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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 35
增持 17
减持 47
清仓 51
方向
标的
Δ市值
现股数(环比)
建仓
BABA
ALIBABA GROUP HLDG LTD
+$144.1M
1,660,959
增持
PM
PHILIP MORRIS INTL INC
+$127.7M
1,862,227
+307%
清仓
NFLX
NETFLIX INC
-$90.9M
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
CPNG
COUPANG INC
-$73.5M
77,057,866
-3%
减持
BNY
BANK NEW YORK MELLON CORP
-$69.7M
18,938
-99%
增持
AMZN
AMAZON COM INC
+$66.7M
1,995,367
+39%
增持
UNP
UNION PAC CORP
+$66.3M
327,763
+13913%
减持
STZ
CONSTELLATION BRANDS INC
-$57.1M
352,792
-40%
减持
CEG
CONSTELLATION ENERGY CORP
-$51.3M
335,616
-65%
减持
NVDA
NVIDIA CORPORATION
-$45.6M
335,211
-26%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$44.1M
1,115,924
+134%
减持
BAX
BAXTER INTL INC
-$42.3M
2,219,689
-20%
减持
USFD
US FOODS HLDG CORP
-$40.6M
761,960
-53%
增持
—
ABCAM PLC
+$39.7M
2,446,122
+283%
清仓
AMAT
APPLIED MATLS INC
-$39.3M
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$39.0M
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$38.0M
272,659
建仓
PTC
PTC INC
+$37.5M
264,368
减持
—
LIVANOVA PLC
-$36.8M
5,173
-99%
建仓
SCHW
SCHWAB CHARLES CORP
+$35.8M
651,706
清仓
AVGO
BROADCOM INC
-$34.6M
0
-100%
减持
—
IMMUNOGEN INC
-$31.5M
2,518,527
-33%
减持
CRM
SALESFORCE INC
-$29.6M
294,947
-30%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$28.3M
5,629,970
+29%
减持
DPZ
DOMINOS PIZZA INC
-$28.0M
134,418
-43%
减持
MTCH
MATCH GROUP INC NEW
-$25.6M
19,713
-97%
清仓
—
WORLD WRESTLING ENTMT INC
-$21.8M
0
-100%
增持
HUM
HUMANA INC
+$21.4M
155,228
+28%
建仓
—
CELESTICA INC
+$19.8M
806,561
清仓
—
SKECHERS U S A INC
-$16.6M
0
-100%
减持
EXPE
EXPEDIA GROUP INC
-$16.1M
22,092
-87%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$15.1M
296,888
+181%
减持
WDAY
WORKDAY INC
-$14.8M
240,175
-18%
建仓
—
SPRINGWORKS THERAPEUTICS INC
+$14.7M
637,760
减持
—
WAVE LIFE SCIENCES LTD
+$13.9M
6,594,319
-0%
增持
META
META PLATFORMS INC
+$13.1M
586,892
+3%
减持
JLL
JONES LANG LASALLE INC
-$12.2M
662,919
-2%
减持
AHCO
ADAPTHEALTH CORP
-$11.0M
1,251,370
-32%
增持
V
VISA INC
+$10.3M
478,510
+14%
建仓
STEP
STEPSTONE GROUP INC
+$9.5M
300,519
增持
IVVD
INVIVYD INC
+$6.5M
5,270,290
+125%
清仓
MCD
MCDONALDS CORP
-$5.8M
0
-100%
清仓
ROST
ROSS STORES INC
-$5.7M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$5.6M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$5.5M
0
-100%
减持
CBRE
CBRE GROUP INC
-$4.8M
411,642
-6%
清仓
—
CURIS INC
-$4.6M
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$4.6M
8,172
-87%
清仓
DBI
DESIGNER BRANDS INC
-$4.6M
0
-100%
减持
DKS
DICKS SPORTING GOODS INC
-$4.5M
8,247
-80%
清仓
NUE
NUCOR CORP
-$4.5M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$4.4M
0
-100%
减持
CAR
AVIS BUDGET GROUP
-$4.4M
6,297
-74%
清仓
BOOT
BOOT BARN HLDGS INC
-$4.0M
0
-100%
建仓
—
CURIS INC
+$3.8M
582,273
清仓
BBY
BEST BUY INC
-$3.8M
0
-100%
增持
TWLO
TWILIO INC
+$3.8M
605,661
+22%
减持
UBER
UBER TECHNOLOGIES INC
-$3.8M
2,585,968
-9%
减持
—
NORDSTROM INC
-$3.8M
106,530
-59%
建仓
BBWI
BATH & BODY WORKS INC
+$3.6M
106,621
清仓
NYT
NEW YORK TIMES CO
-$3.6M
0
-100%
清仓
MXL
MAXLINEAR INC
-$3.5M
0
-100%
建仓
WSM
WILLIAMS SONOMA INC
+$3.4M
21,664
减持
CSCO
CISCO SYS INC
-$3.3M
51,160
-56%
建仓
WING
WINGSTOP INC
+$3.3M
18,131
减持
TDOC
TELADOC HEALTH INC
-$3.2M
57,990
-66%
清仓
LULU
LULULEMON ATHLETICA INC
-$3.2M
0
-100%
清仓
HD
HOME DEPOT INC
-$3.2M
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$3.1M
0
-100%
减持
KR
KROGER CO
-$3.1M
6,865
-91%
清仓
KMB
KIMBERLY-CLARK CORP
-$3.0M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$2.9M
