Follow-The-Filings

Featured 13F manager

Maverick Capital Ltd Lee Ainslie

Dallas, TX 22 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $11.3B
  • 177 Positions
  • 2026 Q2
  • +30.6% QoQ
  • Top 5 24.0%

Portfolio

2026 Q2 · filed 8/14/2026 · 177 long · top 12 shown

top 5 24.0% · top 10 42.9%

AUM over time

2026 Q2 $11.3B +30.6% QoQ
2021 Q3 · $9.9B 2021 Q3 · $9.9B
Q3 2021
2021 Q4 · $8.8B · −10.8% QoQ 2021 Q4 · $8.8B · −10.8% QoQ
Q4
2022 Q1 · $5.6B · −36.9% QoQ 2022 Q1 · $5.6B · −36.9% QoQ
Q1 2022
2022 Q2 · $4.1B · −27.5% QoQ 2022 Q2 · $4.1B · −27.5% QoQ
Q2
2022 Q3 · $4.4B · +9.6% QoQ 2022 Q3 · $4.4B · +9.6% QoQ
Q3
2022 Q4 · $4.3B · −2.3% QoQ 2022 Q4 · $4.3B · −2.3% QoQ
Q4
2023 Q1 · $4B · −8.9% QoQ 2023 Q1 · $4B · −8.9% QoQ
Q1 2023
2023 Q2 · $4.7B · +18.7% QoQ 2023 Q2 · $4.7B · +18.7% QoQ
Q2
2023 Q3 · $4.4B · −5.6% QoQ 2023 Q3 · $4.4B · −5.6% QoQ
Q3
2023 Q4 · $5B · +12.5% QoQ 2023 Q4 · $5B · +12.5% QoQ
Q4
2024 Q1 · $5.3B · +6.8% QoQ 2024 Q1 · $5.3B · +6.8% QoQ
Q1 2024
2024 Q2 · $5.3B · −0.9% QoQ 2024 Q2 · $5.3B · −0.9% QoQ
Q2
2024 Q3 · $5.1B · −2.7% QoQ 2024 Q3 · $5.1B · −2.7% QoQ
Q3
2024 Q4 · $5.6B · +8.3% QoQ 2024 Q4 · $5.6B · +8.3% QoQ
Q4
2025 Q1 · $5.7B · +1.8% QoQ 2025 Q1 · $5.7B · +1.8% QoQ
Q1 2025
2025 Q2 · $6.7B · +17.7% QoQ 2025 Q2 · $6.7B · +17.7% QoQ
Q2
2025 Q3 · $7.5B · +12.3% QoQ 2025 Q3 · $7.5B · +12.3% QoQ
Q3
2025 Q4 · $9.3B · +24.5% QoQ 2025 Q4 · $9.3B · +24.5% QoQ
Q4
2026 Q1 · $8.7B · −6.9% QoQ 2026 Q1 · $8.7B · −6.9% QoQ
Q1 2026
2026 Q2 · $11.3B · +30.6% QoQ 2026 Q2 · $11.3B · +30.6% QoQ
Q2

