MAVERICK CAPITAL LTD Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$5.6B
Holdings
225
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (225 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DBXDROPBOX INC | 92,723 | $2.2B | 38.61% | |
| 102 | MCDMCDONALDS CORP | 8,283 | $2.0B | 36.68% | |
| 103 | PVHPVH CORPORATION | 26,163 | $2.0B | 35.89% | |
| 104 | TWNKEURHOSTESS BRANDS INC | 88,548 | $1.9B | 34.80% | |
| 105 | NTAPNETAPP INC | 23,083 | $1.9B | 34.31% | |
| 106 | HRBBLOCK H & R INC | 73,078 | $1.9B | 34.08% | |
| 107 | DEODIAGEO PLC | 9,177 | $1.9B | 33.38% | |
| 108 | PANWPALO ALTO NETWORKS INC | 2,946 | $1.8B | 32.84% | |
| 109 | ELVANTHEM INC | 3,729 | $1.8B | 32.81% | |
| 110 | DECKDECKERS OUTDOOR CORP | 6,635 | $1.8B | 32.52% | |
| 111 | STZCONSTELLATION BRANDS INC | 7,725 | $1.8B | 31.86% | |
| 112 | PSTGPURE STORAGE INC | 48,716 | $1.7B | 30.80% | |
| 113 | S7VSALLY BEAUTY HLDGS INC | 107,929 | $1.7B | 30.21% | |
| 114 | MNSTMONSTER BEVERAGE CORP NEW | 20,045 | $1.6B | 28.69% | |
| 115 | CRWDCROWDSTRIKE HLDGS INC | 7,043 | $1.6B | 28.64% | |
| 116 | DELLDELL TECHNOLOGIES INC | 31,318 | $1.6B | 28.15% | |
| 117 | ETNEATON CORP PLC | 10,214 | $1.6B | 27.76% | |
| 118 | SL2SLEEP NUMBER CORP | 30,547 | $1.5B | 27.74% | |
| 119 | CMGCHIPOTLE MEXICAN GRILL INC | 961 | $1.5B | 27.22% | |
| 120 | VFCV F CORP | 26,629 | $1.5B | 27.11% | |
| 121 | IBMINTERNATIONAL BUSINESS MACHS | 11,621 | $1.5B | 27.06% | |
| 122 | TSNTYSON FOODS INC | 16,731 | $1.5B | 26.86% | |
| 123 | CHGGCHEGG INC | 38,106 | $1.4B | 24.75% | |
| 124 | WOOFOOT LOCKER INC | 43,783 | $1.3B | 23.26% | |
| 125 | WWAYFAIR INC | 11,174 | $1.2B | 22.17% | |
| 126 | URBNURBAN OUTFITTERS INC | 48,390 | $1.2B | 21.76% | |
| 127 | ENRENERGIZER HLDGS INC NEW | 38,610 | $1.2B | 21.27% | |
| 128 | BKEBUCKLE INC | 35,938 | $1.2B | 21.26% | |
| 129 | GOOGLALPHABET INC | 425 | $1.2B | 21.17% | |
| 130 | MZTILANCASTER COLONY CORP | 7,798 | $1.2B | 20.83% | |
| 131 | DISCAUSDDISCOVERY INC | 43,862 | $1.1B | 19.57% | |
| 132 | PBVPRESTIGE CONSMR HEALTHCARE I | 20,520 | $1.1B | 19.45% | |
| 133 | EMREMERSON ELEC CO | 11,049 | $1.1B | 19.39% | |
| 134 | SPBSPECTRUM BRANDS HLDGS INC NE | 12,187 | $1.1B | 19.36% | |
| 135 | KOCOCA COLA CO | 17,370 | $1.1B | 19.29% | |
| 136 | VMWEURVMWARE INC | 9,384 | $1.1B | 19.14% | |
| 137 | JNJJOHNSON & JOHNSON | 5,979 | $1.1B | 18.98% | |
| 138 | BENFRANKLIN RESOURCES INC | 37,080 | $1.0B | 18.53% | |
| 139 | SMGSCOTTS MIRACLE-GRO CO | 8,224 | $1.0B | 18.11% | |
| 140 | CIENCIENA CORP | 16,640 | $1.0B | 18.07% | |
| 141 | ADBEADOBE SYSTEMS INCORPORATED | 2,187 | $996.0M | 17.84% | |
| 142 | PGPROCTER AND GAMBLE CO | 6,442 | $984.0M | 17.62% | |
| 143 | CVLTCOMMVAULT SYS INC | 14,458 | $959.0M | 17.17% | |
| 144 | HRLHORMEL FOODS CORP | 18,571 | $957.0M | 17.14% | |
| 145 | HSYHERSHEY CO | 4,281 | $927.0M | 16.60% | |
| 146 | GJBSTEELCASE INC | 75,434 | $901.0M | 16.14% | |
| 147 | MUSAMURPHY USA INC | 4,474 | $895.0M | 16.03% | |
| 148 | MANHMANHATTAN ASSOCIATES INC | 6,325 | $877.0M | 15.71% | |
