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MAVERICK CAPITAL LTD
13F-HR

Q2 2018

Period Jun 30, 2018Filed Aug 14, 2018View on EDGAR ↗
Compare vs4 quarters back (Q2 2017)
Positions
235
Total value
$8.55B
Top 10 concentration
42.6%
New positions
161

Holdings · 235

#Class
1FACEBOOK INC
META · 30303M102
CL A$477.89M5.59%2,459,270-30.3%
2ALPHABET INC
GOOG · 02079K107
CAP STK CL C$455.61M5.33%408,381+24.7%
3MICROSOFT CORP
MSFT · 594918104
COM$423.66M4.95%4,296,293New
4DISNEY WALT CO
DIS · 254687106
COM DISNEY$381.55M4.46%3,640,348New
5DOLLAR TREE INC
DLTR · 256746108
COM$361.65M4.23%4,254,654-47.7%
6MOHAWK INDS INC
MHK · 608190104
COM$318.79M3.73%1,487,806New
7UNIVERSAL HLTH SVCS INC
UHS · 913903100
CL B$314.57M3.68%2,822,797-48.0%
8T MOBILE US INC
TMUS · 872590104
COM$307.05M3.59%5,138,837New
9INTEL CORP
INTC · 458140100
COM$302.46M3.54%6,084,463New
10
ENVISION HEALTHCARE CORP
29414D100
COM$296.91M3.47%6,746,498+32.5%
11WASTE CONNECTIONS INC
WCN · 94106B101
COM$253.4M2.96%3,366,070-39.2%
12
SHIRE PLC
82481R106
SPONSORED ADR$248.1M2.90%1,469,786-24.3%
13
DOWDUPONT INC
26078J100
COM$246.88M2.89%3,745,145New
14MASTERCARD INCORPORATED
MA · 57636Q104
CL A$224.21M2.62%1,140,877+7951.4%
15SCHWAB CHARLES CORP NEW
SCHW · 808513105
COM$212.97M2.49%4,167,695New
16ALIBABA GROUP HLDG LTD
BABA · 01609W102
SPONSORED ADS$210.68M2.46%1,135,580New
17LOWES COS INC
LOW · 548661107
COM$205.31M2.40%2,148,213+8071.2%
18ADOBE SYS INC
ADBE · 00724F101
COM$202.17M2.36%829,215-36.4%
19CENTENE CORP DEL
CNC · 15135B101
COM$170.11M1.99%1,380,656New
20ANHEUSER BUSCH INBEV SA/NV
BUD · 03524A108
SPONSORED ADR$167.91M1.96%1,666,413+21.0%
21VISA INC
V · 92826C839
COM CL A$125.99M1.47%951,222-12.8%
22CIENA CORP
CIEN · 171779309
COM NEW$104.59M1.22%3,945,357New
23APPLIED OPTOELECTRONICS INC
AAOI · 03823U102
COM$85.98M1.00%1,914,835New
24DXC TECHNOLOGY CO
DXC · 23355L106
COM$84.48M0.99%1,048,044-64.5%
25GRAPHIC PACKAGING HLDG CO
GPK · 388689101
COM$70.84M0.83%4,882,326New
26SPOTIFY TECHNOLOGY S A
SPOT · L8681T102
SHS$68.42M0.80%406,697New
27ALNYLAM PHARMACEUTICALS INC
ALNY · 02043Q107
COM$67.11M0.78%681,354New
28PERSPECTA INC
PRSP · 715347100
COM$66.9M0.78%3,255,621New
29FLEETCOR TECHNOLOGIES INC
FLT1EUR · 339041105
COM$66.69M0.78%316,579New
30BRITISH AMERN TOB PLC
BTI · 110448107
SPONSORED ADR$64.96M0.76%1,287,663New
31INPHI CORP
IPHI · 45772F107
COM$59.82M0.70%1,834,240New
32COMMSCOPE HLDG CO INC
VISN · 20337X109
COM$53.16M0.62%1,820,389-63.4%
33AMNEAL PHARMACEUTICALS INC
AMRX · 03168L105
COM STK CL A$45.7M0.53%2,784,753New
34MEDICINES CO
MDCOUSD · 584688105
