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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 38
增持 39
减持 23
清仓 50
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
-$368.0M
9,974,672
-66%
清仓
META
META PLATFORMS INC
-$148.9M
0
-100%
清仓
CPT
CAMDEN PPTY TR
-$127.4M
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
UBER
UBER TECHNOLOGIES INC
-$102.1M
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$93.5M
344,486
增持
AMD
ADVANCED MICRO DEVICES INC
+$81.9M
949,785
+108%
减持
MU
MICRON TECHNOLOGY INC
-$79.8M
40,532
-94%
增持
—
VERONA PHARMA PLC
+$76.6M
4,215,973
+36%
增持
SBUX
STARBUCKS CORP
+$75.7M
1,914,332
+34%
增持
NFLX
NETFLIX INC
+$72.4M
102,656
+17941%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$64.5M
436,840
-60%
建仓
AVGO
BROADCOM INC
+$62.0M
359,668
清仓
APH
AMPHENOL CORP NEW
-$61.1M
0
-100%
增持
PCVX
VAXCYTE INC
+$59.6M
976,249
+42%
增持
NTRA
NATERA INC
+$54.2M
1,340,045
+25%
建仓
COHR
COHERENT CORP
+$50.1M
563,922
清仓
RDDT
REDDIT INC
-$47.4M
0
-100%
清仓
NDAQ
NASDAQ INC
-$47.2M
0
-100%
增持
—
FLUTTER ENTMT PLC
+$47.0M
218,733
+716%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$44.2M
4,287,641
增持
—
WAVE LIFE SCIENCES LTD
+$44.1M
10,047,520
+31%
减持
ABNB
AIRBNB INC
-$41.3M
16,200
-94%
增持
DASH
DOORDASH INC
+$40.8M
986,557
+7%
增持
CNK
CINEMARK HLDGS INC
+$40.0M
1,517,771
+1356%
增持
LPLA
LPL FINL HLDGS INC
+$39.3M
497,075
+82%
清仓
TMUS
T-MOBILE US INC
-$37.7M
0
-100%
增持
CART
MAPLEBEAR INC
+$37.3M
2,684,425
+20%
清仓
CBRE
CBRE GROUP INC
-$36.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$34.7M
2,368,091
+16%
减持
—
KELLANOVA
-$34.2M
667,325
-56%
减持
PM
PHILIP MORRIS INTL INC
+$30.0M
1,923,751
-4%
建仓
LINE
LINEAGE INC
+$27.4M
350,000
增持
SWX
SOUTHWEST GAS HLDGS INC
+$25.4M
1,765,148
+19%
减持
JLL
JONES LANG LASALLE INC
-$24.7M
460,255
-37%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$22.1M
616,979
+26%
减持
V
VISA INC
-$19.5M
492,259
-17%
增持
SHC
SOTERA HEALTH CO
+$18.3M
3,497,367
+4%
增持
GFL
GFL ENVIRONMENTAL INC
+$18.0M
3,658,190
+11%
清仓
KKR
KKR & CO INC
-$17.9M
0
-100%
减持
QDEL
QUIDELORTHO CORP
+$16.2M
1,614,197
-7%
建仓
RTO
RENTOKIL INITIAL PLC
+$14.8M
594,459
增持
SGI
TEMPUR SEALY INTL INC
+$14.7M
1,117,508
+14%
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$12.8M
2,114,006
+75%
增持
NU
NU HLDGS LTD
+$12.0M
12,118,901
+2%
清仓
AHCO
ADAPTHEALTH CORP
-$11.8M
0
-100%
减持
MELI
MERCADOLIBRE INC
-$10.4M
21,941
-35%
增持
—
SPRINGWORKS THERAPEUTICS INC
-$8.9M
2,778,348
+7%
增持
HUM
HUMANA INC
-$8.9M
197,892
+3%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$8.5M
4,118,672
+5%
清仓
TGT
TARGET CORP
-$8.5M
0
-100%
减持
PLNT
PLANET FITNESS INC
-$8.1M
342,322
-30%
减持
GUTS
FRACTYL HEALTH INC
-$7.4M
4,248,492
-0%
减持
—
LAM RESEARCH CORP
-$7.2M
27,733
-1%
增持
AMZN
AMAZON COM INC
+$6.8M
1,526,819
+6%
增持
TWLO
TWILIO INC
+$6.7M
766,775
+1%
建仓
HDB
HDFC BANK LTD
+$6.5M
103,761
建仓
MCD
MCDONALDS CORP
+$6.4M
20,975
清仓
OXM
OXFORD INDS INC
-$6.3M
0
-100%
清仓
RBRK
RUBRIK INC.
-$6.1M
0
-100%
建仓
SHAK
SHAKE SHACK INC
+$6.0M
57,673
建仓
WDC
WESTERN DIGITAL CORP.
