MAVERICK CAPITAL LTD

Superinvestor

Maverick Capital

SEC CIK
0000934639
Manager
Lee Ainslie
Style
Hedge fund

Holdings, Q4 2021

Positions as of Dec 31, 2021, filed Feb 14, 2022.SEC

Positions
304
−316 vs. Q3 2021
Total value
$8.28B
−$789.92M (−8.7%) vs. Q3 2021

Compare with Q3 2021: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q3 2021.

MAVERICK CAPITAL LTD holdings in Q4 2021
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
CPNGCOUPANG INCCL A94,793,985$2.79B33.65%−9,910,680−9.5%ReducedView
AMZNAMAZON COM INC COMStock92,962$309.97M3.75%+16,315+21.3%AddedView
MSFTMICROSOFT CORP COMStock898,772$302.28M3.65%−16,604−1.8%ReducedView
NFLXNETFLIX INC. COMStock423,542$255.16M3.08%+56,234+15.3%AddedView
VVISA INC COM CL AStock1,118,192$242.32M2.93%+394,346+54.5%AddedView
JLLJONES LANG LASALLE INCCOM877,641$236.38M2.86%+16,030+1.9%AddedView
METAMETA PLATFORMS INC CL AStock601,581$202.34M2.44%+79,513+15.2%AddedView
LRCXLAM RESEARCH CORPCOM279,832$201.24M2.43%+8,910+3.3%AddedView
GOOGALPHABET INC CAP STK CL CStock64,214$185.81M2.25%+1,449+2.3%AddedView
TMUST-MOBILE US INC COMStock1,392,115$161.46M1.95%+194,538+16.2%AddedView
OAK STR HEALTH INC67181A107COM4,225,127$140.02M1.69%+3,955,127+1,464.9%Added–
UBERUBER TECHNOLOGIES INC COMStock3,227,390$135.32M1.64%+795,962+32.7%AddedView
AMATAPPLIED MATLS INC COMStock817,530$128.65M1.55%+17,409+2.2%AddedView
CCKCROWN HLDGS INCCOM1,141,454$126.27M1.53%+4,820+0.4%AddedView
ATRAATARA BIOTHERAPEUTICS INCCOM7,855,824$123.81M1.50%00.0%UnchangedView
HUMHUMANA INC COMStock253,657$117.66M1.42%+2,191+0.9%AddedView
TGTXTG THERAPEUTICS INCCOM6,034,875$114.66M1.39%+2,738,424+83.1%AddedView
CVNACARVANA COCL A470,994$109.17M1.32%+160,767+51.8%AddedView
WDAYWORKDAY INCCL A396,909$108.43M1.31%−10,605−2.6%ReducedView
ACTIVISION BLIZZARD INC00507V109COM1,580,819$105.17M1.27%+973,540+160.3%Added–
XPXP INCCL A3,013,906$86.62M1.05%−515,818−14.6%ReducedView
FLEETCOR TECHNOLOGIES INC339041105COM371,505$83.16M1.00%−69,522−15.8%Reduced–
ASOACADEMY SPORTS & OUTDOORS INCOM1,848,729$81.16M0.98%−788,230−29.9%ReducedView
MELIMERCADOLIBRE INCCOM60,188$81.16M0.98%+15,717+35.3%AddedView
NKTRNEKTAR THERAPEUTICSCOM5,822,604$78.66M0.95%−15,822−0.3%ReducedView
LPLALPL FINL HLDGS INCCOM479,077$76.7M0.93%−40,668−7.8%ReducedView
MAMASTERCARD INCORPORATED CL AStock208,349$74.86M0.90%+202,866+3,699.9%AddedView
ADBEADOBE INC COMStock131,660$74.66M0.90%−29,809−18.5%ReducedView
CANO HEALTH INC13781Y103COM CL A8,350,000$74.4M0.90%00.0%Unchanged–
