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

2023 Q1 2022 Q4 · filed 15 May · long equity

CPNG - Coupang · CL A 30.07% Reduce −2.6% 74,257,259 $16.00 $1.2B −1,945,645 +$67M
CRM - Salesforce 4.41% Add +9.4% 872,063 $199.78 $174M +74,756 +$69M
META - Meta Platforms · CL A 4.29% Reduce −42.3% 798,977 $211.94 $169M −585,514 +$3M
AMZN - Amazon 3.85% Reduce −15.4% 1,474,164 $103.29 $152M −268,878 +$6M
NVDA - Nvidia 3.26% New 463,753 $277.77 $129M +463,753 +$129M
WDAY - Workday · CL A 2.51% Reduce −16.5% 479,952 $206.54 $99M −95,148 +$3M
JLL - Jones Lang Lasalle 2.42% Reduce −20.0% 657,225 $145.49 $96M −164,317 −$35M
UBER - UBER Technologies 2.30% Reduce −36.2% 2,869,755 $31.70 $91M −1,628,123 −$20M
MSFT - Microsoft 2.22% Reduce −35.1% 303,943 $288.30 $88M −164,590 −$25M
NFLX - Netflix 2.13% Reduce −19.4% 243,246 $345.48 $84M −58,565 −$5M
RCKT - Rocket Pharmaceuticals 1.91% Add +29.8% 4,407,623 $17.13 $76M +1,011,805 +$9M
TMUS - T-Mobile US 1.86% Reduce −55.1% 507,778 $144.84 $74M −623,019 −$85M
V - VISA · CL A 1.78% Reduce −35.2% 311,636 $225.46 $70M −169,351 −$30M
Catalent 1.76% Reduce −24.7% 1,055,960 $65.71 $69M −345,689 +$6M
MELI - Mercadolibre 1.64% Add +10.3% 49,189 $1,318 $65M +4,610 +$27M
CEG - Constellation Energy 1.64% New 823,109 $78.50 $65M +823,109 +$65M
USFD - US Foods 1.61% Reduce −4.4% 1,721,091 $36.94 $64M −78,328 +$2M
UNH - Unitedhealth Group 1.59% Add +28122.2% 133,209 $472.59 $63M +132,737 +$63M
DPZ - Dominos Pizza 1.56% Add +8.3% 187,099 $329.87 $62M +14,352 +$2M
AMAT - Applied Matls 1.55% Reduce −36.5% 499,482 $122.83 $61M −287,207 −$15M
NU · CL A 1.55% New 12,856,153 $4.76 $61M +12,856,153 +$61M
CBRE - CBRE Group · CL A 1.50% Reduce −4.5% 811,597 $72.81 $59M −38,405 −$6M
LRCX - Lam Research 1.29% Reduce −37.9% 96,209 $530.12 $51M −58,659 −$14M
ANET - Arista Networks 1.24% Add +1129.8% 291,832 $167.86 $49M +268,101 +$46M
Instructure 0.91% Add +0.1% 1,385,277 $25.90 $36M +1,500 +$3M
XP - XP Inc · CL A 0.89% Add +16.5% 2,949,531 $11.87 $35M +416,865 −$4M
XYZ - Block · CL A 0.81% Add +56.3% 468,967 $68.65 $32M +168,999 +$13M
Immunogen 0.76% Add +14.2% 7,856,409 $3.84 $30M +977,466 −$4M
LIVN - Livanova 0.75% Reduce −13.5% 676,325 $43.58 $29M −105,111 −$14M
WVE - Wave Life Sciences 0.72% Reduce −7.1% 6,596,778 $4.33 $29M −500,886 −$21M
SNOW - Snowflake · CL A 0.66% Reduce −55.2% 169,711 $154.29 $26M −208,871 −$28M
FERG - Ferguson 0.61% Reduce −38.0% 179,527 $133.75 $24M −109,817 −$13M
Atara Biotherapeutics 0.46% Reduce 0.0% 6,290,713 $2.90 $18M −300 −$2M
Activision Blizzard 0.43% Reduce −12.0% 198,032 $85.59 $17M −26,967 −$274K
AHCO - Adapthealth 0.41% Reduce −6.4% 1,303,315 $12.43 $16M −89,385 −$11M
Panacea Acquisition Ii · CL A 0.36% Hold 1,385,250 $10.22 $14M
