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

2025 Q4 2025 Q3 · filed 13 Feb · long equity

NVDA - Nvidia 5.98% Add +39.3% 2,986,355 $186.50 $557M +843,025 +$157M
MSFT - Microsoft 5.97% Add +23.5% 1,150,498 $483.62 $556M +218,642 +$74M
AMZN - Amazon 5.90% Add +6.5% 2,382,650 $230.82 $550M +146,052 +$59M
TSM - Taiwan Semiconductor Mfg 5.41% Add +62.7% 1,658,650 $303.89 $504M +639,178 +$219M
GOOG - Alphabet · CL C 3.85% New 1,141,503 $313.80 $358M +1,141,503 +$358M
PM - Philip Morris Intl 3.75% Add +34.2% 2,177,027 $160.40 $349M +554,925 +$86M
COF - Capital One Finl 3.37% Add +19.6% 1,296,397 $242.36 $314M +212,463 +$84M
UNP - Union Pac 3.26% Add +17.7% 1,313,207 $231.32 $304M +197,597 +$40M
AMAT - Applied Matls 3.12% New 1,131,276 $256.99 $291M +1,131,276 +$291M
BSX - Boston Scientific 3.01% New 2,944,254 $95.35 $281M +2,944,254 +$281M
ASML 3.00% Add +37.1% 261,003 $1,070 $279M +70,609 +$95M
V - VISA · CL A 2.92% New 776,863 $350.71 $272M +776,863 +$272M
RTX - Raytheon 2.69% Add +0.7% 1,368,842 $183.40 $251M +9,257 +$24M
TECH - Bio-Techne 2.43% Add +27.8% 3,850,923 $58.81 $226M +838,269 +$59M
NTRA - Natera 2.32% Reduce −29.2% 944,028 $229.09 $216M −388,723 +$2M
GFL - Gfl Environmental 2.32% Add +216.5% 5,023,417 $42.95 $216M +3,436,419 +$141M
MNST - Monster Beverage 2.22% Add +100.7% 2,693,291 $76.67 $206M +1,351,326 +$116M
CPT - Camden Ppty Tr 2.17% New 1,837,790 $110.08 $202M +1,837,790 +$202M
NU · CL A 2.10% Reduce −44.2% 11,714,564 $16.74 $196M −9,276,092 −$140M
CVNA - Carvana · CL A 2.09% Add +112.3% 461,874 $422.02 $195M +244,322 +$113M
DKS - Dicks Sporting Goods 1.77% Add +56.5% 834,249 $197.97 $165M +301,249 +$47M
SWX - Southwest Gas 1.76% Add +4.8% 2,048,053 $80.02 $164M +94,535 +$11M
ALAB - Astera Labs 1.74% Reduce −5.5% 975,959 $166.36 $162M −56,482 −$40M
WVE - Wave Life Sciences 1.69% Add +10.6% 9,280,237 $17.00 $158M +888,381 +$96M
AGX - Argan 1.48% New 438,858 $313.32 $138M +438,858 +$138M
COMP - Compass · CL A 1.43% New 12,637,206 $10.57 $134M +12,637,206 +$134M
SCHW - Schwab Charles 1.34% Add +44.0% 1,253,090 $99.91 $125M +383,018 +$42M
BTU - Peabody Energy 1.30% Reduce −10.9% 4,067,173 $29.70 $121M −495,140 −$198K
KO - Coca Cola 1.17% Add +7103.1% 1,562,287 $69.91 $109M +1,540,598 +$108M
LRCX - Lam Research 1.16% Add +3723.0% 633,084 $171.18 $108M +616,524 +$106M
SGI - Somnigroup International 1.09% Reduce −0.9% 1,141,820 $89.28 $102M −10,512 +$5M
CDTX - Cidara Therapeutics 1.08% Add +9.2% 455,978 $220.89 $101M +38,428 +$61M
SHW - Sherwin Williams 0.99% Reduce −25.9% 284,317 $324.03 $92M −99,120 −$41M
CART - Maplebear 0.94% Reduce −2.6% 1,938,835 $44.98 $87M −51,089 +$14M
DASH - Doordash · CL A 0.87% Add +6200.4% 359,125 $226.48 $81M +353,425 +$80M
DIS - Disney Walt 0.86% Reduce −56.4% 706,959 $113.77 $80M −913,446 −$105M
NAMS - Newamsterdam Pharma 0.71% Add +25.9% 1,894,226 $35.08 $66M +389,479 +$24M
PCVX - Vaxcyte 0.67% Add +5.0% 1,354,237 $46.14 $62M +64,670 +$16M
MELI - Mercadolibre 0.57% Add +52.1% 26,149 $2,014 $53M +8,952 +$12M