SEERSEER INCCOM CL A3,129,889$71.39M0.86%−2,289,004−42.2%ReducedView
SESEA LTDSPONSORD ADS315,692$70.62M0.85%+58,166+22.6%AddedView
MGMMGM RESORTS INTERNATIONAL COMStock1,485,578$66.67M0.81%+52,247+3.6%AddedView
DDDUPONT DE NEMOURS INCCOM738,057$59.62M0.72%+16,074+2.2%AddedView
BALLBALL CORPCOM596,869$57.46M0.69%+8,578+1.5%AddedView
SNOWSNOWFLAKE INC COM SHSStock164,010$55.56M0.67%−47,122−22.3%ReducedView
EXPEEXPEDIA GROUP INC COM NEWStock303,151$54.79M0.66%+80,950+36.4%AddedView
USFDUS FOODS HLDG CORPCOM1,558,350$54.28M0.66%+1,558,350NewView
RIVNRIVIAN AUTOMOTIVE INC COM CL AStock500,000$51.85M0.63%+500,000NewView
IRONSOURCE LTDM5R75Y101CL A ORD SHS6,000,000$46.44M0.56%00.0%Unchanged–
NVDANVIDIA CORPORATION COMStock150,760$44.34M0.54%+120,721+401.9%AddedView
LIVNLIVANOVA PLCSHS505,024$44.15M0.53%−30,666−5.7%ReducedView
FARFETCH LTD30744W107ORD SH CL A1,276,024$42.66M0.52%−130,981−9.3%Reduced–
RCKTROCKET PHARMACEUTICALS INCCOM1,894,966$41.37M0.50%+234,850+14.1%AddedView
AHCOADAPTHEALTH CORPCOMMON STOCK1,629,686$39.86M0.48%+27,667+1.7%AddedView
AUSTERLITZ ACQUISITION CORPG0633U119UNIT 99/99/99993,956,790$39.61M0.48%00.0%Unchanged–
TWLOTWILIO INCCL A141,061$37.15M0.45%+35,375+33.5%AddedView
CRISCURIS INCCOM NEW7,790,478$37.08M0.45%+212,989+2.8%AddedView
CCCCCC INTELLIGENT SOLUTIONS HLCOM3,137,836$35.74M0.43%00.0%UnchangedView
CAREMAX INC14171W103COM CL A4,316,684$33.15M0.40%+4460.0%Added–
FNDFLOOR & DECOR HLDGS INCCL A254,489$33.09M0.40%+5,980+2.4%AddedView
INSTRUCTURE HLDGS INC457790103COM1,269,500$30.44M0.37%+19,500+1.6%Added–
HASHICORP INC418100103COM CL A325,000$29.59M0.36%+325,000New–
DRAGONEER GROWTH OPT CORP IIG28315102CL A SHS3,000,000$29.31M0.35%00.0%Unchanged–
CONFLUENT INC20717M103CLASS A COM358,030$27.3M0.33%+8,030+2.3%Added–
ORION ACQUISITION CORP68626A207UNIT 02/19/20262,672,349$26.32M0.32%00.0%Unchanged–
DDOGDATADOG INCCL A COM137,940$24.57M0.30%+137,940NewView
DECKDECKERS OUTDOOR CORPCOM65,400$23.96M0.29%−8,895−12.0%ReducedView
JWSMFJAWS MUSTANG ACQUISITION CORSHS CL A2,381,170$23.22M0.28%00.0%UnchangedView
MTCHMATCH GROUP INC NEWCOM158,830$21.01M0.25%+131,737+486.2%AddedView
ASMLASML HLDG NV N Y REGISTRY SHSADR22,309$17.76M0.21%+638+2.9%AddedView
WVEWAVE LIFE SCIENCES LTDSHS5,593,389$17.56M0.21%+2,400,000+75.2%AddedView
PRVAPRIVIA HEALTH GROUP INCCOM604,908$15.65M0.19%+104,908+21.0%AddedView
MSD ACQUISITION CORPG5709C117UNIT 03/25/20261,500,000$15.24M0.18%00.0%Unchanged–
ALTIMETER GROWTH CORP 2G0371B109COM CL A1,478,793$14.58M0.18%00.0%Unchanged–