EXPE - Expedia Group 0.33% Reduce −31.1% 132,459 $97.03 $13M −59,878 −$4M
Global Technolgy Acqstn 0.32% Hold 1,200,000 $10.50 $13M
Caremax · CL A 0.29% Reduce −1.8% 4,238,266 $2.67 $11M −78,418 −$4M
CRDO - Credo Technology 0.17% Reduce −31.0% 728,292 $9.42 $7M −327,273 −$7M
DECK - Deckers Outdoor 0.17% Add +36.9% 15,074 $449.55 $7M +4,066 +$2M
DKS - Dicks Sporting Goods 0.15% Add +7.5% 42,826 $141.89 $6M +3,002 +$1M
Perrigo 0.14% Add +2379.1% 153,704 $35.87 $6M +147,504 +$5M
WING - Wingstop 0.13% New 28,966 $183.58 $5M +28,966 +$5M
CAKE - Cheesecake Factory 0.13% Add +141.7% 143,733 $35.05 $5M +84,269 +$3M
URBN - Urban Outfitters 0.13% Add +344.7% 179,066 $27.72 $5M +138,798 +$4M
FIVE - Five Below 0.12% Reduce −34.8% 23,022 $205.97 $5M −12,277 −$2M
TPR - Tapestry 0.12% Add +763.3% 106,906 $43.11 $5M +94,522 +$4M
SFM - Sprouts Fmrs Mkt 0.12% New 130,653 $35.03 $5M +130,653 +$5M
KMB - Kimberly-Clark 0.11% Add +1765.2% 33,275 $134.22 $4M +31,491 +$4M

Showing top 50 of 445 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
AVTR - Avantor 2.71% Exit 0 $21.09 $117M −5,566,009 −$117M
Oak Str Health 2.68% Exit 0 $21.51 $116M −5,413,420 −$116M
CCK - Crown 1.40% Exit 0 $82.21 $61M −738,446 −$61M
TGTX - Tg Therapeutics 1.18% Exit 0 $11.83 $51M −4,318,700 −$51M
Holding · CL A 0.68% Exit 0 $9.86 $30M −3,000,000 −$30M
Holding · CL A 0.55% Exit 0 $10.11 $24M −2,381,170 −$24M
GOOG - Alphabet · CL C 0.40% Exit 0 $88.73 $17M −194,734 −$17M
Msd Acquisition 0.35% Exit 0 $10.10 $15M −1,500,000 −$15M
New Vista Acquisition 0.23% Exit 0 $10.09 $10M −991,224 −$10M
Rocket Internet Grwt Oprt 0.23% Exit 0 $10.07 $10M −989,520 −$10M
SBUX - Starbucks 0.15% Exit 0 $99.19 $6M −63,815 −$6M
ADSK - Autodesk 0.11% Exit 0 $186.86 $5M −26,062 −$5M
Foot Locker 0.10% Exit 0 $37.79 $4M −115,164 −$4M
AAP - Advance Auto Parts 0.09% Exit 0 $147.02 $4M −25,133 −$4M
Skechers U S A · CL A 0.08% Exit 0 $41.94 $3M −80,416 −$3M
DDS - Dillards · CL A 0.08% Exit 0 $323.20 $3M −10,266 −$3M
ZBRA - Zebra Technologies · CL A 0.07% Exit 0 $256.37 $3M −11,733 −$3M
EA - Electronic Arts 0.07% Exit 0 $122.18 $3M −24,079 −$3M
RL - Ralph Lauren · CL A 0.07% Exit 0 $105.66 $3M −27,239 −$3M
CHKP - Check Point 0.07% Exit 0 $126.14 $3M −22,728 −$3M
M - Macys 0.05% Exit 0 $20.65 $2M −106,855 −$2M
CAG - Conagra Brands 0.05% Exit 0 $38.70 $2M −56,974 −$2M
Guess 0.05% Exit 0 $20.69 $2M −101,883 −$2M
Lancaster Colony 0.05% Exit 0 $197.32 $2M −10,465 −$2M
NKE - NIKE · CL B 0.05% Exit 0 $116.99 $2M −17,566 −$2M
NWL - Newell Brands 0.05% Exit 0 $13.08 $2M −155,357 −$2M
MSI - Motorola Solutions 0.04% Exit 0 $257.75 $2M −7,034 −$2M
LUV - Southwest Airls 0.04% Exit 0 $33.67 $2M −51,792 −$2M
Vmware · CL A 0.04% Exit 0 $122.74 $2M −13,052 −$2M
Petmed Express 0.03% Exit 0 $17.70 $1M −75,161 −$1M
