Maverick Capital
Maverick Capital’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
Largest 100 holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $611.6M | 5.5% | 3.1M | Reduced |
| 2 | AMDADVANCED MICRO DEVICES INC | $567.2M | 5.1% | 976.3K | Added |
| 3 | ALABASTERA LABS INC | $515.5M | 4.7% | 1.1M | Added |
| 4 | INTCINTEL CORP | $512.3M | 4.6% | 3.7M | Added |
| 5 | GOOGALPHABET INC | $509.5M | 4.6% | 1.4M | Added |
| 6 | AMZNAMAZON COM INC | $481.7M | 4.3% | 2.0M | Reduced |
| 7 | NU HLDGS LTD | $475.0M | 4.3% | 35.6M | Added |
| 8 | METAMETA PLATFORMS INC | $430.4M | 3.9% | 764.0K | New |
| 9 | GFL ENVIRONMENTAL INC | $375.3M | 3.4% | 10.2M | Added |
| 10 | NTRANATERA INC | $368.3M | 3.3% | 1.4M | Added |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | $339.9M | 3.1% | 711.8K | Reduced |
| 12 | DKSDICKS SPORTING GOODS INC | $334.3M | 3.0% | 1.5M | Added |
| 13 | MSFTMICROSOFT CORP | $310.5M | 2.8% | 832.4K | Added |
| 14 | RTXRTX CORPORATION | $294.2M | 2.7% | 1.6M | Added |
| 15 | COFCAPITAL ONE FINL CORP | $277.8M | 2.5% | 1.4M | Added |
| 16 | RGENREPLIGEN CORP | $270.8M | 2.4% | 2.0M | Added |
| 17 | PMPHILIP MORRIS INTL INC | $263.6M | 2.4% | 1.5M | Added |
| 18 | VVISA INC | $258.1M | 2.3% | 752.3K | Reduced |
| 19 | BSXBOSTON SCIENTIFIC CORP | $253.4M | 2.3% | 5.9M | Added |
| 20 | MNSTMONSTER BEVERAGE CORP NEW | $252.8M | 2.3% | 2.6M | Added |
| 21 | DPC HOLDINGS PLC | $251.5M | 2.3% | 5.1M | New |
| 22 | SNOWSNOWFLAKE INC | $248.8M | 2.2% | 977.7K | New |
| 23 | INSMINSMED INC | $229.3M | 2.1% | 2.2M | New |
| 24 | SHWSHERWIN WILLIAMS CO | $198.0M | 1.8% | 575.0K | Added |
| 25 | CPTCAMDEN PPTY TR | $195.5M | 1.8% | 1.7M | Reduced |
| 26 | VMCVULCAN MATLS CO | $188.0M | 1.7% | 637.3K | New |
| 27 | CVNACARVANA CO | $173.7M | 1.6% | 2.6M | Added |
| 28 | SWXSOUTHWEST GAS HLDGS INC | $167.6M | 1.5% | 1.9M | Reduced |
| 29 | KOCOCA COLA CO | $163.1M | 1.5% | 2.0M | Added |
| 30 | PFGCPERFORMANCE FOOD GROUP CO | $141.0M | 1.3% | 1.3M | New |
| 31 | VOYAVOYA FINANCIAL INC | $119.9M | 1.1% | 1.3M | New |
| 32 | NEWAMSTERDAM PHARMA COMPANY | $110.7M | 1.0% | 3.3M | Added |
| 33 | TECHBIO-TECHNE CORP | $108.5M | 1.0% | 1.5M | Reduced |
| 34 | ROIVANT SCIENCES LTD | $100.1M | 0.9% | 2.8M | Added |
| 35 | FLRFLUOR CORP | $97.3M | 0.9% | 1.9M | Added |
| 36 | VERADERMICS INC | $97.1M | 0.9% | 790.0K | New |
| 37 | MIRMIRION TECHNOLOGIES INC | $94.0M | 0.8% | 5.2M | Added |
| 38 | VAXCYTE INC | $93.8M | 0.8% | 1.6M | Added |
| 39 | NOVO-NORDISK A S | $79.3M | 0.7% | 1.7M | Reduced |
| 40 | COMPCOMPASS INC | $72.9M | 0.7% | 5.9M | Added |
| 41 | MMSIMERIT MED SYS INC | $67.9M | 0.6% | 978.6K | Added |
| 42 | BELITE BIO INC | $61.0M | 0.6% | 396.3K | New |
| 43 | WAVE LIFE SCIENCES LTD | $59.7M | 0.5% | 10.3M | Added |
| 44 | UNIQURE NV | $42.6M | 0.4% | 925.4K | Added |
| 45 | IVVDINVIVYD INC | $16.6M | 0.1% | 19.0M | — |
| 46 | ROCKET PHARMACEUTICALS INC | $13.4M | 0.1% | 3.9M | Added |
| 47 | ABIVAX SA | $5.3M | 0.0% | 40.0K | New |
| 48 | CLSCELESTICA INC | $4.7M | 0.0% | 12.8K | Added |
| 49 | PERRIGO CO PLC | $4.7M | 0.0% | 448.1K | New |
| 50 | MAGNUM ICE CREAM CO NV | $4.6M | 0.0% | 263.3K | New |
| 51 | NOVARTIS AG | $4.4M | 0.0% | 27.8K | Added |
| 52 | BUNGE GLOBAL SA | $4.3M | 0.0% | 40.0K | Added |
| 53 | PRMBPRIMO BRANDS CORPORATION | $4.1M | 0.0% | 167.2K | Reduced |
| 54 | BANK NOVA SCOTIA B C | $4.0M | 0.0% | 46.0K | Added |
| 55 | SEBSEABOARD CORP DEL | $3.9M | 0.0% | 863 | Added |
| 56 | JJSFJ & J SNACK FOODS CORP | $3.7M | 0.0% | 50.6K | New |
| 57 | TPBTURNING PT BRANDS INC | $3.7M | 0.0% | 43.5K | Added |
| 58 | MOALTRIA GROUP INC | $3.6M | 0.0% | 50.2K | Reduced |
| 59 | COCOVITA COCO CO INC | $3.4M | 0.0% | 51.7K | Reduced |
| 60 | KVUEKENVUE INC | $3.3M | 0.0% | 174.0K | Added |
| 61 | FRACTYL HEALTH INC | $3.2M | 0.0% | 4.0M | — |
| 62 | SJMSMUCKER J M CO | $3.1M | 0.0% | 27.7K | Reduced |
| 63 | BF.BBROWN FORMAN CORP | $3.0M | 0.0% | 114.3K | New |
| 64 | EPCEDGEWELL PERSONAL CARE CO | $2.9M | 0.0% | 108.1K | Reduced |
| 65 | SPBSPECTRUM BRANDS HOLDINGS INC | $2.8M | 0.0% | 32.8K | Reduced |
| 66 | CANADIAN NATL RY CO | $2.8M | 0.0% | 23.5K | Added |
| 67 | ELANELANCO ANIMAL HEALTH INC | $2.4M | 0.0% | 98.1K | Reduced |
| 68 | PBHPRESTIGE CONSMR HEALTHCARE I | $2.4M | 0.0% | 51.0K | New |
| 69 | BRITISH AMERN TOB PLC | $2.3M | 0.0% | 36.7K | Added |
| 70 | ALCON AG | $2.2M | 0.0% | 33.0K | Added |
| 71 | SANOFI SA | $2.2M | 0.0% | 51.6K | Added |
| 72 | COTYCOTY INC | $2.2M | 0.0% | 1.0M | Reduced |
| 73 | AVGOBROADCOM INC | $2.2M | 0.0% | 5.7K | New |
| 74 | KHCKRAFT HEINZ CO | $2.2M | 0.0% | 91.3K | New |
