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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 30
增持 32
减持 39
清仓 49
方向
标的
Δ市值
现股数(环比)
减持
CPNG
COUPANG INC
-$155.0M
4,091,193
-59%
减持
AMD
ADVANCED MICRO DEVICES INC
-$153.4M
20,493
-98%
建仓
WFC
WELLS FARGO CO NEW
+$149.8M
2,133,273
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。
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$137.6M
1,239,457
+101%
建仓
—
CARNIVAL CORP
+$137.1M
5,499,782
增持
MIR
MIRION TECHNOLOGIES INC
+$112.7M
6,572,611
+3483%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$104.8M
1,993,020
增持
AMZN
AMAZON COM INC
+$101.7M
1,760,246
+15%
减持
SBUX
STARBUCKS CORP
-$93.5M
1,020,767
-47%
建仓
APO
APOLLO GLOBAL MGMT INC
+$92.8M
561,604
增持
LPLA
LPL FINL HLDGS INC
+$76.3M
587,721
+18%
减持
ALAB
ASTERA LABS INC
+$76.2M
1,032,441
-11%
清仓
QDEL
QUIDELORTHO CORP
-$73.6M
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$64.7M
418,890
清仓
HUM
HUMANA INC
-$62.7M
0
-100%
清仓
AVGO
BROADCOM INC
-$62.0M
0
-100%
清仓
SHC
SOTERA HEALTH CO
-$58.4M
0
-100%
建仓
WSC
WILLSCOT HLDGS CORP
+$58.2M
1,741,065
清仓
—
KELLANOVA
-$53.9M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$50.1M
693,815
增持
NTRA
NATERA INC
+$46.1M
1,366,054
+2%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$45.8M
23,562
-95%
增持
PINS
PINTEREST INC
+$43.9M
1,578,889
+2661%
建仓
ACHC
ACADIA HEALTHCARE COMPANY IN
+$41.2M
1,038,627
清仓
W
WAYFAIR INC
-$38.4M
0
-100%
增持
NU
NU HLDGS LTD
-$38.1M
12,294,266
+1%
建仓
TSLA
TESLA INC
+$35.4M
87,654
建仓
KKR
KKR & CO INC
+$31.8M
215,020
建仓
WK
WORKIVA INC
+$30.7M
280,017
清仓
—
DAY ONE BIOPHARMACEUTICALS I
-$29.4M
0
-100%
减持
CART
MAPLEBEAR INC
-$28.3M
1,956,184
-27%
减持
LULU
LULULEMON ATHLETICA INC
+$28.3M
318,514
-8%
增持
CNC
CENTENE CORP DEL
+$28.2M
943,936
+146%
减持
TWLO
TWILIO INC
+$28.2M
723,340
-6%
清仓
PLNT
PLANET FITNESS INC
-$27.8M
0
-100%
清仓
LINE
LINEAGE INC
-$27.4M
0
-100%
减持
NFLX
NETFLIX INC
-$26.7M
51,755
-50%
减持
—
VERONA PHARMA PLC
+$24.0M
3,128,516
-26%
清仓
—
LAM RESEARCH CORP
-$22.6M
0
-100%
增持
WDC
WESTERN DIGITAL CORP
+$22.5M
468,394
+493%
增持
GFL
GFL ENVIRONMENTAL INC
+$22.4M
3,778,606
+3%
增持
PM
PHILIP MORRIS INTL INC
+$21.5M
2,119,221
+10%
减持
—
WAVE LIFE SCIENCES LTD
+$19.8M
8,261,242
-18%
减持
DASH
DOORDASH INC
-$17.7M
733,674
-26%
减持
MELI
MERCADOLIBRE INC
-$16.2M
16,921
-23%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$15.5M