6,080
-74%
清仓
TSCO
TRACTOR SUPPLY CO
-$2.8M
0
-100%
减持
IQV
IQVIA HLDGS INC
-$2.8M
1,505
-89%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$2.7M
5,926
-89%
清仓
SHOP
SHOPIFY INC
-$2.7M
0
-100%
建仓
NOW
SERVICENOW INC
+$2.6M
4,647
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.6M
828
-57%
建仓
PG
PROCTER AND GAMBLE CO
+$2.5M
17,349
增持
—
CAREMAX INC
-$2.4M
5,068,770
+20%
清仓
—
LABORATORY CORP AMER HLDGS
-$2.4M
0
-100%
建仓
ABT
ABBOTT LABS
+$2.4M
24,783
清仓
—
SIX FLAGS ENTMT CORP NEW
-$2.4M
0
-100%
建仓
AZO
AUTOZONE INC
+$2.4M
936
清仓
RBLX
ROBLOX CORP
-$2.4M
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$2.3M
53,732
建仓
HPQ
HP INC
+$2.3M
88,500
减持
FTNT
FORTINET INC
-$2.2M
39,602
-34%
减持
HCA
HCA HEALTHCARE INC
-$2.2M
5,022
-55%
清仓
ABNB
AIRBNB INC
-$2.2M
0
-100%
建仓
PEP
PEPSICO INC
+$2.1M
12,514
清仓
SAM
BOSTON BEER INC
-$2.1M
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$2.1M
19,852
减持
TAP
MOLSON COORS BEVERAGE CO
-$2.1M
25,526
-55%
建仓
RL
RALPH LAUREN CORP
+$2.1M
17,689
清仓
KDP
KEURIG DR PEPPER INC
-$2.0M
0
-100%
减持
CHD
CHURCH & DWIGHT CO INC
-$2.0M
16,175
-54%
清仓
HSY
HERSHEY CO
-$2.0M
0
-100%
建仓
CASY
CASEYS GEN STORES INC
+$2.0M
7,371
建仓
CCI
CROWN CASTLE INC
+$2.0M
21,440
减持
OTEX
OPEN TEXT CORP
-$1.9M
15,681
-74%
清仓
POOL
POOL CORP
-$1.9M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$1.9M
6,450
-52%
清仓
PTON
PELOTON INTERACTIVE INC
-$1.9M
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$1.9M
64,071
减持
CAKE
CHEESECAKE FACTORY INC
-$1.8M
74,113
-37%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$1.8M
0
-100%
清仓
DBX
DROPBOX INC
-$1.8M
0
-100%
增持
ADBE
ADOBE INC
+$1.8M
4,027
+732%
清仓
CGNX
COGNEX CORP
-$1.7M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$1.7M
0
-100%
减持
MO
ALTRIA GROUP INC
-$1.7M
7,377
-83%
建仓
PRKS
SEAWORLD ENTMT INC
+$1.7M
36,679
清仓
SOFI
SOFI TECHNOLOGIES INC
-$1.7M
0
-100%
建仓
SBUX
STARBUCKS CORP
+$1.7M
18,108
清仓
BIGGQ
BIG LOTS INC
-$1.6M
0
-100%
建仓
EQIX
EQUINIX INC
+$1.6M
2,203
清仓
CHGG
CHEGG INC
-$1.6M
0
-100%
建仓
KO
COCA COLA CO
+$1.5M
27,629
增持
PLAY
DAVE & BUSTERS ENTMT INC
+$1.5M
69,068
+199%
清仓
BN
BROOKFIELD CORP
-$1.5M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.5M
331,607
+6%
减持
BLMN
BLOOMIN BRANDS INC
-$1.5M
28,789
-65%
减持
URBN
URBAN OUTFITTERS INC
-$1.4M
64,780
-40%
清仓
DEO
DIAGEO PLC
-$1.4M
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$1.4M
464
减持
DASH
DOORDASH INC
+$1.4M
944,017
-2%
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.4M
8,903
增持
TRIP
TRIPADVISOR INC
+$1.4M
105,039
+369%
清仓
GIL
GILDAN ACTIVEWEAR INC
-$1.4M
0
-100%
建仓
AAL
AMERICAN AIRLS GROUP INC
+$1.3M
105,355
建仓
LMT
LOCKHEED MARTIN CORP
+$1.3M
3,298
建仓
EPC
EDGEWELL PERS CARE CO
+$1.3M
35,767
清仓
—
CYBERARK SOFTWARE LTD
-$1.3M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.3M
17,818
-35%
减持
MELI
MERCADOLIBRE INC
-$1.3M
31,414
-9%
减持
SJM
SMUCKER J M CO
-$1.3M
10,549
-39%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$1.3M
8,400
清仓
—
KELLOGG CO
-$1.3M
0
-100%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$1.3M
0
-100%
清仓
DUOL
DUOLINGO INC
-$1.3M
0
-100%
减持
RHI
ROBERT HALF INC.
-$1.2M
9,676
-62%
减持
FIVE
FIVE BELOW INC
-$1.2M
5,168
-50%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.2M
3,369
-72%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.2M
5,146
清仓
TXN
TEXAS INSTRS INC
-$1.2M
0
-100%
清仓
ASH
ASHLAND INC
-$1.2M
0
-100%
建仓
NKE
NIKE INC
+$1.2M
12,503
清仓
UAL
UNITED AIRLS HLDGS INC
-$1.2M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
0
-100%
