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MAVERICK CAPITAL LTD
13F-HR

Q3 2024

Period Sep 30, 2024Filed Nov 14, 2024View on EDGAR ↗
Compare vsprevious quarter (Q2 2024)
Positions
229
Total value
$5.13B
Top 10 concentration
41.7%
New positions
80

Holdings · 229

#Class
1NVIDIA CORPORATION
NVDA · 67066G104
COM$287.58M5.61%2,368,091+15.7%
2AMAZON COM INC
AMZN · 023135106
COM$284.49M5.55%1,526,819+6.3%
3MICROSOFT CORP
MSFT · 594918104
COM$263.54M5.14%612,455+2.1%
4COUPANG INC
CPNG · 22266T109
CL A$244.88M4.77%9,974,672-65.9%
5PHILIP MORRIS INTL INC
PM · 718172109
COM$233.54M4.55%1,923,751-4.2%
6STARBUCKS CORP
SBUX · 855244109
COM$186.63M3.64%1,914,332+34.3%
7NATERA INC
NTRA · 632307104
COM$170.12M3.32%1,340,045+25.2%
8NU HLDGS LTD
NU · G6683N103
ORD SHS CL A$165.42M3.23%12,118,901+1.8%
9ADVANCED MICRO DEVICES INC
AMD · 007903107
COM$155.84M3.04%949,785+108.3%
10GFL ENVIRONMENTAL INC
GFL · 36168Q104
SUB VTG SHS$145.89M2.84%3,658,190+11.3%
11DOORDASH INC
DASH · 25809K105
CL A$140.81M2.75%986,557+7.3%
12VISA INC
V · 92826C839
COM CL A$135.35M2.64%492,259-16.6%
13SOUTHWEST GAS HLDGS INC
SWX · 844895102
COM$130.2M2.54%1,765,148+18.5%
14JONES LANG LASALLE INC
JLL · 48020Q107
COM$124.18M2.42%460,255-36.6%
15VERONA PHARMA PLC
VRNA · 925050106
SPONSORED ADS$121.29M2.36%4,215,973+36.3%
16LPL FINL HLDGS INC
LPLA · 50212V100
COM$115.63M2.25%497,075+82.0%
17VAXCYTE INC
PCVX · 92243G108
COM$111.56M2.18%976,249+41.9%
18MAPLEBEAR INC
CART · 565394103
COM$109.36M2.13%2,684,425+19.7%
19TAIWAN SEMICONDUCTOR MFG LTD
TSM · 874039100
SPONSORED ADS$107.15M2.09%616,979+26.1%
20LULULEMON ATHLETICA INC
LULU · 550021109
COM$93.48M1.82%344,486New
21SPRINGWORKS THERAPEUTICS INC
SWTXUSD · 85205L107
COM$89.02M1.74%2,778,348+6.8%
22WAVE LIFE SCIENCES LTD
WVE · Y95308105
SHS$82.39M1.61%10,047,520+31.0%
23ROCKET PHARMACEUTICALS INC
RCKT · 77313F106
COM$76.07M1.48%4,118,672+4.8%
24SALESFORCE INC
CRM · 79466L302
COM$73.86M1.44%269,862-0.3%
25QUIDELORTHO CORP
QDEL · 219798105
COM$73.61M1.44%1,614,197-6.6%
26NETFLIX INC
NFLX · 64110L106
COM$72.81M1.42%102,656+17941.5%
27HUMANA INC
HUM · 444859102
COM$62.68M1.22%197,892+3.3%
28BROADCOM INC
AVGO · 11135F101
COM$62.04M1.21%359,668New
29TEMPUR SEALY INTL INC
SGI · 88023U101
COM$61.02M1.19%1,117,508+14.2%
30ASTERA LABS INC
ALAB · 04626A103
COM$60.57M1.18%1,156,230+16.0%
31SOTERA HEALTH CO
SHC · 83601L102
COM$58.41M1.14%3,497,367+3.5%
32KELLANOVA
KEL · 487836108
COM$53.86M1.05%667,325-56.3%
33
FLUTTER ENTMT PLC
G3643J108
SHS$51.9M1.01%218,733+716.0%
34COHERENT CORP
COHR · 19247G107
COM$50.14M0.98%563,922New
35TWILIO INC
TWLO · 90138F102
CL A$50.01M0.98%766,775+0.7%
36SEAGATE TECHNOLOGY HLDNGS PL
STX · G7997R103
ORD SHS$47.85M0.93%436,840-59.9%
37VIRIDIAN THERAPEUTICS INC
