MAVERICK CAPITAL LTD

Superinvestor

Maverick Capital

SEC CIK
0000934639
Manager
Lee Ainslie
Style
Hedge fund

Holdings, Q1 2022

Positions as of Mar 31, 2022, filed May 16, 2022.AmendedSECSEC

Positions
225
−79 vs. Q4 2021
Total value
$5.58B
−$2.69B (−32.5%) vs. Q4 2021

Compare with Q4 2021: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q4 2021.

MAVERICK CAPITAL LTD holdings in Q1 2022
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
CPNGCOUPANG INCCL A86,335,519$1.53B27.34%−8,458,466−8.9%ReducedView
AMZNAMAZON COM INC COMStock87,049$283.78M5.08%−5,913−6.4%ReducedView
MSFTMICROSOFT CORP COMStock791,588$244.05M4.37%−107,184−11.9%ReducedView
JLLJONES LANG LASALLE INCCOM877,641$210.16M3.76%00.0%UnchangedView
TMUST-MOBILE US INC COMStock1,423,530$182.71M3.27%+31,415+2.3%AddedView
VVISA INC COM CL AStock811,703$180.01M3.22%−306,489−27.4%ReducedView
OAK STR HEALTH INC67181A107COM5,492,412$147.64M2.64%+1,267,285+30.0%Added–
UBERUBER TECHNOLOGIES INC COMStock3,712,956$132.48M2.37%+485,566+15.0%AddedView
NFLXNETFLIX INC. COMStock320,400$120.02M2.15%−103,142−24.4%ReducedView
METAMETA PLATFORMS INC CL AStock530,410$117.94M2.11%−71,171−11.8%ReducedView
CCKCROWN HLDGS INCCOM926,597$115.91M2.08%−214,857−18.8%ReducedView
GOOGALPHABET INC CAP STK CL CStock37,518$104.79M1.88%−26,696−41.6%ReducedView
HUMHUMANA INC COMStock240,243$104.55M1.87%−13,414−5.3%ReducedView
WDAYWORKDAY INCCL A418,887$100.31M1.80%+21,978+5.5%AddedView
XPXP INCCL A2,619,250$78.84M1.41%−394,656−13.1%ReducedView
CVNACARVANA COCL A633,073$75.52M1.35%+162,079+34.4%AddedView
LRCXLAM RESEARCH CORPCOM140,093$75.32M1.35%−139,739−49.9%ReducedView
ATRAATARA BIOTHERAPEUTICS INCCOM7,855,824$72.98M1.31%00.0%UnchangedView
FLEETCOR TECHNOLOGIES INC339041105COM287,081$71.5M1.28%−84,424−22.7%Reduced–
LPLALPL FINL HLDGS INCCOM385,067$70.34M1.26%−94,010−19.6%ReducedView
AMATAPPLIED MATLS INC COMStock521,016$68.67M1.23%−296,514−36.3%ReducedView
TGTXTG THERAPEUTICS INCCOM6,677,726$63.51M1.14%+642,851+10.7%AddedView
MELIMERCADOLIBRE INCCOM50,483$60.05M1.08%−9,705−16.1%ReducedView
XYZBLOCK INCCL A410,460$55.66M1.00%+410,460NewView
MAMASTERCARD INCORPORATED CL AStock150,536$53.8M0.96%−57,813−27.7%ReducedView
CANO HEALTH INC13781Y103COM CL A8,350,000$53.02M0.95%00.0%Unchanged–
SEERSEER INCCOM CL A3,293,439$50.19M0.90%+163,550+5.2%AddedView
EXPEEXPEDIA GROUP INC COM NEWStock255,489$49.99M0.90%−47,662−15.7%ReducedView