COM$44.23M0.52%1,205,281New
35PACIFIC BIOSCIENCES CALIF IN
PACB · 69404D108
COM$43.21M0.51%12,173,094+14.8%
36
MICHAEL KORS HLDGS LTD
G60754101
SHS$40.37M0.47%606,110+1877.5%
37HOME DEPOT INC
HD · 437076102
COM$36.44M0.43%186,780+1535.6%
38TJX COS INC NEW
TJX · 872540109
COM$35.35M0.41%371,380+576.6%
39RALPH LAUREN CORP
RL · 751212101
CL A$34.51M0.40%274,480New
40CHILDRENS PL INC
PLCE · 168905107
COM$31.34M0.37%259,460New
41
DSW INC
23334L102
CL A$29.94M0.35%1,159,580New
42LULULEMON ATHLETICA INC
LULU · 550021109
COM$29.32M0.34%234,810+541.0%
43DILLARDS INC
DDS · 254067101
CL A$28.15M0.33%297,910+368.0%
44DECKERS OUTDOOR CORP
DECK · 243537107
COM$27.82M0.33%246,400New
45CASEYS GEN STORES INC
CASY · 147528103
COM$27.53M0.32%262,020New
46WALMART INC
WMT · 931142103
COM$27.18M0.32%317,310New
47O REILLY AUTOMOTIVE INC NEW
ORLY · 67103H107
COM$26.74M0.31%97,750-63.9%
48TIFFANY & CO NEW
TIFEUR · 886547108
COM$26.39M0.31%200,510+358.1%
49GAP INC DEL
GAP · 364760108
COM$24.77M0.29%764,610New
50GUESS INC
GU9 · 401617105
COM$24.29M0.28%1,135,126New
51NORDSTROM INC
JWNUSD · 655664100
COM$24.07M0.28%464,930New
52
GRUBHUB INC
400110102
COM$22.91M0.27%218,420+624.0%
53SEAWORLD ENTMT INC
PRKS · 81282V100
COM$22.07M0.26%1,011,299New
54TARGET CORP
TGT · 87612E106
COM$21.23M0.25%278,900+615.5%
55URBAN OUTFITTERS INC
URBN · 917047102
COM$21.22M0.25%476,410New
56RH
RH · 74967X103
COM$20.3M0.24%145,280New
57TRACTOR SUPPLY CO
TSCO · 892356106
COM$17.78M0.21%232,501New
58HIBBETT SPORTS INC
HB6 · 428567101
COM$16.63M0.19%726,350New
59AMERICAN EAGLE OUTFITTERS NE
AEO · 02553E106
COM$16.56M0.19%712,190+161.1%
60GENUINE PARTS CO
GPC · 372460105
COM$15.17M0.18%165,209New
61EDWARDS LIFESCIENCES CORP
EW · 28176E108
COM$14.83M0.17%101,840+202.4%
62HOMOLOGY MEDICINES INC
FIXXEUR · 438083107
COM$14.27M0.17%725,043New
63
EXPRESS INC
30219E103
COM$14.12M0.17%1,543,170+429.0%
64DELTA AIR LINES INC DEL
DAL · 247361702
COM NEW$13.2M0.15%266,520+717.5%
65FIESTA RESTAURANT GROUP INC
FRGIUSD · 31660B101
COM$12.46M0.15%433,959New
66STARS GROUP INC
AYAEUR · 85570W100
COM$12.4M0.14%341,530New
67NEW MEDIA INVT GROUP INC
NEWMEUR · 64704V106
COM$12.37M0.14%669,120New
68STEEL DYNAMICS INC
STLD · 858119100
COM$12.27M0.14%266,910+290.7%
69WELLCARE HEALTH PLANS INC
WCGEUR · 94946T106
COM$11.85M0.14%48,120New
70CHEESECAKE FACTORY INC
CAKE · 163072101
COM$11.76M0.14%213,556New
71TWITTER INC
TWTRUSD · 90184L102
COM$11.21M0.13%256,680New
72HUMANA INC
HUM · 444859102
COM$10.73M0.13%36,040+117.0%
73S&P GLOBAL INC
SPGI · 78409V104
COM$10.67M0.12%52,340+93.1%
74INTUITIVE SURGICAL INC
