MAVERICK CAPITAL LTD

Superinvestor

Maverick Capital

SEC CIK
0000934639
Manager
Lee Ainslie
Style
Hedge fund

Holdings, Q3 2025

Positions as of Sep 30, 2025, filed Nov 14, 2025.SEC

Positions
201
−48 vs. Q2 2025
Total value
$7.47B
+$960.53M (+14.7%) vs. Q2 2025

Compare with Q2 2025: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q2 2025.

MAVERICK CAPITAL LTD holdings in Q3 2025
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AMZNAMAZON COM INC COMStock2,236,598$491.09M6.57%+176,155+8.5%AddedView
MSFTMICROSOFT CORP COMStock931,856$482.65M6.46%+178,452+23.7%AddedView
NVDANVIDIA CORPORATION COMStock2,143,330$399.9M5.35%−817,666−27.6%ReducedView
NUNU HLDGS LTDORD SHS CL A20,990,656$336.06M4.50%−747,195−3.4%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR1,019,472$284.73M3.81%−740,545−42.1%ReducedView
UNPUNION PAC CORP COMStock1,115,610$263.7M3.53%+1,115,610NewView
PMPHILIP MORRIS INTL INC COMStock1,622,102$263.1M3.52%+140,624+9.5%AddedView
COFCAPITAL ONE FINL CORP COMStock1,083,934$230.42M3.08%−31,026−2.8%ReducedView
RTXRTX CORPORATION COMStock1,359,585$227.5M3.04%+1,359,585NewView
NTRANATERA INCCOM1,332,751$214.53M2.87%−156,956−10.5%ReducedView
ALABASTERA LABS INC COMStock1,032,441$202.15M2.71%00.0%UnchangedView
KVUEKENVUE INC COMStock12,042,708$195.45M2.62%+1,634,653+15.7%AddedView
DISDISNEY WALT CO COMStock1,620,405$185.54M2.48%+111,918+7.4%AddedView
ASMLASML HLDG NV N Y REGISTRY SHSADR190,394$184.32M2.47%+190,394NewView
BACBANK OF AMER CORP COMStock3,319,034$171.23M2.29%+121,820+3.8%AddedView
TECHBIO-TECHNE CORPCOM3,012,654$167.59M2.24%+3,012,654NewView
SWXSOUTHWEST GAS HLDGS INCCOM1,953,518$153.04M2.05%−40,153−2.0%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock933,011$150.95M2.02%−239,033−20.4%ReducedView
MMSIMERIT MED SYS INCCOM1,610,214$134.02M1.79%+230,806+16.7%AddedView
SHWSHERWIN WILLIAMS COCOM383,437$132.77M1.78%+381,731+22,375.8%AddedView
DHRDANAHER CORP DEL COMStock642,690$127.42M1.71%+270,564+72.7%AddedView
BTUPEABODY ENGR CORPCOM4,562,313$120.99M1.62%+4,529,878+13,966.0%AddedView
DKSDICKS SPORTING GOODS INC COMStock533,000$118.44M1.58%+533,000NewView
SGISOMNIGROUP INTERNATIONAL INCCOM1,152,332$97.18M1.30%+157,772+15.9%AddedView
INSMINSMED INCCOM PAR $.01656,539$94.55M1.27%−147,594−18.4%ReducedView
MNSTMONSTER BEVERAGE CORP NEWCOM1,341,965$90.33M1.21%+1,341,965NewView