| 149 | VRTVERTIV HOLDINGS CO | 59,222 | $829.0M | 14.85% | |
| 150 | CAGCONAGRA BRANDS INC | 23,932 | $803.0M | 14.38% | |
| 151 | GRMNGARMIN LTD | 6,325 | $750.0M | 13.43% | |
| 152 | IQVIQVIA HLDGS INC | 2,749 | $636.0M | 11.39% | |
| 153 | FLOFLOWERS FOODS INC | 24,515 | $630.0M | 11.28% | |
| 154 | GOGROCERY OUTLET HLDG CORP | 19,005 | $623.0M | 11.16% | |
| 155 | MMM3M CO | 4,122 | $614.0M | 11.00% | |
| 156 | LZBLA Z BOY INC | 22,590 | $596.0M | 10.67% | |
| 157 | PEPPEPSICO INC | 3,513 | $588.0M | 10.53% | |
| 158 | WDCWESTERN DIGITAL CORP. | 11,561 | $574.0M | 10.28% | |
| 159 | AWMSKYWORKS SOLUTIONS INC | 4,259 | $568.0M | 10.17% | |
| 160 | FVRRFIVERR INTL LTD | 7,276 | $553.0M | 9.90% | |
| 161 | HN9HANESBRANDS INC | 36,635 | $545.0M | 9.76% | |
| 162 | BF/BBROWN FORMAN CORP | 8,122 | $544.0M | 9.74% | |
| 163 | CALCALERES INC | 27,862 | $539.0M | 9.65% | |
| 164 | AWIARMSTRONG WORLD INDS INC NEW | 5,943 | $535.0M | 9.58% | |
| 165 | DENNDENNYS CORP | 34,736 | $497.0M | 8.90% | |
| 166 | BLBLACKLINE INC | 6,786 | $497.0M | 8.90% | |
| 167 | FLWS1 800 FLOWERS COM INC | 37,453 | $478.0M | 8.56% | |
| 168 | CPBCAMPBELL SOUP CO | 10,463 | $466.0M | 8.35% | |
| 169 | OMCOMNICOM GROUP INC | 5,368 | $456.0M | 8.17% | |
| 170 | JBLJABIL INC | 7,316 | $452.0M | 8.09% | |
| 171 | BJRIBJS RESTAURANTS INC | 15,888 | $450.0M | 8.06% | |
| 172 | JWNUSDNORDSTROM INC | 16,198 | $439.0M | 7.86% | |
| 173 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,057 | $437.0M | 7.83% | |
| 174 | SAVESPIRIT AIRLS INC | 19,807 | $433.0M | 7.75% | |
| 175 | HTLDEXPRESS INC | 119,845 | $427.0M | 7.65% | |
| 176 | W3UWESTERN UN CO | 22,378 | $419.0M | 7.50% | |
| 177 | TBHCKIRKLANDS INC | 43,267 | $402.0M | 7.20% | |
| 178 | HCAHCA HEALTHCARE INC | 1,474 | $369.0M | 6.61% | |
| 179 | KDPKEURIG DR PEPPER INC | 9,647 | $366.0M | 6.55% | |
| 180 | GILGILDAN ACTIVEWEAR INC | 9,756 | $366.0M | 6.55% | |
| 181 | ITGARTNER INC | 1,223 | $364.0M | 6.52% | |
| 182 | NOWSERVICENOW INC | 629 | $350.0M | 6.27% | |
| 183 | HAINHAIN CELESTIAL GROUP INC | 9,703 | $334.0M | 5.98% | |
| 184 | ZTSZOETIS INC | 1,666 | $314.0M | 5.62% | |
| 185 | PBFPBF ENERGY INC | 12,857 | $313.0M | 5.61% | |
| 186 | SNASNAP ON INC | 1,515 | $311.0M | 5.57% | |
| 187 | JWSMFJAWS MUSTANG ACQUISITION COR | 624,998 | $306.0M | 5.48% | |
| 188 | CNRCANADIAN NATL RY CO | 2,189 | $294.0M | 5.27% | |
| 189 | 8INSYNEOS HEALTH INC | 3,542 | $287.0M | 5.14% | |
| 190 | HOLXHOLOGIC INC | 3,671 | $282.0M | 5.05% | |
| 191 | FIZZNATIONAL BEVERAGE CORP | 6,272 | $273.0M | 4.89% | |
| 192 | TFXTELEFLEX INCORPORATED | 754 | $268.0M | 4.80% | |
| 193 | ABMDEURABIOMED INC | 792 | $262.0M | 4.69% | |
| 194 | BANDBANDWIDTH INC | 7,975 | $258.0M | 4.62% | |
| 195 | CDNSCADENCE DESIGN SYSTEM INC | 1,559 | $256.0M | 4.58% | |
| 196 | KRKROGER CO | 4,454 | $256.0M | 4.58% | |
| 197 | MOSMOSAIC CO NEW | 3,753 | $250.0M | 4.48% | |
| 198 | PRTY1EURPARTY CITY HOLDCO INC | 69,533 | $249.0M | 4.46% | |
| 199 | MTDMETTLER TOLEDO INTERNATIONAL | 169 | $232.0M | 4.15% | |
| 200 | VRSNVERISIGN INC | 1,012 | $225.0M | 4.03% |