Institutional filer · CIK 0000934639

Maverick Capital Ltd reported holdings.

Reported positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.

Reported book

Filing lines parsed

Holdings published

Current reported holdings

Top 25 positions by filed value

As of 2026-06-30; filed 2026-08-14. Reported changes appear only when both exact quarter filing receipts are present.

Form 13F does not disclose ordinary short sales. PUT and CALL labels identify reported option positions; they do not prove the filer's net directional exposure or provide a live buy-or-short signal.
1
NVDANVIDIA CORPORATION

CUSIP 67066G104

Reported long

Filed value

Weight / quantity

Reported change

-118,134 sharesFiled value +$57.9M · +10.5%Prior receipt ↗
3
ASTERA LABS INC

CUSIP 04626A103

Reported long

Filed value

Weight / quantity

Reported change

+111,859 sharesFiled value +$410.8M · +392.3%Prior receipt ↗
4
INTCINTEL CORP

CUSIP 458140100

Reported long

Filed value

Weight / quantity

Reported change

+673,367 sharesFiled value +$380.1M · +287.5%Prior receipt ↗
5
GOOGALPHABET INC

CUSIP 02079K107

Reported long

Filed value

Weight / quantity

Reported change

+569,421 sharesFiled value +$259.2M · +103.5%Prior receipt ↗
6
AMZNAMAZON COM INC

CUSIP 023135106

Reported long

Filed value

Weight / quantity

Reported change

-297,121 sharesFiled value -$1.1M · -0.2%Prior receipt ↗
7
NU HLDGS LTD

CUSIP G6683N103

Reported long

Filed value

Weight / quantity

Reported change

+13,107,790 sharesFiled value +$152.5M · +47.3%Prior receipt ↗
9
GFL ENVIRONMENTAL INC

CUSIP 36168Q104

Reported long

Filed value

Weight / quantity

Reported change

+6,353,275 sharesFiled value +$214.7M · +133.7%Prior receipt ↗
10
NATERA INC

CUSIP 632307104

Reported long

Filed value

Weight / quantity

Reported change

+185,030 sharesFiled value +$134.0M · +57.2%Prior receipt ↗
12
DICKS SPORTING GOODS INC

CUSIP 253393102

Reported long

Filed value

Weight / quantity

Reported change

+428,970 sharesFiled value +$127.1M · +61.3%Prior receipt ↗
13
MSFTMICROSOFT CORP

CUSIP 594918104

Reported long

Filed value

Weight / quantity

Reported change

+106,728 sharesFiled value +$41.9M · +15.6%Prior receipt ↗
14
RTXRTX CORPORATION

CUSIP 75513E101

Reported long

Filed value

Weight / quantity

Reported change

+185,645 sharesFiled value +$30.9M · +11.7%Prior receipt ↗
15
COFCAPITAL ONE FINL CORP

CUSIP 14040H105

Reported long

Filed value

Weight / quantity

Reported change

+136,236 sharesFiled value +$50.0M · +22.0%Prior receipt ↗
16
REPLIGEN CORP

CUSIP 759916109

Reported long

Filed value

Weight / quantity

Reported change

+465,749 sharesFiled value +$91.8M · +51.3%Prior receipt ↗
17
PHILIP MORRIS INTL INC

CUSIP 718172109

Reported long

Filed value

Weight / quantity

Reported change

+889,809 sharesFiled value +$169.8M · +181.1%Prior receipt ↗
18
VVISA INC

CUSIP 92826C839

Reported long

Filed value

Weight / quantity

Reported change

-54,699 sharesFiled value +$14.2M · +5.8%Prior receipt ↗
19
BOSTON SCIENTIFIC CORP

CUSIP 101137107

Reported long

Filed value

Weight / quantity

Reported change

+1,742,464 sharesFiled value -$9.8M · -3.7%Prior receipt ↗
20
MONSTER BEVERAGE CORP NEW

CUSIP 61174X109

Reported long

Filed value

Weight / quantity

Reported change

+165,351 sharesFiled value +$74.2M · +41.6%Prior receipt ↗
21
DPC HOLDINGS PLC

CUSIP G2R11M108

Reported long

Filed value

Weight / quantity

Reported change

+5,126,868 sharesFiled value +$251.5MPrior receipt ↗
22
SNOWSNOWFLAKE INC

CUSIP 833445109

Reported long

Filed value

Weight / quantity

Reported change

+977,710 sharesFiled value +$248.8MPrior receipt ↗
23
INSMED INC

CUSIP 457669307

Reported long

Filed value

Weight / quantity

Reported change

+2,150,762 sharesFiled value +$229.3MPrior receipt ↗
24
SHERWIN WILLIAMS CO

CUSIP 824348106

Reported long

Filed value

Weight / quantity

Reported change

+183,174 sharesFiled value +$72.4M · +57.6%Prior receipt ↗
25
CAMDEN PPTY TR

CUSIP 133131102

Reported long

Filed value

Weight / quantity

Reported change

-160,586 sharesFiled value +$13.1M · +7.2%Prior receipt ↗

No longer reported

These positions appear in the prior filing and not in the current filing. That does not prove when or how the position changed.

Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.

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Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.