SNOWSNOWFLAKE INC COM SHSStock190,499$43.65M0.78%+26,489+16.2%AddedView
USFDUS FOODS HLDG CORPCOM1,043,947$39.28M0.70%−514,403−33.0%ReducedView
AUSTERLITZ ACQUISITION CORPG0633U119UNIT 99/99/99993,956,790$39.21M0.70%00.0%Unchanged–
MGMMGM RESORTS INTERNATIONAL COMStock925,192$38.8M0.69%−560,386−37.7%ReducedView
BALLBALL CORPCOM426,516$38.39M0.69%−170,353−28.5%ReducedView
LIVNLIVANOVA PLCSHS463,997$37.97M0.68%−41,027−8.1%ReducedView
CCCCCC INTELLIGENT SOLUTIONS HLCOM3,137,836$34.64M0.62%00.0%UnchangedView
RCKTROCKET PHARMACEUTICALS INCCOM2,133,166$33.83M0.61%+238,200+12.6%AddedView
CAREMAX INC14171W103COM CL A4,316,684$32.25M0.58%00.0%Unchanged–
NVDANVIDIA CORPORATION COMStock117,963$32.19M0.58%−32,797−21.8%ReducedView
DRAGONEER GROWTH OPT CORP IIG28315102CL A SHS3,000,000$29.4M0.53%00.0%Unchanged–
WSCWILLSCOT HLDGS CORPCOM CL A742,185$29.04M0.52%+742,185NewView
IRONSOURCE LTDM5R75Y101CL A ORD SHS6,000,000$28.8M0.52%00.0%Unchanged–
INSTRUCTURE HLDGS INC457790103COM1,383,777$27.76M0.50%+114,277+9.0%Added–
DDOGDATADOG INCCL A COM174,110$26.37M0.47%+36,170+26.2%AddedView
ORION ACQUISITION CORP68626A207UNIT 02/19/20262,672,349$26.24M0.47%00.0%Unchanged–
NKTRNEKTAR THERAPEUTICSCOM4,792,920$25.83M0.46%−1,029,684−17.7%ReducedView
RIVNRIVIAN AUTOMOTIVE INC COM CL AStock500,000$25.12M0.45%00.0%UnchangedView
JWSMFJAWS MUSTANG ACQUISITION CORSHS CL A2,381,170$23.36M0.42%00.0%UnchangedView
MTCHMATCH GROUP INC NEWCOM213,233$23.19M0.42%+54,403+34.3%AddedView
AHCOADAPTHEALTH CORPCOMMON STOCK1,400,655$22.45M0.40%−229,031−14.1%ReducedView
FARFETCH LTD30744W107ORD SH CL A1,369,603$20.71M0.37%+93,579+7.3%Added–
TWLOTWILIO INCCL A120,442$19.85M0.36%−20,619−14.6%ReducedView
COUPA SOFTWARE INC22266L106COM191,000$19.41M0.35%+191,000New–
CRISCURIS INCCOM NEW7,693,022$18.31M0.33%−97,456−1.3%ReducedView
HASHICORP INC418100103COM CL A325,000$17.55M0.31%00.0%Unchanged–
PRVAPRIVIA HEALTH GROUP INCCOM564,329$15.09M0.27%−40,579−6.7%ReducedView
MSD ACQUISITION CORPG5709C117UNIT 03/25/20261,500,000$14.82M0.27%00.0%Unchanged–
ALTIMETER GROWTH CORP 2G0371B109COM CL A1,478,793$14.52M0.26%00.0%Unchanged–
PANACEA ACQUISITION CORP IIG6882C106CL A SHS1,385,250$13.51M0.24%00.0%Unchanged–
FNDFLOOR & DECOR HLDGS INCCL A151,795$12.3M0.22%−102,694−40.4%ReducedView
GLOBAL TECHNOLGY ACQSTN CORPG3934N123UNIT 10/19/20261,200,000$11.96M0.21%00.0%Unchanged–
POPULATION HEALTH INVS CO ING71716107SHS CL A1,185,260$11.68M0.21%00.0%Unchanged–
WVEWAVE LIFE SCIENCES LTDSHS5,593,389$11.19M0.20%00.0%UnchangedView
