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MAVERICK CAPITAL LTD

13F filer · CIK 934639 · Dallas, TX

Summary
MAVERICK CAPITAL LTD reported $11.32B across 179 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are NVDA (5.4%), AMD (5.0%), ALAB (4.6%). Versus 2026 Q1, leaving options aside, it opened 84 new positions, added to 49, trimmed 40 and sold out of 146.
Reported value$11.32B
Positions179incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions84
Added49
Trimmed40
Sold out146

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 5.4%Value $611.63MPrice $227.21Shares 3.06M -3.72%Since Jun 30 +13.55%
Weight 5.0%Value $567.16MPrice $607.57Shares 976K +44.30%Since Jun 30 +4.59%
Weight 4.6%Value $515.49MPrice $357.84Shares 1.07M +11.71%Since Jun 30 -25.92%
Weight 4.5%Value $512.28MPrice $115.93Shares 3.67M +22.48%Since Jun 30 -16.97%
Weight 4.5%Value $509.54MPrice $337.32Shares 1.44M +65.25%Since Jun 30 -4.53%
Weight 4.3%Value $481.66MPrice $246.67Shares 2.02M -12.82%Since Jun 30 +3.50%
Weight 4.2%Value $474.98MPrice $12.35Shares 35.55M +58.40%Since Jun 30 -7.56%
Weight 3.8%Value $430.38MPrice $738.79Shares 764KSince Jun 30 +31.16%
Weight 3.3%Value $375.28MPrice $42.20Shares 10.20M +165.03%Since Jun 30 +14.73%
Weight 3.3%Value $368.27MPrice $414.52Shares 1.36M +15.79%Since Jun 30 +52.71%
Weight 3.0%Value $339.91MPrice $456.94Shares 712K -42.48%Since Jun 30 -4.32%
Weight 3.0%Value $334.29MPrice $134.70Shares 1.47M +41.05%Since Jun 30 -40.61%
Weight 2.7%Value $310.49MPrice $508.96Shares 832K +14.71%Since Jun 30 +36.44%
Weight 2.6%Value $294.18MPrice $186.94Shares 1.55M +13.60%Since Jun 30 -1.47%
Weight 2.5%Value $277.80MPrice $196.46Shares 1.38M +10.91%Since Jun 30 -2.07%
Weight 2.4%Value $270.77MPrice $194.57Shares 1.98M +30.67%Since Jun 30 +42.60%
Weight 2.3%Value $263.60MPrice $193.90Shares 1.46M +156.86%Since Jun 30 +7.18%
Weight 2.3%Value $258.09MPrice $365.88Shares 752K -6.78%Since Jun 30 +6.64%
Weight 2.2%Value $253.41MPrice $43.88Shares 5.94M +41.54%Since Jun 30 +2.81%
Weight 2.2%Value $252.82MPrice $41.74Shares 2.63M +6.71%Since Jun 30 -56.58%
DPC HOLDINGS PLCNo ticker matchNew
Weight 2.2%Value $251.52MShares 5.13M
Weight 2.2%Value $248.83MPrice $330.31Shares 978KSince Jun 30 +29.79%
Weight 2.0%Value $229.31MPrice $115.63Shares 2.15MSince Jun 30 +8.45%
Weight 1.7%Value $197.99MPrice $330.44Shares 575K +46.75%Since Jun 30 -4.03%
Weight 1.7%Value $195.47MPrice $98.46Shares 1.71M -8.60%Since Jun 30 -14.00%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

METAMETAMETA PLATFORMS INC≈ $430.38MNew
DPC HOLDINGS PLCNo ticker match≈ $251.52MNew
SNOWSNOWSNOWFLAKE INC≈ $248.83MNew
INSMINSMINSMED INC≈ $229.31MNew

Largest sells in 2026 Q2

ASMLASMLASML HLDG NV≈ $339.98MTrim
AMATAMATAPPLIED MATLS INC≈ $296.49MTrim
AGXAGXARGAN INC≈ $253.13MSold
LINLINLINDE PLC≈ $211.25MSold
INFQINFQINFLEQTION INC≈ $195.63MSold

Options

Notional value, listed apart from stocks

NUNUNU HLDGS LTDCALL$187.68MNew
FLRFLRFLUOR CORPCALL$52.73MNew

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR