MAVERICK CAPITAL LTD

Superinvestor

Maverick Capital

SEC CIK
0000934639
Manager
Lee Ainslie
Style
Hedge fund

Holdings, Q3 2021

Positions as of Sep 30, 2021, filed Nov 15, 2021.SEC

Positions
620
−40 vs. Q2 2021
Total value
$9.07B
−$1.56B (−14.6%) vs. Q2 2021

Compare with Q2 2021: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q2 2021.

MAVERICK CAPITAL LTD holdings in Q3 2021
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
CPNGCOUPANG INCCL A104,704,665$2.92B32.16%−5,822,925−5.3%ReducedView
MSFTMICROSOFT CORP COMStock915,376$258.06M2.85%−60,874−6.2%ReducedView
CNCCENTENE CORP DEL COMStock4,120,045$256.72M2.83%+703,230+20.6%AddedView
AMZNAMAZON COM INC COMStock76,647$251.79M2.78%+9,766+14.6%AddedView
NFLXNETFLIX INC. COMStock367,308$224.18M2.47%+9,256+2.6%AddedView
JLLJONES LANG LASALLE INCCOM861,611$213.76M2.36%−16,770−1.9%ReducedView
SEERSEER INCCOM CL A5,418,893$187.11M2.06%00.0%UnchangedView
METAMETA PLATFORMS INC CL AStock522,068$177.19M1.95%−156,621−23.1%ReducedView
GOOGALPHABET INC CAP STK CL CStock62,765$167.29M1.85%−15,151−19.4%ReducedView
VVISA INC COM CL AStock723,846$161.24M1.78%+515,895+248.1%AddedView
LRCXLAM RESEARCH CORPCOM270,922$154.2M1.70%+98,641+57.3%AddedView
TMUST-MOBILE US INC COMStock1,197,577$153M1.69%+15,898+1.3%AddedView
XPXP INCCL A3,529,724$141.79M1.56%−1,3300.0%ReducedView
ATRAATARA BIOTHERAPEUTICS INCCOM7,855,824$140.62M1.55%+151,148+2.0%AddedView
FLEETCOR TECHNOLOGIES INC339041105COM441,027$115.23M1.27%−128,280−22.5%Reduced–
CCKCROWN HLDGS INCCOM1,136,634$114.55M1.26%−166,064−12.7%ReducedView
TGTXTG THERAPEUTICS INCCOM3,296,451$109.71M1.21%+475,372+16.9%AddedView
UBERUBER TECHNOLOGIES INC COMStock2,431,428$108.93M1.20%+225,570+10.2%AddedView
CANO HEALTH INC13781Y103COM CL A8,350,000$105.88M1.17%−4,601−0.1%Reduced–
ASOACADEMY SPORTS & OUTDOORS INCOM2,636,959$105.53M1.16%+961,114+57.4%AddedView
NKTRNEKTAR THERAPEUTICSCOM5,838,426$104.86M1.16%+77,353+1.3%AddedView
AMATAPPLIED MATLS INC COMStock800,121$103M1.14%+72,576+10.0%AddedView
WDAYWORKDAY INCCL A407,514$101.83M1.12%+404,591+13,841.6%AddedView
HUMHUMANA INC COMStock251,466$97.86M1.08%−2,211−0.9%ReducedView
CVNACARVANA COCL A310,227$93.55M1.03%−1,677−0.5%ReducedView
ADBEADOBE INC COMStock161,469$92.96M1.03%+2,539+1.6%AddedView
SESEA LTDSPONSORD ADS257,526$82.08M0.91%+170,469+195.8%AddedView
LPLALPL FINL HLDGS INCCOM519,745$81.48M0.90%−95,324−15.5%ReducedView
MELIMERCADOLIBRE INCCOM44,471$74.69M0.82%−13,591−23.4%ReducedView
1LIFE HEALTHCARE INC68269G107COM3,661,468$74.15M0.82%+2640.0%Added–
IFFINTERNATIONAL FLAVORS&FRAGRACOM516,180$69.02M0.76%−135,421−20.8%ReducedView
IRONSOURCE LTDM5R75Y101CL A ORD SHS6,000,000$65.22M0.72%00.0%Unchanged–
SNOWSNOWFLAKE INC COM SHSStock211,132$63.85M0.70%+1,264+0.6%AddedView
MGMMGM RESORTS INTERNATIONAL COMStock1,433,331$61.85M0.68%+284,540+24.8%AddedView
CRISCURIS INCCOM NEW7,577,489$59.33M0.65%+5,607,753+284.7%AddedView
BXBLACKSTONE INCCOM501,213$58.31M0.64%−100,580−16.7%ReducedView
GPNGLOBAL PMTS INC COMStock349,089$55.01M0.61%+46,892+15.5%AddedView
BALLBALL CORPCOM588,291$52.93M0.58%+9,032+1.6%AddedView
FARFETCH LTD30744W107ORD SH CL A1,407,005$52.74M0.58%+108,588+8.4%Added–
RCKTROCKET PHARMACEUTICALS INCCOM1,660,116$49.62M0.55%+1,486,229+854.7%AddedView
DDDUPONT DE NEMOURS INCCOM721,983$49.09M0.54%−16,610−2.2%ReducedView
ACTIVISION BLIZZARD INC00507V109COM607,279$47M0.52%+572,325+1,637.4%Added–
LIVNLIVANOVA PLCSHS535,690$42.42M0.47%−611,946−53.3%ReducedView
CAREMAX INC14171W103COM CL A4,316,238$41.7M0.46%+1,236,702+40.2%Added–
AUSTERLITZ ACQUISITION CORPG0633U119UNIT 99/99/99993,956,790$38.97M0.43%00.0%Unchanged–
AHCOADAPTHEALTH CORPCOMMON STOCK1,602,019$37.31M0.41%+733,333+84.4%AddedView
