MAVERICK CAPITAL LTD

Superinvestor

Maverick Capital

SEC CIK
0000934639
Manager
Lee Ainslie
Style
Hedge fund

Holdings, Q3 2023

Positions as of Sep 30, 2023, filed Nov 14, 2023.SEC

Positions
298
−92 vs. Q2 2023
Total value
$4.28B
−$409.52M (−8.7%) vs. Q2 2023

Compare with Q2 2023: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q2 2023.

MAVERICK CAPITAL LTD holdings in Q3 2023
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
CPNGCOUPANG INCCL A77,057,866$1.31B30.62%−2,455,531−3.1%ReducedView
METAMETA PLATFORMS INC CL AStock586,892$176.19M4.12%+18,734+3.3%AddedView
AMZNAMAZON COM INC COMStock1,385,367$176.11M4.12%−48,807−3.4%ReducedView
PMPHILIP MORRIS INTL INC COMStock1,862,227$172.4M4.03%+1,404,217+306.6%AddedView
NVDANVIDIA CORPORATION COMStock335,211$145.81M3.41%−117,168−25.9%ReducedView
UBERUBER TECHNOLOGIES INC COMStock2,585,968$118.93M2.78%−256,489−9.0%ReducedView
RCKTROCKET PHARMACEUTICALS INCCOM5,629,970$115.36M2.70%+1,250,000+28.5%AddedView
VVISA INC COM CL AStock478,510$110.06M2.57%+58,576+13.9%AddedView
NUNU HLDGS LTDORD SHS CL A14,562,725$105.58M2.47%+1,168,080+8.7%AddedView
MSFTMICROSOFT CORP COMStock331,607$104.7M2.45%+19,733+6.3%AddedView
JLLJONES LANG LASALLE INCCOM662,919$93.59M2.19%−15,901−2.3%ReducedView
STZCONSTELLATION BRANDS INC CL AStock352,792$88.67M2.07%−239,329−40.4%ReducedView
BAXBAXTER INTL INC COMStock2,219,689$83.77M1.96%−547,392−19.8%ReducedView
HUMHUMANA INC COMStock155,228$75.52M1.77%+34,188+28.2%AddedView
DASHDOORDASH INC CL AStock944,017$75.02M1.75%−19,203−2.0%ReducedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS1,115,924$73.6M1.72%+638,907+133.9%AddedView
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR830,459$72.03M1.68%+830,459NewView
UNPUNION PAC CORP COMStock327,763$66.74M1.56%+325,424+13,913.0%AddedView
CRMSALESFORCE INC COMStock294,947$59.81M1.40%−128,086−30.3%ReducedView
ABCAM PLC000380204ADS2,446,122$55.36M1.29%+1,946,122+389.2%Added–
TMUST-MOBILE US INC COMStock387,640$54.29M1.27%−7,560−1.9%ReducedView
WDAYWORKDAY INCCL A240,175$51.6M1.21%−53,659−18.3%ReducedView
DPZDOMINOS PIZZA INCCOM134,418$50.92M1.19%−99,814−42.6%ReducedView
XYZBLOCK INCCL A946,070$41.87M0.98%+330,577+53.7%AddedView
IMMUNOGEN INC45253H101COM2,518,527$39.97M0.93%−1,268,371−33.5%Reduced–
MELIMERCADOLIBRE INCCOM31,414$39.83M0.93%−3,287−9.5%ReducedView
PGRPROGRESSIVE CORP COMStock272,659$37.98M0.89%+272,659NewView