TEVATEVA PHARMACEUTICAL INDS LTDSPONSORED ADS4,300,520$86.87M1.16%−77,170−1.8%ReducedView
SCHWCHARLES SCHWAB CORP (THE) COMStock870,072$83.07M1.11%+870,072NewView
CVNACARVANA COCL A217,552$82.07M1.10%+217,552NewView
ZZILLOW GROUP INCCL C CAP STK1,031,622$79.49M1.06%+1,031,622NewView
GFLGFL ENVIRONMENTAL INCSUB VTG SHS1,586,998$75.19M1.01%−1,213,458−43.3%ReducedView
ACHCACADIA HEALTHCARE COMPANY INCOM3,006,505$74.44M1.00%+453,268+17.8%AddedView
CARTMAPLEBEAR INCCOM1,989,924$73.15M0.98%−179,040−8.3%ReducedView
CPNGCOUPANG INCCL A2,073,752$66.77M0.89%−29,025−1.4%ReducedView
SNOWSNOWFLAKE INC COM SHSStock281,903$63.58M0.85%−258,176−47.8%ReducedView
WVEWAVE LIFE SCIENCES LTDSHS8,391,856$61.43M0.82%+130,173+1.6%AddedView
MIRMIRION TECHNOLOGIES INCCOM CL A2,588,579$60.21M0.81%−2,719,459−51.2%ReducedView
CELHCELSIUS HLDGS INCCOM NEW1,031,603$59.31M0.79%+1,031,603NewView
RBLXROBLOX CORP CL AStock411,547$57.01M0.76%+16,672+4.2%AddedView
CCLCARNIVAL CORPUNIT 99/99/99991,912,372$55.29M0.74%−3,464,498−64.4%ReducedView
DDOGDATADOG INCCL A COM341,412$48.62M0.65%−174,667−33.8%ReducedView
VRDNVIRIDIAN THERAPEUTICS INCCOM2,212,701$47.75M0.64%−44,309−2.0%ReducedView
PCVXVAXCYTE INCCOM1,289,567$46.45M0.62%−21,038−1.6%ReducedView
NAMSNEWAMSTERDAM PHARMA COMPANYORDINARY SHARES1,504,747$42.8M0.57%−27,127−1.8%ReducedView
MDBMONGODB INCCL A136,932$42.5M0.57%+136,932NewView
MELIMERCADOLIBRE INCCOM17,197$40.19M0.54%−295−1.7%ReducedView
CIDARA THERAPEUTICS INC171757206COM NEW417,550$39.98M0.54%+417,550New–
PRMBPRIMO BRANDS CORPORATIONCLASS A COM SHS1,689,881$37.35M0.50%−741,988−30.5%ReducedView
FLUTFLUTTER ENTMT PLCSHS133,952$34.02M0.46%−162,060−54.7%ReducedView
RCKTROCKET PHARMACEUTICALS INCCOM8,468,344$27.61M0.37%+104,531+1.2%AddedView
SAILSAILPOINT INCCOM966,050$21.33M0.29%00.0%UnchangedView
IVVDINVIVYD INCCOM18,970,913$20.87M0.28%+8,741,795+85.5%AddedView
EVHEVOLENT HEALTH INCCL A2,395,284$20.26M0.27%+1,002,760+72.0%AddedView
STUBSTUBHUB HLDGS INCCL A931,473$15.69M0.21%+931,473NewView
NTSKNETSKOPE INCCL A465,736$10.59M0.14%+465,736NewView
REALTHE REALREAL INCCOM931,549$9.9M0.13%+468,056+101.0%AddedView
TJXTJX COS INC NEW COMStock60,964$8.81M0.12%+60,964NewView
LTHLIFE TIME GROUP HOLDINGS INCCOMMON STOCK317,846$8.77M0.12%+234,452+281.1%AddedView
BKNGBOOKING HOLDINGS INC COMStock1,588$8.57M0.11%+1,588NewView
KTBKONTOOR BRANDS INC COMStock104,495$8.34M0.11%+51,548+97.4%AddedView
ROSTROSS STORES INCCOM54,111$8.25M0.11%+38,097+237.9%AddedView