VRDN · 92790C104
COM$45.44M0.89%1,997,153-39.6%
38MERCADOLIBRE INC
MELI · 58733R102
COM$45.02M0.88%21,941-34.9%
39ZOOMINFO TECHNOLOGIES INC
GTM · 98980F104
COMMON STOCK$44.25M0.86%4,287,641New
40CINEMARK HLDGS INC
CNK · 17243V102
COM$42.25M0.82%1,517,771+1356.4%
41WAYFAIR INC
W · 94419L101
CL A$38.43M0.75%683,970-5.2%
42DAY ONE BIOPHARMACEUTICALS I
DAWNGBX · 23954D109
COM$29.45M0.57%2,114,006+74.5%
43CENTENE CORP DEL
CNC · 15135B101
COM$28.94M0.56%384,406
44PLANET FITNESS INC
PLNT · 72703H101
CL A$27.8M0.54%342,322-29.9%
45LINEAGE INC
LINE · 53566V106
COM$27.43M0.53%350,000New
46LAM RESEARCH CORP
LRCX · 512807108
COM$22.63M0.44%27,733-1.0%
47RENTOKIL INITIAL PLC
RTO · 760125104
SPONSORED ADR$14.82M0.29%594,459New
48GLOBAL TECHNOLGY ACQSTN CORP
GTLL · G3934N107
CLASS A ORD$13.85M0.27%1,200,000
49INVIVYD INC
ADGM · 00534A102
COM$12M0.23%11,765,787
50FRACTYL HEALTH INC
GUTS · 35168W103
COM$10.75M0.21%4,248,492-0.1%
51BRINKER INTL INC
EAT · 109641100
COM$8.35M0.16%109,171+147.4%
52NORWEGIAN CRUISE LINE HLDG L
NCLH · G66721104
SHS$7.01M0.14%341,795+85.1%
53URBAN OUTFITTERS INC
URBN · 917047102
COM$6.66M0.13%173,730+51.4%
54HDFC BANK LTD
HDB · 40415F101
SPONSORED ADS$6.49M0.13%103,761New
55MCDONALDS CORP
MCD · 580135101
COM$6.39M0.12%20,975New
56SHAKE SHACK INC
SHAK · 819047101
CL A$5.95M0.12%57,673New
57WESTERN DIGITAL CORP.
WDC · 958102105
COM$5.4M0.11%79,002New
58ABERCROMBIE & FITCH CO
ANF · 002896207
CL A$5.28M0.10%37,768+102.8%
59FLOOR & DECOR HLDGS INC
FND · 339750101
CL A$5.03M0.10%40,474+182.0%
60DARDEN RESTAURANTS INC
DRI · 237194105
COM$4.62M0.09%28,144New
61CRACKER BARREL OLD CTRY STOR
CBRL · 22410J106
COM$4.5M0.09%99,175New
62JABIL INC
JBL · 466313103
COM$4.23M0.08%35,306-0.4%
63MICRON TECHNOLOGY INC
MU · 595112103
COM$4.2M0.08%40,532-93.7%
64EATON CORP PLC
ETN · G29183103
SHS$4.16M0.08%12,553+403.1%
65SALLY BEAUTY HLDGS INC
SBH · 79546E104
COM$4.15M0.08%305,505+16.4%
66DELL TECHNOLOGIES INC
DELL · 24703L202
CL C$4.03M0.08%33,966+116.2%
67SIX FLAGS ENTERTAINMENT CORP
FUN · 83001C108
COM$3.95M0.08%97,868New
68NETAPP INC
NTAP · 64110D104
COM$3.93M0.08%31,793+134.1%
69NORDSTROM INC
JWNUSD · 655664100
COM$3.9M0.08%173,262+45.8%
70CHEWY INC
CHWY · 16679L109
CL A$3.69M0.07%125,983-5.6%
71BUILD-A-BEAR WORKSHOP INC
BBW · 120076104
COM$3.64M0.07%105,847+261.3%
72AUTOZONE INC
AZO · 053332102
COM$3.62M0.07%1,149New
73CROCS INC
CROX · 227046109
COM$3.59M0.07%24,763+214.7%
74AMERICAN EAGLE OUTFITTERS IN
AEO · 02553E106
COM$3.55M0.07%158,699New
75BEST BUY INC
BBY · 086516101
COM$3.47M0.07%33,622New
76ONESTREAM INC
K4F · 68278B107
CL A$3.39M0.07%100,000New
77VALVOLINE INC
VVV · 92047W101
COM$3.37M0.07%80,456+93.3%
78CURIS INC
CRIS · 231269309
COM$3.14M0.06%582,273
79EBAY INC.
