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MAVERICK CAPITAL LTD
13F-HR

Q1 2018

Period Mar 31, 2018Filed May 15, 2018View on EDGAR ↗
Compare vs4 quarters back (Q1 2017)
Positions
218
Total value
$7.75B
Top 10 concentration
46.7%
New positions
163

Holdings · 218

#Class
1FACEBOOK INC
META · 30303M102
CL A$491.14M6.34%3,073,670-11.4%
2ALPHABET INC
GOOG · 02079K107
CAP STK CL C$473.22M6.11%458,636+24.7%
3UNIVERSAL HLTH SVCS INC
UHS · 913903100
CL B$455.88M5.88%3,850,048-22.3%
4MICROSOFT CORP
MSFT · 594918104
COM$380.24M4.91%4,166,070New
5
ENVISION HEALTHCARE CORP
29414D100
COM$362.23M4.67%9,425,801+207.5%
6VISA INC
V · 92826C839
COM CL A$321.48M4.15%2,687,532New
7INTEL CORP
INTC · 458140100
COM$311.12M4.01%5,973,804New
8
DOWDUPONT INC
26078J100
COM$295.15M3.81%4,632,671New
9WASTE CONNECTIONS INC
WCN · 94106B101
COM$273.48M3.53%3,812,042-25.4%
10
SHIRE PLC
82481R106
SPONSORED ADR$255.97M3.30%1,713,431+5.8%
11MOHAWK INDS INC
MHK · 608190104
COM$245.9M3.17%1,058,922New
12ADOBE SYS INC
ADBE · 00724F101
COM$234.47M3.03%1,085,115-74.6%
13T MOBILE US INC
TMUS · 872590104
COM$218.98M2.83%3,587,404New
14ALIBABA GROUP HLDG LTD
BABA · 01609W102
SPONSORED ADS$204.41M2.64%1,113,702New
15LOWES COS INC
LOW · 548661107
COM$182.05M2.35%2,074,670New
16SCHWAB CHARLES CORP NEW
SCHW · 808513105
COM$177.98M2.30%3,408,259New
17ANHEUSER BUSCH INBEV SA/NV
BUD · 03524A108
SPONSORED ADR$121.02M1.56%1,100,813-32.4%
18DXC TECHNOLOGY CO
DXC · 23355L106
COM$112.85M1.46%1,122,584New
19MOLSON COORS BREWING CO
TAP · 60871R209
CL B$81.49M1.05%1,081,747New
20SNAP INC
SNAP · 83304A106
CL A$80.54M1.04%5,075,029New
21IMPAX LABORATORIES INC
IPXLEUR · 45256B101
COM$78.64M1.01%4,043,203+3743.3%
22MGM RESORTS INTERNATIONAL
MGM · 552953101
COM$78.46M1.01%2,240,443New
23BRITISH AMERN TOB PLC
BTI · 110448107
SPONSORED ADR$77.17M1.00%1,337,673New
24PHILIP MORRIS INTL INC
PM · 718172109
COM$72.66M0.94%731,009+2736.7%
25FLEETCOR TECHNOLOGIES INC
FLT1EUR · 339041105
COM$72.23M0.93%356,704-16.1%
26CENTENE CORP DEL
CNC · 15135B101
COM$68.53M0.88%641,262New
27INPHI CORP
IPHI · 45772F107
COM$66.88M0.86%2,222,073New
28LAS VEGAS SANDS CORP
LVS · 517834107
COM$63.73M0.82%886,310+74.2%
29TIFFANY & CO NEW
TIFEUR · 886547108
COM$47.7M0.62%488,400New
30LULULEMON ATHLETICA INC
LULU · 550021109
COM$39.82M0.51%446,850+917.6%
31CIENA CORP
CIEN · 171779309
COM NEW$37.93M0.49%1,464,594New
32AVIS BUDGET GROUP
CAR · 053774105
COM$36.83M0.48%786,320New
33RALPH LAUREN CORP
RL · 751212101
CL A$34.1M0.44%305,040New
34URBAN OUTFITTERS INC
URBN · 917047102
COM$31M0.40%838,640New
35MEDICINES CO
MDCOUSD · 584688105
COM$29.85M0.39%906,251New
36WINGSTOP INC
WING · 974155103
COM$29.59M0.38%626,500New
37WEIGHT WATCHERS INTL INC NEW
WTWEUR · 948626106
COM$28.43M0.37%446,187+20311.1%
38TAPESTRY INC
TPR · 876030107
COM$27.92M0.36%530,730New
39V F CORP
VFC · 918204108
COM$26.08M0.34%351,820New
40PACIFIC BIOSCIENCES CALIF IN
PACB · 69404D108
COM$24.96M0.32%12,173,094+34.2%
41DOMINOS PIZZA INC
DPZ · 25754A201
COM$24.7M0.32%105,740+603.1%
42ETSY INC
ETSY · 29786A106
COM$24.22M0.31%863,250New
43AMERICAN EAGLE OUTFITTERS NE
AEO · 02553E106
COM$23.84M0.31%1,196,200New
44HIBBETT SPORTS INC
HB6 · 428567101
COM$23.41M0.30%977,460New
45TJX COS INC NEW
TJX · 872540109
COM$23.39M0.30%286,740+699.4%
46BRINKER INTL INC
EAT · 109641100
COM$22.87M0.30%633,380New
47FIVE BELOW INC
FIVE · 33829M101
COM$22.5M0.29%306,840New
48BJS RESTAURANTS INC
BJRI · 09180C106
COM$21.61M0.28%481,360New
49
GRUBHUB INC
400110102
COM$20.73M0.27%204,300New
50OLLIES BARGAIN OUTLT HLDGS I
OLLI · 681116109
COM$19.93M0.26%330,490New
51DINE BRANDS GLOBAL INC
DIN · 254423106
COM$19.57M0.25%298,450New
52NIKE INC
NKE · 654106103
CL B$19.55M0.25%294,250New
53TAILORED BRANDS INC
TLRDQ · 87403A107
COM$18.84M0.24%751,770New
54FOOT LOCKER INC
WOO · 344849104
COM$18.82M0.24%413,337+1018.6%
55BED BATH & BEYOND INC
BBBY · 075896100
COM$18.29M0.24%871,349New
56DOLLAR TREE INC
DLTR · 256746108
COM$17.22M0.22%181,490-95.8%
57NETFLIX INC
NFLX · 64110L106
COM$16.63M0.21%56,310New
58WOLVERINE WORLD WIDE INC
WWW · 978097103
COM$16.61M0.21%574,803New
59WILLIAMS SONOMA INC
WSM · 969904101
COM$15.92M0.21%301,750New
60STARBUCKS CORP
SBUX · 855244109
COM$15.79M0.20%272,680New
61SEAWORLD ENTMT INC
PRKS · 81282V100
COM$14.84M0.19%1,000,720New
62BLOOMIN BRANDS INC
BLMN · 094235108
COM$14.6M0.19%601,381New
63WENDYS CO
WEN · 95058W100
COM$14.54M0.19%828,510New
64CHILDRENS PL INC
PLCE · 168905107
COM$14.18M0.18%104,850New
65COLUMBIA SPORTSWEAR CO
COLM · 198516106
COM$13.16M0.17%172,140New
66GRAND CANYON ED INC
LOPE · 38526M106
COM$12.97M0.17%123,620New
67ELECTRONIC ARTS INC
EA · 285512109
COM$12.93M0.17%106,670+229.0%
68O REILLY AUTOMOTIVE INC NEW
ORLY · 67103H107
COM$12.87M0.17%52,030-89.7%
69JOHNSON & JOHNSON
JNJ · 478160104
COM$12.66M0.16%98,820+327.4%
70INTUITIVE SURGICAL INC
ISRG · 46120E602
COM NEW$12.6M0.16%30,530New
71COGNIZANT TECHNOLOGY SOLUTIO
CTSH · 192446102
CL A$12.6M0.16%156,520New
72WELLCARE HEALTH PLANS INC
WCGEUR · 94946T106
COM$12.51M0.16%64,610New
73HOMOLOGY MEDICINES INC
FIXXEUR · 438083107
COM$12.45M0.16%717,793New
74S&P GLOBAL INC
SPGI · 78409V104
COM$12.29M0.16%64,340+194.1%
75ADVANCE AUTO PARTS INC
AAP · 00751Y106
COM$12.17M0.16%102,650New
76HUMANA INC
HUM · 444859102
COM$12.14M0.16%45,140New
77LEAR CORP
LEA · 521865204
COM NEW$11.98M0.15%64,360+224.7%
78TWITTER INC
TWTRUSD · 90184L102
COM$11.95M0.15%412,050New
79NVIDIA CORP
NVDA · 67066G104
COM$11.94M0.15%51,540+82.5%
80EBAY INC
EBAY · 278642103
COM$11.92M0.15%296,200+366.9%
81GENERAC HLDGS INC
GNRC · 368736104
COM$11.89M0.15%258,870New
82NORDSTROM INC
JWNUSD · 655664100
COM$11.89M0.15%245,517New
83ALCOA CORP
AA · 013872106
COM$11.83M0.15%263,070New
84AKORN INC
AKRXEUR · 009728106
COM$11.42M0.15%610,460+363.3%
85BOOKING HLDGS INC
BKNG · 09857L108
COM$11.25M0.15%5,408New
86BOEING CO
BA · 097023105
COM$11.23M0.14%34,250New
87SPIRIT AEROSYSTEMS HLDGS INC
S9Q · 848574109
COM CL A$11.17M0.14%133,440+190.7%
88SPROUTS FMRS MKT INC
SFM · 85208M102
COM$11.09M0.14%472,550New
89WATERS CORP
WAT · 941848103
COM$11.03M0.14%55,500New
90TAKE-TWO INTERACTIVE SOFTWAR
TTWO · 874054109
COM$10.95M0.14%112,010+129.6%
91ON SEMICONDUCTOR CORP
ON · 682189105
COM$10.76M0.14%439,810New
92ENTEGRIS INC
ENTG · 29362U104
COM$10.53M0.14%302,560New
93EDWARDS LIFESCIENCES CORP
EW · 28176E108
COM$10.44M0.13%74,810+142.2%
94VMWARE INC
VMWEUR · 928563402
CL A COM$10.29M0.13%84,850+169.5%
95APPLIED MATLS INC
AMAT · 038222105
COM$10.29M0.13%184,980+137.3%
96PROTO LABS INC
PRLB · 743713109
COM$10.2M0.13%86,800New
97GRAINGER W W INC
GWW · 384802104
COM$10.2M0.13%36,140New
98
VALEANT PHARMACEUTICALS INTL
91911K102
COM$10.13M0.13%635,980New
99BURLINGTON STORES INC
BURL · 122017106
COM$10.07M0.13%75,630New
100ALLSTATE CORP
ALL · 020002101
COM$9.94M0.13%104,830+1178.4%
101MARATHON OIL CORP
MRO* · 565849106
COM$9.62M0.12%596,190New
102KOHLS CORP
KSS · 500255104
COM$9.62M0.12%146,790New
103MASTERCARD INCORPORATED
MA · 57636Q104
CL A$9.59M0.12%54,760+814.2%
104VARIAN MED SYS INC
VAREUR · 92220P105
COM$9.51M0.12%77,500New
105EXPEDIA GROUP INC
EXPE · 30212P303
COM NEW$9.47M0.12%85,800New
106JAZZ PHARMACEUTICALS PLC
JAZZ · G50871105