PANACEA ACQUISITION CORP IIG6882C106CL A SHS1,385,250$13.44M0.16%00.0%Unchanged–
GLOBAL TECHNOLGY ACQSTN CORPG3934N123UNIT 10/19/20261,200,000$12.12M0.15%+1,200,000New–
POPULATION HEALTH INVS CO ING71716107SHS CL A1,185,260$11.66M0.14%00.0%Unchanged–
NEW VISTA ACQUISITION CORPG6529L113UNIT 02/01/2026991,224$9.91M0.12%00.0%Unchanged–
ROCKET INTERNET GRWT OPRT COG7613T111UNIT 99/99/9999989,520$9.84M0.12%00.0%Unchanged–
CRBUCARIBOU BIOSCIENCES INCCOM652,542$9.75M0.12%−300,000−31.5%ReducedView
SQZ BIOTECHNOLOGIES CO78472W104COM1,056,786$9.44M0.11%00.0%Unchanged–
DLODLOCAL LTDCLASS A COM240,000$8.57M0.10%00.0%UnchangedView
PCORPROCORE TECHNOLOGIES INCCOM105,230$8.42M0.10%+2,760+2.7%AddedView
SIGNIFY HEALTH INC82671G100CL A COM500,000$7.11M0.09%00.0%Unchanged–
BRIGHT HEALTH GROUP INC10920V107COM1,716,485$5.91M0.07%−1,083,515−38.7%Reduced–
INNVINNOVAGE HLDG CORPCOM1,111,582$5.56M0.07%−45,713−3.9%ReducedView
CASTLIGHT HEALTH INC14862Q100CL B1,933,637$2.98M0.04%00.0%Unchanged–
JWSWFJAWS MUSTANG ACQUISITION COR*W EXP 01/30/202624,998$644K0.01%00.0%UnchangedView
ACIWACI WORLDWIDE INC COMStock8,021$278K0.00%−51,600−86.5%ReducedView
BHCBAUSCH HEALTH COS INC COMStock9,828$271K0.00%−68,292−87.4%ReducedView
ITGARTNER INCCOM746$249K0.00%−3,274−81.4%ReducedView
FLEXFLEX LTD ORDStock13,539$248K0.00%−93,343−87.3%ReducedView
AEROJET ROCKETDYNE HLDGS INC007800105COM5,227$244K0.00%−26,484−83.5%Reduced–
PRIPRIMERICA INC COMStock1,570$241K0.00%−11,108−87.6%ReducedView
ELVELEVANCE HEALTH INC FORMERLY A COMStock512$237K0.00%−89−14.8%ReducedView
SBHSALLY BEAUTY HLDGS INCCOM12,590$232K0.00%−61,290−83.0%ReducedView
BBWIBATH & BODY WORKS INCCOM3,316$231K0.00%−88,640−96.4%ReducedView
MIMECAST LTDG14838109ORD SHS2,895$230K0.00%−24,635−89.5%Reduced–
AERAERCAP HOLDINGS NVSHS3,465$227K0.00%−17,127−83.2%ReducedView
UAAUNDER ARMOUR INC CL AStock10,078$214K0.00%−143,626−93.4%ReducedView
BOXBOX INCCL A8,089$212K0.00%−64,017−88.8%ReducedView
LBTYKLIBERTY GLOBAL PLCSHS CL C7,531$212K0.00%−59,686−88.8%ReducedView
POPULATION HEALTH INVS CO ING71716115*W EXP 10/01/202395,086$205K0.00%00.0%Unchanged–
CLHCLEAN HARBORS INCCOM1,893$189K0.00%−4,150−68.7%ReducedView
ENDO INTL PLCG30401106SHS49,511$186K0.00%−677,248−93.2%Reduced–
RDWRRADWARE LTDORD4,261$177K0.00%−27,714−86.7%ReducedView
BRBRBELLRING BRANDS INCCOM CL A5,728$163K0.00%−27,967−83.0%ReducedView
HIMXHIMAX TECHNOLOGIES INCSPONSORED ADR9,478$152K0.00%−46,045−82.9%ReducedView
BKDBROOKDALE SR LIVING INCCOM29,304$151K0.00%−126,142−81.1%ReducedView
DVADAVITA INCCOM1,303$148K0.00%−7,185−84.6%ReducedView

