC
-$5.7M
2,498
-92%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$5.4M
14,086
-89%
建仓
WING
WINGSTOP INC
+$5.3M
28,966
增持
—
PERRIGO CO PLC
+$5.3M
153,704
+2379%
减持
NFLX
NETFLIX INC
-$5.0M
243,246
-19%
清仓
ADSK
AUTODESK INC
-$4.9M
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$4.6M
130,653
减持
—
CAREMAX INC
-$4.4M
4,238,266
-2%
清仓
—
FOOT LOCKER INC
-$4.4M
0
-100%
减持
—
ASML HOLDING N V
-$4.2M
1,243
-87%
增持
KMB
KIMBERLY-CLARK CORP
+$4.2M
33,275
+1765%
建仓
—
SIX FLAGS ENTMT CORP NEW
+$4.2M
157,987
增持
TPR
TAPESTRY INC
+$4.1M
106,906
+763%
增持
URBN
URBAN OUTFITTERS INC
+$4.0M
179,066
+345%
减持
EXPE
EXPEDIA GROUP INC
-$4.0M
132,459
-31%
增持
—
IMMUNOGEN INC
-$4.0M
7,856,409
+14%
增持
—
XP INC
-$3.8M
2,949,531
+16%
建仓
EPC
EDGEWELL PERS CARE CO
+$3.7M
88,198
清仓
AAP
ADVANCE AUTO PARTS INC
-$3.7M
0
-100%
增持
—
INSTRUCTURE HLDGS INC
+$3.4M
1,385,277
+0%
清仓
—
SKECHERS U S A INC
-$3.4M
0
-100%
建仓
CAR
AVIS BUDGET GROUP
+$3.3M
17,153
清仓
DDS
DILLARDS INC
-$3.3M
0
-100%
建仓
JJSF
J & J SNACK FOODS CORP
+$3.2M
21,878
建仓
HSY
HERSHEY CO
+$3.2M
12,710
增持
CAKE
CHEESECAKE FACTORY INC
+$3.2M
143,733
+142%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$3.0M
0
-100%
清仓
EA
ELECTRONIC ARTS INC
-$2.9M
0
-100%
减持
WDAY
WORKDAY INC
+$2.9M
479,952
-17%
建仓
MTCH
MATCH GROUP INC NEW
+$2.9M
75,083
清仓
RL
RALPH LAUREN CORP
-$2.9M
0
-100%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$2.9M
0
-100%
增持
CHD
CHURCH & DWIGHT CO INC
+$2.8M
35,173
+879%
减持
VFC
V F CORP
-$2.8M
125,609
-39%
建仓
SPB
SPECTRUM BRANDS HLDGS INC NE
+$2.6M
39,970
增持
PEP
PEPSICO INC
+$2.5M
20,167
+205%
增持
KDP
KEURIG DR PEPPER INC
+$2.4M
80,573
+567%
增持
DECK
DECKERS OUTDOOR CORP
+$2.4M
15,074
+37%
减持
USFD
US FOODS HLDG CORP
+$2.4M
1,721,091
-4%
减持
—
JUNIPER NETWORKS INC
-$2.4M
59,224
-57%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$2.3M
33,583
减持
HRB
BLOCK H & R INC
-$2.3M
28,712
-68%
建仓
IVVD
INVIVYD INC
+$2.3M
1,887,527
清仓
M
MACYS INC
-$2.2M
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$2.2M
0
-100%
减持
IP
INTERNATIONAL PAPER CO
-$2.2M
9,309
-87%
建仓
BLMN
BLOOMIN BRANDS INC
+$2.2M
84,380
减持
TJX
TJX COS INC NEW
-$2.2M
27,216
-50%
减持
—
SIGNET JEWELERS LIMITED
-$2.1M
9,346
-78%
清仓
—
GUESS INC
-$2.1M
0
-100%
清仓
MZTI
LANCASTER COLONY CORP
-$2.1M
0
-100%
清仓
NKE
NIKE INC
-$2.1M
0
-100%
清仓
NWL
NEWELL BRANDS INC
-$2.0M
0
-100%
减持
WMT
WALMART INC
-$2.0M
1,819
-89%
建仓
SHW
SHERWIN WILLIAMS CO
+$2.0M
8,832
减持
BBY
BEST BUY INC