SHS USD$9.42M0.12%62,360+512.6%
107TAIWAN SEMICONDUCTOR MFG LTD
TSM · 874039100
SPONSORED ADR$9.37M0.12%214,000+401.6%
108MERCADOLIBRE INC
MELI · 58733R102
COM$9.31M0.12%26,130+95.0%
109LAM RESEARCH CORP
LRCX · 512807108
COM$9.26M0.12%45,560+91.2%
110CITRIX SYS INC
CTXSEUR · 177376100
COM$9.25M0.12%99,660+482.5%
111WESTLAKE CHEM CORP
WLK · 960413102
COM$9.23M0.12%83,050New
112SOUTHWEST AIRLS CO
LUV · 844741108
COM$9.22M0.12%160,900+1295.5%
113LIBERTY GLOBAL PLC
LBTYA · G5480U120
SHS CL C$9.22M0.12%302,820New
114
NEW ORIENTAL ED & TECH GRP I
647581107
SPON ADR$9.2M0.12%104,920New
115SOTHEBYS
BID · 835898107
COM$9.08M0.12%177,030New
116
ORION ENGINEERED CARBONS S A
L72967109
COM$9.03M0.12%333,100New
117TAL ED GROUP
TAL · 874080104
SPONSORED ADS$9M0.12%242,770New
118MONSTER BEVERAGE CORP NEW
MNST · 61174X109
COM$8.99M0.12%157,110New
119UNITEDHEALTH GROUP INC
UNH · 91324P102
COM$8.84M0.11%41,300New
120TEXAS INSTRS INC
TXN · 882508104
COM$8.83M0.11%85,010+135.1%
121TERADATA CORP DEL
TDC · 88076W103
COM$8.75M0.11%220,680New
122TRANSOCEAN LTD
RIG · H8817H100
REG SHS$8.72M0.11%881,210New
123GENESCO INC
GCO · 371532102
COM$8.7M0.11%214,188New
124ANTHEM INC
ELV · 036752103
COM$8.66M0.11%39,430+375.6%
125CADENCE DESIGN SYSTEM INC
CDNS · 127387108
COM$8.65M0.11%235,280+438.0%
126CREDIT ACCEP CORP MICH
CACC · 225310101
COM$8.65M0.11%26,170New
127ACUITY BRANDS INC
AYI · 00508Y102
COM$8.61M0.11%61,870New
128DAVITA INC
DVA · 23918K108
COM$8.61M0.11%130,580New
129ALLY FINL INC
ALLY · 02005N100
COM$8.53M0.11%314,040New
130CITIZENS FINL GROUP INC
CFG · 174610105
COM$8.45M0.11%201,280New
131CONNS INC
CN4 · 208242107
COM$8.44M0.11%248,160New
132ROYAL CARIBBEAN CRUISES LTD
RCL · V7780T103
COM$8.34M0.11%70,840New
133BHP BILLITON PLC
BBL · 05545E209
SPONSORED ADR$8.32M0.11%209,330+403.3%
134GRAY TELEVISION INC
GTN · 389375106
COM$8.27M0.11%651,323New
135ALIGN TECHNOLOGY INC
ALGN · 016255101
COM$8.14M0.11%32,410New
136SANTANDER CONSUMER USA HDG I
SC · 80283M101
COM$8.07M0.10%495,350New
137NAVIENT CORPORATION
NAVI · 63938C108
COM$8.05M0.10%613,380New
138STEEL DYNAMICS INC
STLD · 858119100
COM$8.01M0.10%181,230New
139DISCOVER FINL SVCS
DFSEUR · 254709108
COM$8M0.10%111,190New
140CHEESECAKE FACTORY INC
CAKE · 163072101
COM$7.96M0.10%165,110New
141CIGNA CORPORATION
CI · 125509109
COM$7.92M0.10%47,210-98.1%
142TECK RESOURCES LTD
TECK · 878742204
CL B$7.83M0.10%303,920New
143COHERENT INC
