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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 25
减持 47
清仓 55
方向
标的
Δ市值
现股数(环比)
清仓
UNP
UNION PAC CORP
-$303.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$287.8M
725,649
-37%
减持
PM
PHILIP MORRIS INTL INC
-$255.4M
567,250
-74%
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
—
LINDE PLC
+$211.2M
426,111
建仓
INFQ
INFLEQTION INC
+$195.6M
19,941,924
建仓
ABT
ABBOTT LABORATORIES
+$180.5M
1,758,160
建仓
RGEN
REPLIGEN CORP
+$178.9M
1,518,805
建仓
DHR
DANAHER CORP DEL
+$155.4M
819,679
建仓
AMD
ADVANCED MICRO DEVICES INC
+$137.6M
676,572
建仓
INTC
INTEL CORP
+$132.2M
2,995,488
增持
NU
NU HLDGS LTD
+$126.4M
22,444,311
+92%
清仓
SCHW
SCHWAB CHARLES CORP
-$125.2M
0
-100%
清仓
BTU
PEABODY ENERGY CORP
-$120.8M
0
-100%
增持
AGX
ARGAN INC
+$115.6M
464,759
+6%
清仓
LRCX
LAM RESEARCH CORP
-$108.4M
0
-100%
减持
GOOG
ALPHABET INC
-$107.9M
872,697
-24%
清仓
SGI
SOMNIGROUP INTERNATIONAL INC
-$101.9M
0
-100%
清仓
—
CIDARA THERAPEUTICS INC
-$100.7M
0
-100%
减持
COMP
COMPASS INC
-$95.8M
5,172,396
-59%
增持
MCD
MCDONALDS CORP
+$87.6M
294,100
+2262%
清仓
CART
MAPLEBEAR INC
-$87.2M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$86.4M
1,248,456
-4%
建仓
MOH
MOLINA HEALTHCARE INC
+$86.1M
645,768
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$85.9M
1,237,358
-25%
增持
—
WAVE LIFE SCIENCES LTD
-$82.2M
11,317,399
+17%
清仓
DASH
DOORDASH INC
-$81.3M
0
-100%
减持
DIS
DISNEY WALT CO
-$79.7M
7,317
-99%
建仓
NVO
NOVO-NORDISK A S
+$76.4M
2,080,121
减持
AMZN
AMAZON COM INC
-$67.2M
2,318,015
-3%
建仓
FLR
FLUOR CORP
+$66.0M
1,415,557
减持
CVNA
CARVANA CO
-$62.8M
420,276
-9%
减持
—
ASML HLDG NV
+$62.0M
258,377
-1%
减持
ALAB
ASTERA LABS INC
-$57.7M
955,356
-2%
减持
GFL
GFL ENVIRONMENTAL INC
-$55.2M
3,849,656
-23%
清仓
DDOG
DATADOG INC
-$52.5M
0
-100%
建仓
GLW
CORNING INC
+$50.9M
374,507
清仓
SNOW
SNOWFLAKE INC
-$49.5M
0
-100%
建仓
MIR
MIRION TECHNOLOGIES INC
+$49.3M
2,649,879
增持
BSX
BOSTON SCIENTIFIC CORP
+$45.3M
5,195,089
+76%
建仓
—
ROIVANT SCIENCES LTD
+$45.1M
1,626,940
清仓
CTRI
CENTURI HOLDINGS INC
-$42.2M
0
-100%
增持
DKS
DICKS SPORTING GOODS INC
+$42.0M
1,044,903
+25%
减持
RBLX
ROBLOX CORP
-$41.2M
12,507
-98%
清仓
—
FLUTTER ENTMT PLC
-$40.2M
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$33.5M
391,839
+38%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$32.6M
1,854,488
+13%
清仓
CPNG
COUPANG INC
-$32.3M
0
-100%
增持
V
VISA INC
-$28.6M
806,951
+4%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$27.9M
2,464,909
-8%
增持
TECH
BIO-TECHNE CORP
+$21.2M
4,739,721
+23%
增持
SWX
SOUTHWEST GAS HLDGS INC
+$20.9M
2,126,927
+4%
增持
CPT
CAMDEN PPTY TR
-$19.9M
1,867,866
+2%
清仓
SAIL
SAILPOINT INC
-$19.5M
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$18.6M
188,160
增持
NTRA
NATERA INC
+$18.0M
1,171,633
+24%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$17.9M
1,314,116
+45%
增持
PCVX
VAXCYTE INC
+$17.6M
1,377,738
+2%
减持
RTX
RTX CORPORATION
+$12.2M
1,364,888
-0%
减持
KO
COCA COLA CO
-$11.5M
1,284,612
-18%
减持
GUTS
FRACTYL HEALTH INC
-$7.5M
3,974,806
-6%
减持
AMAT
APPLIED MATLS INC
+$6.6M
869,943
-23%
减持
FDX
FEDEX CORP
-$6.5M
1,980
-92%
增持
MMSI
MERIT MED SYS INC
+$6.4M
714,081
+47%
增持
MELI
MERCADOLIBRE INC
-$6.2M
26,894
+3%
清仓
KRUS
KURA SUSHI USA INC
-$5.3M
0
-100%
建仓
IPAR
INTERPARFUMS INC
+$5.2M
56,734
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$5.0M
11,036
-94%
清仓
EFX
EQUIFAX INC
-$5.0M
0
-100%
清仓
GDDY
GODADDY INC
-$5.0M
0
-100%
清仓
ALL
ALLSTATE CORP
-$5.0M
0
-100%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$4.9M
0
-100%
清仓
ADBE