ISRG · 46120E602
COM NEW$10.53M0.12%22,010+419.1%
75CHICOS FAS INC
CHS1USD · 168615102
COM$10.29M0.12%1,264,639New
76GRAY TELEVISION INC
GTN · 389375106
COM$10.14M0.12%641,770New
77GRAND CANYON ED INC
LOPE · 38526M106
COM$10.14M0.12%90,840+87.7%
78NVIDIA CORP
NVDA · 67066G104
COM$10.14M0.12%42,780New
79ELECTRONIC ARTS INC
EA · 285512109
COM$10.13M0.12%71,850+99.5%
80COLLEGIUM PHARMACEUTICAL INC
COLL · 19459J104
COM$10.13M0.12%424,590New
81ZOETIS INC
ZTS · 98978V103
CL A$10.1M0.12%118,600New
82WARRIOR MET COAL INC
HCC · 93627C101
COM$9.92M0.12%359,890New
83GENERAC HLDGS INC
GNRC · 368736104
COM$9.87M0.12%190,700New
84
AMC ENTMT HLDGS INC
00165C104
CL A COM$9.85M0.12%619,220New
85VMWARE INC
VMWEUR · 928563402
CL A COM$9.71M0.11%66,070+52.0%
86
DUN & BRADSTREET CORP DEL NE
26483E100
COM$9.59M0.11%78,210New
87EVERCORE INC
EVR · 29977A105
CLASS A$9.52M0.11%90,290New
88VERSO CORP
VRSUSD · 92531L207
CL A$9.5M0.11%436,650New
89LEAR CORP
LEA · 521865204
COM NEW$9.48M0.11%51,010+83.3%
90COMMVAULT SYSTEMS INC
CVLT · 204166102
COM$9.47M0.11%143,740New
91
KKR & CO L P DEL
48248M102
COM UNITS$9.17M0.11%368,860New
92SYNOVUS FINL CORP
SYU1 · 87161C501
COM NEW$9.09M0.11%172,100New
93CARTER INC
CRI · 146229109
COM$9.04M0.11%83,360New
94JOHNSON & JOHNSON
JNJ · 478160104
COM$8.96M0.10%73,820+145.2%
95COLUMBIA SPORTSWEAR CO
COLM · 198516106
COM$8.79M0.10%96,140+5969.4%
96BOOKING HLDGS INC
BKNG · 09857L108
COM$8.72M0.10%4,302New
97EBAY INC
EBAY · 278642103
COM$8.56M0.10%235,960+152.0%
98NUCOR CORP
NUE · 670346105
COM$8.36M0.10%133,820New
99MORGAN STANLEY
MS · 617446448
COM NEW$8.33M0.10%175,770New
100BIG LOTS INC
BIGGQ · 089302103
COM$8.3M0.10%198,550New
101APPLIED MATLS INC
AMAT · 038222105
COM$8.27M0.10%178,980+94.5%
102ON SEMICONDUCTOR CORP
ON · 682189105
COM$8.21M0.10%369,130New
103F5 NETWORKS INC
FFIV · 315616102
COM$8.21M0.10%47,580New
104CINEMARK HOLDINGS INC
CNK · 17243V102
COM$8.18M0.10%233,040New
105PEABODY ENERGY CORP NEW
BTU · 704551100
COM$8.15M0.10%179,207New
106SONY CORP
SONY · 835699307
SPONSORED ADR$8.06M0.09%157,280New
107COGNIZANT TECHNOLOGY SOLUTIO
CTSH · 192446102
CL A$8.05M0.09%101,890New
108M & T BK CORP
MTB · 55261F104
COM$7.98M0.09%46,900New
109HERBALIFE NUTRITION LTD
HLF · G4412G101
COM SHS$7.96M0.09%148,170New
110HESS CORP
HES · 42809H107
COM$7.91M0.09%118,270New
111CONOCOPHILLIPS
COP · 20825C104
COM$7.91M0.09%113,620New
112ANTHEM INC
ELV · 036752103
COM$7.87M0.09%33,050+157.6%
113CIT GROUP INC
CITUSD · 125581801
COM NEW$7.71M0.09%152,860New
114MADISON SQUARE GARDEN CO NEW
MSGS · 55825T103
CL A$7.65M0.09%24,660+2652.2%