TSN - Tyson Foods · CL A 0.03% Exit 0 $62.25 $1M −20,321 −$1M
Irobot 0.03% Exit 0 $48.12 $1M −25,727 −$1M
Hostess Brands · CL A 0.03% Exit 0 $22.44 $1M −52,006 −$1M
CRWD - Crowdstrike · CL A 0.03% Exit 0 $105.26 $1M −11,039 −$1M
STZ - Constellation Brands · CL A 0.03% Exit 0 $231.80 $1M −4,987 −$1M
Coupa Software 0.03% Exit 0 $79.18 $1M −14,335 −$1M
AAL 0.03% Exit 0 $12.72 $1M −87,235 −$1M
GEO Group 0.02% Exit 0 $10.95 $1M −97,232 −$1M
GOOGL - Alphabet · CL A 0.02% Exit 0 $88.23 $1M −11,980 −$1M
Poshmark · CL A 0.02% Exit 0 $17.89 $1M −57,076 −$1M
BJRI - Bjs Restaurants 0.02% Exit 0 $26.37 $1M −38,266 −$1M
ORCL - Oracle 0.02% Exit 0 $81.72 $994K −12,163 −$994K
Hain Celestial Group 0.02% Exit 0 $16.17 $969K −59,917 −$969K
HON - Honeywell Intl 0.02% Exit 0 $214.22 $943K −4,402 −$943K
EXR - Extra Space Storage 0.02% Exit 0 $147.13 $924K −6,280 −$924K
Energizer 0.02% Exit 0 $33.54 $901K −26,860 −$901K
GCO - Genesco 0.02% Exit 0 $46.04 $864K −18,767 −$864K
MPWR - Monolithic Pwr Sys 0.02% Exit 0 $353.52 $864K −2,444 −$864K
PG - Procter And Gamble 0.02% Exit 0 $151.54 $860K −5,675 −$860K
HRL - Hormel Foods 0.02% Exit 0 $45.54 $859K −18,864 −$859K
Steelcase · CL A 0.02% Exit 0 $7.07 $809K −114,438 −$809K
BYD - Boyd Gaming 0.02% Exit 0 $54.54 $743K −13,624 −$743K
Big 5 Sporting Goods 0.02% Exit 0 $8.83 $735K −83,232 −$735K
Lightspeed Commerce 0.02% Exit 0 $14.31 $656K −45,844 −$656K
DT - Dynatrace 0.01% Exit 0 $38.31 $591K −15,425 −$591K
Capri 0.01% Exit 0 $57.36 $573K −9,989 −$573K
Holding 0.01% Exit 0 $100.75 $561K −5,568 −$561K
Momentive Global 0.01% Exit 0 $7.00 $540K −77,148 −$540K
H - Hyatt Hotels · CL A 0.01% Exit 0 $90.46 $511K −5,649 −$511K
BBW - Build-A-Bear Workshop 0.01% Exit 0 $23.84 $500K −20,975 −$500K
Light & Wonder 0.01% Exit 0 $58.63 $477K −8,136 −$477K
LYFT · CL A 0.01% Exit 0 $11.03 $469K −42,524 −$469K
ALLY - Ally Finl 0.01% Exit 0 $24.43 $465K −19,031 −$465K
O-I Glass 0.01% Exit 0 $16.57 $452K −27,283 −$452K
Big Lots 0.01% Exit 0 $14.70 $427K −29,042 −$427K
Hibbett 0.01% Exit 0 $68.17 $423K −6,205 −$423K
MMSI - Merit Med Sys 0.01% Exit 0 $70.56 $396K −5,612 −$396K
COUR - Coursera 0.01% Exit 0 $11.84 $394K −33,268 −$394K
PLTK - Playtika 0.01% Exit 0 $8.51 $394K −46,310 −$394K
Trinet Group 0.01% Exit 0 $67.84 $392K −5,778 −$392K
C - Citigroup 0.01% Exit 0 $45.27 $369K −8,151 −$369K
Radware 0.01% Exit 0 $19.75 $364K −18,428 −$364K
WU 0.01% Exit 0 $13.77 $340K −24,695 −$340K
FLR - Fluor 0.01% Exit 0 $34.66 $336K −9,693 −$336K
PAYC - Paycom Software 0.01% Exit 0 $310.41 $325K −1,047 −$325K
HD - Home Depot 0.01% Exit 0 $315.48 $318K −1,008 −$318K
Resolute Fst Prods 0.01% Exit 0 $21.60 $318K −14,723 −$318K
Tetra Tech 0.01% Exit 0 $145.03 $314K −2,165 −$314K