+$5.4M
79,002
增持
EAT
BRINKER INTL INC
+$5.2M
109,171
+147%
减持
TJX
TJX COS INC NEW
-$4.8M
4,861
-90%
增持
MSFT
MICROSOFT CORP
-$4.6M
612,455
+2%
建仓
DRI
DARDEN RESTAURANTS INC
+$4.6M
28,144
建仓
CBRL
CRACKER BARREL OLD CTRY STOR
+$4.5M
99,175
减持
CRM
SALESFORCE INC
+$4.3M
269,862
-0%
建仓
FUN
SIX FLAGS ENTERTAINMENT CORP
+$3.9M
97,868
减持
HD
HOME DEPOT INC
-$3.9M
1,567
-88%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$3.8M
0
-100%
清仓
DKS
DICKS SPORTING GOODS INC
-$3.7M
0
-100%
清仓
BBWI
BATH & BODY WORKS INC
-$3.7M
0
-100%
减持
SFM
SPROUTS FMRS MKT INC
-$3.6M
11,045
-81%
减持
BOOT
BOOT BARN HLDGS INC
-$3.6M
12,670
-72%
建仓
AZO
AUTOZONE INC
+$3.6M
1,149
增持
FND
FLOOR & DECOR HLDGS INC
+$3.6M
40,474
+182%
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$3.6M
158,699
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$3.5M
341,795
+85%
建仓
BBY
BEST BUY INC
+$3.5M
33,622
建仓
—
ONESTREAM INC
+$3.4M
100,000
增持
—
EATON CORP PLC
+$3.4M
12,553
+403%
清仓
DAL
DELTA AIR LINES INC DEL
-$3.3M
0
-100%
清仓
KMX
CARMAX INC
-$3.2M
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$3.2M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.0M
0
-100%
清仓
YUM
YUM BRANDS INC
-$3.0M
0
-100%
建仓
FFIV
F5 INC
+$3.0M
13,417
清仓
T
AT&T INC
-$3.0M
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$2.9M
69,054
增持
BBW
BUILD-A-BEAR WORKSHOP INC
+$2.9M
105,847
+261%
清仓
MNRO
MONRO INC
-$2.9M
0
-100%
清仓
UI
UBIQUITI INC
-$2.8M
0
-100%
建仓
PVH
PVH CORPORATION
+$2.8M
27,296
清仓
NTNX
NUTANIX INC
-$2.7M
0
-100%
建仓
—
FRONTIER COMMUNICATIONS PARE
+$2.6M
74,323
建仓
BROS
DUTCH BROS INC
+$2.6M
82,193
清仓
—
CARNIVAL CORP
-$2.6M
0
-100%
减持
EMR
EMERSON ELEC CO
-$2.6M
2,596
-90%
建仓
YETI
YETI HLDGS INC
+$2.4M
59,450
增持
CROX
CROCS INC
+$2.4M
24,763
+215%
减持
TPR
TAPESTRY INC
-$2.4M
44,021
-58%
清仓
ORCL
ORACLE CORP
-$2.4M
0
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
+$2.4M
1,997,153
-40%
建仓
—
SHARKNINJA INC
+$2.2M
20,388
增持
NTAP
NETAPP INC
+$2.2M
31,793
+134%
建仓
RVLV
REVOLVE GROUP INC
+$2.2M
87,351
建仓
SVV
SAVERS VALUE VLG INC
+$2.2M
205,591
建仓
MCO
MOODYS CORP
+$2.1M
4,410
建仓
SNN
SMITH & NEPHEW PLC
+$2.1M
66,985
清仓
AX
AXOS FINANCIAL INC
-$2.1M
0
-100%
清仓
CAVA
CAVA GROUP INC
-$2.1M
0
-100%
建仓
NWL
NEWELL BRANDS INC
+$2.1M
267,566
减持
DBI
DESIGNER BRANDS INC
-$2.1M
107,339
-74%
清仓
GOOGL
ALPHABET INC
-$2.0M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$2.0M
35,426
+181%
清仓
BLMN
BLOOMIN BRANDS INC
-$2.0M
0
-100%
建仓
ERO
ERO COPPER CORP
+$2.0M
88,600
增持
ANF
ABERCROMBIE & FITCH CO
+$2.0M
37,768
+103%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$2.0M
29,594
清仓
—
LIBERTY GLOBAL LTD
-$2.0M
0
-100%
清仓
—
ON HLDG AG
-$1.9M
0
-100%
增持
URBN
URBAN OUTFITTERS INC
+$1.9M
173,730
+51%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.9M
42,839
-68%
清仓
ROST
ROSS STORES INC
-$1.9M
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$1.9M
11,946
清仓
SNCY
SUN CTRY AIRLS HLDGS INC
-$1.9M
0
-100%
清仓
DXCM
DEXCOM INC
-$1.9M
0
-100%
清仓
SG
SWEETGREEN INC
-$1.9M
0
-100%
清仓
LVS
LAS VEGAS SANDS CORP
-$1.9M
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$1.9M
33,966
+116%
建仓
—
ALIGHT INC
+$1.8M
247,825
清仓
WEX
WEX INC
-$1.8M
0
-100%
清仓
NVS
NOVARTIS AG
-$1.8M
0
-100%
增持
CVLT
COMMVAULT SYS INC
+$1.8M
19,817
+94%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$1.8M
23,287
清仓
PEGA
PEGASYSTEMS INC
-$1.8M
0
-100%
清仓
—
THE ODP CORP
-$1.8M
0
-100%
清仓
YOU
CLEAR SECURE INC
-$1.8M
0
-100%
清仓
ENR
ENERGIZER HLDGS INC NEW
-$1.8M
0
-100%
清仓
BXC
BLUELINX HLDGS INC
-$1.8M
0
-100%
增持
EL
LAUDER ESTEE COS INC
+$1.8M
20,525
+652%
清仓
MOH
MOLINA HEALTHCARE INC
-$1.7M
0
-100%
清仓
POOL
POOL CORP
-$1.7M
0
-100%
清仓
—
LESLIES INC
-$1.7M
0
-100%
建仓
TRMB
TRIMBLE INC
+$1.7M
27,283
建仓
FTRE
FORTREA HLDGS INC
+$1.7M
84,690
建仓
ZUMZ
ZUMIEZ INC
+$1.7M
79,439
清仓
TSCO
TRACTOR SUPPLY CO
-$1.7M
0
-100%
建仓
RPD
RAPID7 INC
+$1.7M
42,093
清仓
TCOM
TRIP COM GROUP LTD
-$1.7M
0
-100%
