MAVERICK CAPITAL LTD
DALLAS TX · SEC CIK 0000934639
$86.70亿2026Q1 申报市值
241持仓数
40.0%前十大占比 · 第一大 6.4%
126 / 74新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LIN 新建仓+$2.11亿
INFQ 新建仓+$1.96亿
ABT 新建仓+$1.81亿
RGEN 新建仓+$1.79亿
NU 加仓+$1.54亿
2026Q1 卖出最多 按季末市值估算
UNP 清仓-$3.04亿
PM 减仓-$2.66亿
KVUE 重新持有-$2.06亿
MSFT 减仓-$1.57亿
TSM 减仓-$1.42亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -8,316 | -100.0% | -$200.55万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -17,151 | -100.0% | -$191.08万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -43,518 | -100.0% | -$179.86万 | 清仓 |
| QDEL | QUIDELORTHO CORP | $0 | 0.00% | 0 | -59,783 | -100.0% | -$170.74万 | 清仓 |
| AMBQ | AMBIQ MICRO INC | $0 | 0.00% | 0 | -59,248 | -100.0% | -$168.86万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -11,017 | -100.0% | -$166.67万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -9,383 | -100.0% | -$154.28万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -59,454 | -100.0% | -$152.20万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -8,531 | -100.0% | -$115.78万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -35,856 | -100.0% | -$114.52万 | 清仓 |
| SVV | SAVERS VALUE VLG INC | $0 | 0.00% | 0 | -119,479 | -100.0% | -$111.59万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -5,234 | -100.0% | -$102.13万 | 清仓 |
| ENR | ENERGIZER HLDGS INC NEW | $0 | 0.00% | 0 | -49,793 | -100.0% | -$99.04万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -15,624 | -100.0% | -$95.13万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -33,206 | -100.0% | -$92.55万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -9,670 | -100.0% | -$76.41万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -3,976 | -100.0% | -$57.06万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -19,460 | -100.0% | -$52.91万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -8,123 | -100.0% | -$49.73万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -817 | -100.0% | -$49.43万 | 清仓 |