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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $116.96万 | 0.01% | 3,924 | 3,924 | — | $116.96万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $116.77万 | 0.01% | 1,210 | 1,210 | — | $116.77万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $115.26万 | 0.01% | 6,785 | 6,785 | — | $115.26万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $114.87万 | 0.01% | 21,374 | -1,537 | -6.7% | -$8.26万 | 减仓 |
| — | CARIBOU BIOSCIENCES INC | $114.85万 | 0.01% | 652,542 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $113.83万 | 0.01% | 28,095 | 4,220 | 17.7% | $17.10万 | 加仓 |
| APH | AMPHENOL CORP | $113.25万 | 0.01% | 6,423 | 6,423 | — | $113.25万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $111.11万 | 0.01% | 1,456 | 1,456 | — | $111.11万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $107.39万 | 0.01% | 2,704 | 2,704 | — | $107.39万 | 新建仓 |
| QCOM | QUALCOMM INC | $102.41万 | 0.01% | 5,542 | 5,542 | — | $102.41万 | 新建仓 |
| TER | TERADYNE INC | $101.65万 | 0.01% | 2,101 | 2,101 | — | $101.65万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $99.00万 | 0.01% | 39,735 | -1,513 | -3.7% | -$3.77万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $94.45万 | 0.01% | 20,934 | 20,934 | — | $94.45万 | 新建仓 |
| COHR | COHERENT CORP | $91.44万 | 0.01% | 2,318 | -4,551 | -66.3% | -$179.52万 | 减仓 |
| MKSI | MKS INC. | $91.18万 | 0.01% | 2,050 | -5,236 | -71.9% | -$232.90万 | 减仓 |
| LOGI | LOGITECH INTL S A | $91.09万 | 0.01% | 9,722 | 3,174 | 48.5% | $29.74万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $88.55万 | 0.01% | 1,032 | -1,140 | -52.5% | -$97.82万 | 减仓 |
| ENTG | ENTEGRIS INC | $86.35万 | 0.01% | 4,801 | -8,058 | -62.7% | -$144.93万 | 减仓 |
| FLEX | FLEX LTD | $85.72万 | 0.01% | 5,289 | 5,289 | — | $85.72万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $83.58万 | 0.01% | 7,437 | 1,190 | 19.0% | $13.37万 | 加仓 |
| STM | STMICROELECTRONICS N V | $82.45万 | 0.01% | 11,010 | 11,010 | — | $82.45万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $81.97万 | 0.01% | 593 | 593 | — | $81.97万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $81.75万 | 0.01% | 18,255 | -14,660 | -44.5% | -$65.65万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $81.36万 | 0.01% | 1,959 | 1,959 | — | $81.36万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $80.28万 | 0.01% | 17,797 | 17,797 | — | $80.28万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $80.10万 | 0.01% | 2,288 | 2,288 | — | $80.10万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $79.96万 | 0.01% | 4,896 | 4,896 | — | $79.96万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $78.97万 | 0.01% | 2,904 | 2,904 | — | $78.97万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $78.53万 | 0.01% | 2,075 | 2,075 | — | $78.53万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $78.25万 | 0.01% | 28,759 | 28,759 | — | $78.25万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $77.64万 | 0.01% | 3,851 | 3,851 | — | $77.64万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $76.40万 | 0.01% | 8,860 | 8,860 | — | $76.40万 | 新建仓 |
| JBL | JABIL INC | $75.55万 | 0.01% | 1,960 | 1,960 | — | $75.55万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $75.43万 | 0.01% | 7,979 | 7,979 | — | $75.43万 | 新建仓 |
| NVMI | NOVA LTD | $72.86万 | 0.01% | 1,342 | 1,342 | — | $72.86万 | 新建仓 |
| FORM | FORMFACTOR INC | $72.83万 | 0.01% | 4,554 | 4,554 | — | $72.83万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $71.79万 | 0.01% | 5,035 | -15,274 | -75.2% | -$217.79万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $70.27万 | 0.01% | 10,094 | -32,130 | -76.1% | -$223.69万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $69.30万 | 0.01% | 2,659 | 2,659 | — | $69.30万 | 新建仓 |
