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 |
|---|---|---|---|---|---|---|---|---|
| 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 |