-$2.0M
7,659
-76%
建仓
GIL
GILDAN ACTIVEWEAR INC
+$1.9M
58,311
增持
DPZ
DOMINOS PIZZA INC
+$1.9M
187,099
+8%
减持
DRI
DARDEN RESTAURANTS INC
-$1.9M
6,439
-69%
建仓
KHC
KRAFT HEINZ CO
+$1.9M
47,844
增持
MDLZ
MONDELEZ INTL INC
+$1.8M
42,551
+147%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$1.8M
0
-100%
建仓
FND
FLOOR & DECOR HLDGS INC
+$1.8M
18,346
增持
SAM
BOSTON BEER INC
+$1.8M
6,371
+615%
减持
DBX
DROPBOX INC
-$1.8M
57,471
-57%
清仓
LUV
SOUTHWEST AIRLS CO
-$1.7M
0
-100%
建仓
—
LABORATORY CORP AMER HLDGS
+$1.7M
7,356
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.7M
45,850
-69%
减持
BKE
BUCKLE INC
-$1.7M
7,814
-82%
增持
—
ATARA BIOTHERAPEUTICS INC
-$1.7M
6,545,413
+4%
建仓
ASH
ASHLAND INC
+$1.6M
16,004
增持
BBWI
BATH & BODY WORKS INC
+$1.6M
57,788
+393%
清仓
—
VMWARE INC
-$1.6M
0
-100%
增持
AMN
AMN HEALTHCARE SVCS INC
+$1.6M
23,528
+569%
增持
GDDY
GODADDY INC
+$1.5M
24,842
+362%
减持
FIVE
FIVE BELOW INC
-$1.5M
23,022
-35%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$1.5M
12,014
建仓
SYK
STRYKER CORPORATION
+$1.4M
5,077
建仓
CLX
CLOROX CO DEL
+$1.4M
9,058
增持
TDOC
TELADOC HEALTH INC
+$1.4M
65,547
+447%
建仓
MEDP
MEDPACE HLDGS INC
+$1.4M
7,508
建仓
MCO
MOODYS CORP
+$1.4M
4,545
减持
SBH
SALLY BEAUTY HLDGS INC
-$1.4M
24,074
-83%
增持
BF/B
BROWN FORMAN CORP
+$1.4M
24,469
+667%
减持
DLTR
DOLLAR TREE INC
-$1.3M
3,925
-71%
增持
PRKS
SEAWORLD ENTMT INC
+$1.3M
33,683
+148%
清仓
PETS
PETMED EXPRESS INC
-$1.3M
0
-100%
增持
PLAY
DAVE & BUSTERS ENTMT INC
+$1.3M
90,013
+60%
减持
MNRO
MONRO INC
-$1.3M
17,339
-64%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$1.3M
20,029
+251%
增持
DKS
DICKS SPORTING GOODS INC
+$1.3M
42,826
+8%
清仓
TSN
TYSON FOODS INC
-$1.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
5,858
-52%
增持
CVLT
COMMVAULT SYS INC
+$1.3M
32,925
+238%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
1,471
建仓
EAT
BRINKER INTL INC
+$1.2M
32,676
建仓
—
INVESCO LTD
+$1.2M
75,524
清仓
—
IROBOT CORP
-$1.2M
0
-100%
减持
GO
GROCERY OUTLET HLDG CORP
-$1.2M
33,051
-56%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$1.2M
6,440
-75%
建仓
LEN
LENNAR CORP
+$1.2M
11,548
建仓
ROKU
ROKU INC
+$1.2M
18,400
增持
BIO
BIO RAD LABS INC
+$1.2M
3,082
+385%
建仓
—
KELLOGG CO
+$1.2M
17,641
清仓
—
HOSTESS BRANDS INC
-$1.2M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$1.2M
0
-100%
减持
SHOP
SHOPIFY INC
-$1.2M
41,206
-54%
减持
CSCO
CISCO SYS INC
-$1.2M
19,462
-57%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.2M
0
-100%