FWRGFIRST WATCH RESTAURANT GROUPCOM514,259$8.04M0.11%+236,184+84.9%AddedView
ELFE L F BEAUTY INCCOM51,751$6.86M0.09%+51,751NewView
CHWYCHEWY INCCL A168,205$6.8M0.09%+36,552+27.8%AddedView
GUTSFRACTYL HEALTH INCCOM4,248,492$6.76M0.09%00.0%UnchangedView
PAGPENSKE AUTOMOTIVE GRP INCCOM37,118$6.46M0.09%+37,118NewView
WMKWEIS MKTS INCCOM87,204$6.27M0.08%+34,155+64.4%AddedView
MGMMGM RESORTS INTERNATIONAL COMStock179,065$6.21M0.08%+179,065NewView
CROXCROCS INCCOM72,658$6.07M0.08%+72,658NewView
POOLPOOL CORPCOM19,535$6.06M0.08%+19,535NewView
BKEBUCKLE INCCOM102,664$6.02M0.08%+42,718+71.3%AddedView
COCOVITA COCO CO INCCOM132,033$5.61M0.08%+132,033NewView
REYNREYNOLDS CONSUMER PRODS INCCOM225,555$5.52M0.07%+225,555NewView
WINAWINMARK CORPCOM10,763$5.36M0.07%+7,265+207.7%AddedView
BBWIBATH & BODY WORKS INCCOM198,001$5.1M0.07%+198,001NewView
AEOAMERICAN EAGLE OUTFITTERS INCOM291,722$4.99M0.07%+291,722NewView
CAKECHEESECAKE FACTORY INCCOM90,552$4.95M0.07%+29,661+48.7%AddedView
HHYATT HOTELS CORPCOM CL A34,735$4.93M0.07%+34,735NewView
WSMWILLIAMS SONOMA INCCOM24,836$4.85M0.06%+5,442+28.1%AddedView
BLMNBLOOMIN BRANDS INCCOM663,031$4.75M0.06%+99,065+17.6%AddedView
LEVILEVI STRAUSS & CO NEWCL A COM STK198,611$4.63M0.06%+118,403+147.6%AddedView
MMACYS INCCOM257,456$4.62M0.06%+257,456NewView
DRIDARDEN RESTAURANTS INCCOM23,231$4.42M0.06%+14,079+153.8%AddedView
SFDSMITHFIELD FOODS INCCOM187,805$4.41M0.06%+187,805NewView
VITLVITAL FARMS INCCOM106,277$4.37M0.06%+106,277NewView
WRBYWARBY PARKER INCCL A COM153,707$4.24M0.06%−25,921−14.4%ReducedView
EVGOEVGO INCCL A COM895,419$4.24M0.06%+895,419NewView
TDUPTHREDUP INCCL A422,994$4M0.05%−102,276−19.5%ReducedView
SONOSONOS INCCOM252,865$4M0.05%+252,865NewView
LZBLA Z BOY INCCOM115,293$3.96M0.05%+115,293NewView
ARMKARAMARKCOM102,387$3.93M0.05%+102,387NewView
SMPLSIMPLY GOOD FOODS COCOM155,823$3.87M0.05%+155,823NewView
TSNTYSON FOODS INC CL AStock69,780$3.79M0.05%+69,780NewView
UDEMY INC902685106COM536,883$3.76M0.05%+536,883New–
PGPROCTER & GAMBLE CO COMStock24,110$3.7M0.05%+24,110NewView
DINDINE BRANDS GLOBAL INCCOM149,210$3.69M0.05%−34,707−18.9%ReducedView
ULTAULTA BEAUTY INC COMStock6,716$3.67M0.05%−3,608−34.9%ReducedView
SJMSMUCKER J M CO COM NEWStock33,138$3.6M0.05%+33,138NewView
GAPGAP INCCOM168,224$3.6M0.05%−2,333,894−93.3%ReducedView
AZOAUTOZONE INCCOM827$3.55M0.05%+354+74.8%AddedView

