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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 49
增持 30
减持 27
清仓 44
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
-$217.3M
54,256,308
-26%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$121.8M
0
-100%
增持
CNM
CORE & MAIN INC
+$103.2M
2,336,900
+209%
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
EA
ELECTRONIC ARTS INC
+$93.2M
702,830
建仓
GFL
GFL ENVIRONMENTAL INC
+$92.8M
2,690,397
增持
NVDA
NVIDIA CORPORATION
+$92.3M
210,759
+6%
减持
STZ
CONSTELLATION BRANDS INC
-$82.2M
1,292
-100%
建仓
ALAB
ASTERA LABS INC
+$73.9M
996,750
清仓
—
IMMUNOGEN INC
-$73.9M
0
-100%
建仓
NTRA
NATERA INC
+$73.0M
798,682
清仓
WDAY
WORKDAY INC
-$65.1M
0
-100%
建仓
QDEL
QUIDELORTHO CORP
+$65.0M
1,356,251
减持
DPZ
DOMINOS PIZZA INC
-$64.2M
102,556
-63%
减持
HUM
HUMANA INC
-$61.7M
135,837
-43%
增持
CART
MAPLEBEAR INC
+$60.7M
2,369,782
+101%
清仓
QRVO
QORVO INC
-$57.6M
0
-100%
增持
SWX
SOUTHWEST GAS HLDGS INC
+$55.3M
1,660,089
+48%
清仓
CBRE
CBRE GROUP INC
-$51.9M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$51.6M
290,269
+5029%
增持
SBUX
STARBUCKS CORP
+$50.1M
587,158
+1492%
减持
PTC
PTC INC
-$45.5M
1,820
-99%
建仓
SHC
SOTERA HEALTH CO
+$42.8M
3,567,120
清仓
RCI
ROGERS COMMUNICATIONS INC
-$42.3M
0
-100%
建仓
NDAQ
NASDAQ INC
+$39.7M
629,193
增持
CPT
CAMDEN PPTY TR
+$39.5M
1,121,458
+57%
清仓
—
CRH PLC
-$38.4M
0
-100%
减持
META
META PLATFORMS INC
-$35.9M
152,689
-51%
增持
JLL
JONES LANG LASALLE INC
+$35.3M
811,390
+25%
清仓
NWSA
NEWS CORP NEW
-$34.5M
0
-100%
清仓
USFD
US FOODS HLDG CORP
-$34.2M
0
-100%
建仓
W
WAYFAIR INC
+$33.5M
493,710
建仓
COHR
COHERENT CORP
+$33.2M
548,133
增持
EL
LAUDER ESTEE COS INC
+$32.9M
222,665
+2260%
建仓
GUTS
FRACTYL HEALTH INC
+$31.5M
4,254,668
建仓
PLNT
PLANET FITNESS INC
+$31.3M
500,371
增持
CRM
SALESFORCE INC
+$30.3M
424,011
+15%
建仓
HDB
HDFC BANK LTD
+$27.4M
489,800
建仓
SGI
TEMPUR SEALY INTL INC
+$27.2M
479,475
减持
—
CONFLUENT INC
-$26.9M
10,481
-99%
增持
PM
PHILIP MORRIS INTL INC
+$26.0M
1,884,414
+21%
增持
SCHW
SCHWAB CHARLES CORP
+$25.3M
1,273,057
+31%
减持
NU
NU HLDGS LTD
+$24.4M
12,053,051
-16%
建仓
PCVX
VAXCYTE INC
+$24.3M
355,131
减持
TMUS
T-MOBILE US INC
-$23.3M
230,720
-39%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$23.2M
174,739
减持
LPLA
LPL FINL HLDGS INC
-$23.1M
330,432
-32%
建仓
—
DAY ONE BIOPHARMACEUTICALS I
+$20.8M
1,256,570
建仓
TROW
PRICE T ROWE GROUP INC
+$18.9M
155,248
清仓
—
INSTRUCTURE HLDGS INC
-$18.3M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$17.0M
504,022
+2%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$16.1M
3,888,312
-4%
减持
SYM
SYMBOTIC INC
-$16.1M
7,781
-98%
增持
IVVD
INVIVYD INC
+$15.4M
11,765,787
+26%
建仓
EVR
EVERCORE INC
+$15.4M
79,903
增持
MCO
MOODYS CORP
+$15.1M
39,736
+3123%
建仓
RDDT
REDDIT INC
+$14.8M
300,000
减持
STEP
STEPSTONE GROUP INC
-$14.5M
13,632
-97%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$14.3M
1,166,616
+6%
减持
UBER
UBER TECHNOLOGIES INC
-$14.3M
1,097,134
-32%
增持
MELI
MERCADOLIBRE INC
+$12.8M
40,765
+31%
减持
DHR
DANAHER CORPORATION
-$11.7M
220,195
-24%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$10.9M
1,908,630
-34%
清仓
—
CARGO THERAPEUTICS INC
-$9.3M
0
-100%
建仓
—
JANUS HENDERSON GROUP PLC
+$7.9M
241,638
增持
—
LAM RESEARCH CORP
+$6.9M
29,462
+6%
减持
AMZN
AMAZON COM INC
+$6.8M
1,247,318
-13%
减持
BAX
BAXTER INTL INC
+$6.5M
2,119,759
-3%
增持
AHCO
ADAPTHEALTH CORP
+$6.1M
1,320,503
+5%
建仓
GAP
GAP INC
+$5.7M
206,586
建仓
WING
WINGSTOP INC
+$4.9M
13,277
