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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 48
增持 34
减持 24
清仓 44
方向
标的
Δ市值
现股数(环比)
建仓
KVUE
KENVUE INC
+$203.0M
8,466,901
建仓
BAC
BANK AMERICA CORP
+$152.1M
3,644,820
清仓
WFC
WELLS FARGO CO NEW
-$149.8M
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。
建仓
DHR
DANAHER CORPORATION
+$143.2M
698,740
清仓
V
VISA INC
-$134.9M
0
-100%
建仓
MMSI
MERIT MED SYS INC
+$134.5M
1,272,511
清仓
JLL
JONES LANG LASALLE INC
-$112.7M
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$111.6M
1,425,125
减持
MSFT
MICROSOFT CORP
-$106.8M
416,497
-33%
建仓
META
META PLATFORMS INC
+$100.5M
174,390
清仓
APO
APOLLO GLOBAL MGMT INC
-$92.8M
0
-100%
减持
SBUX
STARBUCKS CORP
-$91.8M
13,674
-99%
减持
LPLA
LPL FINL HLDGS INC
-$87.0M
320,780
-45%
增持
NVDA
NVIDIA CORPORATION
+$86.2M
3,415,399
+62%
建仓
COF
CAPITAL ONE FINL CORP
+$85.2M
475,030
清仓
TWLO
TWILIO INC
-$78.2M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$76.9M
146,918
建仓
DLTR
DOLLAR TREE INC
+$69.9M
930,997
建仓
PRMB
PRIMO BRANDS CORPORATION
+$68.9M
1,940,075
增持
MU
MICRON TECHNOLOGY INC
+$67.6M
809,170
+2423%
清仓
CRM
SALESFORCE INC
-$64.6M
0
-100%
增持
—
DISCOVER FINL SVCS
+$64.2M
378,176
+17376%
建仓
SJM
SMUCKER J M CO
+$64.1M
541,551
清仓
WSC
WILLSCOT HLDGS CORP
-$58.2M
0
-100%
清仓
CNC
CENTENE CORP DEL
-$57.2M
0
-100%
减持
DASH
DOORDASH INC
-$55.3M
370,650
-49%
增持
GAP
GAP INC
+$53.8M
2,761,896
+1966%
增持
PCVX
VAXCYTE INC
-$52.8M
1,208,093
+1%
建仓
CSCO
CISCO SYS INC
+$48.4M
784,698
清仓
CNK
CINEMARK HLDGS INC
-$48.2M
0
-100%
清仓
COHR
COHERENT CORP
-$47.2M
0
-100%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$47.1M
1,299,432
-55%
减持
—
CARNIVAL CORP
-$46.2M
4,652,807
-15%
减持
PINS
PINTEREST INC
-$45.1M
23,081
-99%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$44.1M
95,561
-98%
增持
NU
NU HLDGS LTD
+$43.6M
16,693,910
+36%
减持
CPNG
COUPANG INC
-$42.1M
2,179,195
-47%
增持
GFL
GFL ENVIRONMENTAL INC
+$39.5M
4,301,966
+14%
增持
—
WAVE LIFE SCIENCES LTD
-$35.4M
8,261,683
+0%
清仓
TSLA
TESLA INC
-$35.4M
0
-100%
建仓
INSM
INSMED INC
+$32.4M
425,125
减持
—
VERONA PHARMA PLC
-$32.1M
1,783,498
-43%
建仓
CRWV
COREWEAVE INC
+$32.0M
861,816
清仓
KKR
KKR & CO INC
-$31.8M
0
-100%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$30.7M
5,199,218
+0%
清仓
WK
WORKIVA INC
-$30.7M
0
-100%
建仓
TECH
BIO-TECHNE CORP
+$30.7M
522,897
减持
WDC
WESTERN DIGITAL CORP
-$27.3M
14,383
-97%
建仓
MDB
MONGODB INC
+$27.2M
154,872
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$26.9M
2,246,923
+116%
增持
SNOW
SNOWFLAKE INC
+$21.1M
586,996
+40%
建仓
SAIL
SAILPOINT INC
+$18.1M
966,050
增持
LULU
LULULEMON ATHLETICA INC
-$16.4M
372,305
+17%
增持
NTRA
NATERA INC
+$14.9M
1,634,769
+20%
增持
AMZN
AMAZON COM INC
-$14.7M
1,952,564
+11%
建仓
DPZ
DOMINOS PIZZA INC
+$11.6M
25,349
增持
VRDN
VIRIDIAN THERAPEUTICS INC
-$11.6M
2,061,274
+0%
减持
PM
PHILIP MORRIS INTL INC
-$11.5M
1,534,546
-28%
减持
—
FLUTTER ENTMT PLC
-$11.2M
228,756
-5%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$10.1M
1,040,618
-19%
减持
CART
MAPLEBEAR INC
-$8.9M
1,807,975
-8%
增持
COST
COSTCO WHSL CORP NEW
+$8.6M
11,415
+375%
建仓
SFM
SPROUTS FMRS MKT INC
+$8.3M
54,647
增持
NFLX
NETFLIX INC
+$8.3M
58,329
+13%
增持
MELI
MERCADOLIBRE INC
+$8.1M
18,924
+12%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$8.1M
69,933
建仓
CRI
CARTERS INC
+$8.1M
198,001
建仓
GPC
GENUINE PARTS CO
+$7.9M
66,432
增持
MIR
MIRION TECHNOLOGIES INC
+$7.1M
8,401,109
+28%
增持
DRI
DARDEN RESTAURANTS INC
+$7.0M
52,260
+150%
清仓
SHAK
SHAKE SHACK INC
-$6.8M
0
-100%
建仓
FIVE
FIVE BELOW INC
+$6.7M
90,021
建仓
ABNB
AIRBNB INC
+$6.6M
55,392
建仓
SG
