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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 47
增持 54
减持 24
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
-$352.4M
29,253,016
-46%
增持
MSFT
MICROSOFT CORP
+$190.8M
600,004
+226%
清仓
CNM
CORE & MAIN INC
-$133.8M
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
EA
ELECTRONIC ARTS INC
-$93.2M
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$92.1M
0
-100%
清仓
BAX
BAXTER INTL INC
-$90.6M
0
-100%
建仓
—
KELLANOVA
+$88.1M
1,526,789
增持
MU
MICRON TECHNOLOGY INC
+$81.9M
638,639
+3471%
增持
META
META PLATFORMS INC
+$74.7M
295,212
+93%
增持
NVDA
NVIDIA CORPORATION
+$62.5M
2,047,283
+871%
建仓
APH
AMPHENOL CORP NEW
+$61.1M
907,535
减持
CRM
SALESFORCE INC
-$58.1M
270,573
-36%
增持
SBUX
STARBUCKS CORP
+$57.3M
1,425,353
+143%
清仓
DHR
DANAHER CORPORATION
-$55.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$52.7M
1,436,931
+15%
清仓
DPZ
DOMINOS PIZZA INC
-$51.0M
0
-100%
增持
NTRA
NATERA INC
+$42.9M
1,070,339
+34%
增持
ABNB
AIRBNB INC
+$38.9M
286,234
+948%
建仓
CBRE
CBRE GROUP INC
+$36.8M
413,200
增持
GFL
GFL ENVIRONMENTAL INC
+$35.1M
3,285,656
+22%
减持
EL
LAUDER ESTEE COS INC
-$34.0M
2,731
-99%
清仓
COHR
COHERENT CORP
-$33.2M
0
-100%
增持
RDDT
REDDIT INC
+$32.6M
742,145
+147%
增持
PM
PHILIP MORRIS INTL INC
+$30.9M
2,008,928
+7%
增持
PCVX
VAXCYTE INC
+$27.7M
687,908
+94%
清仓
HDB
HDFC BANK LTD
-$27.4M
0
-100%
增持
V
VISA INC
+$26.5M
590,112
+28%
增持
HUM
HUMANA INC
+$24.5M
191,570
+41%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$23.2M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$21.6M
456,022
+57%
减持
SWX
SOUTHWEST GAS HLDGS INC
-$21.6M
1,489,156
-10%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$20.2M
3,928,312
+1%
增持
SGI
TEMPUR SEALY INTL INC
+$19.1M
978,708
+104%
清仓
TROW
PRICE T ROWE GROUP INC
-$18.9M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$17.6M
1,404,425
+28%
增持
KKR
KKR & CO INC
+$17.5M
170,473
+3647%
增持
CPT
CAMDEN PPTY TR
+$17.1M
1,167,785
+4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$16.4M
489,108
-3%
减持
CART
MAPLEBEAR INC
-$16.3M
2,243,269
-5%
增持
—
VERONA PHARMA PLC
+$16.1M
3,092,807
+74%
清仓
MCO
MOODYS CORP
-$15.6M
0
-100%
清仓
EVR
EVERCORE INC
-$15.4M
0
-100%
建仓
—
GLOBAL TECHNOLGY ACQSTN CORP
+$13.5M
1,200,000
清仓
—
GLOBAL TECHNOLGY ACQSTN CORP
-$13.1M
0
-100%
减持
LPLA
LPL FINL HLDGS INC
-$11.0M
273,144
-17%
减持
NU
NU HLDGS LTD
+$9.7M
11,905,229
-1%
减持
JLL
JONES LANG LASALLE INC
-$9.4M
725,476
-11%
减持
—
WAVE LIFE SCIENCES LTD
-$9.2M
7,669,361
-0%
清仓
—
JANUS HENDERSON GROUP PLC
-$7.9M
0
-100%
增持
TGT
TARGET CORP
+$7.6M
57,142
+1115%
增持
QDEL
QUIDELORTHO CORP
-$7.6M
1,728,913
+27%
增持
NDAQ
NASDAQ INC
+$7.5M
783,000
+24%
增持
DASH
DOORDASH INC
+$7.3M
919,428
+37%
减持
MELI
MERCADOLIBRE INC
-$6.2M
33,716
-17%
建仓
RBRK
RUBRIK INC.
