analyzeportfolio
Growth

Maverick Capital

Maverick Capital’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.

13F value
$11.08B
reported long US equity
Positions
177
US-listed holdings
New this quarter
84
146 exited
Reporting period
Q2 2026
vs Q1 2026

Holdings

#HoldingValue% of 13FSharesChange
1NVDANVIDIA CORPORATION$611.6M5.5%3.1MReduced
2AMDADVANCED MICRO DEVICES INC$567.2M5.1%976.3KAdded
3ALABASTERA LABS INC$515.5M4.7%1.1MAdded
4INTCINTEL CORP$512.3M4.6%3.7MAdded
5GOOGALPHABET INC$509.5M4.6%1.4MAdded
6AMZNAMAZON COM INC$481.7M4.3%2.0MReduced
7NU HLDGS LTD$475.0M4.3%35.6MAdded
8METAMETA PLATFORMS INC$430.4M3.9%764.0KNew
9GFL ENVIRONMENTAL INC$375.3M3.4%10.2MAdded
10NTRANATERA INC$368.3M3.3%1.4MAdded
11TAIWAN SEMICONDUCTOR MANUFAC$339.9M3.1%711.8KReduced
12DKSDICKS SPORTING GOODS INC$334.3M3.0%1.5MAdded
13MSFTMICROSOFT CORP$310.5M2.8%832.4KAdded
14RTXRTX CORPORATION$294.2M2.7%1.6MAdded
15COFCAPITAL ONE FINL CORP$277.8M2.5%1.4MAdded
16RGENREPLIGEN CORP$270.8M2.4%2.0MAdded
17PMPHILIP MORRIS INTL INC$263.6M2.4%1.5MAdded
18VVISA INC$258.1M2.3%752.3KReduced
19BSXBOSTON SCIENTIFIC CORP$253.4M2.3%5.9MAdded
20MNSTMONSTER BEVERAGE CORP NEW$252.8M2.3%2.6MAdded
21DPC HOLDINGS PLC$251.5M2.3%5.1MNew
22SNOWSNOWFLAKE INC$248.8M2.2%977.7KNew
23INSMINSMED INC$229.3M2.1%2.2MNew
24SHWSHERWIN WILLIAMS CO$198.0M1.8%575.0KAdded
25CPTCAMDEN PPTY TR$195.5M1.8%1.7MReduced
26VMCVULCAN MATLS CO$188.0M1.7%637.3KNew
27CVNACARVANA CO$173.7M1.6%2.6MAdded
28SWXSOUTHWEST GAS HLDGS INC$167.6M1.5%1.9MReduced
29KOCOCA COLA CO$163.1M1.5%2.0MAdded
30PFGCPERFORMANCE FOOD GROUP CO$141.0M1.3%1.3MNew
31VOYAVOYA FINANCIAL INC$119.9M1.1%1.3MNew
32NEWAMSTERDAM PHARMA COMPANY$110.7M1.0%3.3MAdded
33TECHBIO-TECHNE CORP$108.5M1.0%1.5MReduced
34ROIVANT SCIENCES LTD$100.1M0.9%2.8MAdded
35FLRFLUOR CORP$97.3M0.9%1.9MAdded
36VERADERMICS INC$97.1M0.9%790.0KNew
37MIRMIRION TECHNOLOGIES INC$94.0M0.8%5.2MAdded
38VAXCYTE INC$93.8M0.8%1.6MAdded
39NOVO-NORDISK A S$79.3M0.7%1.7MReduced
40COMPCOMPASS INC$72.9M0.7%5.9MAdded
41MMSIMERIT MED SYS INC$67.9M0.6%978.6KAdded
42BELITE BIO INC$61.0M0.6%396.3KNew
43WAVE LIFE SCIENCES LTD$59.7M0.5%10.3MAdded
44UNIQURE NV$42.6M0.4%925.4KAdded
45IVVDINVIVYD INC$16.6M0.1%19.0M
46ROCKET PHARMACEUTICALS INC$13.4M0.1%3.9MAdded
47ABIVAX SA$5.3M0.0%40.0KNew
48CLSCELESTICA INC$4.7M0.0%12.8KAdded
49PERRIGO CO PLC$4.7M0.0%448.1KNew
50MAGNUM ICE CREAM CO NV$4.6M0.0%263.3KNew
51NOVARTIS AG$4.4M0.0%27.8KAdded
52BUNGE GLOBAL SA$4.3M0.0%40.0KAdded
53PRMBPRIMO BRANDS CORPORATION$4.1M0.0%167.2KReduced
54BANK NOVA SCOTIA B C$4.0M0.0%46.0KAdded
55SEBSEABOARD CORP DEL$3.9M0.0%863Added
56JJSFJ & J SNACK FOODS CORP$3.7M0.0%50.6KNew