2,891,852
+4%
清仓
—
GLOBAL TECHNOLGY ACQSTN CORP
-$13.8M
0
-100%
增持
PCVX
VAXCYTE INC
-$13.2M
1,201,898
+23%
减持
JLL
JONES LANG LASALLE INC
-$11.5M
445,091
-3%
增持
SGI
TEMPUR SEALY INTL INC
+$11.4M
1,276,904
+14%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$10.7M
5,198,900
+26%
增持
—
FLUTTER ENTMT PLC
+$10.0M
239,601
+10%
减持
CRM
SALESFORCE INC
-$9.2M
193,289
-28%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$9.0M
350,005
建仓
TTAN
SERVICETITAN INC
+$7.4M
71,463
增持
RTO
RENTOKIL INITIAL PLC
+$6.2M
828,811
+39%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
-$6.1M
2,053,906
+3%
增持
CNK
CINEMARK HLDGS INC
+$6.0M
1,556,398
+3%
减持
MCD
MCDONALDS CORP
-$5.0M
4,639
-78%
建仓
RL
RALPH LAUREN CORP
+$5.0M
21,807
清仓
FND
FLOOR & DECOR HLDGS INC
-$5.0M
0
-100%
建仓
LOW
LOWES COS INC
+$4.5M
18,127
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$4.4M
102,270
-70%
建仓
ULTA
ULTA BEAUTY INC
+$4.2M
9,669
建仓
SARO
STANDARDAERO INC
+$3.9M
158,217
建仓
QSR
RESTAURANT BRANDS INTL INC
+$3.8M
58,710
建仓
YUM
YUM BRANDS INC
+$3.8M
28,363
增持
—
SKECHERS U S A INC
+$3.8M
63,845
+770%
增持
TPR
TAPESTRY INC
+$3.7M
88,565
+101%
减持
NVDA
NVIDIA CORPORATION
-$3.7M
2,114,163
-11%
清仓
AZO
AUTOZONE INC
-$3.6M
0
-100%
增持
VSXY
VICTORIAS SECRET AND CO
+$3.4M
105,937
+176%
清仓
—
ONESTREAM INC
-$3.4M
0
-100%
建仓
PRKS
UNITED PARKS & RESORTS INC
+$3.2M
57,069
减持
DELL
DELL TECHNOLOGIES INC
-$3.2M
7,493
-78%
建仓
GAP
GAP INC
+$3.2M
133,712
清仓
EBAY
EBAY INC.
-$3.1M
0
-100%
清仓
CVLT
COMMVAULT SYS INC
-$3.0M
0
-100%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$3.0M
16,903
+245%
增持
URBN
URBAN OUTFITTERS INC
+$3.0M
176,633
+2%
建仓
M
MACYS INC
+$2.9M
173,709
减持
COHR
COHERENT CORP
-$2.9M
498,408
-12%
减持
—
EATON CORP PLC
-$2.9M
3,770
-70%
增持
HDB
HDFC BANK LTD
+$2.8M
145,314
+40%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
+$2.7M
377,105
+138%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$2.6M
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$2.6M
42,918
清仓
TXRH
TEXAS ROADHOUSE INC
-$2.5M
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.5M
41,520
清仓
HBM
HUDBAY MINERALS INC
-$2.5M
0
-100%
清仓
BTU
PEABODY ENERGY CORP
-$2.5M
0
-100%
清仓
YETI
YETI HLDGS INC
-$2.4M
0
-100%
增持
HD
HOME DEPOT INC
+$2.4M
7,761
+395%
减持
TRIP
TRIPADVISOR INC
-$2.4M
12,723
-93%
减持
BBW
BUILD-A-BEAR WORKSHOP INC
-$2.4M
27,495
-74%
建仓
