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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 53
增持 28
减持 34
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$218.4M
753,404
+81%
建仓
DIS
DISNEY WALT CO
+$187.1M
1,508,487
增持
AMD
ADVANCED MICRO DEVICES INC
+$164.3M
1,172,044
+5864%
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
+$156.6M
1,760,017
+21%
增持
COF
CAPITAL ONE FINL CORP
+$152.0M
1,114,960
+135%
建仓
GEV
GE VERNOVA INC
+$144.8M
273,600
增持
NU
NU HLDGS LTD
+$127.3M
21,737,851
+30%
清仓
SCHW
SCHWAB CHARLES CORP
-$111.6M
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$102.3M
0
-100%
清仓
META
META PLATFORMS INC
-$100.5M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$97.6M
2,960,996
-13%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$93.3M
386,533
增持
AMZN
AMAZON COM INC
+$80.5M
2,060,443
+6%
建仓
WBD
WARNER BROS DISCOVERY INC
+$77.9M
6,797,230
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$72.9M
4,377,690
+14352%
减持
DHR
DANAHER CORPORATION
-$69.7M
372,126
-47%
建仓
DDOG
DATADOG INC
+$69.3M
516,079
减持
LPLA
LPL FINL HLDGS INC
-$67.6M
99,507
-69%
减持
DLTR
DOLLAR TREE INC
-$67.2M
27,183
-97%
减持
GFL
GFL ENVIRONMENTAL INC
-$66.5M
2,800,456
-35%
增持
MU
MICRON TECHNOLOGY INC
+$64.9M
1,096,930
+36%
清仓
—
DISCOVER FINL SVCS
-$64.6M
0
-100%
减持
DASH
DOORDASH INC
-$64.5M
13,288
-96%
清仓
SJM
SMUCKER J M CO
-$64.1M
0
-100%
减持
—
VERONA PHARMA PLC
-$63.9M
521,859
-71%
增持
—
CARNIVAL CORP
+$60.3M
5,376,870
+16%
清仓
—
SPRINGWORKS THERAPEUTICS INC
-$57.3M
0
-100%
清仓
NFLX
NETFLIX INC
-$54.4M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$51.4M
227,110
-39%
减持
LRCX
LAM RESEARCH CORP
-$49.0M
16,438
-98%
增持
INSM
INSMED INC
+$48.5M
804,133
+89%
清仓
CSCO
CISCO SYS INC
-$48.4M
0
-100%
建仓
LLY
ELI LILLY & CO
+$45.9M
58,901
建仓
EVR
EVERCORE INC
+$45.8M
169,745
建仓
RBLX
ROBLOX CORP
+$41.5M
394,875
减持
SNOW
SNOWFLAKE INC
+$35.1M
540,079
-8%
增持
—
FLUTTER ENTMT PLC
+$33.9M
296,012
+29%
清仓
TECH
BIO-TECHNE CORP
-$30.7M
0
-100%
清仓
MDB
MONGODB INC
-$27.2M
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$26.2M
1,481,478
-3%
增持
CART
MAPLEBEAR INC
+$26.0M
2,168,964
+20%
减持
NTRA
NATERA INC
+$20.5M
1,489,707
-9%
减持
RTO
RENTOKIL INITIAL PLC
-$19.4M
23,112
-97%
增持
SWX
SOUTHWEST GAS HLDGS INC
+$17.2M
1,993,671
+9%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$16.5M
1,531,874
+179%
建仓
EVH
EVOLENT HEALTH INC
+$15.7M
1,392,524
减持
CPNG
COUPANG INC
+$15.2M
2,102,777
-4%
增持
KVUE
KENVUE INC
+$14.8M
10,408,055
+23%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$14.2M
8,363,813
+61%
减持
CRWV
COREWEAVE INC
+$11.7M
267,740
-69%
清仓
HDB
HDFC BANK LTD
-$11.7M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$10.8M
0
-100%
增持
—
WAVE LIFE SCIENCES LTD
-$10.7M
8,618,383
+4%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$10.2M
2,553,237
+14%
清仓
FUN
SIX FLAGS ENTERTAINMENT CORP
-$9.2M
0
-100%
减持
DRI
DARDEN RESTAURANTS INC
-$8.9M
9,152
-82%
减持
MELI
MERCADOLIBRE INC
+$8.8M
17,492
-8%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$8.8M
33,004
建仓
SHAK
SHAKE SHACK INC
+$8.6M
61,138
清仓
CRI
CARTERS INC
-$8.1M
0
-100%
减持
MIR
MIRION TECHNOLOGIES INC
-$7.5M
5,308,038
-37%
清仓
EAT
BRINKER INTL INC
-$7.5M
0
-100%
建仓
LOW
LOWES COS INC
+$7.1M
31,880
清仓
TTAN
SERVICETITAN INC
-$6.8M
0
-100%
减持
SFM
SPROUTS FMRS MKT INC
-$6.6M
10,419
-81%
减持
URBN
URBAN OUTFITTERS INC
-$6.6M
32,655
-81%
清仓
BBY
BEST BUY INC
-$6.5M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$6.4M
226,153
+54%
清仓
ANF
ABERCROMBIE & FITCH CO
-$6.2M
0
-100%
