MAVERICK CAPITAL LTD
DALLAS TX · SEC CIK 0000934639
$113.21亿2026Q2 申报市值
179持仓数
42.8%前十大占比 · 第一大 5.4%
80 / 148新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
META 新建仓+$4.30亿
DPC 新建仓+$2.52亿
GFL 加仓+$2.34亿
INSM 新建仓+$2.29亿
GOOG 加仓+$2.01亿
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$6.27亿
ASML 减仓-$5.12亿
LRCX 重新持有-$2.73亿
AGX 清仓-$2.53亿
TSM 减仓-$2.51亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -1,892 | -100.0% | -$68.72万 | 清仓 |
| TRUP | TRUPANION INC | $0 | 0.00% | 0 | -26,714 | -100.0% | -$68.41万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -22,583 | -100.0% | -$68.38万 | 清仓 |
| MAN | MANPOWERGROUP INC WIS | $0 | 0.00% | 0 | -23,129 | -100.0% | -$68.14万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -9,472 | -100.0% | -$68.03万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -8,121 | -100.0% | -$68.00万 | 清仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $0 | 0.00% | 0 | -72,108 | -100.0% | -$67.93万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -6,900 | -100.0% | -$67.88万 | 清仓 |
| WMK | WEIS MKTS INC | $0 | 0.00% | 0 | -9,908 | -100.0% | -$67.76万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,564 | -100.0% | -$67.62万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -3,442 | -100.0% | -$67.48万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -35,531 | -100.0% | -$67.30万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -4,193 | -100.0% | -$66.96万 | 清仓 |
| CHH | CHOICE HOTELS INTL INC | $0 | 0.00% | 0 | -6,401 | -100.0% | -$66.25万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -1,332 | -100.0% | -$65.80万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -12,288 | -100.0% | -$65.63万 | 清仓 |
| ERIE | ERIE INDTY CO | $0 | 0.00% | 0 | -2,590 | -100.0% | -$65.09万 | 清仓 |
| UHAL | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -13,621 | -100.0% | -$65.08万 | 清仓 |
| WINA | WINMARK CORP | $0 | 0.00% | 0 | -1,506 | -100.0% | -$64.39万 | 清仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $0 | 0.00% | 0 | -59,114 | -100.0% | -$64.02万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -19,943 | -100.0% | -$63.30万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,893 | -100.0% | -$62.45万 | 清仓 |
| WT | WISDOMTREE INC | $0 | 0.00% | 0 | -42,620 | -100.0% | -$62.05万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -10,609 | -100.0% | -$61.09万 | 清仓 |
| NOG | NORTHERN OIL & GAS INC | $0 | 0.00% | 0 | -20,601 | -100.0% | -$60.22万 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $0 | 0.00% | 0 | -27,560 | -100.0% | -$59.12万 | 清仓 |
| MITK | MITEK SYS INC | $0 | 0.00% | 0 | -43,649 | -100.0% | -$58.93万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -2,756 | -100.0% | -$54.01万 | 清仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $0 | 0.00% | 0 | -36,786 | -100.0% | -$53.45万 | 清仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $0 | 0.00% | 0 | -99,996 | -100.0% | -$51.50万 | 清仓 |
| ERO | ERO COPPER CORP | $0 | 0.00% | 0 | -19,271 | -100.0% | -$51.36万 | 清仓 |
| ASTE | ASTEC INDS INC | $0 | 0.00% | 0 | -9,472 | -100.0% | -$51.00万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -8,205 | -100.0% | -$46.32万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -6,359 | -100.0% | -$46.01万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -2,152 | -100.0% | -$45.20万 | 清仓 |
| MLKN | MILLERKNOLL INC | $0 | 0.00% | 0 | -30,710 | -100.0% | -$44.41万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -15,289 | -100.0% | -$43.60万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -2,475 | -100.0% | -$43.09万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -1,596 | -100.0% | -$42.58万 | 清仓 |
| CALY | CALLAWAY GOLF CO | $0 | 0.00% | 0 | -29,929 | -100.0% | -$41.54万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -1,305 | -100.0% | -$38.06万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -10,424 | -100.0% | -$36.98万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -2,373 | -100.0% | -$35.59万 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $0 | 0.00% | 0 | -11,036 | -100.0% | -$29.73万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -37,663 | -100.0% | -$25.72万 | 清仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $0 | 0.00% | 0 | -8,935 | -100.0% | -$25.12万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,717 | -100.0% | -$25.01万 | 清仓 |
| — | BYRNA TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,430 | -100.0% | -$16.92万 | 清仓 |
| — | CURIS INC | $6,194 | 0.00% | 49,554 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $23.38万 | 0.00% | 2,981 | 2,981 | — | $23.38万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $25.28万 | 0.00% | 3,202 | -30,238 | -90.4% | -$238.73万 | 重新持有 |
