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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 49
增持 23
减持 34
清仓 44
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
-$127.5M
73,037,344
-5%
建仓
LPLA
LPL FINL HLDGS INC
+$110.4M
485,100
增持
—
SPRINGWORKS THERAPEUTICS INC
+$90.1M
2,873,216
+351%
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
SWX
SOUTHWEST GAS HLDGS INC
+$71.1M
1,121,988
建仓
CPT
CAMDEN PPTY TR
+$70.9M
713,962
清仓
UNP
UNION PAC CORP
-$66.7M
0
-100%
减持
META
META PLATFORMS INC
-$66.1M
310,986
-47%
增持
DPZ
DOMINOS PIZZA INC
+$64.2M
279,246
+108%
建仓
QRVO
QORVO INC
+$57.6M
511,781
清仓
—
ABCAM PLC
-$55.4M
0
-100%
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$50.7M
2,325,841
减持
NVDA
NVIDIA CORPORATION
-$47.7M
198,217
-41%
建仓
RCI
ROGERS COMMUNICATIONS INC
+$42.3M
904,237
清仓
SQ
BLOCK INC
-$41.9M
0
-100%
建仓
—
CRH PLC
+$38.4M
555,239
增持
CRM
SALESFORCE INC
+$37.6M
370,276
+26%
减持
PGR
PROGRESSIVE CORP
-$37.5M
3,180
-99%
清仓
CEG
CONSTELLATION ENERGY CORP
-$36.6M
0
-100%
减持
AMZN
AMAZON COM INC
-$35.5M
1,435,882
-28%
建仓
NWSA
NEWS CORP NEW
+$34.5M
1,404,235
减持
—
IMMUNOGEN INC
+$34.0M
2,493,217
-1%
增持
HUM
HUMANA INC
+$33.3M
237,651
+53%
建仓
—
VERONA PHARMA PLC
+$32.9M
1,656,492
增持
SCHW
SCHWAB CHARLES CORP
+$31.0M
970,217
+49%
增持
DHR
DANAHER CORPORATION
+$30.8M
288,116
+99%
建仓
CNM
CORE & MAIN INC
+$30.6M
756,900
减持
JLL
JONES LANG LASALLE INC
+$29.4M
651,093
-2%
减持
MSFT
MICROSOFT CORP
-$28.7M
202,204
-39%
增持
IVVD
INVIVYD INC
+$27.9M
9,343,949
+77%
建仓
CART
MAPLEBEAR INC
+$27.7M
1,179,272
建仓
—
CONFLUENT INC
+$27.3M
1,165,098
减持
PM
PHILIP MORRIS INTL INC
-$25.8M
1,558,350
-16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$25.8M
495,712
+67%
减持
BABA
ALIBABA GROUP HLDG LTD
-$22.3M
1,571,385
-5%
增持
CBRE
CBRE GROUP INC
+$21.5M
557,201
+35%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$20.6M
1,103,733
-1%
减持
UBER
UBER TECHNOLOGIES INC
-$20.2M
1,603,843
-38%
清仓
—
CELESTICA INC
-$19.8M
0
-100%
减持
DASH
DOORDASH INC
+$17.7M
937,305
-1%
建仓
SYM
SYMBOTIC INC
+$16.4M
320,200
减持
V
VISA INC
+$14.2M
477,214
-0%
减持
NU
NU HLDGS LTD
+$13.8M
14,328,588
-2%
减持
WDAY
WORKDAY INC
+$13.5M
235,949
-2%
减持
—
INSTRUCTURE HLDGS INC
-$10.5M
676,965
-40%
减持
TWLO
TWILIO INC
+$9.8M
595,887
-2%
清仓
—
ATARA BIOTHERAPEUTICS INC
-$9.6M
0
-100%
建仓
—
CARGO THERAPEUTICS INC
+$9.3M
400,000
减持
MELI
MERCADOLIBRE INC
+$9.0M
31,045
-1%
减持
PTC
PTC INC
+$8.4M
261,822
-1%
减持
TMUS
T-MOBILE US INC
+$6.7M
380,303
-2%
减持
STZ
CONSTELLATION BRANDS INC
-$6.1M
341,492
-3%
减持
RCKT
ROCKET PHARMACEUTICALS INC
+$5.5M
4,034,068
-28%
增持
STEP
STEPSTONE GROUP INC
+$5.5M
470,416
+57%
增持
—
WAVE LIFE SCIENCES LTD
+$4.7M
8,447,804
+28%
建仓
ULTA
ULTA BEAUTY INC
+$4.6M
9,483
减持
—
LAM RESEARCH CORP
+$4.3M
27,706
-0%
建仓
ROST
ROSS STORES INC
+$4.1M
29,658
建仓
NFLX
NETFLIX INC
+$4.0M
8,252
减持
USFD
US FOODS HLDG CORP
+$4.0M
753,552
-1%
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$3.5M
53,359
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$3.4M
0
-100%
清仓
WING
WINGSTOP INC
-$3.3M
0
-100%
建仓
—
SIGNET JEWELERS LIMITED
+$3.1M
28,690
建仓
JACK
JACK IN THE BOX INC
+$3.0M
37,184
建仓
TXRH
TEXAS ROADHOUSE INC
+$2.9M
23,587
清仓
CSCO
CISCO SYS INC
-$2.8M
0
-100%
清仓
PLAY
DAVE & BUSTERS ENTMT INC
-$2.6M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$2.5M
0
-100%
建仓
WMT
WALMART INC
+$2.4M
15,115
清仓
AZO
AUTOZONE INC
-$2.4M
0
-100%
建仓
KHC
KRAFT HEINZ CO
+$2.4M
63,578
清仓
SFM
SPROUTS FMRS MKT INC
-$2.3M
