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 |
|---|---|---|---|---|---|---|---|---|
| AGX | ARGAN INC | $0 | 0.00% | 0 | -464,759 | -100.0% | -$2.53亿 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -426,111 | -100.0% | -$2.11亿 | 清仓 |
| INFQ | INFLEQTION INC | $0 | 0.00% | 0 | -19,941,924 | -100.0% | -$1.96亿 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -1,758,160 | -100.0% | -$1.81亿 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -819,679 | -100.0% | -$1.55亿 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -294,100 | -100.0% | -$9,140.33万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -645,768 | -100.0% | -$8,608.09万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1,854,488 | -100.0% | -$7,366.03万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$6,275.00万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -26,894 | -100.0% | -$4,650.03万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -796,077 | -100.0% | -$3,542.54万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -1,314,116 | -100.0% | -$3,073.72万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD 看涨期权 | $0 | 0.00% | 0 | -1,156,000 | -100.0% | -$838.10万 | 清仓 |
| EVH | EVOLENT HEALTH INC | $0 | 0.00% | 0 | -2,572,763 | -100.0% | -$586.59万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | -931,473 | -100.0% | -$581.24万 | 清仓 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | -56,734 | -100.0% | -$515.37万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -465,736 | -100.0% | -$395.41万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -171,063 | -100.0% | -$387.46万 | 清仓 |
| — | PICS NV | $0 | 0.00% | 0 | -268,663 | -100.0% | -$280.75万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -9,513 | -100.0% | -$219.65万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -34,509 | -100.0% | -$203.47万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -19,028 | -100.0% | -$183.56万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -11,081 | -100.0% | -$154.21万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -10,537 | -100.0% | -$153.99万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -13,887 | -100.0% | -$153.67万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -5,555 | -100.0% | -$152.00万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -14,203 | -100.0% | -$151.63万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -21,081 | -100.0% | -$149.36万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -8,546 | -100.0% | -$148.46万 | 清仓 |
| WDFC | WD 40 CO | $0 | 0.00% | 0 | -7,212 | -100.0% | -$147.08万 | 清仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $0 | 0.00% | 0 | -23,804 | -100.0% | -$145.97万 | 清仓 |
| TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | -27,573 | -100.0% | -$142.68万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -4,030 | -100.0% | -$141.57万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -8,178 | -100.0% | -$141.07万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -7,377 | -100.0% | -$138.14万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -16,023 | -100.0% | -$138.02万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -15,660 | -100.0% | -$134.93万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -22,222 | -100.0% | -$133.27万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -13,221 | -100.0% | -$132.96万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -83,182 | -100.0% | -$130.18万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -8,497 | -100.0% | -$125.08万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -13,497 | -100.0% | -$124.87万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -14,051 | -100.0% | -$123.65万 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -59,037 | -100.0% | -$123.39万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -17,644 | -100.0% | -$122.08万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -11,017 | -100.0% | -$120.94万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -46,335 | -100.0% | -$120.84万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -32,606 | -100.0% | -$120.19万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -11,554 | -100.0% | -$115.83万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -12,079 | -100.0% | -$114.65万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -8,647 | -100.0% | -$114.64万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -9,653 | -100.0% | -$111.85万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -24,168 | -100.0% | -$109.19万 | 清仓 |
| ARCB | ARCBEST CORP | $0 | 0.00% | 0 | -11,094 | -100.0% | -$109.12万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -4,241 | -100.0% | -$107.93万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -34,543 | -100.0% | -$106.08万 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | -11,251 | -100.0% | -$103.81万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -22,341 | -100.0% | -$103.80万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -24,404 | -100.0% | -$103.67万 | 清仓 |
| RNST | RENASANT CORP | $0 | 0.00% | 0 | -27,863 | -100.0% | -$100.67万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | -69,510 | -100.0% | -$100.40万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -16,845 | -100.0% | -$99.55万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -63,799 | -100.0% | -$95.89万 | 清仓 |
| PII | POLARIS INC | $0 | 0.00% | 0 | -17,569 | -100.0% | -$95.75万 | 清仓 |
| LIVN | LIVANOVA PLC | $0 | 0.00% | 0 | -15,044 | -100.0% | -$95.62万 | 清仓 |
| AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | -25,650 | -100.0% | -$93.11万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -23,998 | -100.0% | -$92.44万 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | -22,089 | -100.0% | -$89.66万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -20,817 | -100.0% | -$88.35万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -65,283 | -100.0% | -$86.89万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -11,743 | -100.0% | -$85.44万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -37,398 | -100.0% | -$84.56万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -3,661 | -100.0% | -$83.65万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -9,847 | -100.0% | -$83.52万 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | -11,680 | -100.0% | -$80.85万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -27,267 | -100.0% | -$80.19万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -100,814 | -100.0% | -$79.04万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -8,189 | -100.0% | -$77.48万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -71,533 | -100.0% | -$77.47万 | 清仓 |
| PENG | PENGUIN SOLUTIONS INC | $0 | 0.00% | 0 | -43,794 | -100.0% | -$77.08万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -30,159 | -100.0% | -$76.91万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -11,970 | -100.0% | -$75.03万 | 清仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $0 | 0.00% | 0 | -75,723 | -100.0% | -$74.89万 | 清仓 |
| CRI | CARTERS INC | $0 | 0.00% | 0 | -20,796 | -100.0% | -$74.37万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -4,375 | -100.0% | -$73.68万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -11,489 | -100.0% | -$73.12万 | 清仓 |
| CAL | CALERES INC | $0 | 0.00% | 0 | -69,210 | -100.0% | -$72.95万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -31,602 | -100.0% | -$72.94万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -8,126 | -100.0% | -$72.80万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -67,891 | -100.0% | -$72.37万 | 清仓 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -14,316 | -100.0% | -$72.10万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -5,903 | -100.0% | -$71.54万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | -125,663 | -100.0% | -$71.25万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -12,507 | -100.0% | -$70.74万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,980 | -100.0% | -$70.52万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -7,317 | -100.0% | -$70.52万 | 清仓 |
| BHE | BENCHMARK ELECTRS INC | $0 | 0.00% | 0 | -12,535 | -100.0% | -$70.27万 | 清仓 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | -17,147 | -100.0% | -$69.99万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -3,216 | -100.0% | -$69.67万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1,431 | -100.0% | -$69.39万 | 清仓 |