MAVERICK CAPITAL LTD Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$6.2B

Holdings

661

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (661 positions)

#StockSharesValue% PortfolioType
1
METAFACEBOOK INC
1,620,942$442.8B7089.65%
2
DDDUPONT DE NEMOURS INC
4,866,206$346.0B5540.65%
3
MSFTMICROSOFT CORP
1,439,309$320.1B5125.87%
4
SEERSEER INC
5,425,513$279.2B4470.51%
5
AMATAPPLIED MATLS INC
3,115,330$268.9B4304.82%
6
LRCXEURLAM RESEARCH CORP
567,048$267.8B4287.96%
7
FLT1EURFLEETCOR TECHNOLOGIES INC
979,538$267.2B4279.10%
8
GOOGALPHABET INC
144,035$252.3B4040.29%
9
BABAALIBABA GROUP HLDG LTD
929,056$216.2B3462.05%
10
AMZNAMAZON COM INC
51,862$168.9B2704.57%
11
TGTXTG THERAPEUTICS INC
3,202,061$166.6B2667.10%
12
1LIFE HEALTHCARE INC
3,661,204$159.8B2558.87%
13
MGMMGM RESORTS INTERNATIONAL
5,017,643$158.1B2531.56%
14
NFLXNETFLIX INC
289,604$156.6B2507.41%
15
CCKCROWN HLDGS INC
1,518,357$152.1B2436.02%
16
ATRAGBXATARA BIOTHERAPEUTICS INC
7,324,539$143.8B2302.19%
17
ADBEADOBE SYSTEMS INCORPORATED
269,861$135.0B2161.00%
18
ALNYALNYLAM PHARMACEUTICALS INC
984,502$128.0B2048.80%
19
AXPAMERICAN EXPRESS CO
1,035,389$125.2B2004.50%
20
HUMHUMANA INC
286,322$117.5B1880.89%
21
NKTREURNEKTAR THERAPEUTICS
6,655,625$113.1B1811.67%
22
LIVNLIVANOVA PLC
1,668,922$110.5B1769.29%
23
PRSPPERSPECTA INC
4,563,535$109.9B1759.53%
24
BXBLACKSTONE GROUP INC
1,433,368$92.9B1487.45%
25
GMEGAMESTOP CORP NEW
4,658,607$87.8B1405.32%
26
NKENIKE INC
584,036$82.6B1322.96%
27
XPXP INC
1,916,006$76.0B1217.02%
28
FTDRFRONTDOOR INC
1,482,730$74.4B1192.05%
29
AJAX I
5,058,302$62.8B1005.12%
30
PLDPROLOGIS INC.
517,654$51.6B826.03%
31
LOGILOGITECH INTL S A
496,583$48.2B772.38%
32
BECNUSDBEACON ROOFING SUPPLY INC
1,178,618$47.4B758.46%
33
GPROGOPRO INC
4,780,808$39.6B633.83%
34
DRAGONEER GROWTH OPPORTUN CO
2,668,256$37.3B597.70%
35
GTLSCHART INDS INC
290,133$34.2B547.20%
36
WYNNWYNN RESORTS LTD
301,777$34.0B545.19%
37
JAWS SPITFIRE ACQUISITION CO
3,000,000$33.1B530.79%
38
IBPINSTALLED BLDG PRODS INC
317,618$32.4B518.38%
39
DXCDXC TECHNOLOGY CO
1,169,826$30.1B482.32%
40
SQZ BIOTECHNOLOGIES CO
935,971$27.1B434.30%
41
UBERUBER TECHNOLOGIES INC
528,579$27.0B431.65%
42
AVTRAVANTOR INC
924,298$26.0B416.61%
43
OSH3EUROAK STR HEALTH INC
400,000$24.5B391.71%
44
DASHDOORDASH INC
135,655$17.7B282.85%
45
KKRKKR & CO INC
389,930$15.8B252.79%
46