115TRANSOCEAN LTD
RIG · H8817H100
REG SHS$7.62M0.09%566,610New
116
VALEANT PHARMACEUTICALS INTL
91911K102
COM$7.57M0.09%325,790New
117CASTLIGHT HEALTH INC
CSLT1EUR · 14862Q100
CL B$7.53M0.09%1,771,350+45.0%
118UNITEDHEALTH GROUP INC
UNH · 91324P102
COM$7.48M0.09%30,480+39.6%
119CIGNA CORPORATION
CI · 125509109
COM$7.46M0.09%43,890-97.0%
120CHURCHILL DOWNS INC
CHDN · 171484108
COM$7.44M0.09%25,080New
121STARBUCKS CORP
SBUX · 855244109
COM$7.39M0.09%151,190New
122SANTANDER CONSUMER USA HDG I
SC · 80283M101
COM$7.39M0.09%386,870New
123CHIPOTLE MEXICAN GRILL INC
CMG · 169656105
COM$7.38M0.09%17,110New
124L BRANDS INC
LBEUR · 501797104
COM$7.38M0.09%200,040New
125CADENCE DESIGN SYSTEM INC
CDNS · 127387108
COM$7.36M0.09%169,920+143.9%
126ATHENE HLDG LTD
ATH-PA · G0684D107
CL A$7.32M0.09%166,890New
127ALLY FINL INC
ALLY · 02005N100
COM$7.3M0.09%277,880New
128CITRIX SYS INC
CTXSEUR · 177376100
COM$7.24M0.08%69,020+134.1%
129JAZZ PHARMACEUTICALS PLC
JAZZ · G50871105
SHS USD$7.22M0.08%41,910+167.1%
130LIBERTY GLOBAL PLC
LBTYA · G5480U120
SHS CL C$7.2M0.08%270,670New
131
ROWAN COMPANIES PLC
G7665A101
SHS CL A$7.2M0.08%443,940+108.1%
132TAPESTRY INC
TPR · 876030107
COM$7.2M0.08%154,162New
133TERADATA CORP DEL
TDC · 88076W103
COM$7.13M0.08%177,560New
134TEXAS INSTRS INC
TXN · 882508104
COM$7.11M0.08%64,450+28.1%
135BOEING CO
BA · 097023105
COM$7.1M0.08%21,170New
136TIM PARTICIPACOES S A
TSU · 88706P205
SPONSORED ADR$7.08M0.08%420,140New
137BHP BILLITON PLC
BBL · 05545E209
SPONSORED ADR$7.08M0.08%157,410New
138SM ENERGY CO
SM · 78454L100
COM$7.08M0.08%275,390New
139EXPEDIA GROUP INC
EXPE · 30212P303
COM NEW$7.06M0.08%58,730New
140ALIGN TECHNOLOGY INC
ALGN · 016255101
COM$7.05M0.08%20,590+27.6%
141
NEW ORIENTAL ED & TECH GRP I
647581107
SPON ADR$7.02M0.08%74,110+121.2%
142REGIONS FINL CORP NEW
RF · 7591EP100
COM$6.99M0.08%393,060New
143BAIDU INC
BIDU · 056752108
SPON ADR REP A$6.98M0.08%28,740New
144TECK RESOURCES LTD
TECK · 878742204
CL B$6.98M0.08%274,130New
145CREDIT ACCEP CORP MICH
CACC · 225310101
COM$6.95M0.08%19,670New
146KOHLS CORP
KSS · 500255104
COM$6.95M0.08%95,280New
147TAIWAN SEMICONDUCTOR MFG LTD
TSM · 874039100
SPONSORED ADR$6.91M0.08%189,010+178.5%
148SOTHEBYS
BID · 835898107
COM$6.9M0.08%126,910New
149ENTEGRIS INC
ENTG · 29362U104
COM$6.79M0.08%200,180+16.9%
150VALE S A
VALE · 91912E105
ADR$6.73M0.08%525,060+89.7%
151CITIZENS FINL GROUP INC
CFG · 174610105
COM$6.71M0.08%172,410+153.9%
152AMBEV SA
ABEV · 02319V103
SPONSORED ADR$6.69M0.08%1,445,120New
153DISCOVER FINL SVCS
DFSEUR · 254709108
COM$6.66M0.08%94,640New
154GARMIN LTD