WVEWAVE LIFE SCIENCES LTDSHS6,594,319$37.92M0.89%−2,4590.0%ReducedView
PTCPTC INC COMStock264,368$37.46M0.88%+264,368NewView
CEGCONSTELLATION ENERGY CORP COMStock335,616$36.61M0.86%−624,869−65.1%ReducedView
DHRDANAHER CORP DEL COMStock144,458$35.84M0.84%−7,962−5.2%ReducedView
SCHWCHARLES SCHWAB CORP (THE) COMStock651,706$35.78M0.84%+651,706NewView
TWLOTWILIO INCCL A605,661$35.45M0.83%+107,890+21.7%AddedView
CBRECBRE GROUP INCCL A411,642$30.4M0.71%−24,312−5.6%ReducedView
USFDUS FOODS HLDG CORPCOM761,960$30.25M0.71%−847,534−52.7%ReducedView
INSTRUCTURE HLDGS INC457790103COM1,131,367$28.74M0.67%−38,669−3.3%Reduced–
CNCCENTENE CORP DEL COMStock384,406$26.48M0.62%00.0%UnchangedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR296,888$25.8M0.60%+191,259+181.1%AddedView
CLSCELESTICA INCSUB VTG SHS806,561$19.78M0.46%+806,561NewView
LRCXLAM RESEARCH CORPCOM27,812$17.43M0.41%−470−1.7%ReducedView
SPRINGWORKS THERAPEUTICS INC85205L107COM637,760$14.75M0.34%+637,760New–
GLOBAL TECHNOLGY ACQSTN CORPG3934N123UNIT 10/19/20261,200,000$13.01M0.30%00.0%Unchanged–
AHCOADAPTHEALTH CORPCOMMON STOCK1,251,370$11.39M0.27%−585,636−31.9%ReducedView
CAREMAX INC14171W103COM CL A5,068,770$10.75M0.25%+830,591+19.6%Added–
STEPSTEPSTONE GROUP INCCOM CL A300,519$9.49M0.22%+300,519NewView
ATRAATARA BIOTHERAPEUTICS INCCOM6,290,713$9.31M0.22%00.0%UnchangedView
IVVDINVIVYD INCCOM5,270,290$8.96M0.21%+2,931,917+125.4%AddedView
CRISCURIS INCCOM582,273$3.84M0.09%+582,273NewView
BBWIBATH & BODY WORKS INCCOM106,621$3.6M0.08%+106,621NewView
AEOAMERICAN EAGLE OUTFITTERS INCOM203,004$3.37M0.08%−89,759−30.7%ReducedView
WSMWILLIAMS SONOMA INCCOM21,664$3.37M0.08%+21,664NewView
WINGWINGSTOP INCCOM18,131$3.26M0.08%+18,131NewView
CRBUCARIBOU BIOSCIENCES INCCOM652,542$3.12M0.07%00.0%UnchangedView
CSCOCISCO SYS INC COMStock51,160$2.75M0.06%−65,925−56.3%ReducedView
NOWSERVICENOW INC COMStock4,647$2.6M0.06%+4,647NewView
PLAYDAVE & BUSTERS ENTMT INCCOM69,068$2.56M0.06%+45,940+198.6%AddedView
PGPROCTER & GAMBLE CO COMStock17,349$2.53M0.06%+17,349NewView
ABTABBOTT LABORATORIES COMStock24,783$2.4M0.06%+24,783NewView
AZOAUTOZONE INCCOM936$2.38M0.06%+936NewView
GOOGLALPHABET INC CAP STK CL AStock17,992$2.35M0.06%−4,065−18.4%ReducedView
FTNTFORTINET INC COMStock39,602$2.32M0.05%−20,111−33.7%ReducedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock14,899$2.3M0.05%+59+0.4%AddedView
SFMSPROUTS FMRS MKT INCCOM53,732$2.3M0.05%+53,732NewView