| MXL | MAXLINEAR INC | $69.29万 | 0.01% | 5,412 | 5,412 | — | $69.29万 | 新建仓 |
| VICR | VICOR CORP | $68.55万 | 0.01% | 1,805 | 1,805 | — | $68.55万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $68.16万 | 0.01% | 1,792 | 1,792 | — | $68.16万 | 新建仓 |
| NTAP | NETAPP INC | $67.71万 | 0.01% | 4,375 | 4,375 | — | $67.71万 | 新建仓 |
| ACMR | ACM RESH INC | $67.44万 | 0.01% | 5,315 | 5,315 | — | $67.44万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $66.51万 | 0.01% | 4,348 | 4,348 | — | $66.51万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $65.92万 | 0.01% | 5,871 | -18,539 | -75.9% | -$208.16万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $65.71万 | 0.01% | 7,205 | 7,205 | — | $65.71万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $65.56万 | 0.01% | 2,239 | -4,248 | -65.5% | -$124.39万 | 减仓 |
| FFIV | F5 INC | $65.31万 | 0.01% | 1,570 | 1,570 | — | $65.31万 | 新建仓 |
| SITM | SITIME CORP | $64.94万 | 0.01% | 871 | 871 | — | $64.94万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $62.05万 | 0.01% | 4,188 | -12,005 | -74.1% | -$177.87万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $61.94万 | 0.01% | 2,317 | 2,317 | — | $61.94万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $61.57万 | 0.01% | 1,847 | -5,522 | -74.9% | -$184.06万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $61.18万 | 0.01% | 12,812 | -30,712 | -70.6% | -$146.65万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $60.22万 | 0.01% | 10,411 | 422 | 4.2% | $2.44万 | 重新持有 |
| AEIS | ADVANCED ENERGY INDS | $59.58万 | 0.01% | 1,598 | 1,598 | — | $59.58万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $59.02万 | 0.01% | 3,156 | 3,156 | — | $59.02万 | 新建仓 |
| CAMT | CAMTEK LTD | $58.89万 | 0.01% | 3,610 | 3,610 | — | $58.89万 | 新建仓 |
| SANM | SANMINA CORP | $58.21万 | 0.01% | 2,300 | 2,300 | — | $58.21万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $57.20万 | 0.01% | 4,309 | -8,719 | -66.9% | -$115.74万 | 减仓 |
| KGC | KINROSS GOLD CORP | $55.58万 | 0.00% | 23,498 | 3,520 | 17.6% | $8.33万 | 加仓 |
| LFUS | LITTELFUSE INC | $55.09万 | 0.00% | 1,210 | 1,210 | — | $55.09万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $54.01万 | 0.00% | 2,531 | 2,531 | — | $54.01万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $51.77万 | 0.00% | 4,262 | 493 | 13.1% | $5.99万 | 加仓 |
| AVT | AVNET INC | $51.26万 | 0.00% | 5,771 | 5,771 | — | $51.26万 | 新建仓 |
| LASR | NLIGHT INC | $51.05万 | 0.00% | 7,332 | 7,332 | — | $51.05万 | 新建仓 |
| SMTC | SEMTECH CORP | $49.88万 | 0.00% | 3,082 | 3,082 | — | $49.88万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $49.83万 | 0.00% | 2,630 | 2,630 | — | $49.83万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $49.37万 | 0.00% | 3,691 | 3,691 | — | $49.37万 | 新建仓 |
| B | BARRICK MNG CORP | $49.14万 | 0.00% | 13,378 | 2,402 | 21.9% | $8.82万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $47.39万 | 0.00% | 3,344 | 3,344 | — | $47.39万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $46.56万 | 0.00% | 14,383 | 14,383 | — | $46.56万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $46.49万 | 0.00% | 6,133 | 6,133 | — | $46.49万 | 新建仓 |
| DIOD | DIODES INC | $42.89万 | 0.00% | 3,919 | 3,919 | — | $42.89万 | 新建仓 |
| CLX | CLOROX CO DEL | $34.86万 | 0.00% | 3,653 | -12,833 | -77.8% | -$122.48万 | 减仓 |
| — | SKYWATER TECHNOLOGY INC | $32.84万 | 0.00% | 9,430 | 9,430 | — | $32.84万 | 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 |
| SLF | SUN LIFE FINANCIAL INC. | $23.38万 | 0.00% | 2,981 | 2,981 | — | $23.38万 | 新建仓 |
| — | CURIS INC | $6,194 | 0.00% | 49,554 | 0 | 0.0% | — | 不变 |
| 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 |