GRMN · H2906T109
SHS$6.64M0.08%108,920New
155MICRON TECHNOLOGY INC
MU · 595112103
COM$6.64M0.08%126,680New
156NAVIENT CORPORATION
NAVI · 63938C108
COM$6.62M0.08%508,340New
157
SINA CORP
G81477104
ORD$6.55M0.08%77,380New
158DARLING INGREDIENTS INC
DAR · 237266101
COM$6.37M0.07%320,230New
159BJS RESTAURANTS INC
BJRI · 09180C106
COM$6.27M0.07%104,420New
160YY INC
YYEUR · 98426T106
ADS REPCOM CLA$6.23M0.07%62,040New
161PETROLEO BRASILEIRO SA PETRO
PBR · 71654V408
SPONSORED ADR$6.23M0.07%620,980New
162POLARIS INDS INC
PII · 731068102
COM$6.18M0.07%50,570New
163TAL ED GROUP
TAL · 874080104
SPONSORED ADS$6.15M0.07%167,070New
16458 COM INC
WUBAUSD · 31680Q104
SPON ADR REP A$6.1M0.07%87,990New
165RED HAT INC
RHT1EUR · 756577102
COM$6.09M0.07%45,350New
166LAM RESEARCH CORP
LRCX · 512807108
COM$6.02M0.07%34,820+115.9%
167APPLE INC
AAPL · 037833100
COM$5.92M0.07%31,970+168.9%
168SPIRIT AEROSYSTEMS HLDGS INC
S9Q · 848574109
COM CL A$5.83M0.07%67,800-3.6%
169SNAP ON INC
SNA · 833034101
COM$5.61M0.07%34,880New
170SEARS HLDGS CORP
SHLDEUR · 812350106
COM$5.53M0.06%2,335,058New
171
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$5.53M0.06%292,590+30.4%
172RAYONIER ADVANCED MATLS INC
RYAM · 75508B104
COM$5.41M0.06%316,340New
173EASTMAN CHEM CO
EMN · 277432100
COM$5.37M0.06%53,750New
174BECTON DICKINSON & CO
BDX · 075887109
COM$5.3M0.06%22,120New
175RESMED INC
RMD · 761152107
COM$5.06M0.06%48,810New
176ADVANCE AUTO PARTS INC
AAP · 00751Y106
COM$5.01M0.06%36,940+95.8%
177METHANEX CORP
MEOH · 59151K108
COM$4.63M0.05%65,530New
178BLACKSTONE GROUP L P
BXUSD · 09253U108
COM UNIT LTD$4.5M0.05%139,730New
179LYONDELLBASELL INDUSTRIES N
LYB · N53745100
SHS - A -$4.42M0.05%40,240New
180POST HLDGS INC
POST · 737446104
COM$4.26M0.05%49,470New
181FASTENAL CO
FAST · 311900104
COM$4.24M0.05%88,050New
182HUNTSMAN CORP
HUN · 447011107
COM$3.85M0.05%131,850-17.3%
183ASHLAND GLOBAL HLDGS INC
ASH · 044186104
COM$3.69M0.04%47,220New
184PACCAR INC
PCAR · 693718108
COM$3.69M0.04%59,480New
185GENESCO INC
GCO · 371532102
COM$3.6M0.04%90,610New
186CONAGRA BRANDS INC
CAG · 205887102
COM$3.4M0.04%95,040New
187KEYCORP NEW
KEY · 493267108
COM$3.36M0.04%171,690New
188U S SILICA HLDGS INC
SLCAUSD · 90346E103
COM$3.33M0.04%129,570New
189CERNER CORP
CERNCHF · 156782104
COM$3.23M0.04%53,990New
190PENTAIR PLC
PNR · G7S00T104
SHS$3.19M0.04%75,820New
191SALLY BEAUTY HLDGS INC
SBH · 79546E104
COM$3.17M0.04%197,910+111.4%
192KIMBERLY CLARK CORP
KMB · 494368103
COM$3.09M0.04%29,350New
193BARNES & NOBLE INC
BNED · 067774109
COM$3.08M0.04%485,429+426.2%
194WOLVERINE WORLD WIDE INC