NEW VISTA ACQUISITION CORPG6529L113UNIT 02/01/2026991,224$9.8M0.18%00.0%Unchanged–
ROCKET INTERNET GRWT OPRT COG7613T111UNIT 99/99/9999989,520$9.76M0.17%00.0%Unchanged–
SIGNIFY HEALTH INC82671G100CL A COM500,000$9.08M0.16%00.0%Unchanged–
DLODLOCAL LTDCLASS A COM240,000$7.5M0.13%00.0%UnchangedView
INNVINNOVAGE HLDG CORPCOM1,030,762$6.62M0.12%−80,820−7.3%ReducedView
ASMLASML HLDG NV N Y REGISTRY SHSADR9,608$6.42M0.11%−12,701−56.9%ReducedView
CRBUCARIBOU BIOSCIENCES INCCOM652,542$5.99M0.11%00.0%UnchangedView
SQZ BIOTECHNOLOGIES CO78472W104COM1,056,786$5.08M0.09%00.0%Unchanged–
COSTCOSTCO WHOLESALE CORPORATION COMStock8,501$4.9M0.09%+8,501NewView
FIVEFIVE BELOW INCCOM29,876$4.73M0.08%+29,876NewView
BURLBURLINGTON STORES INCCOM25,917$4.72M0.08%+25,917NewView
LULULULULEMON ATHLETICA INC COMStock12,434$4.54M0.08%+12,434NewView
SBUXSTARBUCKS CORP COMStock48,222$4.39M0.08%+48,222NewView
AAPLAPPLE INC COMStock23,463$4.1M0.07%+23,463NewView
SHWSHERWIN WILLIAMS COCOM16,038$4M0.07%+16,038NewView
RHRHCOM11,681$3.81M0.07%+11,681NewView
ULTAULTA BEAUTY INC COMStock9,560$3.81M0.07%+9,298+3,548.9%AddedView
FTNTFORTINET INC COMStock11,116$3.8M0.07%+11,116NewView
TJXTJX COS INC NEW COMStock61,690$3.74M0.07%+61,690NewView
ROSTROSS STORES INCCOM40,513$3.67M0.07%+40,513NewView
SIGSIGNET JEWELERS LIMITEDSHS50,391$3.66M0.07%+50,391NewView
CCLCARNIVAL CORPUNIT 99/99/9999180,249$3.65M0.07%+180,249NewView
NKENIKE INC CL BStock26,745$3.6M0.06%+26,745NewView
DKSDICKS SPORTING GOODS INC COMStock34,763$3.48M0.06%+33,686+3,127.8%AddedView
PRKSUNITED PARKS & RESORTS INCCOM46,588$3.47M0.06%+44,515+2,147.4%AddedView
UAAUNDER ARMOUR INC CL AStock192,835$3.28M0.06%+182,757+1,813.4%AddedView
SFMSPROUTS FMRS MKT INCCOM99,915$3.2M0.06%+99,915NewView
ANFABERCROMBIE & FITCH COCL A93,326$2.99M0.05%+93,326NewView
XRXXEROX HOLDINGS CORPCOM NEW146,416$2.95M0.05%+146,416NewView
QSRRESTAURANT BRANDS INTL INCCOM47,795$2.79M0.05%+47,795NewView
SKECHERS U S A INC830566105CL A61,864$2.52M0.05%+61,864New–
TAT&T INC COMStock105,040$2.48M0.04%+105,040NewView
TXNTEXAS INSTRS INC COMStock12,843$2.36M0.04%+12,843NewView
CHKPCHECK POINT SOFTWARE TECH LTORD16,635$2.3M0.04%+15,911+2,197.7%AddedView
IPINTERNATIONAL PAPER COCOM48,654$2.25M0.04%+48,654NewView
CASYCASEYS GEN STORES INCCOM11,126$2.21M0.04%+11,126NewView
ABTABBOTT LABORATORIES COMStock18,357$2.17M0.04%+18,357NewView
LOGILOGITECH INTL S ASHS28,975$2.17M0.04%+28,975NewView