EXPEEXPEDIA GROUP INC COM NEWStock222,201$36.42M0.40%+28,740+14.9%AddedView
TWLOTWILIO INCCL A105,686$33.72M0.37%+104,133+6,705.3%AddedView
CCCCCC INTELLIGENT SOLUTIONS HLCOM3,137,836$32.98M0.36%+3,137,836NewView
FNDFLOOR & DECOR HLDGS INCCL A248,509$30.02M0.33%+51,313+26.0%AddedView
DRAGONEER GROWTH OPT CORP IIG28315102CL A SHS3,000,000$29.4M0.32%00.0%Unchanged–
INSTRUCTURE HLDGS INC457790103COM1,250,000$28.24M0.31%+1,250,000New–
DECKDECKERS OUTDOOR CORPCOM74,295$26.76M0.30%+67,016+920.7%AddedView
ORION ACQUISITION CORP68626A207UNIT 02/19/20262,672,349$26.44M0.29%00.0%Unchanged–
DICERNA PHARMACEUTICALS INC253031108COM1,310,530$26.42M0.29%+2,454+0.2%Added–
FTDRFRONTDOOR INCCOM562,919$23.59M0.26%−43,122−7.1%ReducedView
JWSMFJAWS MUSTANG ACQUISITION CORSHS CL A2,381,170$23.24M0.26%00.0%UnchangedView
BRIGHT HEALTH GROUP INC10920V107COM2,800,000$22.85M0.25%00.0%Unchanged–
CRBUCARIBOU BIOSCIENCES INCCOM952,542$21.79M0.24%+952,542NewView
CONFLUENT INC20717M103CLASS A COM350,000$20.88M0.23%00.0%Unchanged–
ASMLASML HLDG NV N Y REGISTRY SHSADR21,671$16.15M0.18%+546+2.6%AddedView
WVEWAVE LIFE SCIENCES LTDSHS3,193,389$15.65M0.17%+105,258+3.4%AddedView
SQZ BIOTECHNOLOGIES CO78472W104COM1,056,786$15.24M0.17%+73,690+7.5%Added–
MSD ACQUISITION CORPG5709C117UNIT 03/25/20261,500,000$15.02M0.17%00.0%Unchanged–
ALTIMETER GROWTH CORP 2G0371B109COM CL A1,478,793$14.63M0.16%00.0%Unchanged–
PANACEA ACQUISITION CORP IIG6882C106CL A SHS1,385,250$13.53M0.15%00.0%Unchanged–
DLODLOCAL LTDCLASS A COM240,000$13.09M0.14%00.0%UnchangedView
PRVAPRIVIA HEALTH GROUP INCCOM500,000$11.78M0.13%00.0%UnchangedView
POPULATION HEALTH INVS CO ING71716107SHS CL A1,185,260$11.59M0.13%00.0%Unchanged–
OAK STR HEALTH INC67181A107COM270,000$11.48M0.13%00.0%Unchanged–
NEW VISTA ACQUISITION CORPG6529L113UNIT 02/01/2026991,224$9.89M0.11%00.0%Unchanged–
ROCKET INTERNET GRWT OPRT COG7613T111UNIT 99/99/9999989,520$9.88M0.11%00.0%Unchanged–
PCORPROCORE TECHNOLOGIES INCCOM102,470$9.16M0.10%+2,470+2.5%AddedView
EHTHEHEALTH INCCOM224,600$9.1M0.10%+224,600NewView
SIGNIFY HEALTH INC82671G100CL A COM500,000$8.94M0.10%00.0%Unchanged–
AZOAUTOZONE INCCOM5,214$8.85M0.10%+5,172+12,314.3%AddedView
SPIRSPIRE GLOBAL INCCOM CL A700,000$8.77M0.10%+700,000NewView
STZCONSTELLATION BRANDS INC CL AStock41,472$8.74M0.10%+41,472NewView
INNVINNOVAGE HLDG CORPCOM1,157,295$7.65M0.08%+307,295+36.2%AddedView
HONHoneywell TechnologiesCOM35,323$7.5M0.08%+6,748+23.6%AddedView
FTNTFORTINET INC COMStock24,431$7.14M0.08%+5,717+30.5%AddedView
HOSTESS BRANDS INC44109J106CL A385,718$6.7M0.07%+175,365+83.4%Added–
SPBSPECTRUM BRANDS HOLDINGS INCCOM67,689$6.48M0.07%+3,301+5.1%AddedView
NVDANVIDIA CORPORATION COMStock30,039$6.22M0.07%+26,325+708.8%AddedView
MUMICRON TECHNOLOGY INC COMStock85,946$6.1M0.07%+57,935+206.8%AddedView
JNJJOHNSON & JOHNSON COMStock37,191$6.01M0.07%−9,596−20.5%ReducedView
BBWIBATH & BODY WORKS INCCOM91,956$5.8M0.06%+91,956NewView
XILINX INC983919101COM38,389$5.8M0.06%+16,139+72.5%Added–
BOOTBOOT BARN HLDGS INCCOM63,792$5.67M0.06%+22,112+53.1%AddedView
CCLCARNIVAL CORPUNIT 99/99/9999212,017$5.3M0.06%+212,017NewView
AAPADVANCE AUTO PARTS INCCOM24,847$5.19M0.06%+24,847NewView
ABTABBOTT LABORATORIES COMStock43,854$5.18M0.06%+10,756+32.5%AddedView
SHWSHERWIN WILLIAMS COCOM18,369$5.14M0.06%+18,369NewView
KANSAS CITY SOUTHERN485170302COM NEW18,983$5.14M0.06%+3,111+19.6%Added–
AAPLAPPLE INC COMStock35,513$5.03M0.06%+11,051+45.2%AddedView
EPCEDGEWELL PERSONAL CARE COCOM138,032$5.01M0.06%−3,985−2.8%ReducedView
OLAPLEX HLDGS INC679369108COM200,000$4.9M0.05%+200,000New–
HIBBETT SPORTS INC428567101COM68,807$4.87M0.05%+29,740+76.1%Added–
MNSTMONSTER BEVERAGE CORP NEWCOM54,251$4.82M0.05%+31,794+141.6%AddedView
WMTWALMART INC COMStock34,533$4.81M0.05%+1,973+6.1%AddedView