WWW · 978097103
COM$3.03M0.04%87,130New
195
ZOES KITCHEN INC
98979J109
COM$2.97M0.03%304,420New
196SEALED AIR CORP NEW
SDA · 81211K100
COM$2.74M0.03%64,570New
197AUTOZONE INC
AZO · 053332102
COM$2.74M0.03%4,080New
198CAVCO INDS INC DEL
CVCO · 149568107
COM$2.62M0.03%12,630New
199MADDEN STEVEN LTD
SHOO · 556269108
COM$2.56M0.03%48,280New
200BARNES GROUP INC
BUSD · 067806109
COM$2.49M0.03%42,210New
201DAVE & BUSTERS ENTMT INC
PLAY · 238337109
COM$2.46M0.03%51,660New
202KEYSIGHT TECHNOLOGIES INC
KEYS · 49338L103
COM$2.37M0.03%40,140New
203OLIN CORP
OLN · 680665205
COM PAR $1$2.23M0.03%77,790New
2043M CO
MMM · 88579Y101
COM$2.22M0.03%11,300New
205GUIDEWIRE SOFTWARE INC
GWRE · 40171V100
COM$2.2M0.03%24,730New
206LOUISIANA PAC CORP
LPX · 546347105
COM$2.19M0.03%80,330-20.5%
207INTUIT
INTU · 461202103
COM$2.02M0.02%9,870New
208UNITED STATES STL CORP NEW
UTHR · 912909108
COM$1.96M0.02%56,460New
209ALBEMARLE CORP
ALB · 012653101
COM$1.88M0.02%19,890New
210GOPRO INC
GPRO · 38268T103
CL A$1.86M0.02%288,340+297.8%
211BRUNSWICK CORP
BC · 117043109
COM$1.84M0.02%28,530New
212MEDIDATA SOLUTIONS INC
MDSOEUR · 58471A105
COM$1.74M0.02%21,600New
213ROSS STORES INC
ROST · 778296103
COM$1.62M0.02%19,160New
214SHUTTERFLY INC
SFLY · 82568P304
COM$1.57M0.02%17,380New
215CHURCH & DWIGHT INC
CHD · 171340102
COM$1.53M0.02%28,700New
216DINE BRANDS GLOBAL INC
DIN · 254423106
COM$1.43M0.02%19,070New
217SOUTHWEST AIRLS CO
LUV · 844741108
COM$1.37M0.02%27,000-3.8%
218DOLLAR GEN CORP NEW
DG · 256677105
COM$1.34M0.02%13,620New
219
SONIC CORP
835451105
COM$1.33M0.02%38,725-20.3%
220PATRICK INDS INC
PATK · 703343103
COM$1.27M0.01%22,280New
221FRANCESCAS HLDGS CORP
FRANUSD · 351793104
COM$1.23M0.01%162,654New
222OXFORD INDS INC
OXM · 691497309
COM$1.04M0.01%12,470New
223ZUMIEZ INC
ZUMZ · 989817101
COM$994K0.01%39,699New
224MONRO INC
MNRO · 610236101
COM$971K0.01%16,716New
225WAYFAIR INC
W · 94419L101
CL A$922K0.01%7,760-85.1%
226CALERES INC
CAL · 129500104
COM$810K0.01%23,540New
227CROCS INC
CROX · 227046109
COM$789K0.01%44,830-71.4%
228DEAN FOODS CO NEW
DFODQ · 242370203
COM NEW$662K0.01%62,970New
229SHERWIN WILLIAMS CO
SHW · 824348106
COM$620K0.01%1,520New
230DARDEN RESTAURANTS INC
DRI · 237194105
COM$410K0.00%3,830-76.4%
231PETMED EXPRESS INC
PETS · 716382106
COM$243K0.00%5,525-52.4%
232WEIGHT WATCHERS INTL INC NEW
WTWEUR · 948626106
COM$221K0.00%2,186-98.0%
233WENDYS CO
WEN · 95058W100
COM$181K0.00%10,540New
234V F CORP
VFC · 918204108
COM$143K0.00%1,750New
235RUTHS HOSPITALITY GROUP INC
RUTHUSD · 783332109
COM$105K0.00%3,760-74.9%
Total filing value: $8.55B