MAVERICK CAPITAL LTD Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$5.4B

Holdings

561

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (561 positions)

#StockSharesValue% PortfolioType
1
METAFACEBOOK INC
1,360,848$356.4B6625.14%
2
DDDUPONT DE NEMOURS INC
6,076,911$337.1B6267.14%
3
HUMHUMANA INC
665,987$275.6B5123.89%
4
MSFTMICROSOFT CORP
1,206,388$253.7B4716.71%
5
LRCXEURLAM RESEARCH CORP
735,657$244.1B4536.66%
6
BABAALIBABA GROUP HLDG LTD
805,239$236.7B4400.40%
7
AMZNAMAZON COM INC
72,101$227.0B4220.15%
8
GOOGALPHABET INC
134,059$197.0B3662.22%
9
CCKCROWN HLDGS INC
2,210,854$169.9B3158.71%
10
NFLXNETFLIX INC
296,254$148.1B2753.66%
11
ALNYALNYLAM PHARMACEUTICALS INC
967,461$140.9B2618.45%
12
DLTRDOLLAR TREE INC
1,494,709$136.5B2537.86%
13
GLWCORNING INC
4,131,089$133.9B2488.83%
14
FLT1EURFLEETCOR TECHNOLOGIES INC
550,059$131.0B2434.55%
15
TGTXTG THERAPEUTICS INC
4,392,196$117.5B2184.83%
16
1LIFE HEALTHCARE INC
3,955,185$112.2B2085.08%
17
AXPAMERICAN EXPRESS CO
1,069,228$107.2B1992.53%
18
LOGILOGITECH INTL S A
1,290,943$100.3B1863.89%
19
NKTREURNEKTAR THERAPEUTICS
5,678,221$94.2B1751.10%
20
PRSPPERSPECTA INC
4,579,435$89.1B1655.70%
21
ATRAGBXATARA BIOTHERAPEUTICS INC
6,746,292$87.4B1625.25%
22
BXBLACKSTONE GROUP INC
1,634,535$85.3B1586.05%
23
KKRKKR & CO INC
2,450,891$84.2B1564.50%
24
LIVNLIVANOVA PLC
1,848,288$83.6B1553.29%
25
NKENIKE INC
664,714$83.4B1551.19%
26
XPXP INC
1,916,006$79.9B1484.83%
27
FTDRFRONTDOOR INC
1,593,469$62.0B1152.54%
28
DXCDXC TECHNOLOGY CO
3,148,169$56.2B1044.59%
29
GPNGLOBAL PMTS INC
315,536$56.0B1041.58%
30
AMATAPPLIED MATLS INC
894,032$53.1B987.99%
31
BECNUSDBEACON ROOFING SUPPLY INC
1,200,186$37.3B693.17%
32
APDAIR PRODS & CHEMS INC
116,207$34.6B643.41%
33
GPROGOPRO INC
7,462,276$33.8B628.37%
34
TMUST-MOBILE US INC
291,137$33.3B618.89%
35
AVTRAVANTOR INC
1,478,119$33.2B617.95%
36
DRAGONEER GROWTH OPPORTUN CO
2,671,003$32.7B608.22%
37
ZNGAEURZYNGA INC
3,282,868$29.9B556.55%
38
ADBEADOBE SYSTEMS INCORPORATED
60,250$29.5B549.26%
39
UBERUBER TECHNOLOGIES INC
779,510$28.4B528.61%
40
OSH3EUROAK STR HEALTH INC
400,000$21.4B397.35%
41
GMEGAMESTOP CORP NEW
1,763,850$18.0B334.43%
42
CNCCENTENE CORP DEL
235,962$13.8B255.86%
43
MCDMCDONALDS CORP
54,223$11.9B221.22%
44
BF/BBROWN FORMAN CORP
100,101$7.5B140.16%
45
LBEURL BRANDS INC
233,505$7.4B138.08%