SWEETGREEN INC
+$6.4M
256,812
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$6.3M
0
-100%
建仓
AN
AUTONATION INC
+$6.3M
38,685
建仓
KMX
CARMAX INC
+$6.2M
79,042
建仓
BOOT
BOOT BARN HLDGS INC
+$5.9M
55,192
清仓
TPR
TAPESTRY INC
-$5.8M
0
-100%
建仓
GT
GOODYEAR TIRE & RUBR CO
+$5.6M
609,752
建仓
CAVA
CAVA GROUP INC
+$5.4M
61,942
建仓
FND
FLOOR & DECOR HLDGS INC
+$5.3M
66,108
清仓
RL
RALPH LAUREN CORP
-$5.0M
0
-100%
建仓
WRBY
WARBY PARKER INC
+$5.0M
276,274
建仓
DKS
DICKS SPORTING GOODS INC
+$5.0M
24,746
增持
—
CAPRI HOLDINGS LIMITED
+$4.8M
277,746
+785%
增持
CHWY
CHEWY INC
+$4.6M
200,849
+242%
清仓
LOW
LOWES COS INC
-$4.5M
0
-100%
清仓
VSXY
VICTORIAS SECRET AND CO
-$4.4M
0
-100%
建仓
MNRO
MONRO INC
+$4.4M
302,626
建仓
AZO
AUTOZONE INC
+$4.3M
1,133
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$4.2M
0
-100%
增持
UAA
UNDER ARMOUR INC
+$4.1M
734,831
+1105%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$4.0M
0
-100%
清仓
SARO
STANDARDAERO INC
-$3.9M
0
-100%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$3.8M
0
-100%
清仓
YUM
YUM BRANDS INC
-$3.8M
0
-100%
建仓
BLMN
BLOOMIN BRANDS INC
+$3.8M
528,309
清仓
—
NORDSTROM INC
-$3.7M
0
-100%
清仓
NWL
NEWELL BRANDS INC
-$3.6M
0
-100%
减持
—
SKECHERS U S A INC
-$3.6M
12,121
-81%
建仓
DIN
DINE BRANDS GLOBAL INC
+$3.6M
154,783
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$3.6M
0
-100%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$3.3M
28,802
清仓
LEVI
LEVI STRAUSS & CO NEW
-$3.3M
0
-100%
清仓
RVLV
REVOLVE GROUP INC
-$3.3M
0
-100%
建仓
EBAY
EBAY INC.
+$3.2M
47,952
增持
SWX
SOUTHWEST GAS HLDGS INC
+$3.2M
1,826,557
+1%
增持
FUN
SIX FLAGS ENTERTAINMENT CORP
+$3.1M
257,325
+105%
建仓
MEDP
MEDPACE HLDGS INC
+$3.1M
10,228
建仓
EXPE
EXPEDIA GROUP INC
+$3.1M
18,291
清仓
HD
HOME DEPOT INC
-$3.0M
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$3.0M
0
-100%
清仓
M
MACYS INC
-$2.9M
0
-100%
清仓
PVH
PVH CORPORATION
-$2.9M
0
-100%
清仓
CTRI
CENTURI HOLDINGS INC
-$2.9M
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$2.8M
84,787
减持
ULTA
ULTA BEAUTY INC
-$2.8M
3,747
-61%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$2.8M
287,337
+181%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$2.8M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.7M
1,458,136
+18%
建仓
—
ON HLDG AG
+$2.5M
57,710
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.5M
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$2.4M
1,748,676
-12%
增持
HDB
HDFC BANK LTD
+$2.4M
175,390
+21%
清仓
SBH
SALLY BEAUTY HLDGS INC
-$2.3M
0
-100%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$2.3M
549,469
+57%
清仓
AAP
ADVANCE AUTO PARTS INC
-$2.2M
0
-100%
建仓
TJX
TJX COS INC NEW
+$2.2M
17,785
建仓
W
WAYFAIR INC
+$2.2M
67,216
减持
FFIV
F5 INC
-$2.1M
2,129
-80%
增持
ANF
ABERCROMBIE & FITCH CO
+$2.1M
80,902
+200%
建仓
HRB
BLOCK H & R INC
+$2.0M
37,265
减持
UBER
UBER TECHNOLOGIES INC
-$2.0M
7,522
-82%
清仓
—
GARMIN LTD
-$2.0M
0
-100%
建仓
NTNX
NUTANIX INC
+$2.0M
28,736
减持
EYE
NATIONAL VISION HLDGS INC
-$2.0M
28,789
-87%
建仓
—
SIGNET JEWELERS LIMITED
+$1.9M
32,981
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.9M
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$1.9M
0
-100%
增持
—
WIX COM LTD
+$1.8M
13,539
+679%
清仓
WSM
WILLIAMS SONOMA INC
-$1.8M
0
-100%
增持
BBY
BEST BUY INC
+$1.7M
88,633
+59%
清仓
—
FOOT LOCKER INC
-$1.6M
0
-100%
增持
PRKS
UNITED PARKS & RESORTS INC
+$1.6M
106,004
+86%
增持
KTB
KONTOOR BRANDS INC
+$1.6M
29,001
+876%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.5M
5,713
-76%
减持
EAT
BRINKER INTL INC
-$1.5M
50,345
-26%
清仓
SHOE
SHOE CARNIVAL INC
-$1.4M
0
-100%
减持
IVVD
INVIVYD INC
+$1.4M
10,958,572
-7%