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 Q3 2025
SecurityClassPutsCalls
BTUPEABODY ENGR CORPCOM–$5.93M
WVEWAVE LIFE SCIENCES LTDSHS–$2.78M

Sold out since Q2 2025 (145)

Positions held at the end of Q2 2025 that are no longer in this filing.

Showing the largest 100 of 145 by value.

MAVERICK CAPITAL LTD positions sold out since Q2 2025
SecurityClassShares, Q2 2025Value, Q2 2025% of portfolio, Q2 2025
MUMICRON TECHNOLOGY INC COMStock1,096,930$135.2M2.08%
HIIHUNTINGTON INGALLS INDS INCCOM386,533$93.33M1.43%
WBDWARNER BROS DISCOVERY INC COM SER AStock6,797,230$77.9M1.20%
UNHUNITEDHEALTH GROUP INC COMStock226,153$70.55M1.08%
VERONA PHARMA PLC925050106SPONSORED ADS521,859$49.36M0.76%
LLYELI LILLY & CO COMStock58,901$45.92M0.71%
EVREVERCORE INCCLASS A169,745$45.83M0.70%
CRWVCOREWEAVE INC COM CL AStock267,740$43.66M0.67%
LPLALPL FINL HLDGS INCCOM99,507$37.31M0.57%
HLTHILTON WORLDWIDE HLDGS INCCOM33,004$8.79M0.13%
OLLIOLLIES BARGAIN OUTLET HLDGS COMStock65,436$8.62M0.13%
CNKCINEMARK HLDGS INCCOM192,189$5.8M0.09%
DOCUDOCUSIGN INC COMStock65,829$5.13M0.08%
EFXEQUIFAX INCCOM19,728$5.12M0.08%
CPRICAPRI HOLDINGS LIMITEDSHS268,392$4.75M0.07%
ARHSARHAUS INCCOM CL A541,052$4.69M0.07%
OSCROSCAR HEALTH INCCL A213,095$4.57M0.07%
HDHOME DEPOT INC COMStock12,454$4.57M0.07%
CMGCHIPOTLE MEXICAN GRILL INCCOM78,910$4.43M0.07%
SGSWEETGREEN INCCOM CL A296,237$4.41M0.07%
AALAMERICAN AIRLINES GROUP INC COMStock368,638$4.14M0.06%
EBAYEBAY INC.COM54,164$4.03M0.06%
YETIYETI HLDGS INCCOM121,097$3.82M0.06%
WWAYFAIR INCCL A74,110$3.79M0.06%
PRKSUNITED PARKS & RESORTS INCCOM77,883$3.67M0.06%
ABNBAIRBNB INC COM CL AStock26,738$3.54M0.05%
DGDOLLAR GEN CORP NEWCOM27,936$3.2M0.05%
TCOMTRIP COM GROUP LTDADS52,569$3.08M0.05%
PLNTPLANET FITNESS MASTER ISSUERCL A26,366$2.88M0.04%
DLTRDOLLAR TREE INCCOM27,183$2.69M0.04%
URBNURBAN OUTFITTERS INCCOM32,655$2.37M0.04%
GRPNGROUPON INCCOM NEW70,667$2.36M0.04%
KRUSKURA SUSHI USA INCCL A COM27,267$2.35M0.04%
UAAUNDER ARMOUR INC CL AStock288,398$1.97M0.03%
SHOESHOE STA GROUP INCCOM101,599$1.9M0.03%
LYFTLYFT INCCL A COM120,484$1.9M0.03%
SEZLSEZZLE INCCOM10,399$1.86M0.03%
PGRPROGRESSIVE CORP COMStock6,598$1.76M0.03%
SFMSPROUTS FMRS MKT INCCOM10,419$1.72M0.03%
MTCHMATCH GROUP INC NEWCOM54,628$1.69M0.03%
UBERUBER TECHNOLOGIES INC COMStock18,058$1.68M0.03%
ACIALBERTSONS COMPANIES INCCOMMON STOCK64,941$1.4M0.02%
WHWYNDHAM HOTELS & RESORTS INCCOM15,663$1.27M0.02%
PAGSPAGSEGURO DIGITAL LTDCOM CL A131,416$1.27M0.02%
CHTRCHARTER COMMUNICATIONS INCCL A3,040$1.24M0.02%
BJBJS WHSL CLUB HLDGS INCCOM11,455$1.24M0.02%
KRKROGER CO COMStock17,214$1.23M0.02%