| 75 | UTZUTZ BRANDS INC | $2.0M | 0.0% | 253.5K | New |
| 76 | ASML HLDG NV | $1.9M | 0.0% | 980 | Reduced |
| 77 | REYNREYNOLDS CONSUMER PRODS INC | $1.9M | 0.0% | 72.1K | Added |
| 78 | MUMICRON TECHNOLOGY INC | $1.9M | 0.0% | 1.7K | New |
| 79 | KDPKEURIG DR PEPPER INC | $1.9M | 0.0% | 58.4K | Added |
| 80 | TFI INTERNATIONAL INC | $1.9M | 0.0% | 13.1K | Reduced |
| 81 | CANADIAN NAT RES LTD MED TER | $1.9M | 0.0% | 46.9K | Added |
| 82 | AMATAPPLIED MATLS INC | $1.8M | 0.0% | 2.5K | Reduced |
| 83 | LRCXLAM RESEARCH CORP | $1.8M | 0.0% | 4.1K | New |
| 84 | KLACKLA CORP | $1.7M | 0.0% | 5.6K | New |
| 85 | ANHEUSER BUSCH INBEV SA NV | $1.7M | 0.0% | 20.3K | Reduced |
| 86 | TSNTYSON FOODS INC | $1.6M | 0.0% | 28.3K | New |
| 87 | CSCOCISCO SYS INC | $1.4M | 0.0% | 11.7K | New |
| 88 | ARMARM HOLDINGS PLC | $1.4M | 0.0% | 3.8K | New |
| 89 | DEUTSCHE BK AG | $1.3M | 0.0% | 38.8K | Added |
| 90 | SNDKSANDISK CORP | $1.3M | 0.0% | 575 | New |
| 91 | GEVGE VERNOVA INC | $1.3M | 0.0% | 1.1K | New |
| 92 | DELLDELL TECHNOLOGIES INC | $1.3M | 0.0% | 2.9K | New |
| 93 | MRVLMARVELL TECHNOLOGY INC | $1.3M | 0.0% | 4.2K | Reduced |
| 94 | PANWPALO ALTO NETWORKS INC | $1.2M | 0.0% | 3.7K | New |
| 95 | GLWCORNING INC | $1.2M | 0.0% | 4.8K | Reduced |
| 96 | HSYHERSHEY CO | $1.2M | 0.0% | 6.9K | Reduced |
| 97 | CAGCONAGRA BRANDS INC | $1.2M | 0.0% | 89.7K | Reduced |
| 98 | WDCWESTERN DIGITAL CORP | $1.2M | 0.0% | 1.9K | New |
| 99 | TXNTEXAS INSTRS INC | $1.2M | 0.0% | 3.9K | New |
| 100 | SEAGATE TECHNOLOGY HLDNGS PL | $1.2M | 0.0% | 1.2K | New |
Not listed here: 77 further positions worth $54.2M (0.5% of the 13F). The complete list is in Maverick Capital’s 13F filings on EDGAR.
Sold out (Q2 2026)
AGX, LINDE PLC, INFLEQTION INC, ABT, DHR, MCD, MOH, CENTESSA PHARMACEUTICALS PLC, MELI, MDLN, ACHC, EVH, STUB, IPAR, NTSK, HRL, PICS NV, EXPE, FRPT, KMB, GL, NRG, ICON PLC, WCC, EAST WEST BANCORP INC, WAL, ENS, WDFC, SHINHAN FINANCIAL GROUP CO L, TECK RESOURCES LTD, SAIA, CRL, RRX, PINNACLE FINL PARTNERS INC, GMED, CFG, TKR, HBAN, OSK, SOUTHSTATE BK CORP, ITGR, HUDBAY MINERALS INC, TNL, EXE, AMTM, KBR, CCK, SAIC, MIDD, AGCO and 96 more
Do they hold anything you hold?
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From Maverick Capital’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.