Book

2021 Q4 2021 Q3 · filed 14 Feb · long equity

CPNG - Coupang · CL A 31.47% Reduce −9.5% 94,793,985 $29.38 $2.8B −9,910,680 −$131M
AMZN - Amazon 3.50% Add +21.3% 92,962 $3,334 $310M +16,315 +$58M
MSFT - Microsoft 3.42% Reduce −1.8% 898,772 $336.32 $302M −16,604 +$44M
NFLX - Netflix 2.88% Add +15.3% 423,542 $602.44 $255M +56,234 +$31M
V - VISA · CL A 2.74% Add +54.5% 1,118,192 $216.71 $242M +394,346 +$81M
JLL - Jones Lang Lasalle 2.67% Add +1.9% 877,641 $269.34 $236M +16,030 +$23M
META - Meta Platforms · CL A 2.29% Add +15.2% 601,581 $336.35 $202M +79,513 +$25M
LRCX - Lam Research 2.27% Add +3.3% 279,832 $719.15 $201M +8,910 +$47M
GOOG - Alphabet · CL C 2.10% Add +2.3% 64,214 $2,894 $186M +1,449 +$19M
TMUS - T-Mobile US 1.82% Add +16.2% 1,392,115 $115.98 $161M +194,538 +$8M
Oak Str Health 1.58% Add +1464.9% 4,225,127 $33.14 $140M +3,955,127 +$129M
UBER - UBER Technologies 1.53% Add +32.7% 3,227,390 $41.93 $135M +795,962 +$26M
AMAT - Applied Matls 1.45% Add +2.2% 817,530 $157.36 $129M +17,409 +$26M
CCK - Crown 1.43% Add +0.4% 1,141,454 $110.62 $126M +4,820 +$12M
Atara Biotherapeutics 1.40% Hold 7,855,824 $15.76 $124M
HUM - Humana 1.33% Add +0.9% 253,657 $463.86 $118M +2,191 +$20M
TGTX - Tg Therapeutics 1.30% Add +83.1% 6,034,875 $19.00 $115M +2,738,424 +$5M
CVNA - Carvana · CL A 1.23% Add +51.8% 470,994 $231.79 $109M +160,767 +$16M
WDAY - Workday · CL A 1.23% Reduce −2.6% 396,909 $273.18 $108M −10,605 +$7M
Activision Blizzard 1.19% Add +160.3% 1,580,819 $66.53 $105M +973,540 +$58M
XP - XP Inc · CL A 0.98% Reduce −14.6% 3,013,906 $28.74 $87M −515,818 −$55M
Fleetcor Technologies 0.94% Reduce −15.8% 371,505 $223.84 $83M −69,522 −$32M
ASO — 0.92% Reduce −29.9% 1,848,729 $43.90 $81M −788,230 −$24M
MELI - Mercadolibre 0.92% Add +35.3% 60,188 $1,348 $81M +15,717 +$6M
Nektar Therapeutics 0.89% Reduce −0.3% 5,822,604 $13.51 $79M −15,822 −$26M
LPLA - Lpl Finl 0.87% Reduce −7.8% 479,077 $160.09 $77M −40,668 −$5M
MA - Mastercard · CL A 0.85% Add +3699.9% 208,349 $359.32 $75M +202,866 +$73M
ADBE - Adobe Systems 0.84% Reduce −18.5% 131,660 $567.06 $75M −29,809 −$18M
Cano Health · CL A 0.84% Hold 8,350,000 $8.91 $74M
SEER · CL A 0.81% Reduce −42.2% 3,129,889 $22.81 $71M −2,289,004 −$116M
SE - SEA 0.80% Add +22.6% 315,692 $223.71 $71M +58,166 −$11M
MGM - Mgm Resorts International 0.75% Add +3.6% 1,485,578 $44.88 $67M +52,247 +$5M
DWDPEUR — 0.67% Add +2.2% 738,057 $80.78 $60M +16,074 +$11M
BALL - BALL Corp 0.65% Add +1.5% 596,869 $96.27 $57M +8,578 +$5M
SNOW - Snowflake · CL A 0.63% Reduce −22.3% 164,010 $338.75 $56M −47,122 −$8M
EXPE - Expedia Group 0.62% Add +36.4% 303,151 $180.72 $55M +80,950 +$18M
USFD - US Foods 0.61% New 1,558,350 $34.83 $54M +1,558,350 +$54M
RIVN - Rivian Automotive · CL A 0.59% New 500,000 $103.69 $52M +500,000 +$52M
Ironsource · CL A 0.52% Hold 6,000,000 $7.74 $46M
NVDA - Nvidia 0.50% Add +401.9% 150,760 $294.11 $44M +120,721 +$38M
LIVN - Livanova 0.50% Reduce −5.7% 505,024 $87.43 $44M −30,666 +$2M
Farfetch · CL A 0.48% Reduce −9.3% 1,276,024 $33.43 $43M −130,981 −$10M
RCKT - Rocket Pharmaceuticals 0.47% Add +14.1% 1,894,966 $21.83 $41M +234,850 −$8M
AHCO - Adapthealth 0.45% Add +1.7% 1,629,686 $24.46 $40M +27,667 +$3M
Austerlitz Acquisition 0.45% Hold 3,956,790 $10.01 $40M
TWLO - Twilio · CL A 0.42% Add +33.5% 141,061 $263.34 $37M +35,375 +$3M
Curis 0.42% Add +2.8% 7,790,478 $4.76 $37M +212,989 −$22M
CCC — 0.40% Hold 3,137,836 $11.39 $36M
Caremax · CL A 0.37% Add 0.0% 4,316,684 $7.68 $33M +446 −$9M
FND - Floor & Decor · CL A 0.37% Add +2.4% 254,489 $130.01 $33M +5,980 +$3M