Options (4)

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 Q4 2021
SecurityClassPutsCalls
ISHARES TR464287234MSCI EMG MKT ETF$250.36M–
INVESCO QQQ TRUST SERIES I46090E103ETF$234.73M–
CACCCREDIT ACCEP CORP MICHCOM$46.42M–
NFLXNETFLIX INC. COMStock–$42.17M

Sold out since Q3 2021 (372)

Positions held at the end of Q3 2021 that are no longer in this filing.

Showing the largest 100 of 372 by value.

MAVERICK CAPITAL LTD positions sold out since Q3 2021
SecurityClassShares, Q3 2021Value, Q3 2021% of portfolio, Q3 2021
CNCCENTENE CORP DEL COMStock4,120,045$256.72M2.83%
1LIFE HEALTHCARE INC68269G107COM3,661,468$74.15M0.82%
IFFINTERNATIONAL FLAVORS&FRAGRACOM516,180$69.02M0.76%
BXBLACKSTONE INCCOM501,213$58.31M0.64%
GPNGLOBAL PMTS INC COMStock349,089$55.01M0.61%
DICERNA PHARMACEUTICALS INC253031108COM1,310,530$26.42M0.29%
FTDRFRONTDOOR INCCOM562,919$23.59M0.26%
EHTHEHEALTH INCCOM224,600$9.1M0.10%
AZOAUTOZONE INCCOM5,214$8.85M0.10%
SPIRSPIRE GLOBAL INCCOM CL A700,000$8.77M0.10%
STZCONSTELLATION BRANDS INC CL AStock41,472$8.74M0.10%
HONHoneywell TechnologiesCOM35,323$7.5M0.08%
FTNTFORTINET INC COMStock24,431$7.14M0.08%
HOSTESS BRANDS INC44109J106CL A385,718$6.7M0.07%
SPBSPECTRUM BRANDS HOLDINGS INCCOM67,689$6.48M0.07%
MUMICRON TECHNOLOGY INC COMStock85,946$6.1M0.07%
JNJJOHNSON & JOHNSON COMStock37,191$6.01M0.07%
CCLCARNIVAL CORPUNIT 99/99/9999212,017$5.3M0.06%
AAPADVANCE AUTO PARTS INCCOM24,847$5.19M0.06%
ABTABBOTT LABORATORIES COMStock43,854$5.18M0.06%
SHWSHERWIN WILLIAMS COCOM18,369$5.14M0.06%
KANSAS CITY SOUTHERN485170302COM NEW18,983$5.14M0.06%
AAPLAPPLE INC COMStock35,513$5.03M0.06%
OLAPLEX HLDGS INC679369108COM200,000$4.9M0.05%
HIBBETT SPORTS INC428567101COM68,807$4.87M0.05%
WMTWALMART INC COMStock34,533$4.81M0.05%
ETSYETSY INCCOM22,981$4.78M0.05%
MZTIMARZETTI COMPANYCOM27,451$4.63M0.05%
QCOMQUALCOMM INC COMStock35,408$4.57M0.05%
RVLVREVOLVE GROUP INCCL A66,932$4.13M0.05%
DLTRDOLLAR TREE INCCOM43,085$4.12M0.05%
NWLNEWELL BRANDS INC COMStock185,807$4.11M0.05%
PZZAPAPA JOHNS INTL INC COMStock32,125$4.08M0.05%
LOGILOGITECH INTL S ASHS45,497$4.07M0.04%
ASHASHLAND INCCOM44,135$3.93M0.04%
DRIDARDEN RESTAURANTS INCCOM24,729$3.75M0.04%
SPWHSPORTSMANS WHSE HLDGS INCCOM204,245$3.6M0.04%
ISRGINTUITIVE SURGICAL INCCOM NEW3,377$3.36M0.04%
KOCOCA COLA CO COMStock63,736$3.34M0.04%
EMREMERSON ELEC CO COMStock35,482$3.34M0.04%
BLMNBLOOMIN BRANDS INCCOM132,377$3.31M0.04%
VRTXVERTEX PHARMACEUTICALS INC COMStock18,052$3.27M0.04%
AVGOBROADCOM INC COMStock6,695$3.25M0.04%
FOSLFOSSIL GROUP INCCOM270,716$3.21M0.04%