THCTENET HEALTHCARE CORPCOM NEW6,729$1.18M0.02%
OXMOXFORD INDS INCCOM29,117$1.17M0.02%
EMBJEMBRAER S.A. SPONSORED ADSADR20,495$1.17M0.02%
ETDETHAN ALLEN INTERIORS INCCOM41,633$1.16M0.02%
MARMARRIOTT INTL INC NEW CL AStock4,212$1.15M0.02%
AAMIACADIAN ASSET MANAGEMENT INCCOM32,476$1.14M0.02%
GXOGXO LOGISTICS INCORPORATED COMMON STOCKStock23,351$1.14M0.02%
EROERO COPPER CORPCOM66,510$1.12M0.02%
XYZBLOCK INCCL A16,185$1.1M0.02%
FCXFREEPORT MCMORAN INC CL BStock24,374$1.06M0.02%
NWGNATWEST GROUP PLCSPONS ADR72,055$1.02M0.02%
ATKRATKORE INCCOM14,371$1.01M0.02%
OIO-I GLASS INCCOM68,741$1.01M0.02%
ALLYALLY FINL INC COMStock25,826$1.01M0.02%
CXWCORECIVIC INCCOM47,299$996.59K0.02%
MR COOPER GROUP INC62482R107COM6,629$989.11K0.02%
WCCWESCO INTL INCCOM5,263$974.71K0.01%
ADSKAUTODESK INCCOM3,146$973.91K0.01%
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCKStock95,561$967.08K0.01%
AVIDXCHANGE HOLDINGS INC05368X102COM98,448$963.81K0.01%
EGOELDORADO GOLD CORP NEWCOM47,294$961.96K0.01%
PRMPERIMETER SOLUTIONS INCCOMMON STOCK68,499$953.51K0.01%
FLEXFLEX LTD ORDStock18,683$932.66K0.01%
BJRIBJS RESTAURANTS INCCOM20,876$931.07K0.01%
ILMNILLUMINA INCCOM9,351$892.18K0.01%
TRMBTRIMBLE INCCOM11,624$883.19K0.01%
MHKMOHAWK INDS INCCOM8,308$871.01K0.01%
WEBSTER FINL CORP947890109COM15,889$867.54K0.01%
HPEHEWLETT PACKARD ENTERPRISE CCOM42,113$861.21K0.01%
LLYVKLIBERTY MEDIA CORP DELCOM LBTY LIV S C10,586$859.16K0.01%
CIENCIENA CORPCOM NEW10,546$857.71K0.01%
TECKTECK RESOURCES LTDCL B21,105$852.22K0.01%
HASHASBRO INCCOM11,543$852.1K0.01%
GEOGEO GROUP INCCOM35,528$850.9K0.01%
LYGLLOYDS BANKING GROUP PLCSPONSORED ADR198,538$843.79K0.01%
VYXNCR VOYIX CORPORATIONCOM71,414$837.69K0.01%
QSRRESTAURANT BRANDS INTL INCCOM12,636$837.64K0.01%
PEGAPEGASYSTEMS INCCOM15,298$828.08K0.01%
PINSPINTEREST INCCL A23,081$827.69K0.01%
SPOTSPOTIFY TECHNOLOGY S A SHSStock1,067$818.75K0.01%
PFSIPENNYMAC FINL SVCS INC NEWCOM8,073$804.39K0.01%
PVHPVH CORPORATIONCOM11,721$804.06K0.01%
EQHEQUITABLE HLDGS INCCOM14,185$795.78K0.01%
LIBERTY BROADBAND CORP530307305COM SER C7,886$775.83K0.01%
PAASPAN AMERN SILVER CORP COMStock27,084$769.19K0.01%
BKDBROOKDALE SR LIVING INCCOM108,647$756.18K0.01%
SYFSYNCHRONY FINANCIALCOM11,309$754.76K0.01%
FHNFIRST HORIZON CORPORATIONCOM35,493$752.45K0.01%
TSEMTOWER SEMICONDUCTOR LTDSHS NEW17,299$749.91K0.01%
ARANTERO RESOURCES CORPCOM18,278$736.24K0.01%
CARGCARGURUS INCCOM CL A21,920$733.66K0.01%
AGIALAMOS GOLD INC COM CL AStock27,126$720.47K0.01%
LIVNLIVANOVA PLCSHS15,813$711.9K0.01%

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