COHR · 192479103
COM$7.83M0.10%41,770New
144
SINA CORP
G81477104
ORD$7.77M0.10%74,540New
145BAIDU INC
BIDU · 056752108
SPON ADR REP A$7.7M0.10%34,480New
146
ROWAN COMPANIES PLC
G7665A101
SHS CL A$7.68M0.10%665,530+792.5%
147
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$7.51M0.10%365,920+197.0%
148PENN NATL GAMING INC
PENN · 707569109
COM$7.3M0.09%278,150New
149SM ENERGY CO
SM · 78454L100
COM$7.15M0.09%396,610New
150VALE S A
VALE · 91912E105
ADR$7.15M0.09%561,800+330.3%
151BARNES & NOBLE INC
BNED · 067774109
COM$7.01M0.09%1,415,910New
152DECKERS OUTDOOR CORP
DECK · 243537107
COM$6.84M0.09%75,950New
153BLACKBERRY LTD
BB · 09228F103
COM$6.67M0.09%580,130New
154YY INC
YYEUR · 98426T106
ADS REPCOM CLA$6.64M0.09%63,130New
155FOSSIL GROUP INC
FOSL · 34988V106
COM$6.57M0.08%516,939New
156
KKR & CO L P DEL
48248M102
COM UNITS$6.47M0.08%318,480New
157CASTLIGHT HEALTH INC
CSLT1EUR · 14862Q100
CL B$6.35M0.08%1,739,167+46.4%
158CHICOS FAS INC
CHS1USD · 168615102
COM$5.36M0.07%593,210New
159GENUINE PARTS CO
GPC · 372460105
COM$4.57M0.06%50,820New
160RED ROBIN GOURMET BURGERS IN
RRGB · 75689M101
COM$4.53M0.06%78,170New
161CARTER INC
CRI · 146229109
COM$4.37M0.06%41,980New
162
DSW INC
23334L102
CL A$4.19M0.05%186,340New
163
BANK OF THE OZARKS
063904106
COM$4.07M0.05%84,280+64.4%
164WALMART INC
WMT · 931142103
COM$4.01M0.05%45,080New
165CROCS INC
CROX · 227046109
COM$3.69M0.05%227,130New
166FIESTA RESTAURANT GROUP INC
FRGIUSD · 31660B101
COM$3.69M0.05%199,430New
167ROSS STORES INC
ROST · 778296103
COM$3.64M0.05%46,720New
168GENERAL MTRS CO
GM · 37045V100
COM$3.6M0.05%99,140New
169PLANET FITNESS INC
PLNT · 72703H101
CL A$3.6M0.05%95,220New
170MEDIFAST INC
MED · 58470H101
COM$3.47M0.04%37,160New
171FREEPORT-MCMORAN INC
FCX · 35671D857
CL B$3.46M0.04%196,790New
172TD AMERITRADE HLDG CORP
AMT · 87236Y108
COM$3.34M0.04%56,430-21.3%
173SEARS HLDGS CORP
SHLDEUR · 812350106
COM$3.29M0.04%1,232,520New
174
ZOES KITCHEN INC
98979J109
COM$3.06M0.04%212,215New
175BEST BUY INC
BBY · 086516101
COM$3.03M0.04%43,330New
176APPLE INC
AAPL · 037833100
COM$2.92M0.04%17,380+256.9%
177
VERIFONE SYS INC
92342Y109
COM$2.87M0.04%186,620New
178
AMC ENTMT HLDGS INC
00165C104
CL A COM$2.65M0.03%188,870New
179COLGATE PALMOLIVE CO
CL · 194162103
COM$2.64M0.03%36,820New
180ATKORE INTL GROUP INC
ATKR · 047649108
COM$2.63M0.03%132,332New
181ASHLAND GLOBAL HLDGS INC
ASH · 044186104