减持
—
WAVE LIFE SCIENCES LTD
+$4.8M
7,688,079
-9%
清仓
ULTA
ULTA BEAUTY INC
-$4.6M
0
-100%
建仓
ABNB
AIRBNB INC
+$4.5M
27,321
增持
—
VERONA PHARMA PLC
-$4.4M
1,775,809
+7%
清仓
ROST
ROSS STORES INC
-$4.1M
0
-100%
减持
V
VISA INC
+$4.1M
459,858
-4%
建仓
SFM
SPROUTS FMRS MKT INC
+$3.8M
59,101
增持
TWLO
TWILIO INC
+$3.6M
798,989
+34%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$3.5M
0
-100%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
-$3.5M
2,692,414
+16%
建仓
KMX
CARMAX INC
+$3.5M
40,202
清仓
GOOGL
ALPHABET INC
-$3.3M
0
-100%
清仓
WSM
WILLIAMS SONOMA INC
-$3.3M
0
-100%
建仓
MTCH
MATCH GROUP INC NEW
+$3.2M
89,370
清仓
—
SIGNET JEWELERS LIMITED
-$3.1M
0
-100%
清仓
FIVE
FIVE BELOW INC
-$3.1M
0
-100%
建仓
HRB
BLOCK H & R INC
+$3.1M
62,260
清仓
TXRH
TEXAS ROADHOUSE INC
-$2.9M
0
-100%
建仓
AAP
ADVANCE AUTO PARTS INC
+$2.8M
32,948
清仓
ABT
ABBOTT LABS
-$2.7M
0
-100%
建仓
ANF
ABERCROMBIE & FITCH CO
+$2.7M
21,607
清仓
LYFT
LYFT INC
-$2.7M
0
-100%
建仓
EYE
NATIONAL VISION HLDGS INC
+$2.6M
117,484
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$2.6M
0
-100%
清仓
—
CAREMAX INC
-$2.5M
0
-100%
清仓
WMT
WALMART INC
-$2.4M
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$2.4M
2,085
清仓
KHC
KRAFT HEINZ CO
-$2.4M
0
-100%
清仓
BBWI
BATH & BODY WORKS INC
-$2.3M
0
-100%
建仓
AZO
AUTOZONE INC
+$2.3M
733
建仓
EAT
BRINKER INTL INC
+$2.3M
45,778
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$2.2M
0
-100%
建仓
UAA
UNDER ARMOUR INC
+$2.1M
280,394
清仓
DKNG
DRAFTKINGS INC NEW
-$2.0M
0
-100%
增持
EBAY
EBAY INC.
+$2.0M
63,932
+108%
建仓
FND
FLOOR & DECOR HLDGS INC
+$2.0M
15,294
清仓
DG
DOLLAR GEN CORP NEW
-$2.0M
0
-100%
减持
BLMN
BLOOMIN BRANDS INC
-$1.8M
19,858
-77%
清仓
BBY
BEST BUY INC
-$1.8M
0
-100%
建仓
—
GARMIN LTD
+$1.7M
11,288
建仓
WEN
WENDYS CO
+$1.7M
88,890
建仓
SHW
SHERWIN WILLIAMS CO
+$1.7M
4,820
建仓
YUM
YUM BRANDS INC
+$1.7M
11,959
减持
NFLX
NETFLIX INC
-$1.6M
3,963
-52%
清仓
A
AGILENT TECHNOLOGIES INC
-$1.6M
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$1.6M
0
-100%
建仓
ORCL
ORACLE CORP
+$1.6M
12,454
清仓
TAP
MOLSON COORS BEVERAGE CO
-$1.6M
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.5M
0
-100%
清仓
—
FOOT LOCKER INC
-$1.5M
0
-100%
建仓
AAL
AMERICAN AIRLS GROUP INC
+$1.5M
99,281
清仓
LOW
LOWES COS INC
-$1.5M
0
-100%
增持
—
WIX COM LTD
+$1.5M
18,094
+121%
建仓
ROKU
ROKU INC
+$1.5M
22,278
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.4M
4,741
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$1.4M
6,634
增持
—
NORDSTROM INC
+$1.4M
110,951
+143%
减持
MAT
MATTEL INC
-$1.4M
16,601
-82%
增持
—
LOGITECH INTL S A
+$1.4M
18,024
+681%
增持
JBL
JABIL INC
+$1.4M
14,087
+264%
减持
CAKE
CHEESECAKE FACTORY INC
-$1.4M
11,983
-77%
减持
MSFT
MICROSOFT CORP
+$1.3M
183,831
-9%
减持
CPB
CAMPBELL SOUP CO
-$1.3M
17,445
-63%
建仓
CROX
CROCS INC
+$1.3M
8,846
清仓
FIZZ
NATIONAL BEVERAGE CORP
-$1.3M
0
-100%
清仓
BURL
BURLINGTON STORES INC
-$1.3M
0
-100%
清仓
PEP
PEPSICO INC
-$1.3M
0
-100%
建仓
CAT
CATERPILLAR INC
+$1.3M
3,425
增持
BOOT
BOOT BARN HLDGS INC
+$1.3M
22,539
+93%
清仓
WDFC
WD 40 CO
-$1.3M
0
-100%
清仓
—
PIONEER NAT RES CO
-$1.2M
0
-100%
清仓
—
KELLANOVA
-$1.2M
0
-100%
建仓
HD
HOME DEPOT INC
+$1.2M
3,062
减持
GIS
GENERAL MLS INC
-$1.2M
2,884
-86%
清仓
LLY
ELI LILLY & CO
-$1.2M
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$1.2M
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.1M
537
+195%
建仓
COST
COSTCO WHSL CORP NEW
+$1.1M
1,557
增持
—
ARISTA NETWORKS INC
+$1.1M
5,904
+140%
建仓
COLM
COLUMBIA SPORTSWEAR CO
+$1.1M
13,838