EYE
NATIONAL VISION HLDGS INC
+$2.3M
223,696
减持
—
CAPRI HOLDINGS LIMITED
-$2.3M
31,382
-55%
增持
SWX
SOUTHWEST GAS HLDGS INC
-$2.2M
1,809,663
+3%
建仓
AAP
ADVANCE AUTO PARTS INC
+$2.2M
47,205
清仓
BHC
BAUSCH HEALTH COS INC
-$2.2M
0
-100%
清仓
LYFT
LYFT INC
-$2.2M
0
-100%
清仓
WCC
WESCO INTL INC
-$2.2M
0
-100%
减持
JBL
JABIL INC
-$2.2M
14,348
-59%
建仓
—
JUNIPER NETWORKS INC
+$2.2M
57,553
清仓
—
PERIMETER SOLUTIONS SA
-$2.1M
0
-100%
清仓
—
LOGITECH INTL S A
-$2.1M
0
-100%
清仓
IMKTA
INGLES MKTS INC
-$2.1M
0
-100%
清仓
BOOT
BOOT BARN HLDGS INC
-$2.1M
0
-100%
清仓
—
GRAB HOLDINGS LIMITED
-$2.1M
0
-100%
增持
FUN
SIX FLAGS ENTERTAINMENT CORP
+$2.1M
125,434
+28%
清仓
SNN
SMITH & NEPHEW PLC
-$2.1M
0
-100%
清仓
—
SMARTSHEET INC
-$2.1M
0
-100%
清仓
WING
WINGSTOP INC
-$2.1M
0
-100%
清仓
ABNB
AIRBNB INC
-$2.1M
0
-100%
增持
LEVI
LEVI STRAUSS & CO NEW
+$2.1M
189,211
+237%
清仓
ZD
ZIFF DAVIS INC
-$2.0M
0
-100%
减持
CROX
CROCS INC
-$2.0M
14,658
-41%
清仓
ERO
ERO COPPER CORP
-$2.0M
0
-100%
减持
MBC
MASTERBRAND INC
-$2.0M
18,114
-85%
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
2,405
+775%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$2.0M
0
-100%
清仓
DOCU
DOCUSIGN INC
-$1.9M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$1.9M
0
-100%
清仓
QRVO
QORVO INC
-$1.9M
0
-100%
减持
DVA
DAVITA INC
-$1.9M
1,462
-89%
减持
—
SHARKNINJA INC
-$1.9M
3,371
-83%
减持
SVV
SAVERS VALUE VLG INC
-$1.9M
27,349
-87%
清仓
KD
KYNDRYL HLDGS INC
-$1.9M
0
-100%
清仓
—
CONSOL ENERGY INC NEW
-$1.9M
0
-100%
减持
SBH
SALLY BEAUTY HLDGS INC
-$1.9M
219,529
-28%
清仓
EEFT
EURONET WORLDWIDE INC
-$1.8M
0
-100%
减持
NTAP
NETAPP INC
-$1.8M
18,398
-42%
减持
MCO
MOODYS CORP
-$1.8M
665
-85%
建仓
WSM
WILLIAMS SONOMA INC
+$1.8M
9,540
建仓
—
CHECK POINT SOFTWARE TECH LT
+$1.7M
9,310
减持
CHWY
CHEWY INC
-$1.7M
58,716
-53%
减持
CIEN
CIENA CORP
-$1.7M
5,325
-85%
减持
ILMN
ILLUMINA INC
-$1.7M
2,994
-81%
清仓
FTRE
FORTREA HLDGS INC
-$1.7M
0
-100%
清仓
MHK
MOHAWK INDS INC
-$1.7M
0
-100%
建仓
—
FOOT LOCKER INC
+$1.6M
75,717
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$1.6M
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$1.6M
0
-100%
减持
—
CLARIVATE PLC
-$1.6M
62,297
-77%
清仓
JBLU
JETBLUE AWYS CORP
-$1.6M
0
-100%
清仓
OKTA
OKTA INC
-$1.6M
0
-100%
增持
NWL
NEWELL BRANDS INC
+$1.6M
366,329
+37%
清仓
WEN
WENDYS CO
-$1.6M
0
-100%
减持
—
ALIGHT INC
-$1.5M
41,908
-83%
减持
LBRDK
LIBERTY BROADBAND CORP
-$1.5M
3,514
-85%