COFCAPITAL ONE FINL CORP COMStock19,388$3.14M0.03%
FIVEFIVE BELOW INCCOM17,602$3.11M0.03%
PUBMPUBMATIC INCCOM CL A117,381$3.09M0.03%
PBHPRESTIGE CONSMR HEALTHCARE ICOM54,545$3.06M0.03%
INTCINTEL CORP COMStock57,412$3.06M0.03%
WINGWINGSTOP INCCOM18,597$3.05M0.03%
FRSHFRESHWORKS INC CLASS A COMStock70,000$2.99M0.03%
BKNGBOOKING HOLDINGS INC COMStock1,187$2.82M0.03%
DGDOLLAR GEN CORP NEWCOM12,982$2.75M0.03%
BSXBOSTON SCIENTIFIC CORP COMStock62,528$2.71M0.03%
ILMNILLUMINA INCCOM6,519$2.64M0.03%
IMKTAINGLES MKTS INCCL A39,859$2.63M0.03%
ENRENERGIZER HLDGS INCCOM66,182$2.58M0.03%
KMIKINDER MORGAN INC DEL COMStock146,759$2.46M0.03%
XRXXEROX HOLDINGS CORPCOM NEW113,610$2.29M0.03%
CRMSALESFORCE INC COMStock8,207$2.23M0.02%
VMWARE INC928563402CL A COM14,846$2.21M0.02%
NOWSERVICENOW INC COMStock3,531$2.2M0.02%
CVXCHEVRON CORPORATION COMStock21,633$2.2M0.02%
NKENIKE INC CL BStock15,024$2.18M0.02%
RLRALPH LAUREN CORPCL A19,534$2.17M0.02%
FLOFLOWERS FOODS INCCOM91,485$2.16M0.02%
AEPAMERICAN ELEC PWR CO INC COMStock26,421$2.15M0.02%
GPCGENUINE PARTS CO COMStock17,633$2.14M0.02%
WMBWILLIAMS COS INCCOM77,997$2.02M0.02%
OXYOCCIDENTAL PETE CORP COMStock68,170$2.02M0.02%
DEDEERE & CO COMStock6,009$2.01M0.02%
AAGILENT TECHNOLOGIES INCCOM12,539$1.98M0.02%
SMCISUPER MICRO COMPUTER INCCOM54,005$1.98M0.02%
TAT&T INC COMStock72,803$1.97M0.02%
FDXFEDEX CORP COMStock8,705$1.91M0.02%
EATBRINKER INTL INC COMStock38,403$1.88M0.02%
NCLHNORWEGIAN CRUISE LINE HLDGSSHS69,960$1.87M0.02%
HSYHERSHEY COCOM10,969$1.86M0.02%
FIREEYE INC31816Q101COM104,003$1.85M0.02%
YUMYUM BRANDS INC COMStock15,121$1.85M0.02%
JBLJABIL INC COMStock31,546$1.84M0.02%
CORCENCORA INC COMStock14,975$1.79M0.02%
ANETARISTA NETWORKS INCCOM5,029$1.73M0.02%
MDTMEDTRONIC PLC SHSStock13,528$1.7M0.02%
ADSKAUTODESK INCCOM5,583$1.59M0.02%
DALDELTA AIR LINES INCCOM NEW37,147$1.58M0.02%
SJMSMUCKER J M CO COM NEWStock13,078$1.57M0.02%
SWKSSKYWORKS SOLUTIONS INC COMStock9,461$1.56M0.02%
MACQUARIE INFRASTRUCTURE COR55608B105COM38,316$1.55M0.02%
NEMNEWMONT CORP COMStock28,543$1.55M0.02%
SIRISIRIUS XM HOLDINGS INCCOM252,115$1.54M0.02%
PSXPHILLIPS 66 COMStock21,765$1.52M0.02%
RUTHS HOSPITALITY GROUP INC783332109COM73,037$1.51M0.02%
HRBBLOCK H & R INCCOM59,803$1.5M0.02%
AIGAMERICAN INTL GROUP INC COM NEWStock27,073$1.49M0.02%
GMGENERAL MTRS COCOM28,199$1.49M0.02%
TFXTELEFLEX INCORPORATEDCOM3,913$1.47M0.02%
METMETLIFE INC COMStock23,476$1.45M0.02%
ZENDESK INC98936J101COM12,179$1.42M0.02%
NAUTILUS INC63910B102COM151,686$1.41M0.02%

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