EXPEEXPEDIA GROUP INC COM NEWStock22,092$2.28M0.05%−145,750−86.8%ReducedView
HPQHP INC COMStock88,500$2.27M0.05%+88,500NewView
CAKECHEESECAKE FACTORY INCCOM74,113$2.25M0.05%−43,957−37.2%ReducedView
EYENATIONAL VISION HLDGS INCCOM138,619$2.24M0.05%+85,766+162.3%AddedView
PEPPEPSICO INC COMStock12,514$2.12M0.05%+12,514NewView
URBNURBAN OUTFITTERS INCCOM64,780$2.12M0.05%−42,708−39.7%ReducedView
DGDOLLAR GEN CORP NEWCOM19,852$2.1M0.05%+19,852NewView
RLRALPH LAUREN CORPCL A17,689$2.05M0.05%+17,689NewView
ADBEADOBE INC COMStock4,027$2.05M0.05%+3,543+732.0%AddedView
CASYCASEYS GEN STORES INCCOM7,371$2M0.05%+7,371NewView
CCICROWN CASTLE INC COMREIT21,440$1.97M0.05%+21,440NewView
DKNGDRAFTKINGS INC NEW COM CL AStock64,071$1.89M0.04%+64,071NewView
AMDADVANCED MICRO DEVICES INC COMStock17,818$1.83M0.04%−9,647−35.1%ReducedView
TRIPTRIPADVISOR INCCOM105,039$1.74M0.04%+82,621+368.5%AddedView
EATBRINKER INTL INC COMStock54,435$1.72M0.04%−18,408−25.3%ReducedView
MUMICRON TECHNOLOGY INC COMStock25,005$1.7M0.04%−8,744−25.9%ReducedView
PRKSUNITED PARKS & RESORTS INCCOM36,679$1.7M0.04%+36,679NewView
FDXFEDEX CORP COMStock6,352$1.68M0.04%+3,935+162.8%AddedView
SBUXSTARBUCKS CORP COMStock18,108$1.65M0.04%+18,108NewView
SHWSHERWIN WILLIAMS COCOM6,450$1.65M0.04%−7,061−52.3%ReducedView
HAINHAIN CELESTIAL GROUP INCCOM157,483$1.63M0.04%+60,815+62.9%AddedView
TAPMOLSON COORS BEVERAGE COCL B25,526$1.62M0.04%−30,826−54.7%ReducedView
EQIXEQUINIX INCCOM2,203$1.6M0.04%+2,203NewView
NORDSTROM INC COM655664100Stock106,530$1.59M0.04%−155,794−59.4%Reduced–
CVSCVS HEALTH CORP COMStock22,676$1.58M0.04%+6,916+43.9%AddedView
KOCOCA COLA CO COMStock27,629$1.55M0.04%+27,629NewView
BGSB & G FOODS INCCOM154,691$1.53M0.04%+63,497+69.6%AddedView
CMGCHIPOTLE MEXICAN GRILL INCCOM828$1.52M0.04%−1,094−56.9%ReducedView
CHDCHURCH & DWIGHT CO INCCOM16,175$1.48M0.03%−18,830−53.8%ReducedView
PZZAPAPA JOHNS INTL INC COMStock21,349$1.46M0.03%+3,752+21.3%AddedView
BKNGBOOKING HOLDINGS INC COMStock464$1.43M0.03%+464NewView
MRKMERCK & CO INC COMStock13,851$1.43M0.03%+8,349+151.7%AddedView
FOOT LOCKER INC344849104COM81,874$1.42M0.03%+38,980+90.9%Added–
UPSUNITED PARCEL SVCS INC CL BStock8,903$1.39M0.03%+8,903NewView
AALAMERICAN AIRLINES GROUP INC COMStock105,355$1.35M0.03%+105,355NewView
LMTLOCKHEED MARTIN CORP COMStock3,298$1.35M0.03%+3,298NewView
PBHPRESTIGE CONSMR HEALTHCARE ICOM23,172$1.33M0.03%−1,296−5.3%ReducedView