Showing top 50 of 251 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
CNC - Centene Del 2.59% Exit 0 $62.31 $257M −4,120,045 −$257M
1life Healthcare 0.75% Exit 0 $20.25 $74M −3,661,468 −$74M
IFF - International Flavors & Fragrances 0.70% Exit 0 $133.72 $69M −516,180 −$69M
BX - Blackstone 0.59% Exit 0 $116.34 $58M −501,213 −$58M
GPN - Global Pmts 0.55% Exit 0 $157.58 $55M −349,089 −$55M
Dicerna Pharmaceuticals 0.27% Exit 0 $20.16 $26M −1,310,530 −$26M
Frontdoor 0.24% Exit 0 $41.90 $24M −562,919 −$24M
EHTH - Ehealth 0.09% Exit 0 $40.50 $9M −224,600 −$9M
AZO - Autozone 0.09% Exit 0 $1,698 $9M −5,214 −$9M
Spire Global · CL A 0.09% Exit 0 $12.53 $9M −700,000 −$9M
STZ - Constellation Brands · CL A 0.09% Exit 0 $210.70 $9M −41,472 −$9M
HON - Honeywell Intl 0.08% Exit 0 $212.27 $7M −35,323 −$7M
FTNT - Fortinet 0.07% Exit 0 $292.05 $7M −24,431 −$7M
Hostess Brands · CL A 0.07% Exit 0 $17.37 $7M −385,718 −$7M
SPB — 0.07% Exit 0 $95.67 $6M −67,689 −$6M
MU - Micron Technology 0.06% Exit 0 $70.97 $6M −85,946 −$6M
JNJ - Johnson & Johnson 0.06% Exit 0 $161.49 $6M −37,191 −$6M
CCL1EUR — 0.05% Exit 0 $25.01 $5M −212,017 −$5M
AAP - Advance Auto Parts 0.05% Exit 0 $208.88 $5M −24,847 −$5M
ABT - Abbott Labs 0.05% Exit 0 $118.12 $5M −43,854 −$5M
CHCO - Kansas City Southern 0.05% Exit 0 $270.66 $5M −18,983 −$5M
SHW - Sherwin Williams 0.05% Exit 0 $279.71 $5M −18,369 −$5M
AAPL - Apple 0.05% Exit 0 $141.50 $5M −35,513 −$5M
Olaplex 0.05% Exit 0 $24.50 $5M −200,000 −$5M
Hibbett 0.05% Exit 0 $70.73 $5M −68,807 −$5M
WMT - Walmart 0.05% Exit 0 $139.37 $5M −34,533 −$5M
ETSY - ETSY Inc 0.05% Exit 0 $207.95 $5M −22,981 −$5M
Lancaster Colony 0.05% Exit 0 $168.81 $5M −27,451 −$5M
QCOM - Qualcomm 0.05% Exit 0 $128.98 $5M −35,408 −$5M
Revolve Group · CL A 0.04% Exit 0 $61.76 $4M −66,932 −$4M
DLTR - Dollar Tree 0.04% Exit 0 $95.72 $4M −43,085 −$4M
NWL - Newell Brands 0.04% Exit 0 $22.14 $4M −185,807 −$4M
Papa Johns Intl 0.04% Exit 0 $127.00 $4M −32,125 −$4M
Logitech Intl S A 0.04% Exit 0 $89.35 $4M −45,497 −$4M
ASH - Ashland Global 0.04% Exit 0 $89.11 $4M −44,135 −$4M
DRI - Darden Restaurants 0.04% Exit 0 $151.48 $4M −24,729 −$4M
Sportsmans Whse 0.04% Exit 0 $17.60 $4M −204,245 −$4M
ISRG - Intuitive Surgical 0.03% Exit 0 $994.08 $3M −3,377 −$3M
KO - Coca Cola 0.03% Exit 0 $52.47 $3M −63,736 −$3M
EMR - Emerson Elec 0.03% Exit 0 $94.19 $3M −35,482 −$3M
BLMN - Bloomin Brands 0.03% Exit 0 $25.00 $3M −132,377 −$3M
VRTX - Vertex Pharmaceuticals 0.03% Exit 0 $181.36 $3M −18,052 −$3M
AVGO - Broadcom 0.03% Exit 0 $484.99 $3M −6,695 −$3M
FOSL - Fossil Group 0.03% Exit 0 $11.85 $3M −270,716 −$3M
COF - Capital One Finl 0.03% Exit 0 $161.96 $3M −19,388 −$3M
FIVE - Five Below 0.03% Exit 0 $176.80 $3M −17,602 −$3M
Pubmatic · CL A 0.03% Exit 0 $26.35 $3M −117,381 −$3M
PBH — 0.03% Exit 0 $56.12 $3M −54,545 −$3M
INTC - Intel 0.03% Exit 0 $53.28 $3M −57,412 −$3M
WING - Wingstop 0.03% Exit 0 $163.95 $3M −18,597 −$3M
Freshworks · CLASS A 0.03% Exit 0 $42.69 $3M −70,000 −$3M
BKNG - Booking 0.03% Exit 0 $2,374 $3M −1,187 −$3M
DG - Dollar Gen 0.03% Exit 0 $212.14 $3M −12,982 −$3M
BSX - Boston Scientific 0.03% Exit 0 $43.39 $3M −62,528 −$3M
ILMN - Illumina 0.03% Exit 0 $405.58 $3M −6,519 −$3M
Ingles Mkts · CL A 0.03% Exit 0 $66.03 $3M −39,859 −$3M
Energizer 0.03% Exit 0 $39.04 $3M −66,182 −$3M
KMI - Kinder Morgan Del 0.02% Exit 0 $16.73 $2M −146,759 −$2M
Xerox 0.02% Exit 0 $20.17 $2M −113,610 −$2M
CRM - Salesforce 0.02% Exit 0 $271.23 $2M −8,207 −$2M
Vmware · CL A 0.02% Exit 0 $148.73 $2M −14,846 −$2M
NOW - Servicenow 0.02% Exit 0 $622.20 $2M −3,531 −$2M
CVX - Chevron 0.02% Exit 0 $101.47 $2M −21,633 −$2M
NKE - NIKE · CL B 0.02% Exit 0 $145.23 $2M −15,024 −$2M