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$2.3M
0
-100%
增持
AHCO
ADAPTHEALTH CORP
-$2.3M
1,253,235
+0%
清仓
EYE
NATIONAL VISION HLDGS INC
-$2.2M
0
-100%
增持
FIVE
FIVE BELOW INC
+$2.2M
14,397
+179%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
13,532
减持
NOW
SERVICENOW INC
-$2.2M
558
-88%
清仓
URBN
URBAN OUTFITTERS INC
-$2.1M
0
-100%
建仓
CPB
CAMPBELL SOUP CO
+$2.1M
47,545
清仓
CASY
CASEYS GEN STORES INC
-$2.0M
0
-100%
建仓
TGT
TARGET CORP
+$1.9M
13,571
增持
CBRL
CRACKER BARREL OLD CTRY STOR
+$1.9M
33,714
+226%
增持
SBUX
STARBUCKS CORP
+$1.9M
36,878
+104%
增持
FDX
FEDEX CORP
+$1.9M
14,077
+122%
建仓
BBY
BEST BUY INC
+$1.8M
22,900
清仓
TRIP
TRIPADVISOR INC
-$1.7M
0
-100%
减持
RL
RALPH LAUREN CORP
-$1.7M
2,214
-87%
减持
FTNT
FORTINET INC
-$1.7M
10,139
-74%
建仓
MAT
MATTEL INC
+$1.7M
91,417
清仓
EAT
BRINKER INTL INC
-$1.7M
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$1.7M
34,105
增持
LYFT
LYFT INC
+$1.7M
178,262
+93%
增持
BLMN
BLOOMIN BRANDS INC
+$1.7M
85,454
+197%
清仓
SHW
SHERWIN WILLIAMS CO
-$1.6M
0
-100%
清仓
HAIN
HAIN CELESTIAL GROUP INC
-$1.6M
0
-100%
清仓
EQIX
EQUINIX INC
-$1.6M
0
-100%
清仓
CVS
CVS HEALTH CORP
-$1.6M
0
-100%
建仓
MKC
MCCORMICK & CO INC
+$1.6M
22,928
建仓
REGN
REGENERON PHARMACEUTICALS
+$1.5M
1,758
减持
HPQ
HP INC
-$1.5M
25,030
-72%
建仓
LOW
LOWES COS INC
+$1.5M
6,812
建仓
TPR
TAPESTRY INC
+$1.5M
41,089
清仓
CHD
CHURCH & DWIGHT CO INC
-$1.5M
0
-100%
清仓
PZZA
PAPA JOHNS INTL INC
-$1.5M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.4M
17,646
+98%
建仓
GIS
GENERAL MLS INC
+$1.4M
21,103
清仓
AAL
AMERICAN AIRLS GROUP INC
-$1.3M
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$1.3M
0
-100%
建仓
EBAY
EBAY INC.
+$1.3M
30,754
清仓
PBH
PRESTIGE CONSMR HEALTHCARE I
-$1.3M
0
-100%
清仓
EPC
EDGEWELL PERS CARE CO
-$1.3M
0
-100%
清仓
POST
POST HLDGS INC
-$1.3M
0
-100%
建仓
DDS
DILLARDS INC
+$1.3M
3,246
清仓
SJM
SMUCKER J M CO
-$1.3M
0
-100%
清仓
TJX
TJX COS INC NEW
-$1.3M
0
-100%
建仓
FIZZ
NATIONAL BEVERAGE CORP
+$1.3M
25,478
建仓
BURL
BURLINGTON STORES INC
+$1.3M
6,492
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$1.3M
0
-100%
增持
A
AGILENT TECHNOLOGIES INC
+$1.3M
11,585
+265%
减持
BBWI
BATH & BODY WORKS INC
-$1.3M
54,442
-49%
建仓
WDFC
WD 40 CO
+$1.3M
5,229
清仓
HCA
HCA HEALTHCARE INC
-$1.2M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.2M
18,820
+26%
建仓
—
KELLANOVA
+$1.2M
22,030
减持
CCI
CROWN CASTLE INC
-$1.2M
6,602
-69%
清仓
INTC
INTEL CORP
-$1.2M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
8,161
+59%
清仓
NKE
NIKE INC
-$1.2M
0
-100%
建仓
CAG
CONAGRA BRANDS INC
+$1.2M
40,503
清仓
WFC
WELLS FARGO CO NEW
-$1.1M
0
-100%
建仓
EXTR
EXTREME NETWORKS
+$1.1M
64,114
建仓
ENR
ENERGIZER HLDGS INC NEW
+$1.1M
35,300
建仓
—
TREEHOUSE FOODS INC
+$1.1M
26,900
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.1M
182
-78%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.1M
12,133
清仓
M
MACYS INC
-$1.1M
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$1.1M
0
-100%
建仓
HSY
HERSHEY CO
+$1.1M
5,707
清仓
CVX
CHEVRON CORP NEW
-$1.1M
0
-100%
清仓
H
HYATT HOTELS CORP
-$1.0M
0
-100%
减持
PRKS
SEAWORLD ENTMT INC
-$1.0M
12,475
-66%
清仓
—
HOSTESS BRANDS INC
-$1.0M
0
-100%
建仓
—
CHICOS FAS INC
+$1.0M
135,500
减持
AMD
ADVANCED MICRO DEVICES INC
-$997.9K
5,659
-68%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$997.7K
0
-100%
清仓
BHC
BAUSCH HEALTH COS INC
-$994.3K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$970.0K
2,057
建仓
LW
LAMB WESTON HLDGS INC
+$969.5K
8,969
增持
—
SPIRIT AIRLS INC
+$968.5K
70,584
+518%