Options (3)

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 2023
SecurityClassPutsCalls
AMZNAMAZON COM INC COMStock–$77.54M
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR$72.04M–
ATRAATARA BIOTHERAPEUTICS INCCOM–$268.03K

Sold out since Q2 2023 (229)

Positions held at the end of Q2 2023 that are no longer in this filing.

Showing the largest 100 of 229 by value.

MAVERICK CAPITAL LTD positions sold out since Q2 2023
SecurityClassShares, Q2 2023Value, Q2 2023% of portfolio, Q2 2023
NFLXNETFLIX INC. COMStock206,421$90.93M1.94%
AMATAPPLIED MATLS INC COMStock271,986$39.31M0.84%
SNOWSNOWFLAKE INC COM SHSStock221,592$39M0.83%
AVGOBROADCOM INC COMStock39,935$34.64M0.74%
WORLD WRESTLING ENTMT INC98156Q108CL A200,630$21.76M0.46%
SKECHERS U S A INC830566105CL A314,694$16.57M0.35%
MCDMCDONALDS CORP COMStock19,517$5.82M0.12%
ROSTROSS STORES INCCOM50,957$5.71M0.12%
ORLYOREILLY AUTOMOTIVE INC COMStock5,836$5.58M0.12%
COSTCOSTCO WHOLESALE CORPORATION COMStock10,203$5.49M0.12%
CRISCURIS INCCOM NEW5,541,019$4.6M0.10%
DBIDESIGNER BRANDS INCCL A450,822$4.55M0.10%
NUENUCOR CORPCOM27,182$4.46M0.10%
DECKDECKERS OUTDOOR CORPCOM8,359$4.41M0.09%
BOOTBOOT BARN HLDGS INCCOM47,606$4.03M0.09%
BBYBEST BUY INC COMStock46,176$3.78M0.08%
NYTNEW YORK TIMES CO MTN BECL A90,992$3.58M0.08%
MXLMAXLINEAR INCCOM109,834$3.47M0.07%
LULULULULEMON ATHLETICA INC COMStock8,420$3.19M0.07%
HDHOME DEPOT INC COMStock10,214$3.17M0.07%
ULTAULTA BEAUTY INC COMStock6,629$3.12M0.07%
KMBKIMBERLY-CLARK CORP COMStock22,044$3.04M0.06%
TSCOTRACTOR SUPPLY COCOM12,766$2.82M0.06%
SHOPSHOPIFY INC CL A SUB VTG SHSStock41,363$2.67M0.06%
LHLABORATORY CORP AMER HLDGSCOM NEW10,014$2.42M0.05%
SIX FLAGS ENTMT CORP NEW83001A102COM91,939$2.39M0.05%
RBLXROBLOX CORP CL AStock58,320$2.35M0.05%
ABNBAIRBNB INC COM CL AStock16,979$2.18M0.05%
SAMBOSTON BEER INCCL A6,862$2.12M0.05%
KDPKEURIG DR PEPPER INCCOM65,358$2.04M0.04%
HSYHERSHEY COCOM8,090$2.02M0.04%
POOLPOOL CORPCOM5,186$1.94M0.04%
PTONPELOTON INTERACTIVE INCCL A COM250,412$1.93M0.04%
SMGSCOTTS MIRACLE-GRO CO CL AStock29,076$1.82M0.04%
DBXDROPBOX INCCL A68,137$1.82M0.04%
CGNXCOGNEX CORPCOM31,198$1.75M0.04%
FISFIDELITY NATL INFORMATION SVCS COMStock31,486$1.72M0.04%
SOFISOFI TECHNOLOGIES INC COMStock201,096$1.68M0.04%
BIG LOTS INC089302103COM184,583$1.63M0.03%
CHGGCHEGG INCCOM179,435$1.59M0.03%
BNBROOKFIELD CORPCL A LTD VT SH45,018$1.51M0.03%
DEODIAGEO PLCSPON ADR NEW8,286$1.44M0.03%
GILGILDAN ACTIVEWEAR INC COMStock42,003$1.35M0.03%
CYBERARK SOFTWARE LTDM2682V108SHS8,412$1.32M0.03%
KELLANOVA COM487836108Stock18,698$1.26M0.03%
LUMNLUMEN TECHNOLOGIES INC COMStock554,071$1.25M0.03%