RL - Ralph Lauren · CL A 0.02% Exit 0 $111.04 $2M −19,534 −$2M
Flowers Foods 0.02% Exit 0 $23.63 $2M −91,485 −$2M
AEP - American Elec Pwr 0.02% Exit 0 $81.19 $2M −26,421 −$2M
GPC - Genuine Parts 0.02% Exit 0 $121.25 $2M −17,633 −$2M
WMB - Williams Cos 0.02% Exit 0 $25.94 $2M −77,997 −$2M
OXY - Occidental 0.02% Exit 0 $29.57 $2M −68,170 −$2M
DE - Deere 0.02% Exit 0 $335.00 $2M −6,009 −$2M
A - Agilent Technologies 0.02% Exit 0 $157.51 $2M −12,539 −$2M
SMCI - Super Micro Computer 0.02% Exit 0 $36.57 $2M −54,005 −$2M
T - At T 0.02% Exit 0 $27.00 $2M −72,803 −$2M
FDX - Fedex 0.02% Exit 0 $219.30 $2M −8,705 −$2M
EAT - Brinker Intl 0.02% Exit 0 $49.06 $2M −38,403 −$2M
NCLH - Norwegian Cruise 0.02% Exit 0 $26.72 $2M −69,960 −$2M
HSY - Hershey 0.02% Exit 0 $169.30 $2M −10,969 −$2M
Fireeye 0.02% Exit 0 $17.80 $2M −104,003 −$2M
YUM - Yum Brands 0.02% Exit 0 $122.28 $2M −15,121 −$2M
JBL - Jabil 0.02% Exit 0 $58.36 $2M −31,546 −$2M
COR - Amerisourcebergen 0.02% Exit 0 $119.47 $2M −14,975 −$2M
ANET - Arista Networks 0.02% Exit 0 $343.61 $2M −5,029 −$2M
MDT - Medtronic 0.02% Exit 0 $125.37 $2M −13,528 −$2M
ADSK - Autodesk 0.02% Exit 0 $285.15 $2M −5,583 −$2M
DAL - Delta Air Lines Del 0.02% Exit 0 $42.61 $2M −37,147 −$2M
SJM - Smucker J M 0.02% Exit 0 $120.05 $2M −13,078 −$2M
SWKS - Skyworks Solutions 0.02% Exit 0 $164.78 $2M −9,461 −$2M
Macquarie Infrastr Hold 0.02% Exit 0 $40.56 $2M −38,316 −$2M
NEM - Newmont 0.02% Exit 0 $54.30 $2M −28,543 −$2M
SIRI - Sirius Xm 0.02% Exit 0 $6.10 $2M −252,115 −$2M
PSX - Phillips 66 0.02% Exit 0 $70.02 $2M −21,765 −$2M
Ruths Hospitality Group 0.02% Exit 0 $20.72 $2M −73,037 −$2M
HRB — 0.02% Exit 0 $25.00 $1M −59,803 −$1M
AIG - American Intl Group 0.01% Exit 0 $54.89 $1M −27,073 −$1M
GM - General Mtrs 0.01% Exit 0 $52.70 $1M −28,199 −$1M
TFX - Teleflex 0.01% Exit 0 $376.44 $1M −3,913 −$1M
MET - Metlife 0.01% Exit 0 $61.72 $1M −23,476 −$1M
Zendesk 0.01% Exit 0 $116.43 $1M −12,179 −$1M
Nautilus 0.01% Exit 0 $9.31 $1M −151,686 −$1M
TER - Teradyne 0.01% Exit 0 $109.18 $1M −12,649 −$1M
CAL - Caleres 0.01% Exit 0 $22.21 $1M −62,121 −$1M
EXC - Exelon 0.01% Exit 0 $48.34 $1M −28,360 −$1M
TSCO - Tractor Supply 0.01% Exit 0 $202.59 $1M −6,723 −$1M
AZNN — 0.01% Exit 0 $60.04 $1M −22,369 −$1M
PAYC - Paycom Software 0.01% Exit 0 $495.75 $1M −2,709 −$1M
GH - Guardant Health 0.01% Exit 0 $125.01 $1M −10,727 −$1M
CI - Cigna 0.01% Exit 0 $200.15 $1M −6,685 −$1M
JAZZ - Jazz Pharmaceuticals 0.01% Exit 0 $130.24 $1M −10,120 −$1M
CTAS - Cintas 0.01% Exit 0 $380.70 $1M −3,420 −$1M
Viacomcbs · CL B 0.01% Exit 0 $39.51 $1M −32,851 −$1M
CHGG - Chegg 0.01% Exit 0 $68.01 $1M −18,850 −$1M
Splunk 0.01% Exit 0 $144.69 $1M −8,798 −$1M
Fastly · CL A 0.01% Exit 0 $40.43 $1M −31,317 −$1M
ABBV - Abbvie 0.01% Exit 0 $107.87 $1M −11,681 −$1M
AGIO - Agios Pharmaceuticals 0.01% Exit 0 $46.14 $1M −26,960 −$1M
NTAP - Netapp 0.01% Exit 0 $89.79 $1M −13,788 −$1M
NEE - Nextera Energy 0.01% Exit 0 $78.51 $1M −15,693 −$1M
AXTA - Axalta Coating Sys 0.01% Exit 0 $29.18 $1M −41,187 −$1M
ETR - Entergy 0.01% Exit 0 $99.29 $1M −12,005 −$1M
EIX - Edison Intl 0.01% Exit 0 $55.49 $1M −21,266 −$1M
Zynga · CL A 0.01% Exit 0 $7.53 $1M −156,641 −$1M
RS - Reliance Steel & Aluminum 0.01% Exit 0 $142.42 $1M −8,208 −$1M
DKNG - Draftkings · CL A 0.01% Exit 0 $48.16 $1M −24,231 −$1M
IR - Ingersoll Rand 0.01% Exit 0 $50.43 $1M −23,063 −$1M
PH - Parker-Hannifin 0.01% Exit 0 $279.66 $1M −4,105 −$1M
PINS - Pinterest · CL A 0.01% Exit 0 $50.95 $1M −22,412 −$1M
ES - Eversource Energy 0.01% Exit 0 $81.75 $1M −13,945 −$1M
PENN - Penn Natl Gaming 0.01% Exit 0 $72.46 $1M −15,498 −$1M
Iheartmedia · CL A 0.01% Exit 0 $25.03 $1M −44,592 −$1M