57TPBTURNING PT BRANDS INC$3.7M0.0%43.5KAdded
58MOALTRIA GROUP INC$3.6M0.0%50.2KReduced
59COCOVITA COCO CO INC$3.4M0.0%51.7KReduced
60KVUEKENVUE INC$3.3M0.0%174.0KAdded
61FRACTYL HEALTH INC$3.2M0.0%4.0M
62SJMSMUCKER J M CO$3.1M0.0%27.7KReduced
63BF.BBROWN FORMAN CORP$3.0M0.0%114.3KNew
64EPCEDGEWELL PERSONAL CARE CO$2.9M0.0%108.1KReduced
65SPBSPECTRUM BRANDS HOLDINGS INC$2.8M0.0%32.8KReduced
66CANADIAN NATL RY CO$2.8M0.0%23.5KAdded
67ELANELANCO ANIMAL HEALTH INC$2.4M0.0%98.1KReduced
68PBHPRESTIGE CONSMR HEALTHCARE I$2.4M0.0%51.0KNew
69BRITISH AMERN TOB PLC$2.3M0.0%36.7KAdded
70ALCON AG$2.2M0.0%33.0KAdded
71SANOFI SA$2.2M0.0%51.6KAdded
72COTYCOTY INC$2.2M0.0%1.0MReduced
73AVGOBROADCOM INC$2.2M0.0%5.7KNew
74KHCKRAFT HEINZ CO$2.2M0.0%91.3KNew
75UTZUTZ BRANDS INC$2.0M0.0%253.5KNew
76ASML HLDG NV$1.9M0.0%980Reduced
77REYNREYNOLDS CONSUMER PRODS INC$1.9M0.0%72.1KAdded
78MUMICRON TECHNOLOGY INC$1.9M0.0%1.7KNew
79KDPKEURIG DR PEPPER INC$1.9M0.0%58.4KAdded
80TFI INTERNATIONAL INC$1.9M0.0%13.1KReduced
81CANADIAN NAT RES LTD MED TER$1.9M0.0%46.9KAdded
82AMATAPPLIED MATLS INC$1.8M0.0%2.5KReduced
83LRCXLAM RESEARCH CORP$1.8M0.0%4.1KNew
84KLACKLA CORP$1.7M0.0%5.6KNew
85ANHEUSER BUSCH INBEV SA NV$1.7M0.0%20.3KReduced
86TSNTYSON FOODS INC$1.6M0.0%28.3KNew
87CSCOCISCO SYS INC$1.4M0.0%11.7KNew
88ARMARM HOLDINGS PLC$1.4M0.0%3.8KNew
89DEUTSCHE BK AG$1.3M0.0%38.8KAdded
90SNDKSANDISK CORP$1.3M0.0%575New
91GEVGE VERNOVA INC$1.3M0.0%1.1KNew
92DELLDELL TECHNOLOGIES INC$1.3M0.0%2.9KNew
93MRVLMARVELL TECHNOLOGY INC$1.3M0.0%4.2KReduced
94PANWPALO ALTO NETWORKS INC$1.2M0.0%3.7KNew
95GLWCORNING INC$1.2M0.0%4.8KReduced
96HSYHERSHEY CO$1.2M0.0%6.9KReduced
97CAGCONAGRA BRANDS INC$1.2M0.0%89.7KReduced
98WDCWESTERN DIGITAL CORP$1.2M0.0%1.9KNew
99TXNTEXAS INSTRS INC$1.2M0.0%3.9KNew
100SEAGATE TECHNOLOGY HLDNGS PL$1.2M0.0%1.2KNew
101ANETARISTA NETWORKS INC$1.2M0.0%6.8KNew
102SUNCOR ENERGY INC NEW$1.1M0.0%21.4KReduced
103CRBUCARIBOU BIOSCIENCES INC$1.1M0.0%652.5K
104MANULIFE FINL CORP$1.1M0.0%28.1KAdded
105APHAMPHENOL CORP$1.1M0.0%6.4KNew
106CRWDCROWDSTRIKE HLDGS INC$1.1M0.0%1.5KNew
107ADIANALOG DEVICES INC$1.1M0.0%2.7KNew
108QCOMQUALCOMM INC$1.0M0.0%5.5KNew
109TERTERADYNE INC$1.0M0.0%2.1KNew
110CENOVUS ENERGY INC$989,9660.0%39.7KReduced
111ASE TECHNOLOGY HLDG CO LTD$944,5420.0%20.9KNew
112COHRCOHERENT CORP$914,3810.0%2.3KReduced
113MKSIMKS INC.$911,8400.0%2.0KReduced
114LOGITECH INTL S A$910,9360.0%9.7KAdded
115LITELUMENTUM HLDGS INC$885,5180.0%1.0KReduced
116ENTGENTEGRIS INC$863,5080.0%4.8KReduced
117FLEX LTD$857,1880.0%5.3KNew
118WHEATON PRECIOUS METALS CORP$835,7560.0%7.4KAdded
119STMSTMICROELECTRONICS N V$824,5390.0%11.0KNew