DDOG - Datadog · CL A 0.56% Add +13.1% 386,254 $135.99 $53M +44,842 +$4M
SNOW - Snowflake 0.53% Reduce −19.9% 225,835 $219.36 $50M −56,068 −$14M
IVVD - Invivyd 0.50% Hold 18,970,913 $2.47 $47M
MMSI - Merit Med Sys 0.46% Reduce −69.8% 486,166 $88.14 $43M −1,124,048 −$91M
CTRI - Centuri 0.45% New 1,672,863 $25.25 $42M +1,672,863 +$42M
RBLX - Roblox · CL A 0.45% Add +25.8% 517,798 $81.03 $42M +106,251 −$15M
CNTA - Centessa Pharmaceuticals 0.44% New 1,643,724 $25.01 $41M +1,643,724 +$41M
FLUT - Flutter Entmt 0.43% Add +39.6% 187,022 $215.04 $40M +53,070 +$6M
MDLN - Medline · CL A 0.36% New 796,077 $42.00 $33M +796,077 +$33M
CPNG - Coupang · CL A 0.35% Reduce −34.0% 1,368,720 $23.59 $32M −705,032 −$34M
SAIL - Sailpoint 0.21% Hold 966,050 $20.23 $20M

Showing top 50 of 177 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
KVUE - Kenvue 2.61% Exit 0 $16.23 $195M −12,042,708 −$195M
BAC - Bank of America 2.29% Exit 0 $51.59 $171M −3,319,034 −$171M
AMD - Advanced Micro Devices 2.02% Exit 0 $161.79 $151M −933,011 −$151M
DHR - Danaher 1.70% Exit 0 $198.26 $127M −642,690 −$127M
INSM - Insmed 1.26% Exit 0 $144.01 $95M −656,539 −$95M
TEVA - Teva Pharmaceutical Inds 1.16% Exit 0 $20.20 $87M −4,300,520 −$87M
Z - Zillow Group · CL C 1.06% Exit 0 $77.05 $79M −1,031,622 −$79M
MIR - Mirion Technologies · CL A 0.80% Exit 0 $23.26 $60M −2,588,579 −$60M
CELH - Celsius 0.79% Exit 0 $57.49 $59M −1,031,603 −$59M
CCL1EUR 0.74% Exit 0 $28.91 $55M −1,912,372 −$55M
Viridian Therapeutics 0.64% Exit 0 $21.58 $48M −2,212,701 −$48M
MDB - Mongodb · CL A 0.57% Exit 0 $310.38 $43M −136,932 −$43M
REAL - The Realreal 0.13% Exit 0 $10.63 $10M −931,549 −$10M
TJX - Tjx Cos 0.12% Exit 0 $144.54 $9M −60,964 −$9M
Kontoor Brands 0.11% Exit 0 $79.77 $8M −104,495 −$8M
Holding 0.11% Exit 0 $15.64 $8M −514,259 −$8M
ELF - E L F Beauty 0.09% Exit 0 $132.48 $7M −51,751 −$7M
PAG - Penske Automotive Grp 0.09% Exit 0 $173.90 $6M −37,118 −$6M
MGM - Mgm Resorts International 0.08% Exit 0 $34.66 $6M −179,065 −$6M
CROX - Crocs 0.08% Exit 0 $83.56 $6M −72,658 −$6M
POOL - POOL Corp 0.08% Exit 0 $310.06 $6M −19,535 −$6M
BBWI - Bath & Body Works 0.07% Exit 0 $25.76 $5M −198,001 −$5M
CAKE - Cheesecake Factory 0.07% Exit 0 $54.64 $5M −90,552 −$5M
H - Hyatt Hotels · CL A 0.07% Exit 0 $141.93 $5M −34,735 −$5M
WSM - Williams Sonoma 0.06% Exit 0 $195.44 $5M −24,836 −$5M
BLMN - Bloomin Brands 0.06% Exit 0 $7.17 $5M −663,031 −$5M
LEVI - Levi Strauss & · CL A 0.06% Exit 0 $23.30 $5M −198,611 −$5M
M - Macys 0.06% Exit 0 $17.93 $5M −257,456 −$5M
DRI - Darden Restaurants 0.06% Exit 0 $190.35 $4M −23,231 −$4M
Smithfield Foods 0.06% Exit 0 $23.48 $4M −187,805 −$4M
WRBY - Warby Parker · CL A 0.06% Exit 0 $27.58 $4M −153,707 −$4M
EVGO · CL A 0.06% Exit 0 $4.73 $4M −895,419 −$4M
SONO - Sonos 0.05% Exit 0 $15.80 $4M −252,865 −$4M
La Z Boy 0.05% Exit 0 $34.32 $4M −115,293 −$4M
ARMK - Aramark 0.05% Exit 0 $38.40 $4M −102,387 −$4M
SMPL - Simply Good Foods 0.05% Exit 0 $24.82 $4M −155,823 −$4M