清仓
KMX
CARMAX INC
-$6.2M
0
-100%
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$5.9M
161,950
建仓
CNK
CINEMARK HLDGS INC
+$5.8M
192,189
清仓
GT
GOODYEAR TIRE & RUBR CO
-$5.6M
0
-100%
增持
MMSI
MERIT MED SYS INC
-$5.6M
1,379,408
+8%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$5.4M
0
-100%
减持
DPZ
DOMINOS PIZZA INC
-$5.4M
13,907
-45%
减持
AN
AUTONATION INC
-$5.4M
4,495
-88%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$5.4M
994,560
-4%
清仓
FND
FLOOR & DECOR HLDGS INC
-$5.3M
0
-100%
建仓
TSCO
TRACTOR SUPPLY CO
+$5.3M
100,119
减持
BOOT
BOOT BARN HLDGS INC
-$5.1M
5,251
-90%
建仓
DOCU
DOCUSIGN INC
+$5.1M
65,829
建仓
EFX
EQUIFAX INC
+$5.1M
19,728
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$5.1M
56,039
清仓
DKS
DICKS SPORTING GOODS INC
-$5.0M
0
-100%
建仓
GOOGL
ALPHABET INC
+$4.7M
26,637
建仓
ARHS
ARHAUS INC
+$4.7M
541,052
减持
CAVA
CAVA GROUP INC
-$4.7M
7,954
-87%
建仓
OSCR
OSCAR HEALTH INC
+$4.6M
213,095
建仓
HD
HOME DEPOT INC
+$4.6M
12,454
建仓
YOU
CLEAR SECURE INC
+$4.5M
162,366
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$4.5M
278,075
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.4M
78,910
清仓
MNRO
MONRO INC
-$4.4M
0
-100%
建仓
ALL
ALLSTATE CORP
+$4.3M
21,391
减持
FIVE
FIVE BELOW INC
-$4.2M
19,460
-78%
建仓
AAL
AMERICAN AIRLS GROUP INC
+$4.1M
368,638
建仓
TDUP
THREDUP INC
+$3.9M
525,270
建仓
WMK
WEIS MKTS INC
+$3.8M
53,049
建仓
YETI
YETI HLDGS INC
+$3.8M
121,097
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$3.8M
2,257,010
+9%
建仓
AFRM
AFFIRM HLDGS INC
+$3.6M
52,206
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$3.5M
117,308
增持
ULTA
ULTA BEAUTY INC
+$3.5M
10,324
+176%
建仓
BYRN
BYRNA TECHNOLOGIES INC
+$3.5M
111,794
建仓
LIF
LIFE360 INC
+$3.4M
51,468
建仓
DG
DOLLAR GEN CORP NEW
+$3.2M
27,936
增持
PRMB
PRIMO BRANDS CORPORATION
+$3.2M
2,431,869
+25%
建仓
WSM
WILLIAMS SONOMA INC
+$3.2M
19,394
减持
GPC
GENUINE PARTS CO
-$3.1M
39,391
-41%
清仓
MEDP
MEDPACE HLDGS INC
-$3.1M
0
-100%
建仓
TCOM
TRIP COM GROUP LTD
+$3.1M
52,569
减持
ABNB
AIRBNB INC
-$3.1M
26,738
-52%
增持
PCVX
VAXCYTE INC
-$3.0M
1,310,605
+8%
建仓
PSA
PUBLIC STORAGE OPER CO
+$2.9M
10,044
建仓
PLNT
PLANET FITNESS INC
+$2.9M
26,366
清仓
LUV
SOUTHWEST AIRLS CO
-$2.8M
0
-100%
增持
ROKU
ROKU INC
+$2.7M
44,848
+155%
减持
UAA
UNDER ARMOUR INC
-$2.6M
288,398
-61%
减持
AZO
AUTOZONE INC
-$2.6M
473
-58%
减持
EXPE
EXPEDIA GROUP INC
-$2.6M
3,041
-83%
清仓
—
ON HLDG AG
-$2.5M
0
-100%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$2.5M
83,394
增持
CAKE
CHEESECAKE FACTORY INC
+$2.5M
60,891
+118%
减持
GAP
GAP INC
-$2.4M
2,502,118
-9%
建仓
KRUS
KURA SUSHI USA INC
+$2.3M
27,267
建仓
AAPL
APPLE INC
+$2.3M
11,229
建仓
REAL
THE REALREAL INC
+$2.2M
463,493
清仓
TJX
TJX COS INC NEW
-$2.2M
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$2.2M
21,314
建仓
FDX
FEDEX CORP
+$2.1M
9,328
减持
BJ
BJS WHSL CLUB HLDGS INC
-$2.1M
11,455
-60%
清仓
HRB
BLOCK H & R INC
-$2.0M
0
-100%
清仓
JBL
JABIL INC
-$2.0M
0
-100%
建仓
EXR
EXTRA SPACE STORAGE INC
+$2.0M
13,801
增持
SG
SWEETGREEN INC
-$2.0M
296,237
+15%
清仓
NTAP
NETAPP INC
-$2.0M
0
-100%
清仓
NTNX
NUTANIX INC
-$2.0M
0
-100%
清仓
—
SIGNET JEWELERS LIMITED
-$1.9M
0
-100%
清仓
HPQ
HP INC
-$1.9M
0
-100%
建仓
SHOE
SHOE CARNIVAL INC
+$1.9M
101,599
建仓
LYFT
LYFT INC
+$1.9M
120,484
建仓
SEZL
SEZZLE INC
+$1.9M
10,399
建仓
INTU
INTUIT
+$1.9M
2,358
增持
BBW
BUILD-A-BEAR WORKSHOP INC
+$1.8M
53,299
+119%
减持
—
WIX COM LTD
-$1.8M
2,785
-79%
建仓
PGR
PROGRESSIVE CORP
+$1.8M
6,598
清仓
UAL
UNITED AIRLS HLDGS INC
-$1.7M
0
-100%
建仓
MTCH
MATCH GROUP INC NEW
+$1.7M
54,628
建仓
NYT
NEW YORK TIMES CO
+$1.7M
30,109