120MPWRMONOLITHIC PWR SYS INC$819,7390.0%593New
121PAN AMERN SILVER CORP$817,5500.0%18.3KReduced
122MSIMOTOROLA SOLUTIONS INC$813,5530.0%2.0KNew
123HPEHEWLETT PACKARD ENTERPRISE C$802,8230.0%17.8KNew
124KEYSKEYSIGHT TECHNOLOGIES INC$800,9600.0%2.3KNew
125QQNITY ELECTRONICS INC$799,5660.0%4.9KNew
126CREDO TECHNOLOGY GROUP HOLDI$789,7430.0%2.9KNew
127ONTOONTO INNOVATION INC$785,2840.0%2.1KNew
128UNITED MICROELECTRONICS CORP$782,5320.0%28.8KNew
129TE CONNECTIVITY PLC$776,4000.0%3.9KNew
130AMKRAMKOR TECHNOLOGY INC$763,9980.0%8.9KNew
131JBLJABIL INC$755,5410.0%2.0KNew
132ONON SEMICONDUCTOR CORP$754,3350.0%8.0KNew
133NOVA LTD$728,6250.0%1.3KNew
134FORMFORMFACTOR INC$728,3210.0%4.6KNew
135UCTTULTRA CLEAN HLDGS INC$717,9410.0%5.0KReduced
136ALGMALLEGRO MICROSYSTEMS INC$702,7440.0%10.1KReduced
137TOWER SEMICONDUCTOR LTD$693,0420.0%2.7KNew
138MXLMAXLINEAR INC$692,8980.0%5.4KNew
139VICRVICOR CORP$685,5030.0%1.8KNew
140MTSIMACOM TECH SOLUTIONS HLDGS I$681,6230.0%1.8KNew
141NTAPNETAPP INC$677,0750.0%4.4KNew
142ACMRACM RESH INC$674,4200.0%5.3KNew
143LSCCLATTICE SEMICONDUCTOR CORP$665,0700.0%4.3KNew
144ICHOR HOLDINGS$659,1960.0%5.9KReduced
145MCHPMICROCHIP TECHNOLOGY INC.$657,0960.0%7.2KNew
146GNRCGENERAC HLDGS INC$655,6020.0%2.2KReduced
147FFIVF5 INC$653,0570.0%1.6KNew
148SITMSITIME CORP$649,3830.0%871New
149AAOIAPPLIED OPTOELECTRONICS INC$620,4940.0%4.2KReduced
150SNXTD SYNNEX CORPORATION$619,4270.0%2.3KNew
151SIMOSILICON MOTION TECHNOLOGY CO$615,6610.0%1.8KReduced
152ESIELEMENT SOLUTIONS INC$611,7730.0%12.8KReduced
153MDLZMONDELEZ INTL INC$602,1720.0%10.4KNew
154AEISADVANCED ENERGY INDS$595,8460.0%1.6KNew
155TTMITTM TECHNOLOGIES INC$590,2350.0%3.2KNew
156CAMTEK LTD$588,8630.0%3.6KNew
157SANMSANMINA CORP$582,0840.0%2.3KNew
158RMBSRAMBUS INC DEL$571,9770.0%4.3KReduced
159KINROSS GOLD CORP$555,8060.0%23.5KAdded
160LFUSLITTELFUSE INC$550,9490.0%1.2KNew
161ARWARROW ELECTRS INC$540,1410.0%2.5KNew
162TORONTO DOMINION BK ONT$517,6820.0%4.3KAdded
163AVTAVNET INC$512,5800.0%5.8KNew
164LASRNLIGHT INC$510,4540.0%7.3KNew
165SMTCSEMTECH CORP$498,8220.0%3.1KNew
166ACLSAXCELIS TECHNOLOGIES INC$498,2540.0%2.6KNew
167KLICKULICKE & SOFFA INDS INC$493,7080.0%3.7KNew
168BARRICK MNG CORP$491,4250.0%13.4KAdded
169CVLTCOMMVAULT SYS INC$473,9450.0%3.3KNew
170EXTREXTREME NETWORKS INC$465,5780.0%14.4KNew
171VECOVEECO INSTRS INC DEL$464,8810.0%6.1KNew
172DIODDIODES INC$428,8950.0%3.9KNew
173CLXCLOROX CO DEL$348,6420.0%3.7KReduced
174SKYTSKYWATER TECHNOLOGY INC$328,3530.0%9.4KNew
175ELLAUDER ESTEE COS INC$252,7980.0%3.2KNew
176SUN LIFE FINANCIAL INC.$233,8110.0%3.0KNew
177CURIS INC$6,1940.0%49.6K