Options (2)

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 Q1 2022
SecurityClassPutsCalls
OAK STR HEALTH INC67181A907CALL–$78.09M
CREDIT ACCEP CORP MICH225310951PUT$30.27M–

Sold out since Q4 2021 (188)

Positions held at the end of Q4 2021 that are no longer in this filing.

Showing the largest 100 of 188 by value.

MAVERICK CAPITAL LTD positions sold out since Q4 2021
SecurityClassShares, Q4 2021Value, Q4 2021% of portfolio, Q4 2021
ACTIVISION BLIZZARD INC00507V109COM1,580,819$105.17M1.27%
ASOACADEMY SPORTS & OUTDOORS INCOM1,848,729$81.16M0.98%
SESEA LTDSPONSORD ADS315,692$70.62M0.85%
DDDUPONT DE NEMOURS INCCOM738,057$59.62M0.72%
CONFLUENT INC20717M103CLASS A COM358,030$27.3M0.33%
PCORPROCORE TECHNOLOGIES INCCOM105,230$8.42M0.10%
BRIGHT HEALTH GROUP INC10920V107COM1,716,485$5.91M0.07%
CASTLIGHT HEALTH INC14862Q100CL B1,933,637$2.98M0.04%
FLEXFLEX LTD ORDStock13,539$248K0.00%
AEROJET ROCKETDYNE HLDGS INC007800105COM5,227$244K0.00%
PRIPRIMERICA INC COMStock1,570$241K0.00%
BBWIBATH & BODY WORKS INCCOM3,316$231K0.00%
MIMECAST LTDG14838109ORD SHS2,895$230K0.00%
AERAERCAP HOLDINGS NVSHS3,465$227K0.00%
BOXBOX INCCL A8,089$212K0.00%
LBTYKLIBERTY GLOBAL PLCSHS CL C7,531$212K0.00%
CLHCLEAN HARBORS INCCOM1,893$189K0.00%
RDWRRADWARE LTDORD4,261$177K0.00%
BRBRBELLRING BRANDS INCCOM CL A5,728$163K0.00%
HIMXHIMAX TECHNOLOGIES INCSPONSORED ADR9,478$152K0.00%
DVADAVITA INCCOM1,303$148K0.00%
ACLSAXCELIS TECHNOLOGIES INC COM NEWStock1,944$145K0.00%
LPXLOUISIANA PAC CORPCOM1,850$145K0.00%
TNLTRAVEL PLUS LEISURE COCOM2,617$145K0.00%
AAALCOA CORP COMStock2,423$144K0.00%
THCTENET HEALTHCARE CORPCOM NEW1,750$143K0.00%
SBGISINCLAIR BROADCAST GROUP INCCL A5,414$143K0.00%
WFGWEST FRASER TIMBER CO LTDCOM1,490$142K0.00%
VALEVALE S ASPONSORED ADS10,073$141K0.00%
MOHMOLINA HEALTHCARE INCCOM437$139K0.00%
ANAPLAN INC03272L108COM3,027$139K0.00%
STSENSATA TECHNOLOGIES HLDG PLSHS2,232$138K0.00%
MDPEDIATRIX MEDICAL GROUP INCCOM5,051$137K0.00%
ONON SEMICONDUCTOR CORP COMStock2,000$136K0.00%
CHRDCHORD ENERGY CORPORATIONCOM NEW1,079$136K0.00%
OIO-I GLASS INCCOM11,320$136K0.00%
KIRKLAND LAKE GOLD LTD49741E100COM3,237$136K0.00%
HLFHERBALIFE LTDCOM SHS3,303$135K0.00%
ALGNALIGN TECHNOLOGY INCCOM205$135K0.00%
CACCCREDIT ACCEP CORP MICHCOM197$135K0.00%
MODIVCARE INC60783X104COM910$135K0.00%
BCBRUNSWICK CORPCOM1,326$134K0.00%
PFSIPENNYMAC FINL SVCS INC NEWCOM1,900$133K0.00%
QRVOQORVO INC COMStock845$132K0.00%