SPOT - Spotify Technology S A 0.01% Exit 0 $78.88 $313K −3,968 −$313K
MANH - Manhattan Associates 0.01% Exit 0 $121.59 $312K −2,566 −$312K
ASTL - Algoma Stl Group 0.01% Exit 0 $6.35 $311K −48,977 −$311K
IT - Gartner 0.01% Exit 0 $336.63 $306K −909 −$306K
UNM - UNUM Group 0.01% Exit 0 $40.99 $301K −7,343 −$301K
DSGX - Descartes Sys Group 0.01% Exit 0 $69.58 $296K −4,254 −$296K
BHP - BHP Group 0.01% Exit 0 $62.00 $294K −4,742 −$294K
Equitrans Midstream 0.01% Exit 0 $6.70 $291K −43,401 −$291K
Wyndham Hotels & Resorts 0.01% Exit 0 $71.38 $291K −4,077 −$291K
CAL - Caleres 0.01% Exit 0 $22.25 $287K −12,897 −$287K
ULTA - Ulta Beauty 0.01% Exit 0 $468.59 $276K −589 −$276K
NSC - Norfolk Southn 0.01% Exit 0 $246.08 $267K −1,085 −$267K
LOW - Lowes Cos 0.01% Exit 0 $198.95 $266K −1,337 −$266K
IMO - Imperial Oil 0.01% Exit 0 $48.72 $265K −5,439 −$265K
WST - East West Bancorp 0.01% Exit 0 $65.78 $263K −3,998 −$263K
OVV - Ovintiv 0.01% Exit 0 $50.64 $262K −5,174 −$262K
ELV - Elevance Health 0.01% Exit 0 $513.78 $261K −508 −$261K
BAC - Bank of America 0.01% Exit 0 $33.06 $260K −7,864 −$260K
Masonite Intl 0.01% Exit 0 $80.62 $260K −3,225 −$260K
RDN - Radian Group 0.01% Exit 0 $19.09 $258K −13,516 −$258K
Mgic Invt Wis 0.01% Exit 0 $13.02 $256K −19,666 −$256K
CXT - Crane 0.01% Exit 0 $100.55 $255K −2,536 −$255K
Nelnet · CL A 0.01% Exit 0 $90.78 $255K −2,809 −$255K
STX - Seagate 0.01% Exit 0 $52.65 $255K −4,843 −$255K
CASY - Caseys Gen Stores 0.01% Exit 0 $224.77 $245K −1,090 −$245K
EXPO - Exponent 0.01% Exit 0 $99.23 $245K −2,469 −$245K
Gran Tierra Energy 0.01% Exit 0 $0.9890 $244K −246,713 −$244K
Overstock Del 0.01% Exit 0 $19.36 $242K −12,499 −$242K
ECPG - Encore Cap Group 0.01% Exit 0 $47.96 $231K −4,817 −$231K
MAR - Marriott 0.01% Exit 0 $134.77 $231K −1,714 −$231K
Pinnacle Finl Partners 0.01% Exit 0 $73.26 $229K −3,126 −$229K
DK - Delek US 0.01% Exit 0 $27.02 $228K −8,439 −$228K
WTFC - Wintrust Finl 0.01% Exit 0 $84.36 $225K −2,667 −$225K
TROX - Tronox 0.01% Exit 0 $13.72 $223K −16,259 −$223K
MRK - Merck & 0.01% Exit 0 $111.05 $219K −1,972 −$219K
Texas Cap Bancshares Exit 0 $60.26 $210K −3,485 −$210K
POST Exit 0 $90.14 $203K −2,252 −$203K
CB - Chubb Exit 0 $220.64 $201K −911 −$201K
DBI - Designer Brands · CL A Exit 0 $9.77 $161K −16,486 −$161K
JELD - Jeld-Wen Exit 0 $9.63 $158K −16,407 −$158K
Constellium Se · CL A Exit 0 $11.81 $138K −11,686 −$138K
DCH Exit 0 $7.83 $121K −15,445 −$121K

* 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 2022 Q4. Click column headers to sort · click New / Add / Reduce to promote that move type to the top. Exit opens the last-held block below. Among managers we track.

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 HOLDINGS 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