DUOLDUOLINGO INCCL A COM8,751$1.25M0.03%
TXNTEXAS INSTRS INC COMStock6,656$1.2M0.03%
ASHASHLAND INCCOM13,770$1.2M0.03%
UALUNITED AIRLS HLDGS INCCOM21,563$1.18M0.03%
IBMINTERNATIONAL BUSINESS MACHS COMStock8,789$1.18M0.03%
PINSPINTEREST INCCL A42,841$1.17M0.02%
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCKStock14,351$1.17M0.02%
ZMZOOM COMMUNICATIONS INC CL AStock16,694$1.13M0.02%
DGXQUEST DIAGNOSTICS INCCOM8,046$1.13M0.02%
WEXWEX INCCOM6,014$1.09M0.02%
APPAPPLOVIN CORPCOM CL A42,194$1.09M0.02%
PDPAGERDUTY INCCOM47,027$1.06M0.02%
IRTCIRHYTHM TECHNOLOGIES INCCOM10,064$1.05M0.02%
CATCATERPILLAR INC COMStock4,148$1.02M0.02%
ENPHENPHASE ENERGY INC COMStock6,077$1.02M0.02%
CCLCARNIVAL CORPUNIT 99/99/999953,840$1.01M0.02%
NTNXNUTANIX INC CL AStock35,068$983.66K0.02%
GEGE AEROSPACE COM NEWStock8,859$973.16K0.02%
DALDELTA AIR LINES INCCOM NEW20,301$965.11K0.02%
BKEBUCKLE INCCOM26,393$913.2K0.02%
GPNGLOBAL PMTS INC COMStock9,241$910.42K0.02%
TNLTRAVEL PLUS LEISURE COCOM22,057$889.78K0.02%
EBAYEBAY INC.COM19,118$854.38K0.02%
ELVELEVANCE HEALTH INC FORMERLY A COMStock1,889$839.26K0.02%
AMGAFFILIATED MANAGERS GROUP COMStock5,562$833.69K0.02%
AMPAMERIPRISE FINL INCCOM2,401$797.52K0.02%
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCKStock31,021$787.62K0.02%
CACCCREDIT ACCEP CORP MICHCOM1,545$784.75K0.02%
CAHCARDINAL HEALTH INC COMStock8,177$773.3K0.02%
WBDWARNER BROS DISCOVERY INC COM SER AStock61,578$772.19K0.02%
MOSMOSAIC COCOM21,916$767.06K0.02%
PAGSPAGSEGURO DIGITAL LTDCOM CL A80,548$760.37K0.02%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR5,597$755.26K0.02%
NEW RELIC INC64829B100COM11,160$730.31K0.02%
BF.BBROWN FORMAN CORP CL BStock10,811$721.96K0.02%
SESEA LTDSPONSORD ADS11,845$687.48K0.01%
ETNEATON CORP PLC SHSStock3,318$667.25K0.01%
ALGNALIGN TECHNOLOGY INCCOM1,885$666.61K0.01%
TECKTECK RESOURCES LTDCL B15,200$639.92K0.01%
STNGSCORPIO TANKERS INCSHS13,340$630.05K0.01%
RTXRTX CORPORATION COMStock6,324$619.5K0.01%
MSMORGAN STANLEY COM NEWStock7,200$614.88K0.01%
AXPAMERICAN EXPRESS CO COMStock3,529$614.75K0.01%
CARGCARGURUS INCCOM CL A27,111$613.52K0.01%
NEENEXTERA ENERGY INC COMStock8,260$612.89K0.01%
QGENQIAGEN NVSHS NEW13,530$609.26K0.01%
SMARTSHEET INC83200N103COM CL A15,864$606.96K0.01%
NOCNORTHROP GRUMMAN CORP COMStock1,310$597.1K0.01%
TEGNA INC87901J105COM36,265$588.94K0.01%
ACLSAXCELIS TECHNOLOGIES INC COM NEWStock3,115$571.07K0.01%
UNITED STATES STL CORP NEW912909108COM22,531$563.5K0.01%
GFFGRIFFON CORPCOM13,955$562.39K0.01%
GMGENERAL MTRS COCOM14,318$552.1K0.01%
TRI POINTE HOMES INC87265H109COM16,635$546.63K0.01%

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