ADOBE INC
-$4.9M
0
-100%
清仓
IMAX
IMAX CORP
-$4.9M
0
-100%
清仓
FERG
FERGUSON ENTERPRISES INC
-$4.9M
0
-100%
清仓
YOU
CLEAR SECURE INC
-$4.9M
0
-100%
清仓
AFRM
AFFIRM HLDGS INC
-$4.9M
0
-100%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$4.8M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$4.8M
175
-83%
清仓
NFLX
NETFLIX INC
-$4.8M
0
-100%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$4.7M
2,717
-94%
减持
PLAY
DAVE & BUSTERS ENTMT INC
-$4.6M
59,114
-82%
清仓
ROOT
ROOT INC
-$4.6M
0
-100%
清仓
RVLV
REVOLVE GROUP INC
-$4.4M
0
-100%
增持
—
UNIQURE NV
-$4.4M
697,640
+5%
清仓
TDUP
THREDUP INC
-$4.4M
0
-100%
减持
HRB
BLOCK H & R INC
-$4.4M
19,943
-83%
减持
CHTR
CHARTER COMMUNICATIONS INC
-$4.3M
2,893
-88%
减持
TRUP
TRUPANION INC
-$4.3M
26,714
-80%
减持
ERIE
ERIE INDTY CO
-$4.3M
2,590
-85%
增持
EVH
EVOLENT HEALTH INC
-$4.3M
2,572,763
+1%
减持
INTU
INTUIT
-$4.3M
1,564
-79%
减持
SMA
SMARTSTOP SELF STORAG REIT I
-$4.3M
22,583
-86%
减持
SIRI
SIRIUSXM HOLDINGS INC
-$4.2M
31,602
-87%
减持
LMND
LEMONADE INC
-$4.2M
11,970
-83%
减持
LZ
LEGALZOOM COM INC
-$4.2M
125,663
-75%
减持
CWH
CAMPING WORLD HLDGS INC
-$4.2M
37,663
-92%
减持
ROKU
ROKU INC
-$4.2M
8,189
-82%
减持
CRI
CARTERS INC
-$4.1M
20,796
-86%
清仓
—
FIVERR INTL LTD
-$4.0M
0
-100%
减持
ROL
ROLLINS INC
-$4.0M
12,288
-84%
减持
ASO
ACADEMY SPORTS & OUTDOORS IN
-$4.0M
8,205
-91%
减持
LH
LABCORP HOLDINGS INC
-$4.0M
1,596
-91%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$4.0M
3,567,372
+42%
建仓
HRL
HORMEL FOODS CORP
+$3.9M
171,063
减持
MUSA
MURPHY USA INC
-$3.8M
1,332
-88%
清仓
BOOT
BOOT BARN HLDGS INC
-$3.8M
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
-$3.6M
2,756
-88%
减持
CAL
CALERES INC
-$3.6M
69,210
-80%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$3.5M
2,186,402
+15%
建仓
EPC
EDGEWELL PERSONAL CARE CO
+$3.5M
165,242
增持
PRMB
PRIMO BRANDS CORPORATION
+$3.5M
224,525
+409%
清仓
EL
LAUDER ESTEE COS INC
-$3.5M
0
-100%
清仓
AD
ARRAY DIGITAL INFRASTRUCTURE
-$3.5M
0
-100%
建仓
CLS
CELESTICA INC
+$3.3M
11,573
增持
NVDA
NVIDIA CORPORATION
-$3.2M
3,174,918
+6%
减持
DAVE
DAVE INC
-$3.2M
2,475
-85%
建仓
—
BUNGE GLOBAL SA
+$3.0M
23,975
清仓
MKC
MCCORMICK & CO INC
-$3.0M
0
-100%
增持
HSY
HERSHEY CO
+$2.9M
23,317
+122%
减持
EXPE
EXPEDIA GROUP INC
-$2.9M
9,513
-47%
建仓
—
PICS NV
+$2.8M
268,663
清仓
BLCO
BAUSCH PLUS LOMB CORP
-$2.6M
0
-100%
减持
CALY
CALLAWAY GOLF CO
-$2.6M
29,929
-88%
增持
MO
ALTRIA GROUP INC
+$2.6M
52,322
+239%
建仓
BNS
BANK NOVA SCOTIA B C
+$2.5M
36,701
减持
BKE
BUCKLE INC
-$2.5M
14,316
-77%
建仓
COTY
COTY INC
+$2.5M
1,261,833
清仓
—
AMER SPORTS INC
-$2.5M
0
-100%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$2.5M
0
-100%
清仓
—
SHARKNINJA INC
-$2.5M
0
-100%
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$2.5M
0
-100%
清仓
TPR
TAPESTRY INC
-$2.5M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$2.5M
0
-100%
清仓
ETSY
ETSY INC
-$2.5M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$2.5M
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$2.5M
0
-100%
清仓
CHWY
CHEWY INC
-$2.5M
0
-100%
清仓
CAVA
CAVA GROUP INC
-$2.5M
0
-100%
减持
WMK
WEIS MKTS INC
-$2.5M
9,908
-80%
清仓
VLO
VALERO ENERGY CORP
-$2.5M
0
-100%
清仓
ANF
ABERCROMBIE & FITCH CO
-$2.4M
0
-100%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$2.4M
0
-100%
清仓
NKE
NIKE INC
-$2.4M
0
-100%
清仓
BBY
BEST BUY INC
-$2.4M
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$2.3M
0
-100%
清仓
ALK
ALASKA AIR GROUP INC
-$2.3M
0
-100%
建仓
CNQ
CANADIAN NAT RES LTD MED TER
+$2.2M
46,050
清仓
RH
RH
-$2.2M
0
-100%
清仓
CABO
CABLE ONE INC
-$2.2M
0
-100%
减持
WINA
WINMARK CORP
-$2.2M
1,506
-78%