Options (5)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

MAVERICK CAPITAL LTD option positions in Q3 2021
SecurityClassPutsCalls
INVESCO QQQ TRUST SERIES I46090E103ETF$322.16M–
ISHARES TR464287234MSCI EMG MKT ETF$302.28M–
NFLXNETFLIX INC. COMStock–$128.17M
METAMETA PLATFORMS INC CL AStock–$57.7M
CACCCREDIT ACCEP CORP MICHCOM$39.51M–

Sold out since Q2 2021 (245)

Positions held at the end of Q2 2021 that are no longer in this filing.

Showing the largest 100 of 245 by value.

MAVERICK CAPITAL LTD positions sold out since Q2 2021
SecurityClassShares, Q2 2021Value, Q2 2021% of portfolio, Q2 2021
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR450,109$102.08M0.96%
AONAON PLCCL A215,281$51.4M0.48%
BEACON ROOFING SUPPLY INC073685109COM631,147$33.61M0.32%
AJAX IG0190X100COM3,030,307$30.18M0.28%
DRAGONEER GROWTH OPPORTUN COG28302100COM CL A2,637,836$26.27M0.25%
KKRKKR & CO INCCOM431,616$25.57M0.24%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR202,690$24.36M0.23%
L BRANDS INC501797104COM334,155$24.08M0.23%
HIMSHIMS & HERS HEALTH INC COM CL AStock1,709,092$18.42M0.17%
DRAGONEER GROWTH OPPTY CORPG28314105SHS CL A1,234,917$12.47M0.12%
SBUXSTARBUCKS CORP COMStock87,270$9.76M0.09%
XMTRXOMETRY INCCLASS A COM100,000$8.74M0.08%
CM LIFE SCIENCES III INC125841205UNIT 04/30/2028742,097$8.13M0.08%
KHOSLA VENTURES ACQUISITION482504107CL A750,000$7.42M0.07%
PGPROCTER & GAMBLE CO COMStock44,167$5.96M0.06%
SIX FLAGS ENTMT CORP NEW83001A102COM127,899$5.54M0.05%
DRAGONEER GROWTH OPPORTUN COG28302118*W EXP 08/18/202528,775$5.27M0.05%
ROSTROSS STORES INCCOM35,538$4.41M0.04%
SAMBOSTON BEER INCCL A3,771$3.85M0.04%
MCDMCDONALDS CORP COMStock16,434$3.8M0.04%
MAXIM INTEGRATED PRODS INC57772K101COM35,125$3.7M0.03%
PEPPEPSICO INC COMStock23,587$3.5M0.03%
JJSFJ & J SNACK FOODS CORPCOM19,676$3.43M0.03%
NORDSTROM INC COM655664100Stock80,685$2.95M0.03%
GEGENERAL ELECTRIC COCOM217,486$2.93M0.03%
UNHUNITEDHEALTH GROUP INC COMStock7,247$2.9M0.03%
SFIXSTITCH FIX INC COM CL AStock46,614$2.81M0.03%
PANWPALO ALTO NETWORKS INC COMStock7,442$2.76M0.03%
CMCSACOMCAST CORP NEW CL AStock47,463$2.71M0.03%
SHAKSHAKE SHACK INCCL A24,050$2.57M0.02%
UIUBIQUITI INCCOM7,950$2.48M0.02%
AMDADVANCED MICRO DEVICES INC COMStock24,696$2.32M0.02%
ANFABERCROMBIE & FITCH COCL A45,704$2.12M0.02%
ALEXION PHARMACEUTICALS INC015351109COM11,420$2.1M0.02%
GRPNGROUPON INCCOM NEW47,209$2.04M0.02%
SBGISINCLAIR BROADCAST GROUP INCCL A56,713$1.88M0.02%
NXPINXP SEMICONDUCTORS N VCOM8,922$1.84M0.02%
GALECTO INC36322Q107COM356,309$1.8M0.02%
ELECTRONIC ARTS INC285512109COM12,234$1.76M0.02%
TRGPTARGA RES CORPCOM39,415$1.75M0.02%