COM$2.62M0.03%37,560New
182ENERGIZER HLDGS INC NEW
ENR · 29272W109
COM$2.6M0.03%43,690New
183
BUNGE LIMITED
G16962105
COM$2.53M0.03%34,270New
184BRIGHT HORIZONS FAM SOL IN D
BFAM · 109194100
COM$2.53M0.03%25,350New
185INTL PAPER CO
IP · 460146103
COM$2.51M0.03%47,030New
186UNDER ARMOUR INC
UA · 904311206
CL C$2.31M0.03%161,020New
187LOUISIANA PAC CORP
LPX · 546347105
COM$2.3M0.03%80,090New
188INGREDION INC
INGR · 457187102
COM$2.24M0.03%17,410New
189GENERAL DYNAMICS CORP
GD · 369550108
COM$2.08M0.03%9,430New
190HOME DEPOT INC
HD · 437076102
COM$2.05M0.03%11,520+147.7%
191GAMESTOP CORP NEW
GME · 36467W109
CL A$2.04M0.03%161,860New
192AGILENT TECHNOLOGIES INC
A · 00846U101
COM$2.04M0.03%30,520New
193AIR PRODS & CHEMS INC
APD · 009158106
COM$1.96M0.03%12,330New
194BOSTON SCIENTIFIC CORP
BSX · 101137107
COM$1.96M0.03%71,740New
195DILLARDS INC
DDS · 254067101
CL A$1.93M0.02%23,990New
196
AXALTA COATING SYS LTD
G0750C108
COM$1.81M0.02%59,840New
197JACK IN THE BOX INC
JACK · 466367109
COM$1.79M0.02%20,970New
198TENET HEALTHCARE CORP
THC · 88033G407
COM NEW$1.76M0.02%72,680New
199LYONDELLBASELL INDUSTRIES N
LYB · N53745100
SHS - A -$1.69M0.02%16,020New
200PROCTER AND GAMBLE CO
PG · 742718109
COM$1.58M0.02%19,950New
201ZOETIS INC
ZTS · 98978V103
CL A$1.58M0.02%18,920New
202GUESS INC
GU9 · 401617105
COM$1.45M0.02%69,730New
203
MICHAEL KORS HLDGS LTD
G60754101
SHS$1.38M0.02%22,220New
204POLARIS INDS INC
PII · 731068102
COM$1.34M0.02%11,700New
205HCA HEALTHCARE INC
HCA · 40412C101
COM$1.32M0.02%13,570-57.9%
206MADISON SQUARE GARDEN CO NEW
MSGS · 55825T103
CL A$1.27M0.02%5,160New
207ACADIA HEALTHCARE COMPANY IN
ACHC · 00404A109
COM$1.22M0.02%31,100New
208UNITED STATES STL CORP NEW
UTHR · 912909108
COM$1.22M0.02%34,520New
209BOOT BARN HLDGS INC
BOOT · 099406100
COM$1.17M0.02%66,052New
210TORO CO
TTC · 891092108
COM$1.05M0.01%16,750-64.3%
211TREEHOUSE FOODS INC
THS · 89469A104
COM$1.01M0.01%26,260New
212COMMUNITY HEALTH SYS INC NEW
CYH · 203668108
COM$984K0.01%248,450New
213WADDELL & REED FINL INC
WDR · 930059100
CL A$850K0.01%42,070New
214AK STL HLDG CORP
AKS1EUR · 001547108
COM$774K0.01%170,970New
215OXFORD INDS INC
OXM · 691497309
COM$758K0.01%10,170New
216MICHAELS COS INC
MIKUSD · 59408Q106
COM$490K0.01%24,850New
217SIGNET JEWELERS LIMITED
SIG · G81276100
SHS$282K0.00%7,310New
218SELECT MED HLDGS CORP
SEM · 81619Q105
COM$97K0.00%5,600New
Total filing value: $7.75B