| — | SKYWATER TECHNOLOGY INC | $32.84万 | 0.00% | 9,430 | 9,430 | — | $32.84万 | 新建仓 |
| CLX | CLOROX CO DEL | $34.86万 | 0.00% | 3,653 | -12,833 | -77.8% | -$122.48万 | 减仓 |
| DIOD | DIODES INC | $42.89万 | 0.00% | 3,919 | 3,919 | — | $42.89万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $46.49万 | 0.00% | 6,133 | 6,133 | — | $46.49万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $46.56万 | 0.00% | 14,383 | 14,383 | — | $46.56万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $47.39万 | 0.00% | 3,344 | 3,344 | — | $47.39万 | 新建仓 |
| B | BARRICK MNG CORP | $49.14万 | 0.00% | 13,378 | 2,402 | 21.9% | $8.82万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $49.37万 | 0.00% | 3,691 | 3,691 | — | $49.37万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $49.83万 | 0.00% | 2,630 | 2,630 | — | $49.83万 | 新建仓 |
| SMTC | SEMTECH CORP | $49.88万 | 0.00% | 3,082 | 3,082 | — | $49.88万 | 新建仓 |
| LASR | NLIGHT INC | $51.05万 | 0.00% | 7,332 | 7,332 | — | $51.05万 | 新建仓 |
| AVT | AVNET INC | $51.26万 | 0.00% | 5,771 | 5,771 | — | $51.26万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $51.77万 | 0.00% | 4,262 | 493 | 13.1% | $5.99万 | 加仓 |
| ARW | ARROW ELECTRS INC | $54.01万 | 0.00% | 2,531 | 2,531 | — | $54.01万 | 新建仓 |
| LFUS | LITTELFUSE INC | $55.09万 | 0.00% | 1,210 | 1,210 | — | $55.09万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $55.58万 | 0.00% | 23,498 | 3,520 | 17.6% | $8.33万 | 加仓 |
| RMBS | RAMBUS INC DEL | $57.20万 | 0.01% | 4,309 | -8,719 | -66.9% | -$115.74万 | 减仓 |
| SANM | SANMINA CORP | $58.21万 | 0.01% | 2,300 | 2,300 | — | $58.21万 | 新建仓 |
| CAMT | CAMTEK LTD | $58.89万 | 0.01% | 3,610 | 3,610 | — | $58.89万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $59.02万 | 0.01% | 3,156 | 3,156 | — | $59.02万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $59.58万 | 0.01% | 1,598 | 1,598 | — | $59.58万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $60.22万 | 0.01% | 10,411 | 422 | 4.2% | $2.44万 | 重新持有 |
| ESI | ELEMENT SOLUTIONS INC | $61.18万 | 0.01% | 12,812 | -30,712 | -70.6% | -$146.65万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $61.57万 | 0.01% | 1,847 | -5,522 | -74.9% | -$184.06万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $61.94万 | 0.01% | 2,317 | 2,317 | — | $61.94万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $62.05万 | 0.01% | 4,188 | -12,005 | -74.1% | -$177.87万 | 减仓 |
| SITM | SITIME CORP | $64.94万 | 0.01% | 871 | 871 | — | $64.94万 | 新建仓 |
| FFIV | F5 INC | $65.31万 | 0.01% | 1,570 | 1,570 | — | $65.31万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $65.56万 | 0.01% | 2,239 | -4,248 | -65.5% | -$124.39万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $65.71万 | 0.01% | 7,205 | 7,205 | — | $65.71万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $65.92万 | 0.01% | 5,871 | -18,539 | -75.9% | -$208.16万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $66.51万 | 0.01% | 4,348 | 4,348 | — | $66.51万 | 新建仓 |
| ACMR | ACM RESH INC | $67.44万 | 0.01% | 5,315 | 5,315 | — | $67.44万 | 新建仓 |
| NTAP | NETAPP INC | $67.71万 | 0.01% | 4,375 | 4,375 | — | $67.71万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $68.16万 | 0.01% | 1,792 | 1,792 | — | $68.16万 | 新建仓 |
| VICR | VICOR CORP | $68.55万 | 0.01% | 1,805 | 1,805 | — | $68.55万 | 新建仓 |
| MXL | MAXLINEAR INC | $69.29万 | 0.01% | 5,412 | 5,412 | — | $69.29万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $69.30万 | 0.01% | 2,659 | 2,659 | — | $69.30万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $70.27万 | 0.01% | 10,094 | -32,130 | -76.1% | -$223.69万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $71.79万 | 0.01% | 5,035 | -15,274 | -75.2% | -$217.79万 | 减仓 |
| FORM | FORMFACTOR INC | $72.83万 | 0.01% | 4,554 | 4,554 | — | $72.83万 | 新建仓 |
| NVMI | NOVA LTD | $72.86万 | 0.01% | 1,342 | 1,342 | — | $72.86万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $75.43万 | 0.01% | 7,979 | 7,979 | — | $75.43万 | 新建仓 |
| JBL | JABIL INC | $75.55万 | 0.01% | 1,960 | 1,960 | — | $75.55万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $76.40万 | 0.01% | 8,860 | 8,860 | — | $76.40万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $77.64万 | 0.01% | 3,851 | 3,851 | — | $77.64万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $78.25万 | 0.01% | 28,759 | 28,759 | — | $78.25万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $78.53万 | 0.01% | 2,075 | 2,075 | — | $78.53万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $78.97万 | 0.01% | 2,904 | 2,904 | — | $78.97万 | 新建仓 |