CRCCALIFORNIA RES CORPCOM STOCK3,092$132K0.00%
ABGASBURY AUTOMOTIVE GROUP INCCOM767$132K0.00%
MR COOPER GROUP INC62482R107COM3,171$132K0.00%
NIELSEN HLDGS PLCG6518L108SHS EUR6,443$132K0.00%
CTVACORTEVA INC COMStock2,763$131K0.00%
ALLYALLY FINL INC COMStock2,744$131K0.00%
SYFSYNCHRONY FINANCIALCOM2,820$131K0.00%
ASPEN TECHNOLOGY INC045327103COM854$130K0.00%
MOMENTIVE GLOBAL INC60878Y108COM6,163$130K0.00%
IVZINVESCO LTD SHSStock5,617$129K0.00%
TPRTAPESTRY INCCOM3,174$129K0.00%
WELBILT INC949090104COM5,413$129K0.00%
DTDYNATRACE INC COM NEWStock2,121$128K0.00%
NXSTNEXSTAR MEDIA GROUP INCCOMMON STOCK845$128K0.00%
RDNRADIAN GROUP INCCOM6,010$127K0.00%
PBRPETROLEO BRASILEIRO S ASPONSORED ADR11,597$127K0.00%
HOGHARLEY DAVIDSON INCCOM3,368$127K0.00%
GPIGROUP 1 AUTOMOTIVE INCCOM651$127K0.00%
KSSKOHLS CORP COMStock2,553$126K0.00%
MMSIMERIT MED SYS INCCOM2,004$125K0.00%
TNETTRINET GROUP INCCOM1,301$124K0.00%
AGROADECOAGRO S ACOM16,109$124K0.00%
EBAYEBAY INC.COM1,847$123K0.00%
URIUNITED RENTALS INCCOM371$123K0.00%
CCCHEMOURS CO COMStock3,624$122K0.00%
GTNGRAY MEDIA INCCOM6,043$122K0.00%
AMGAFFILIATED MANAGERS GROUP COMStock737$121K0.00%
BFHBREAD FINANCIAL HOLDINGS INCCOM1,811$121K0.00%
OMFONEMAIN HLDGS INCCOM2,426$121K0.00%
BCCBOISE CASCADE CO DELCOM1,685$120K0.00%
APAAPA CORPORATION COMStock4,408$119K0.00%
CCITIGROUP INC COM NEWStock1,974$119K0.00%
TIMBTIM S ASPONSORED ADR10,197$119K0.00%
XILINX INC983919101COM563$119K0.00%
E2OPEN PARENT HOLDINGS INC29788T103COM CL A10,510$118K0.00%
SUPNSUPERNUS PHARMACEUTICALSCOM4,000$117K0.00%
TFINTRIUMPH FINANCIAL INCCOM981$117K0.00%
VEONVEON LTDSPONSORED ADR67,798$116K0.00%
ABMABM INDS INCCOM2,816$115K0.00%
FCXFREEPORT MCMORAN INC CL BStock2,723$114K0.00%
CARGCARGURUS INCCOM CL A3,363$113K0.00%
GPROGOPRO INCCL A10,920$113K0.00%
RBARITCHIE BROS AUCTIONEERSCOM1,846$113K0.00%
TXTTEXTRON INCCOM1,446$112K0.00%
LIBERTY MEDIA CORP DEL531229607COM C SIRIUSXM2,208$112K0.00%
ALLEALLEGION PLCORD SHS827$110K0.00%
GDDYGODADDY INCCL A1,301$110K0.00%
PLAYDAVE & BUSTERS ENTMT INCCOM2,865$110K0.00%
SCCOSOUTHERN COPPER CORP COMStock1,759$109K0.00%
TNDMTANDEM DIABETES CARE INCCOM NEW721$109K0.00%
SAIASAIA INCCOM319$108K0.00%
ARANTERO RESOURCES CORPCOM6,169$108K0.00%
CRUSCIRRUS LOGIC INC COMStock1,162$107K0.00%
UHALU HAUL HOLDING COMPANYCOM148$107K0.00%
ATLAS AIR WORLDWIDE HLDGS IN049164205COM NEW1,133$107K0.00%
TXRHTEXAS ROADHOUSE INCCOM1,183$106K0.00%

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