MAVERICK CAPITAL LTD

CIK: 0000934639Latest portfolio: $9.3B · Q4 2025

Holdings

178

Total Value

$9.3B

New Positions

63

Closed Positions

86

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
2,986,355$556.0M5.97%+843K
2
MSFTMICROSOFT CORP
1,150,498$556.0M5.97%+219K
3
AMZNAMAZON COM INC
2,382,650$549.0M5.89%+146K
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,658,650$504.0M5.41%+639K
5
GOOGALPHABET INC
1,141,503$358.0M3.84%NEW
6
4I1PHILIP MORRIS INTL INC
2,177,027$349.0M3.75%+555K
7
COFCAPITAL ONE FINL CORP
1,296,397$314.0M3.37%+212K
8
UNPUNION PAC CORP
1,313,207$303.0M3.25%+198K
9
AMATAPPLIED MATLS INC
1,131,276$290.0M3.11%NEW
10
BSXBOSTON SCIENTIFIC CORP
2,944,254$280.0M3.01%NEW
11
ASMLASML HOLDING N V
261,003$279.0M2.99%+71K
12
VVISA INC
776,863$272.0M2.92%NEW
13
RTXRTX CORPORATION
1,368,842$251.0M2.69%+9K
14
TECHBIO-TECHNE CORP
3,850,923$226.0M2.43%+838K
15
NTRANATERA INC
944,028$216.0M2.32%-388,723
16
GFLGFL ENVIRONMENTAL INC
5,023,417$215.0M2.31%+3.4M
17
MNSTMONSTER BEVERAGE CORP NEW
2,693,291$206.0M2.21%+1.4M
18
CPTCAMDEN PPTY TR
1,837,790$202.0M2.17%NEW
19
NUNU HLDGS LTD
11,714,564$196.0M2.10%-9,276,092
20
CVNACARVANA CO
461,874$194.0M2.08%+244K
21
DKSDICKS SPORTING GOODS INC
834,249$165.0M1.77%+301K
22
SWXSOUTHWEST GAS HLDGS INC
2,048,053$163.0M1.75%+95K
23
WVEWAVE LIFE SCIENCES LTD
9,660,237$163.0M1.75%+888KCall
24
ALABASTERA LABS INC
975,959$162.0M1.74%-56,482
25
AGXARGAN INC
438,858$137.0M1.47%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
GFL5.0M+3.4M
MNST2.7M+1.4M
WVE9.7M+888K
NVDA3.0M+843K
TECH3.9M+838K
TSM1.7M+639K
LRCX633K+617K
4I12.2M+555K
NAMS1.9M+389K
DKS834K+301K

Decreased Positions

NameSharesChange
NU11.7M-9276092
RCKT2.5M-5955234
CPNG1.4M-705032
LTH199K-118433
SHW284K-99120
CALY258K-97587
REYN138K-87159
SNOW226K-56068
CART1.9M-51089
NYT21K-39519

Sector Breakdown

Consumer Cyclical0.0% ($5.49000194000165e+182T)
Technology0.0% ($5.5600055600050404e+100T)
Healthcare0.0% ($2.8000022600021597e+96T)
Consumer Defensive0.0% ($2.0600010900040004e+85T)
Industrials0.0% ($3.0300025100021504e+57T)
Communication Services0.0% ($3.580008100080001e+42T)
Financial Services0.0% ($3.14000272000196e+35T)
Unknown0.0% ($3.490001010001e+30T)
Utilities0.0% ($16.3T)
Real Estate0.0% ($2.0T)
Energy0.0% ($1.2T)
Basic Materials0.0% ($920.0B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$9.3B179
Q3 2025Nov 14, 2025$7.5T203
Q2 2025Aug 14, 2025$6.7T0
Q1 2025May 15, 2025$5.7T235
Q4 2024Feb 14, 2025$5.6T225
Q3 2024Nov 14, 2024$5128.7T229
Q2 2024Aug 14, 2024$5272.6T267
Q1 2024May 15, 2024$5321.5T405
Q4 2023Feb 14, 2024$4979.8T348
Q3 2023Nov 14, 2023$4428.0T301
Q2 2023Aug 14, 2023$4691.3T392
Q1 2023May 15, 2023$3951.6T449
Q4 2022Feb 14, 2023$4338.5T377
Q3 2022Nov 14, 2022$4.4T344
Q2 2022Aug 15, 2022$4.1T212
Q1 2022May 16, 2022$5.6T225
Q4 2021Feb 14, 2022$8.8T308
Q3 2021Nov 15, 2021$9.9T625
Q2 2021Aug 16, 2021$10.6T661
Q1 2021May 17, 2021$10.9T688
Q4 2020Feb 16, 2021$6.2T661
Q3 2020Nov 16, 2020$5.4T561
Q2 2020Aug 14, 2020$4.8T563
Q1 2020May 15, 2020$4.7T466
Q4 2019Feb 14, 2020$6.9T337
Q3 2019Nov 14, 2019$6.8T333
Q2 2019Aug 14, 2019$6.9T281
Q1 2019May 15, 2019$7.5T274
Q4 2018Feb 14, 2019$6.8T257
Q3 2018Nov 14, 2018$8.0T238
Q2 2018Aug 14, 2018$8.6T235
Q1 2018May 15, 2018$7.7T218
Q4 2017Feb 13, 2018$7.9T175
Q3 2017Nov 14, 2017$7.9T176
Q2 2017Aug 14, 2017$8.0T178
Q1 2017May 15, 2017$7.8T130
Q4 2016Feb 14, 2017$7.7T124
Q3 2016Nov 14, 2016$8.4T128
Q2 2016Aug 15, 2016$7.4T132
Q1 2016May 16, 2016$6.3T132

Fund Information

CIK0000934639
Most Recent FilingFeb 13, 2026
Number of Filings40

MAVERICK CAPITAL LTD is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $9.3B across 178 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 64 new positions and closed 87 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.