URBNURBAN OUTFITTERS INCCOM42,139$1.74M0.02%
IQVIQVIA HLDGS INC COMStock6,483$1.57M0.01%
BRIDGETOWN 2 HOLDINGS LTDG1355V103CL A148,653$1.52M0.01%
CROXCROCS INCCOM12,018$1.4M0.01%
MOALTRIA GROUP INC COMStock29,199$1.39M0.01%
VAPOTHERM INC922107107COM56,873$1.34M0.01%
VRNSVARONIS SYS INCCOM23,042$1.33M0.01%
SSNCSS&C TECH HLDGSCOM17,884$1.29M0.01%
UALUNITED AIRLS HLDGS INCCOM23,298$1.22M0.01%
ONCBEONE MEDICINES LTD SPONSORED ADSADR3,529$1.21M0.01%
ANAUTONATION INCCOM12,769$1.21M0.01%
PLAYDAVE & BUSTERS ENTMT INCCOM28,960$1.18M0.01%
AOSSMITH A O CORPCOM16,197$1.17M0.01%
SSDSIMPSON MFG INCCOM10,537$1.16M0.01%
BLKBLACKROCK INCCOM1,311$1.15M0.01%
OSPNONESPAN INCCOM44,529$1.14M0.01%
LKQLKQ CORPCOM22,948$1.13M0.01%
NGVTINGEVITY CORPCOM13,729$1.12M0.01%
AMANTERO MIDSTREAM CORP COMStock106,725$1.11M0.01%
TNCTENNANT COCOM13,814$1.1M0.01%
NUENUCOR CORPCOM11,473$1.1M0.01%
LFUSLITTELFUSE INCCOM4,277$1.09M0.01%
MLKNMILLERKNOLL INCCOM22,957$1.08M0.01%
LYGLLOYDS BANKING GROUP PLCSPONSORED ADR420,716$1.07M0.01%
IDXXIDEXX LABS INCCOM1,691$1.07M0.01%
EMEEMCOR GROUP INC COMStock8,564$1.06M0.01%
OCOWENS CORNING NEW COMStock10,671$1.05M0.01%
VNDAVANDA PHARMACEUTICALS INCCOM47,091$1.01M0.01%
VRSKVERISK ANALYTICS INCCOM5,712$998K0.01%
AEOAMERICAN EAGLE OUTFITTERS INCOM26,345$989K0.01%
DUKDUKE ENERGY CORP NEW COM NEWStock9,926$980K0.01%
KHCKRAFT HEINZ CO COMStock24,028$980K0.01%
CLXCLOROX CO DEL COMStock5,399$971K0.01%
VUZIVUZIX CORPCOM NEW52,870$970K0.01%
SABRSABRE CORPCOM77,116$962K0.01%
NOCNORTHROP GRUMMAN CORP COMStock2,639$959K0.01%
HOLLYFRONTIER CORP436106108COM29,156$959K0.01%
GNTXGENTEX CORPCOM28,401$940K0.01%
SNPSSYNOPSYS INCCOM3,394$936K0.01%
MOSMOSAIC COCOM29,115$929K0.01%
GDDYGODADDY INCCL A10,631$924K0.01%
CMECME GROUP INCCOM4,285$911K0.01%
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS10,122$890K0.01%
WALGREENS BOOTS ALLIANCE INC931427108COM16,370$861K0.01%
UHSUNIVERSAL HLTH SVCS INCCL B5,825$853K0.01%
PROOFPOINT INC743424103COM4,821$838K0.01%
RRYDER SYS INCCOM11,265$837K0.01%
ALTRA INDL MOTION CORP02208R106COM12,669$824K0.01%
COLLCOLLEGIUM PHARMACEUTICAL INCCOM33,751$798K0.01%
INTUINTUIT COMStock1,577$773K0.01%
KADMON HLDGS INC48283N106COM193,055$747K0.01%
UNIVAR SOLUTIONS USA INC91336L107COM30,353$740K0.01%
XRAYDENTSPLY SIRONA INC COMStock11,390$721K0.01%
NUANCE COMMUNICATIONS INC67020Y100COM11,484$625K0.01%
SWKSTANLEY BLACK & DECKER INCCOM3,018$619K0.01%
QSRRESTAURANT BRANDS INTL INCCOM9,529$614K0.01%
II-VI INC902104108COM8,033$583K0.01%
CRLCHARLES RIV LABS INTL INCCOM1,536$568K0.01%
LZBLA Z BOY INCCOM15,167$562K0.01%
ROPROPER TECHNOLOGIES INC COMStock1,164$547K0.01%