46
MCXMCCORMICK & CO INC
37,075$7.2B133.76%
47
DYHTARGET CORP
44,707$7.0B130.83%
48
WENWENDYS CO
301,944$6.7B125.14%
49
CPBCAMPBELL SOUP CO
137,351$6.6B123.50%
50
AVGOBROADCOM INC
17,844$6.5B120.85%
51
HONHONEYWELL INTL INC
37,710$6.2B115.38%
52
DWDMORGAN STANLEY
126,468$6.1B113.67%
53
BBBYEURBED BATH & BEYOND INC
404,282$6.1B112.57%
54
ELFE L F BEAUTY INC
328,557$6.0B112.20%
55
PGPROCTER AND GAMBLE CO
42,223$5.9B109.10%
56
GAPGAP INC
332,057$5.7B105.12%
57
7HPHP INC
293,755$5.6B103.69%
58
AWMSKYWORKS SOLUTIONS INC
38,098$5.5B103.04%
59
NWLNEWELL BRANDS INC
322,662$5.5B102.93%
60
CM LIFE SCIENCES INC
526,970$5.5B102.55%
61
UAAUNDER ARMOUR INC
470,743$5.3B98.26%
62
FNDFLOOR & DECOR HLDGS INC
68,137$5.1B94.75%
63
UIUBIQUITI INC
30,385$5.1B94.13%
64
PHPARKER-HANNIFIN CORP
24,173$4.9B90.92%
65
ORLYOREILLY AUTOMOTIVE INC
10,350$4.8B88.71%
66
SAMBOSTON BEER INC
5,374$4.7B88.24%
67
CHDCHURCH & DWIGHT INC
50,118$4.7B87.31%
68
DNKNDUNKIN BRANDS GROUP INC
55,780$4.6B84.93%
69
DEODIAGEO PLC
32,784$4.5B83.89%
70
HCAHCA HEALTHCARE INC
35,130$4.4B81.42%
71
VFCV F CORP
62,077$4.4B81.07%
72
DKSDICKS SPORTING GOODS INC
74,703$4.3B80.38%
73
BWABORGWARNER INC
107,500$4.2B77.42%
74
MXIMMAXIM INTEGRATED PRODS INC
61,156$4.1B76.86%
75
DARDARLING INGREDIENTS INC
111,127$4.0B74.43%
76
CRICARTERS INC
45,975$4.0B74.00%
77
AKXANSYS INC
12,073$4.0B73.44%
78
JJSFJ & J SNACK FOODS CORP
29,122$3.8B70.58%
79
SIGSIGNET JEWELERS LIMITED
197,412$3.7B68.63%
80
SHWSHERWIN WILLIAMS CO
5,165$3.6B66.90%
81
ETNEATON CORP PLC
34,698$3.5B65.80%
82
CALMCAL MAINE FOODS INC
91,180$3.5B65.04%
83
AAPLAPPLE INC
30,096$3.5B64.78%
84
FTCHQFARFETCH LTD
136,933$3.4B64.04%
85
TRVCCITIGROUP INC
79,298$3.4B63.55%
86
FTNTFORTINET INC
28,823$3.4B63.13%
87
FDXFEDEX CORP
12,764$3.2B59.67%
88
GEGENERAL ELECTRIC CO
510,260$3.2B59.09%
89
ECLECOLAB INC
15,807$3.2B58.72%
90
SYYSYSCO CORP
50,577$3.1B58.50%
91
NEMNEWMONT CORP
49,156$3.1B57.98%
92
ENRENERGIZER HLDGS INC NEW
78,296$3.1B56.97%
93
PHMPULTE GROUP INC
65,852$3.0B56.66%
94
GU9GUESS INC
261,895$3.0B56.57%
95
XYLXYLEM INC
35,845$3.0B56.05%
96
ELVANTHEM INC
11,054$3.0B55.19%
97
BCBRUNSWICK CORP
49,034$2.9B53.70%
98
GILDGILEAD SCIENCES INC
45,380$2.9B53.31%
99
PRKSSEAWORLD ENTMT INC
142,759$2.8B52.33%
100
CITCINTAS CORP
8,388$2.8B51.90%
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