GO - Grocery Outlet 0.01% Exit 0 $21.57 $1M −51,565 −$1M
CNP - Centerpoint Energy 0.01% Exit 0 $24.59 $1M −45,178 −$1M
DOW - DOW Inc 0.01% Exit 0 $57.55 $1M −19,254 −$1M
Cimarex Energy 0.01% Exit 0 $87.21 $1M −12,556 −$1M
Avalara 0.01% Exit 0 $174.73 $1M −6,261 −$1M
Oxford Inds 0.01% Exit 0 $90.17 $1M −12,122 −$1M
VTOL - Bristow Group 0.01% Exit 0 $31.84 $1M −34,203 −$1M
CXW - Corecivic 0.01% Exit 0 $8.90 $1M −122,005 −$1M
GIS - General Mls 0.01% Exit 0 $59.80 $1M −18,027 −$1M
SRE - Sempra 0.01% Exit 0 $126.46 $1M −8,469 −$1M
DXC - Dxc Technology 0.01% Exit 0 $33.61 $1M −31,839 −$1M
BURL - Burlington Stores 0.01% Exit 0 $283.68 $1M −3,719 −$1M
SO - Southern 0.01% Exit 0 $61.95 $1M −16,772 −$1M
PCAR - Paccar 0.01% Exit 0 $78.92 $1M −13,114 −$1M
CIT Group 0.01% Exit 0 $51.93 $1M −19,872 −$1M
PFE - Pfizer 0.01% Exit 0 $43.01 $1M −23,648 −$1M
AES — 0.01% Exit 0 $22.84 $1M −44,444 −$1M
BKR - Baker Hughes · CL A 0.01% Exit 0 $24.74 $1M −40,500 −$1M
Overstock Del 0.01% Exit 0 $77.93 $1M −12,845 −$1M
CSGP - Costar Group 0.01% Exit 0 $86.06 $993K −11,538 −$993K
CAR - Avis Budget Group 0.01% Exit 0 $116.50 $984K −8,446 −$984K
Pulmonx 0.01% Exit 0 $35.97 $980K −27,245 −$980K
Elastic 0.01% Exit 0 $148.96 $977K −6,559 −$977K
QFIN - 360 Digitech 0.01% Exit 0 $20.31 $974K −47,950 −$974K
VISN - Commscope 0.01% Exit 0 $13.58 $972K −71,559 −$972K
CHWY - Chewy · CL A 0.01% Exit 0 $68.14 $954K −14,000 −$954K
DBI - Designer Brands · CL A 0.01% Exit 0 $13.93 $942K −67,644 −$942K
Paylocity 0.01% Exit 0 $280.36 $928K −3,310 −$928K
EXEL - Exelixis 0.01% Exit 0 $21.15 $917K −43,357 −$917K
HOLX - Hologic 0.01% Exit 0 $73.77 $906K −12,281 −$906K
BIIB - Biogen 0.01% Exit 0 $283.10 $881K −3,112 −$881K
CASY - Caseys Gen Stores 0.01% Exit 0 $188.38 $879K −4,666 −$879K
HWM - Howmet Aerospace 0.01% Exit 0 $31.20 $872K −27,946 −$872K
LOW - Lowes Cos 0.01% Exit 0 $202.84 $872K −4,299 −$872K
MCK - Mckesson 0.01% Exit 0 $199.27 $871K −4,371 −$871K
Chicos Fas 0.01% Exit 0 $4.49 $866K −192,807 −$866K
CTRA - Cabot Oil & Gas 0.01% Exit 0 $21.76 $866K −39,804 −$866K
MGA - Magna Intl 0.01% Exit 0 $75.28 $863K −11,464 −$863K
MORN - Morningstar 0.01% Exit 0 $259.09 $855K −3,300 −$855K
PODD - Insulet 0.01% Exit 0 $284.34 $855K −3,007 −$855K
ALKS - Alkermes 0.01% Exit 0 $30.85 $853K −27,654 −$853K
LSCC - Lattice Semiconductor 0.01% Exit 0 $64.68 $849K −13,126 −$849K
Seagen 0.01% Exit 0 $169.72 $843K −4,967 −$843K
BIDU - Baidu 0.01% Exit 0 $153.73 $828K −5,386 −$828K
RRR - Red Rock Resorts · CL A 0.01% Exit 0 $51.24 $826K −16,119 −$826K
AWK — 0.01% Exit 0 $168.96 $824K −4,877 −$824K
UTHR - United Therapeutics 0.01% Exit 0 $184.59 $805K −4,361 −$805K
Cardiovascular Sys Del 0.01% Exit 0 $32.85 $791K −24,081 −$791K
AL - Air Lease · CL A 0.01% Exit 0 $39.33 $788K −20,035 −$788K
Premier · CL A 0.01% Exit 0 $38.75 $788K −20,338 −$788K
CHTR - Charter Communications · CL A 0.01% Exit 0 $727.78 $786K −1,080 −$786K
LLY - Lilly Eli & 0.01% Exit 0 $231.16 $770K −3,331 −$770K
Tata Mtrs 0.01% Exit 0 $22.41 $765K −34,130 −$765K
Sunpower 0.01% Exit 0 $22.68 $758K −33,426 −$758K
W - Wayfair · CL A 0.01% Exit 0 $255.66 $756K −2,957 −$756K
ALNY - Alnylam Pharmaceuticals 0.01% Exit 0 $188.80 $752K −3,983 −$752K
WFC - Wells Fargo 0.01% Exit 0 $46.41 $739K −15,922 −$739K
SHOP - Shopify · CL A 0.01% Exit 0 $1,355 $714K −527 −$714K
Kornit Digital 0.01% Exit 0 $144.80 $703K −4,855 −$703K
WST - West Pharmaceutical Svsc 0.01% Exit 0 $424.32 $698K −1,645 −$698K
GEN - Nortonlifelock 0.01% Exit 0 $25.32 $695K −27,453 −$695K
NTGR - Netgear 0.01% Exit 0 $31.92 $691K −21,647 −$691K
MTB - M & T Bk 0.01% Exit 0 $149.32 $690K −4,621 −$690K
MC - Moelis & · CL A 0.01% Exit 0 $61.83 $681K −11,014 −$681K