DRAGONEER GROWTH OPPTY CORP
1,246,750$14.2B227.98%
47
POPULATION HEALTH INVS CO IN
1,196,400$12.5B200.18%
48
DYHTARGET CORP
40,411$7.1B114.23%
49
ABTABBOTT LABS
61,743$6.8B108.24%
50
CPBCAMPBELL SOUP CO
137,003$6.6B106.06%
51
CROXCROCS INC
105,614$6.6B105.97%
52
ELFE L F BEAUTY INC
262,363$6.6B105.82%
53
HONHONEYWELL INTL INC
30,384$6.5B103.48%
54
JACKJACK IN THE BOX INC
67,231$6.2B99.90%
55
FTNTFORTINET INC
41,760$6.2B99.32%
56
VFCV F CORP
69,059$5.9B94.44%
57
GLTOUSDGALECTO INC
490,452$5.8B93.60%
58
DEODIAGEO PLC
36,158$5.7B91.94%
59
MCDMCDONALDS CORP
26,627$5.7B91.49%
60
CM LIFE SCIENCES INC
488,389$5.4B86.34%
61
JWNUSDNORDSTROM INC
171,835$5.4B85.87%
62
BF/BBROWN FORMAN CORP
67,018$5.3B85.23%
63
TPRTAPESTRY INC
168,329$5.2B83.77%
64
UIUBIQUITI INC
18,402$5.1B82.06%
65
7HPHP INC
202,149$5.0B79.59%
66
MRKMERCK & CO. INC
59,243$4.8B77.59%
67
SIGSIGNET JEWELERS LIMITED
169,493$4.6B74.01%
68
MUMICRON TECHNOLOGY INC
60,766$4.6B73.14%
69
ASHASHLAND GLOBAL HLDGS INC
57,221$4.5B72.57%
70
ETSYETSY INC
25,430$4.5B72.44%
71
ZBRAZEBRA TECHNOLOGIES CORPORATI
11,565$4.4B71.17%
72
GU9GUESS INC
195,450$4.4B70.79%
73
MCXMCCORMICK & CO INC
42,510$4.1B65.07%
74
SBUXSTARBUCKS CORP
37,819$4.0B64.78%
75
DARDARLING INGREDIENTS INC
69,526$4.0B64.21%
76
AVGOBROADCOM INC
8,748$3.8B61.33%
77
RLRALPH LAUREN CORP
35,360$3.7B58.73%
78
URBNURBAN OUTFITTERS INC
142,135$3.6B58.27%
79
JJSFJ & J SNACK FOODS CORP
23,396$3.6B58.20%
80
LEGLEGGETT & PLATT INC
78,916$3.5B55.98%
81
SHAKSHAKE SHACK INC
41,191$3.5B55.91%
82
CPRICAPRI HOLDINGS LIMITED
80,323$3.4B54.02%
83
RTXRAYTHEON TECHNOLOGIES CORP
47,047$3.4B53.86%
84
ENRENERGIZER HLDGS INC NEW
79,498$3.4B53.69%
85
FIVEFIVE BELOW INC
18,917$3.3B53.00%
86
XLNXEURXILINX INC
22,084$3.1B50.13%
87
CALMCAL MAINE FOODS INC
83,033$3.1B49.91%
88
MNSTMONSTER BEVERAGE CORP NEW
33,579$3.1B49.72%
89
JKHYHENRY JACK & ASSOC INC
19,150$3.1B49.67%
90
NTGRNETGEAR INC
75,260$3.1B48.96%
91
SYYSYSCO CORP
40,309$3.0B47.92%
92
NVDANVIDIA CORPORATION
5,725$3.0B47.88%
93
PHPARKER-HANNIFIN CORP
10,879$3.0B47.46%
94
LULULULULEMON ATHLETICA INC
8,392$2.9B46.77%
95
PHMPULTE GROUP INC
67,305$2.9B46.47%
96
DDOMINION ENERGY INC
38,513$2.9B46.37%
97
TSCOTRACTOR SUPPLY CO
20,512$2.9B46.18%
98
URIUNITED RENTALS INC
12,389$2.9B46.00%
99
STLDSTEEL DYNAMICS INC
76,829$2.8B45.36%
100
CAGCONAGRA BRANDS INC
77,037$2.8B44.72%
Page 1 of 7Next