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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 42
增持 42
减持 31
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
CPNG
COUPANG INC
+$195.4M
79,513,397
+7%
建仓
STZ
CONSTELLATION BRANDS INC
+$145.7M
592,121
建仓
BAX
BAXTER INTL INC
+$126.1M
2,767,081
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
CRM
SALESFORCE INC
-$84.9M
423,033
-51%
增持
DASH
DOORDASH INC
+$73.1M
963,220
+11976%
增持
BNY
BANK NEW YORK MELLON CORP
+$70.0M
1,584,137
+12549%
清仓
—
CATALENT INC
-$69.4M
0
-100%
减持
META
META PLATFORMS INC
-$67.7M
568,158
-48%
减持
UNH
UNITEDHEALTH GROUP INC
-$62.6M
648
-100%
减持
NVDA
NVIDIA CORPORATION
+$62.5M
452,379
-2%
增持
HUM
HUMANA INC
+$53.7M
121,040
+12521%
减持
—
ARISTA NETWORKS INC
-$48.3M
4,369
-99%
建仓
PM
PHILIP MORRIS INTL INC
+$44.7M
458,010
增持
NU
NU HLDGS LTD
+$44.5M
13,394,645
+4%
减持
—
IMMUNOGEN INC
+$41.3M
3,786,898
-52%
增持
DHR
DANAHER CORPORATION
+$36.0M
152,420
+6656%
清仓
—
XP INC
-$35.0M
0
-100%
减持
AMZN
AMAZON COM INC
+$34.7M
1,434,174
-3%
增持
AVGO
BROADCOM INC
+$34.0M
39,935
+3646%
减持
—
LAM RESEARCH CORP
-$32.8M
28,282
-71%
减持
WDAY
WORKDAY INC
-$32.8M
293,834
-39%
减持
UBER
UBER TECHNOLOGIES INC
+$31.7M
2,842,457
-1%
建仓
TWLO
TWILIO INC
+$31.7M
497,771
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$29.5M
477,017
增持
V
VISA INC
+$29.5M
419,934
+35%
建仓
CNC
CENTENE CORP DEL
+$25.9M
384,406
清仓
—
FERGUSON PLC NEW
-$24.0M
0
-100%
减持
CBRE
CBRE GROUP INC
-$23.9M
435,954
-46%
减持
MELI
MERCADOLIBRE INC
-$23.7M
34,701
-29%
增持
MTCH
MATCH GROUP INC NEW
+$23.5M
630,163
+739%
增持
CEG
CONSTELLATION ENERGY CORP
+$23.3M
960,485
+17%
减持
AMAT
APPLIED MATLS INC
-$22.0M
271,986
-46%
建仓
—
WORLD WRESTLING ENTMT INC
+$21.8M
200,630
减持
TMUS
T-MOBILE US INC
-$18.7M
395,200
-22%
增持
MSFT
MICROSOFT CORP
+$18.6M
311,874
+3%
增持
DPZ
DOMINOS PIZZA INC
+$17.2M
234,232
+25%
建仓
—
SKECHERS U S A INC
+$16.6M
314,694
建仓
—
ABCAM PLC
+$15.6M
638,900
清仓
—
PANACEA ACQUISITION CORP II
-$14.2M
0
-100%
增持
SNOW
SNOWFLAKE INC
+$12.8M
221,592
+31%
减持
—
ACTIVISION BLIZZARD INC
-$11.6M
63,319
-68%
减持
RCKT
ROCKET PHARMACEUTICALS INC
+$11.5M
4,379,970
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$10.2M
105,629
+2057%
增持
JLL
JONES LANG LASALLE INC
+$10.1M
678,820
+3%
增持
SQ
BLOCK INC
+$8.8M
615,493
+31%
减持
—
ATARA BIOTHERAPEUTICS INC