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, RRC, ARCB, RGLD, MTCH, MSM, FITB, LAZ, RENASANT CORP, EQUINOX GOLD CORP, TEX, PENN, PII, LIVANOVA PLC, AVNT, ABM, CXT, AR, HUN, BC, GATES INDL CORP PLC, FIVE, ACM, CRC, WERN, AVTR, ROKU, PTEN, PENG, MOS, LMND, HLX, CRI, BKNG, EQT, CAL, SIRI, SBUX, TRIP, BKE, TGT, LZ, RBLX, FDX, DIS, BHE, LIF, ROST, SPOTIFY TECHNOLOGY S A, SNA, TRUP, SMA, MAN, CVS, NYT, IART, UPS, WMK, INTU, DRI, JAMES HARDIE INDS PLC, TJX, CHH, MUSA, ROL, ERIE, UHAL, WINA, PLAY, HRB, CHTR, WT, KNX, NOG, CON, MITK, DGX, CMCO, JBI, ERO COPPER CORP, ASTE, ASO, KR, TMUS, MLKN, CNK, DAVE, LH, CALY, TRV, CELH, STZ, LTH, CWH, CBRL, OLLI, BYRN

Do they hold anything you hold?

Paste your tickers and see which of them Maverick Capital and the other tracked managers reported owning in their latest 13F filings. Free, and no account needed.

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.