SEIC - Sei Invts 0.01% Exit 0 $59.33 $668K −11,259 −$668K
Stratasys 0.01% Exit 0 $21.53 $660K −30,651 −$660K
EVH - Evolent Health · CL A 0.01% Exit 0 $31.00 $655K −21,130 −$655K
MAS - Masco 0.01% Exit 0 $55.54 $650K −11,703 −$650K
OZK - Bank Ozk 0.01% Exit 0 $42.98 $643K −14,961 −$643K
KLAC - KLA 0.01% Exit 0 $334.55 $642K −1,919 −$642K
Honda Motor 0.01% Exit 0 $30.65 $636K −20,752 −$636K
CCOI - Cogent Communications 0.01% Exit 0 $70.84 $634K −8,950 −$634K
GLW - Corning 0.01% Exit 0 $36.51 $624K −17,090 −$624K
TFC - Truist Finl 0.01% Exit 0 $58.66 $617K −10,519 −$617K
Lovesac 0.01% Exit 0 $66.06 $611K −9,249 −$611K
AIG - American Eqty Invt Life Hld 0.01% Exit 0 $29.58 $609K −20,591 −$609K
Scorpio Tankers 0.01% Exit 0 $18.55 $606K −32,663 −$606K
CTRN - Citi Trends 0.01% Exit 0 $72.94 $602K −8,253 −$602K
Holding 0.01% Exit 0 $12.05 $602K −49,973 −$602K
HSIC - Henry Schein 0.01% Exit 0 $76.17 $601K −7,890 −$601K
Canopy Growth 0.01% Exit 0 $13.86 $586K −42,290 −$586K
EMN - Eastman Chem 0.01% Exit 0 $100.76 $583K −5,786 −$583K
Omnicell 0.01% Exit 0 $148.39 $582K −3,922 −$582K
DCI - Donaldson 0.01% Exit 0 $57.39 $575K −10,020 −$575K
SONO - Sonos 0.01% Exit 0 $32.36 $571K −17,646 −$571K
Big 5 Sporting Goods 0.01% Exit 0 $23.03 $570K −24,751 −$570K
Icu Med 0.01% Exit 0 $233.21 $566K −2,427 −$566K
ADNT - Adient 0.01% Exit 0 $41.44 $530K −12,791 −$530K
GGG - Graco 0.01% Exit 0 $70.01 $530K −7,570 −$530K
CAH - Cardinal Health 0.01% Exit 0 $49.49 $529K −10,689 −$529K
RARE — 0.01% Exit 0 $90.26 $529K −5,861 −$529K
ANSS - Ansys 0.01% Exit 0 $340.27 $523K −1,537 −$523K
WHR - Whirlpool 0.01% Exit 0 $203.82 $523K −2,566 −$523K
Holding 0.01% Exit 0 $23.04 $520K −22,570 −$520K
New Relic 0.01% Exit 0 $71.71 $513K −7,154 −$513K
DELL - DELL Technologies · CL C 0.01% Exit 0 $104.03 $509K −4,893 −$509K
IART — Exit 0 $68.50 $480K −7,007 −$480K
Stamps Exit 0 $329.96 $456K −1,382 −$456K
BMRN - Biomarin Pharmaceutical Exit 0 $77.32 $451K −5,833 −$451K
PLCE - Childrens Pl Exit 0 $75.30 $446K −5,923 −$446K
Cadence Bancorporation · CL A Exit 0 $21.95 $440K −20,043 −$440K
HZO - Marinemax Exit 0 $48.48 $440K −9,076 −$440K
SYY - Sysco Exit 0 $78.49 $432K −5,504 −$432K
VMC - Vulcan Matls Exit 0 $169.02 $431K −2,550 −$431K
FBIN - Fortune Brands Exit 0 $89.44 $427K −4,774 −$427K
FTV - Fortive Exit 0 $70.52 $422K −5,984 −$422K
Landstar Sys Exit 0 $157.89 $420K −2,660 −$420K
CHE - Chemed Exit 0 $465.32 $416K −894 −$416K
POOL - POOL Corp Exit 0 $434.69 $416K −957 −$416K
BILL — Exit 0 $266.84 $412K −1,544 −$412K
RPM - Rpm Intl Exit 0 $77.73 $400K −5,146 −$400K
TMHC - Taylor Morrison Home Exit 0 $25.77 $389K −15,098 −$389K
FCN - Fti Consulting Exit 0 $134.87 $386K −2,862 −$386K
SNA - Snap On Exit 0 $209.02 $380K −1,818 −$380K
GS - Goldman Sachs Group Exit 0 $378.38 $378K −999 −$378K
ENPH - Enphase Energy Exit 0 $149.90 $377K −2,515 −$377K
VTRS - Viatris Exit 0 $13.57 $377K −27,790 −$377K
Heska Exit 0 $258.67 $373K −1,442 −$373K
TCOM - Trip Group Exit 0 $30.74 $372K −12,102 −$372K
Sleep Number Exit 0 $93.55 $367K −3,923 −$367K
Pegasystems Exit 0 $126.96 $364K −2,867 −$364K
TROW - T. Rowe Price Exit 0 $196.86 $364K −1,849 −$364K
BR - Broadridge Exit 0 $166.44 $361K −2,169 −$361K
SLB - Schlumberger Exit 0 $29.62 $357K −12,054 −$357K
VSH - Vishay Intertechnology Exit 0 $20.10 $357K −17,762 −$357K
MTZ - Mastec Exit 0 $86.22 $356K −4,129 −$356K
BYND - Beyond Meat Exit 0 $105.33 $350K −3,323 −$350K
L - Loews Exit 0 $53.95 $349K −6,469 −$349K
LEG - Leggett & Platt Exit 0 $44.87 $346K −7,711 −$346K
BRC - Brady · CL A Exit 0 $50.70 $344K −6,785 −$344K
EXP - Eagle Matls Exit 0 $131.15 $344K −2,623 −$344K