Udemy 0.05% Exit 0 $7.01 $4M −536,883 −$4M
PG - Procter And Gamble 0.05% Exit 0 $153.67 $4M −24,110 −$4M
DIN - Dine Brands Global 0.05% Exit 0 $24.72 $4M −149,210 −$4M
AZO - Autozone 0.05% Exit 0 $4,290 $4M −827 −$4M
TCOM - Tripadvisor 0.05% Exit 0 $16.26 $4M −215,859 −$4M
BMBL - Bumble · CL A 0.05% Exit 0 $6.09 $4M −576,121 −$4M
GOOGL - Alphabet · CL A 0.05% Exit 0 $243.08 $3M −14,308 −$3M
PSA - Public Storage Oper 0.05% Exit 0 $288.85 $3M −12,013 −$3M
MSGE - MSG Entertainment · CL A 0.05% Exit 0 $45.25 $3M −76,139 −$3M
UPWK - Upwork 0.05% Exit 0 $18.57 $3M −184,755 −$3M
SHAK - Shake Shack · CL A 0.05% Exit 0 $93.61 $3M −36,385 −$3M
VVV - Valvoline 0.05% Exit 0 $35.91 $3M −94,381 −$3M
MNRO - Monro 0.04% Exit 0 $17.97 $3M −181,144 −$3M
RL - Ralph Lauren · CL A 0.04% Exit 0 $313.60 $3M −10,067 −$3M
Signet Jewelers 0.04% Exit 0 $95.91 $3M −32,863 −$3M
CLX - Clorox Del 0.04% Exit 0 $123.28 $3M −24,659 −$3M
Miniso Group 0.04% Exit 0 $22.50 $3M −133,094 −$3M
AAPL - Apple 0.04% Exit 0 $254.64 $3M −11,051 −$3M
UL - Unilever 0.04% Exit 0 $59.28 $3M −45,904 −$3M
PENN - Penn Entertainment 0.03% Exit 0 $19.26 $3M −131,710 −$3M
EXR - Extra Space Storage 0.03% Exit 0 $140.96 $3M −17,885 −$3M
BG - Bunge Global SA 0.03% Exit 0 $81.25 $3M −30,829 −$3M
ORLY - Oreilly Automotive 0.03% Exit 0 $107.83 $2M −23,101 −$2M
NCLH - Norwegian Cruise 0.03% Exit 0 $24.63 $2M −100,561 −$2M
Victorias Secret And 0.03% Exit 0 $27.14 $2M −89,964 −$2M
DPZ - Dominos Pizza 0.03% Exit 0 $431.69 $2M −5,453 −$2M
SFIX - Stitch Fix · CL A 0.03% Exit 0 $4.35 $2M −536,780 −$2M
FIVE - Five Below 0.03% Exit 0 $154.68 $2M −14,423 −$2M
EYE - National Vision 0.03% Exit 0 $29.19 $2M −74,684 −$2M
Goodyear Tire & Rubr 0.03% Exit 0 $7.48 $2M −281,027 −$2M
CHD - Church & Dwight 0.03% Exit 0 $87.65 $2M −22,556 −$2M
CHH - Choice Hotels Intl 0.03% Exit 0 $106.90 $2M −18,447 −$2M
TSCO - Tractor Supply 0.03% Exit 0 $56.87 $2M −34,060 −$2M
AN - Autonation 0.02% Exit 0 $218.80 $2M −8,533 −$2M
GPC - Genuine Parts 0.02% Exit 0 $138.64 $2M −12,760 −$2M
Frontdoor 0.02% Exit 0 $67.31 $2M −24,677 −$2M
GO - Grocery Outlet 0.02% Exit 0 $16.05 $2M −100,827 −$2M
CASY - Caseys Gen Stores 0.02% Exit 0 $565.31 $2M −2,687 −$2M
HRL - Hormel Foods 0.02% Exit 0 $24.75 $1M −59,118 −$1M
Grindr 0.02% Exit 0 $15.02 $1M −86,005 −$1M
STZ - Constellation Brands · CL A 0.02% Exit 0 $134.67 $1M −8,755 −$1M
LIF - LIFE360 0.01% Exit 0 $106.31 $1M −10,008 −$1M
DUOL - Duolingo · CL A 0.01% Exit 0 $321.95 $1M −3,134 −$1M
DEO - Diageo 0.01% Exit 0 $95.44 $997K −10,446 −$997K
ADT - ADT Del 0.01% Exit 0 $8.71 $958K −109,955 −$958K
CZR 0.01% Exit 0 $27.04 $955K −35,323 −$955K
Perrigo 0.01% Exit 0 $22.27 $720K −32,328 −$720K
BRBR - Bellring Brands 0.01% Exit 0 $36.34 $685K −18,852 −$685K
EAT - Brinker Intl 0.01% Exit 0 $126.68 $659K −5,202 −$659K
BBW - Build-A-Bear Workshop Exit 0 $65.24 $211K −3,234 −$211K

* 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 2025 Q3. 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