+$6.1M
200,000
减持
TWLO
TWILIO INC
-$5.6M
761,556
-5%
建仓
TJX
TJX COS INC NEW
+$5.4M
48,943
增持
OXM
OXFORD INDS INC
+$5.4M
62,642
+674%
建仓
—
FLUTTER ENTMT PLC
+$4.9M
26,804
建仓
URBN
URBAN OUTFITTERS INC
+$4.7M
114,743
减持
PLNT
PLANET FITNESS INC
+$4.6M
488,268
-2%
增持
W
WAYFAIR INC
+$4.5M
721,618
+46%
减持
GAP
GAP INC
-$4.5M
48,945
-76%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
-$4.1M
3,307,945
+23%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$4.1M
1,211,138
-4%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$4.0M
2,600,524
+36%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$3.8M
1,088,271
-7%
建仓
DKS
DICKS SPORTING GOODS INC
+$3.7M
17,079
建仓
BBWI
BATH & BODY WORKS INC
+$3.7M
93,918
增持
BOOT
BOOT BARN HLDGS INC
+$3.6M
44,635
+98%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$3.5M
184,635
减持
AHCO
ADAPTHEALTH CORP
-$3.4M
1,177,090
-11%
增持
HD
HOME DEPOT INC
+$3.4M
13,198
+331%
建仓
DAL
DELTA AIR LINES INC DEL
+$3.3M
69,597
减持
FDX
FEDEX CORP
-$3.3M
2,403
-82%
清仓
MTCH
MATCH GROUP INC NEW
-$3.2M
0
-100%
清仓
JACK
JACK IN THE BOX INC
-$3.2M
0
-100%
建仓
TRIP
TRIPADVISOR INC
+$3.2M
179,289
清仓
HRB
BLOCK H & R INC
-$3.1M
0
-100%
增持
TPR
TAPESTRY INC
+$3.0M
105,150
+244%
增持
CHWY
CHEWY INC
+$3.0M
133,453
+225%
清仓
UPS
UNITED PARCEL SERVICE INC
-$3.0M
0
-100%
建仓
T
AT&T INC
+$3.0M
154,452
建仓
CTRI
CENTURI HOLDINGS INC
+$2.9M
150,000
建仓
EMR
EMERSON ELEC CO
+$2.8M
25,769
减持
SHC
SOTERA HEALTH CO
-$2.7M
3,379,014
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.7M
9,875
+191%
增持
LZB
LA Z BOY INC
+$2.6M
84,349
+516%
清仓
EYE
NATIONAL VISION HLDGS INC
-$2.6M
0
-100%
减持
AAP
ADVANCE AUTO PARTS INC
-$2.5M
4,331
-87%
清仓
—
WIX COM LTD
-$2.5M
0
-100%
增持
MNRO
MONRO INC
+$2.4M
121,354
+720%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$2.4M
0
-100%
清仓
AZO
AUTOZONE INC
-$2.3M
0
-100%
建仓
CNK
CINEMARK HLDGS INC
+$2.3M
104,214
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$2.2M
132,601
+280%
增持
NTNX
NUTANIX INC
+$2.1M
47,171
+390%
建仓
QRVO
QORVO INC
+$2.1M
17,887
清仓
UAA
UNDER ARMOUR INC
-$2.1M
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$2.1M
12,029
建仓
CAVA
CAVA GROUP INC
+$2.1M
22,172
建仓
GOOGL
ALPHABET INC
+$2.0M
11,187
减持
NFLX
NETFLIX INC
-$2.0M
569
-86%
增持
JBL
JABIL INC
+$2.0M
35,443
+152%
建仓
—
ON HLDG AG
+$1.9M
50,257
建仓
ROST
ROSS STORES INC
+$1.9M
13,185
减持
—
SPOTIFY TECHNOLOGY S A
-$1.9M
2,430
-76%
增持
ROKU
ROKU INC
+$1.9M
55,921
+151%
增持
HPQ
HP INC
+$1.9M
98,961
+90%
建仓
SNCY
SUN CTRY AIRLS HLDGS INC
+$1.9M
150,443
建仓
DXCM
DEXCOM INC
+$1.9M
16,664
建仓
SG
SWEETGREEN INC
+$1.9M
62,486
增持
DBI
DESIGNER BRANDS INC
+$1.9M
416,712
+368%
建仓
LVS
LAS VEGAS SANDS CORP
+$1.9M
42,174
增持
DELL
DELL TECHNOLOGIES INC
+$1.8M
15,712
+389%
建仓
VVV
VALVOLINE INC
+$1.8M
41,612
建仓
—
THE ODP CORP
+$1.8M
45,476
建仓
BXC
BLUELINX HLDGS INC
+$1.8M
18,945
减持
WING
WINGSTOP INC
-$1.8M
7,369
-44%
建仓
NTAP
NETAPP INC
+$1.7M
13,583
建仓
POOL
POOL CORP
+$1.7M
5,637
建仓
CIEN
CIENA CORP
+$1.7M
35,841
建仓
—
LESLIES INC
+$1.7M
409,648
清仓
—
ARISTA NETWORKS INC
-$1.7M
0
-100%
建仓
TSCO
TRACTOR SUPPLY CO
+$1.7M
6,238
建仓
TCOM
TRIP COM GROUP LTD
+$1.7M
35,697
清仓
SHW
SHERWIN WILLIAMS CO
-$1.7M
0
-100%
建仓
KD
KYNDRYL HLDGS INC
+$1.7M
63,048
建仓
NICE
NICE LTD
+$1.6M
9,531
建仓
MAR
MARRIOTT INTL INC NEW
+$1.6M
6,657
建仓
BHC
BAUSCH HEALTH COS INC
+$1.6M
230,431
建仓
WCC
WESCO INTL INC
+$1.6M
10,071
建仓
DOCU
DOCUSIGN INC
+$1.6M
29,368
增持
—
SKECHERS U S A INC
+$1.6M
27,097
+445%
增持
AX
AXOS FINANCIAL INC
+$1.6M
36,200
+287%
建仓
—
TECHNIPFMC PLC
+$1.6M
59,675
增持
UI
UBIQUITI INC
+$1.5M
19,093
+76%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$1.5M
25,629
增持
—
LIBERTY GLOBAL LTD
+$1.5M
109,255
+334%
建仓
MSGE
MADISON SQUARE GARDEN ENTMT
+$1.5M
43,651
增持
—
SMARTSHEET INC
+$1.5M
41,271
+372%
增持
ILMN
ILLUMINA INC
+$1.5M
17,338
+615%
增持
SBH
SALLY BEAUTY HLDGS INC
+$1.5M
262,481
+141%
建仓
WRBY
WARBY PARKER INC
+$1.5M
91,207
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.5M
48,225
+8880%
增持
—
CARNIVAL CORP
+$1.5M
140,013
+96%
建仓
ADSK
AUTODESK INC
+$1.4M
5,807
减持
ADBE
ADOBE INC
-$1.4M
888
-77%
增持
BLMN
BLOOMIN BRANDS INC
+$1.4M
103,427
+421%
增持
NVS
NOVARTIS AG
+$1.4M
17,038
+297%