CARR - Carrier Global Exit 0 $51.75 $343K −6,628 −$343K
Coupa Software Exit 0 $218.87 $341K −1,558 −$341K
BAX - Baxter Intl Exit 0 $80.42 $318K −3,954 −$318K
DHI - D.R. Horton Exit 0 $83.95 $316K −3,764 −$316K
TDS - Telephone & Data Sys Exit 0 $19.47 $316K −16,226 −$316K
ITRI - Itron Exit 0 $75.75 $313K −4,132 −$313K
AVT - Avnet Exit 0 $36.97 $310K −8,385 −$310K
AKBA - Akebia Therapeutics Exit 0 $2.88 $305K −105,816 −$305K
DOCU - Docusign Exit 0 $257.19 $304K −1,182 −$304K
FLR - Fluor Exit 0 $15.97 $300K −18,784 −$300K
REGN - Regeneron Pharmaceuticals Exit 0 $606.12 $297K −490 −$297K
Emergent Biosolutions Exit 0 $50.02 $293K −5,858 −$293K
Spirit Aerosystems · CL A Exit 0 $44.12 $291K −6,595 −$291K
Masimo Exit 0 $270.99 $284K −1,048 −$284K
ITW - Illinois Tool Wks Exit 0 $206.97 $279K −1,348 −$279K
XPO - Xpo Logistics Exit 0 $79.59 $273K −3,430 −$273K
Shockwave Med Exit 0 $205.93 $271K −1,316 −$271K
OSK - Oshkosh Exit 0 $102.17 $254K −2,486 −$254K
TDY - Teledyne Technologies Exit 0 $428.81 $253K −590 −$253K
Tenneco · CL A Exit 0 $14.26 $252K −17,669 −$252K
PKG - Packaging Amer Exit 0 $137.70 $248K −1,801 −$248K
JD — · CL A Exit 0 $72.36 $245K −3,386 −$245K
ATR - Aptargroup Exit 0 $119.34 $240K −2,011 −$240K
RH Exit 0 $665.74 $239K −359 −$239K
MTDR - Matador Res Exit 0 $38.04 $234K −6,152 −$234K
HQY - Healthequity Exit 0 $64.86 $232K −3,577 −$232K
HAL - Halliburton Exit 0 $21.60 $227K −10,509 −$227K
CAT - Caterpillar Exit 0 $192.34 $226K −1,175 −$226K
Green Plains Exit 0 $32.60 $225K −6,901 −$225K
PAG - Penske Automotive Grp Exit 0 $100.76 $225K −2,233 −$225K
TRMB - Trimble Exit 0 $82.38 $223K −2,707 −$223K
ALV - Autoliv Exit 0 $85.82 $219K −2,552 −$219K
BHVN - Biohaven Exit 0 $138.68 $218K −1,572 −$218K
SEDG - Solaredge Technologies Exit 0 $265.61 $217K −817 −$217K
Mimedx Group Exit 0 $6.05 $216K −35,696 −$216K
LEA - LEAR Exit 0 $156.11 $212K −1,358 −$212K
Kala Pharmaceuticals Exit 0 $2.62 $211K −80,428 −$211K
OGN - Organon & Exit 0 $32.81 $202K −6,156 −$202K
DIN - Dine Brands Global Exit 0 $81.05 $201K −2,480 −$201K
ACM - Aecom Exit 0 $63.26 $198K −3,130 −$198K
MCHP - Microchip Technology Exit 0 $153.61 $196K −1,276 −$196K
BMO - Bank Montreal Que Exit 0 $100.05 $193K −1,929 −$193K
LITE - Lumentum Exit 0 $83.73 $193K −2,305 −$193K
TROX - Tronox Exit 0 $24.63 $189K −7,675 −$189K
SFM - Sprouts Fmrs Mkt Exit 0 $23.20 $188K −8,105 −$188K
EQT - EQT Corp Exit 0 $20.45 $181K −8,852 −$181K
DVAX - Dynavax Technologies Exit 0 $19.20 $176K −9,168 −$176K
HCA - Hca Healthcare Exit 0 $243.06 $175K −720 −$175K
OKE - Oneok Exit 0 $57.87 $175K −3,024 −$175K
DOO - BRP Exit 0 $92.41 $174K −1,883 −$174K
PRLB - Proto Labs Exit 0 $66.64 $169K −2,536 −$169K
MKTX - Marketaxess Exit 0 $420.25 $166K −395 −$166K
NTRS - Northern Tr Exit 0 $107.98 $165K −1,528 −$165K
YUMC - Yum China Exit 0 $58.25 $162K −2,781 −$162K
AVNS - Avanos Med Exit 0 $31.13 $159K −5,107 −$159K
TCOM - Tripadvisor Exit 0 $33.91 $159K −4,689 −$159K
AMKR - Amkor Technology Exit 0 $25.02 $157K −6,276 −$157K
ACMR - Acm Resh · CL A Exit 0 $109.78 $156K −1,421 −$156K
MLCO - Melco Resorts And Entmnt Exit 0 $10.27 $152K −14,795 −$152K
WU — Exit 0 $20.22 $151K −7,468 −$151K
Verint Sys Exit 0 $44.72 $150K −3,354 −$150K
BRK.B - Berkshire Hathaway · CL B Exit 0 $273.39 $149K −545 −$149K
CALX - Calix Exit 0 $49.53 $146K −2,948 −$146K
MIDD - Middleby Exit 0 $170.99 $145K −848 −$145K
HGV - Hilton Grand Vacations Exit 0 $47.54 $144K −3,029 −$144K
Perficient Exit 0 $115.83 $139K −1,200 −$139K
NDAQ - Nasdaq Exit 0 $192.47 $138K −717 −$138K
ALK - Alaska Air Group Exit 0 $58.80 $133K −2,262 −$133K
Discover Finl Svcs Exit 0 $122.53 $130K −1,061 −$130K
ATKR - Atkore Exit 0 $86.63 $125K −1,443 −$125K