-$8.6M
6,471,813
-1%
增持
—
LIVANOVA PLC
+$7.6M
721,331
+7%
减持
USFD
US FOODS HLDG CORP
+$7.2M
1,609,494
-6%
减持
NFLX
NETFLIX INC
+$6.9M
206,421
-15%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$6.9M
0
-100%
减持
—
INSTRUCTURE HLDGS INC
-$6.4M
1,170,036
-16%
增持
AHCO
ADAPTHEALTH CORP
+$6.2M
1,837,006
+41%
建仓
MCD
MCDONALDS CORP
+$5.8M
19,517
清仓
—
PERRIGO CO PLC
-$5.5M
0
-100%
增持
EXPE
EXPEDIA GROUP INC
+$5.5M
167,842
+27%
建仓
COST
COSTCO WHSL CORP NEW
+$5.5M
10,203
建仓
—
NORDSTROM INC
+$5.4M
262,324
清仓
WING
WINGSTOP INC
-$5.3M
0
-100%
增持
CSCO
CISCO SYS INC
+$5.0M
117,085
+502%
清仓
TPR
TAPESTRY INC
-$4.6M
0
-100%
清仓
SFM
SPROUTS FMRS MKT INC
-$4.6M
0
-100%
建仓
DBI
DESIGNER BRANDS INC
+$4.6M
450,822
增持
ORLY
OREILLY AUTOMOTIVE INC
+$4.3M
5,836
+297%
清仓
UAA
UNDER ARMOUR INC
-$4.3M
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.1M
1,922
清仓
EPC
EDGEWELL PERS CARE CO
-$3.7M
0
-100%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$3.7M
56,352
增持
ROST
ROSS STORES INC
+$3.7M
50,957
+168%
清仓
PEP
PEPSICO INC
-$3.7M
0
-100%
清仓
PVH
PVH CORPORATION
-$3.6M
0
-100%
增持
BOOT
BOOT BARN HLDGS INC
+$3.6M
47,606
+677%
建仓
HCA
HCA HEALTHCARE INC
+$3.4M
11,277
清仓
TXRH
TEXAS ROADHOUSE INC
-$3.4M
0
-100%
增持
NUE
NUCOR CORP
+$3.3M
27,182
+268%
清仓
JJSF
J & J SNACK FOODS CORP
-$3.2M
0
-100%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
+$3.2M
292,763
+1609%
建仓
LULU
LULULEMON ATHLETICA INC
+$3.2M
8,420
增持
BBY
BEST BUY INC
+$3.2M
46,176
+503%
建仓
HD
HOME DEPOT INC
+$3.2M
10,214
建仓
AMD
ADVANCED MICRO DEVICES INC
+$3.1M
27,465
建仓
ULTA
ULTA BEAUTY INC
+$3.1M
6,629
清仓
GIS
GENERAL MLS INC
-$3.0M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$3.0M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$3.0M
23,320
+298%
清仓
VFC
V F CORP
-$2.9M
0
-100%
建仓
TSCO
TRACTOR SUPPLY CO
+$2.8M
12,766
增持
KR
KROGER CO
+$2.8M
72,638
+450%
减持
FIVE
FIVE BELOW INC
-$2.7M
10,415
-55%
清仓
SPB
SPECTRUM BRANDS HLDGS INC NE
-$2.6M
0
-100%
建仓
GOOGL
ALPHABET INC
+$2.6M
22,057
增持
TDOC
TELADOC HEALTH INC
+$2.6M
168,804
+158%
建仓
SJM
SMUCKER J M CO
+$2.6M
17,337
增持
NYT
NEW YORK TIMES CO
+$2.4M
90,992
+203%
建仓
—
SPOTIFY TECHNOLOGY S A
+$2.4M
14,840
减持
DECK
DECKERS OUTDOOR CORP
-$2.4M
8,359
-45%
建仓
INTC
INTEL CORP
+$2.4M
70,284
减持
PLAY
DAVE & BUSTERS ENTMT INC
-$2.3M
23,128
-74%
增持
CAR