13F filings by quarter

MAVERICK CAPITAL LTD 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 2026177$11.08Bvs. Q1 2026SEC
Q1 2026May 15, 2026239$8.6Bvs. Q4 2025SEC
Q4 2025Feb 13, 2026178$9.31Bvs. Q3 2025SEC
Q3 2025Nov 14, 2025201$7.47Bvs. Q2 2025SEC
Q2 2025Aug 14, 2025249$6.51Bvs. Q1 2025SEC
Q1 2025May 15, 2025232$5.55Bvs. Q4 2024SEC
Q4 2024Feb 14, 2025224$5.55Bvs. Q3 2024SEC
Q3 2024Nov 14, 2024229$5.13Bvs. Q2 2024SEC
Q2 2024Aug 14, 2024267$5.27Bvs. Q1 2024SEC
Q1 2024May 15, 2024403$5.16Bvs. Q4 2023SEC
Q4 2023Feb 14, 2024344$4.85Bvs. Q3 2023SEC
Q3 2023Nov 14, 2023298$4.28Bvs. Q2 2023SEC
Q2 2023Aug 14, 2023390$4.69Bvs. Q1 2023SEC
Q1 2023May 15, 2023447$3.89Bvs. Q4 2022SEC
Q4 2022Feb 16, 2023Amended375$4.11Bvs. Q3 2022SEC
Q3 2022Nov 14, 2022343$4.43Bvs. Q2 2022SEC
Q2 2022Aug 15, 2022210$3.99Bvs. Q1 2022SEC
Q1 2022May 16, 2022Amended225$5.58Bvs. Q4 2021SECSEC
Q4 2021Feb 14, 2022304$8.28Bvs. Q3 2021SEC
Q3 2021Nov 15, 2021620$9.07Bvs. Q2 2021SEC
Q2 2021Aug 18, 2021Amended660$10.62Bvs. Q1 2021SEC
Q1 2021May 17, 2021685$10.66B–SEC