Signet Jewelers Exit 0 $78.90 $120K −1,521 −$120K
MNRO - Monro Exit 0 $57.74 $119K −2,061 −$119K
Southwestern Energy Exit 0 $5.52 $119K −21,566 −$119K
WERN - Werner Enterprises Exit 0 $44.44 $117K −2,633 −$117K
ATEC - Alphatec Exit 0 $12.23 $111K −9,076 −$111K
ZS - Zscaler Exit 0 $262.65 $109K −415 −$109K
Z - Zillow Group · CL C Exit 0 $87.80 $108K −1,230 −$108K
JKHY - Henry Jack & Assoc Exit 0 $164.04 $104K −634 −$104K
PHM - Pulte Group Exit 0 $45.79 $100K −2,184 −$100K
CNMD - Conmed Exit 0 $130.20 $97K −745 −$97K
BAH — · CL A Exit 0 $79.27 $96K −1,211 −$96K
HP - Helmerich & Payne Exit 0 $27.49 $96K −3,492 −$96K
CACI - Caci Intl · CL A Exit 0 $263.31 $94K −357 −$94K
MSGS - MSG Sports · CL A Exit 0 $185.48 $92K −496 −$92K
ACN - Accenture Ireland · CLASS A Exit 0 $321.55 $91K −283 −$91K
2U Exit 0 $33.42 $89K −2,663 −$89K
FIVN - FIVE9 Exit 0 $159.50 $89K −558 −$89K
BF.B - Brown Forman · CL B Exit 0 $66.72 $84K −1,259 −$84K
OPTU - Altice USA · CL A Exit 0 $20.77 $79K −3,803 −$79K
Aerie Pharmaceuticals Exit 0 $11.45 $77K −6,723 −$77K
LBTYA - Liberty Global · CL A Exit 0 $29.80 $77K −2,584 −$77K
VVV - Valvoline Exit 0 $31.12 $77K −2,474 −$77K
ADM - Archer Daniels Midland Exit 0 $60.22 $76K −1,262 −$76K
MRK - Merck & Exit 0 $75.40 $76K −1,008 −$76K
EL - Estee Lauder · CL A Exit 0 $301.20 $75K −249 −$75K
KIDS - Orthopediatrics Exit 0 $65.47 $73K −1,115 −$73K
RIO - Rio Tinto Exit 0 $66.60 $70K −1,051 −$70K
NVCR - Novocure Exit 0 $116.55 $69K −592 −$69K
MAT - Mattel Exit 0 $18.61 $68K −3,654 −$68K
SIBN - Si-Bone Exit 0 $21.46 $66K −3,076 −$66K
KEY - Keycorp Exit 0 $21.62 $65K −3,007 −$65K
RPD - Rapid7 Exit 0 $113.11 $63K −557 −$63K
HRL - Hormel Foods Exit 0 $41.10 $57K −1,387 −$57K
Holding Exit 0 $13.29 $55K −4,139 −$55K
BK - Bank New York Mellon Exit 0 $51.97 $54K −1,039 −$54K
Holding Exit 0 $14.86 $42K −2,827 −$42K
ROK - Rockwell Automation Exit 0 $297.10 $41K −138 −$41K
CFG - Citizens Finl Group Exit 0 $46.67 $21K −450 −$21K
Vonage Exit 0 $15.74 $15K −953 −$15K
VNET - 21vianet Group Exit 0 $17.26 $14K −811 −$14K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q3. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 179 $11.3B +30.6% 13F-HR 8/14/2026 000094787126000793
2026 Q1 241 $8.7B −6.9% 13F-HR 5/15/2026 000094787126000553
2025 Q4 179 $9.3B +24.5% 13F-HR 2/13/2026 000094787126000150
2025 Q3 203 $7.5B +12.3% 13F-HR 11/14/2025 000094787125001016
2025 Q2 251 $6.7B +17.7% 13F-HR 8/14/2025 000094787125000775
2025 Q1 235 $5.7B +1.8% 13F-HR 5/15/2025 000094787125000533
2024 Q4 225 $5.6B +8.3% 13F-HR 2/14/2025 000094787125000159
2024 Q3 229 $5.1B −2.7% 13F-HR 11/14/2024 000094787124000903
2024 Q2 267 $5.3B −0.9% 13F-HR 8/14/2024 000094787124000690
2024 Q1 405 $5.3B +6.8% 13F-HR 5/15/2024 000094787124000481
2023 Q4 348 $5B +12.5% 13F-HR 2/14/2024 000094787124000140
2023 Q3 301 $4.4B −5.6% 13F-HR 11/14/2023 000094787123001078
2023 Q2 392 $4.7B +18.7% 13F-HR 8/14/2023 000094787123000862
2023 Q1 449 $4B −8.9% 13F-HR 5/15/2023 000094787123000583
2022 Q4 377 $4.2B RESTATEMENT 2/16/2023 000094787123000198
2022 Q4 377 $4.3B −2.3% 13F-HR 2/14/2023 000094787123000162
2022 Q3 344 $4.4B +9.6% 13F-HR 11/14/2022 000094787122001169
2022 Q2 212 $4.1B −27.5% 13F-HR 8/15/2022 000094787122000896
2022 Q1 225 $5.6B −36.9% 13F-HR 5/16/2022 000094787122000572
2022 Q1 2 $108M new holds 5/16/2022 000094787122000597
2021 Q4 308 $8.8B −10.8% 13F-HR 2/14/2022 000094787122000224
2021 Q3 625 $9.9B 13F-HR 11/15/2021 000094787121001199

About

MAVERICK CAPITAL LTD

22 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Lee Ainslie
SEC filing name
MAVERICK CAPITAL LTD
Location
Dallas, TX
All SEC filings
View on sec.gov