AVIS BUDGET GROUP
+$2.2M
24,061
+40%
清仓
BBWI
BATH & BODY WORKS INC
-$2.1M
0
-100%
清仓
PRKS
SEAWORLD ENTMT INC
-$2.1M
0
-100%
建仓
POST
POST HLDGS INC
+$2.1M
23,777
减持
CHGG
CHEGG INC
-$2.0M
179,435
-19%
增持
IQV
IQVIA HLDGS INC
+$2.0M
13,811
+151%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$2.0M
0
-100%
建仓
POOL
POOL CORP
+$1.9M
5,186
建仓
RHI
ROBERT HALF INTL INC
+$1.9M
25,643
建仓
PTON
PELOTON INTERACTIVE INC
+$1.9M
250,412
清仓
ABT
ABBOTT LABS
-$1.9M
0
-100%
清仓
CVLT
COMMVAULT SYS INC
-$1.9M
0
-100%
减持
—
CAREMAX INC
+$1.9M
4,238,179
-0%
清仓
KHC
KRAFT HEINZ CO
-$1.9M
0
-100%
减持
—
SIX FLAGS ENTMT CORP NEW
-$1.8M
91,939
-42%
清仓
FND
FLOOR & DECOR HLDGS INC
-$1.8M
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.8M
12,111
清仓
KO
COCA COLA CO
-$1.7M
0
-100%
建仓
BIGGQ
BIG LOTS INC
+$1.6M
184,583
清仓
SYNA
SYNAPTICS INC
-$1.6M
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$1.6M
13,511
+53%
建仓
—
ACCENTURE PLC IRELAND
+$1.6M
5,141
增持
MO
ALTRIA GROUP INC
+$1.5M
44,563
+303%
建仓
BN
BROOKFIELD CORP
+$1.5M
45,018
增持
RBLX
ROBLOX CORP
+$1.5M
58,320
+210%
增持
OTEX
OPEN TEXT CORP
+$1.5M
60,059
+131%
清仓
BIO
BIO RAD LABS INC
-$1.5M
0
-100%
建仓
DEO
DIAGEO PLC
+$1.4M
8,286
清仓
CLX
CLOROX CO DEL
-$1.4M
0
-100%
增持
EAT
BRINKER INTL INC
+$1.4M
72,843
+123%
减持
KMB
KIMBERLY-CLARK CORP
-$1.4M
22,044
-34%
清仓
MEDP
MEDPACE HLDGS INC
-$1.4M
0
-100%
减持
URBN
URBAN OUTFITTERS INC
-$1.4M
107,488
-40%
建仓
NWL
NEWELL BRANDS INC
+$1.4M
159,509
增持
MU
MICRON TECHNOLOGY INC
+$1.4M
33,749
+164%
建仓
—
CYBERARK SOFTWARE LTD
+$1.3M
8,412
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.3M
53,030
+64%
建仓
PZZA
PAPA JOHNS INTL INC
+$1.3M
17,597
增持
—
CURIS INC
+$1.3M
5,541,019
+0%
建仓
CVX
CHEVRON CORP NEW
+$1.3M
8,193
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$1.3M
5,080
-75%
清仓
MUSA
MURPHY USA INC
-$1.3M
0
-100%
清仓
—
INVESCO LTD
-$1.2M
0
-100%
增持
SOFI
SOFI TECHNOLOGIES INC
+$1.2M
201,096
+173%
增持
FIS
FIDELITY NATL INFORMATION SV
+$1.2M
31,486
+244%
清仓
BKNG
BOOKING HOLDINGS INC
-$1.2M
0
-100%
减持
HSY
HERSHEY CO
-$1.2M
8,090
-36%
建仓
HAIN
HAIN CELESTIAL GROUP INC
+$1.2M
96,668
减持
TJX
TJX COS INC NEW
-$1.2M
10,900
-60%
建仓
SNBRQ
SLEEP NUMBER CORP
+$1.2M
43,569
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.2M
14,351
清仓
MAT
MATTEL INC
-$1.2M
0
-100%
建仓
—
FOOT LOCKER INC
+$1.2M
42,894