EBAY · 278642103
COM$3.09M0.06%47,513+2.9%
80COMMVAULT SYS INC
CVLT · 204166102
COM$3.05M0.06%19,817+94.3%
81F5 INC
FFIV · 315616102
COM$2.95M0.06%13,417New
82
CAPRI HOLDINGS LIMITED
G1890L107
SHS$2.93M0.06%69,054New
83SHOE CARNIVAL INC
SCVL · 824889109
COM$2.91M0.06%66,297+16.7%
84PAYPAL HLDGS INC
PYPL · 70450Y103
COM$2.76M0.05%35,426+180.6%
85PVH CORPORATION
PVH · 693656100
COM$2.75M0.05%27,296New
86AMERICAN AIRLS GROUP INC
AAL · 02376R102
COM$2.72M0.05%241,572+24.6%
87HP INC
HPQ · 40434L105
COM$2.66M0.05%74,077-25.1%
88FRONTIER COMMUNICATIONS PARE
ULCC · 35909D109
COM$2.64M0.05%74,323New
89DUTCH BROS INC
BROS · 26701L100
CL A$2.63M0.05%82,193New
90TRIPADVISOR INC
TRIP · 896945201
COM$2.57M0.05%177,265-1.1%
91TEXAS ROADHOUSE INC
TXRH · 882681109
COM$2.51M0.05%14,185+17.9%
92HUDBAY MINERALS INC
HBM · 443628102
COM$2.49M0.05%271,139+45.1%
93PEABODY ENERGY CORP
BTU · 704551100
COM$2.49M0.05%93,846+32.8%
94YETI HLDGS INC
YETI · 98585X104
COM$2.44M0.05%59,450New
95CENTURI HOLDINGS INC
CTRI · 155923105
COM SHS$2.42M0.05%150,000
96GARMIN LTD
GRMN · H2906T109
SHS$2.39M0.05%13,598+85.8%
97ZEBRA TECHNOLOGIES CORPORATI
ZBRA · 989207105
CL A$2.38M0.05%6,438+28.2%
98MASTERBRAND INC
MBC · 57638P104
COMMON STOCK$2.23M0.04%120,126+16.3%
99SHARKNINJA INC
SN · G8068L108
COM SHS$2.22M0.04%20,388New
100BAUSCH HEALTH COS INC
BHC · 071734107
COM$2.21M0.04%271,211+17.7%
101ROKU INC
ROKU · 77543R102
COM CL A$2.21M0.04%29,603-47.1%
102LYFT INC
LYFT · 55087P104
CL A COM$2.18M0.04%170,735+251.0%
103WESCO INTL INC
WCC · 95082P105
COM$2.17M0.04%12,921+28.3%
104CIENA CORP
CIEN · 171779309
COM NEW$2.17M0.04%35,213-1.8%
105REVOLVE GROUP INC
RVLV · 76156B107
CL A$2.16M0.04%87,351New
106SAVERS VALUE VLG INC
SVV · 80517M109
COM$2.16M0.04%205,591New
107PERIMETER SOLUTIONS SA
PRM · L7579L106
COMMON STOCK$2.13M0.04%158,427-30.4%
108LOGITECH INTL S A
LOGI · H50430232
SHS$2.13M0.04%23,829-3.4%
109INGLES MKTS INC
IMKTA · 457030104
CL A$2.13M0.04%28,489+55.7%
110BOOT BARN HLDGS INC
BOOT · 099406100
COM$2.12M0.04%12,670-71.6%
111DAVITA INC
DVA · 23918K108
COM$2.11M0.04%12,886+11.5%
112ILLUMINA INC
ILMN · 452327109
COM$2.1M0.04%16,109-7.1%
113
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$2.1M0.04%552,692+25.4%
114MOODYS CORP
MCO · 615369105
COM$2.09M0.04%4,410New
115SMITH & NEPHEW PLC
SNN · 83175M205
SPDN ADR NEW$2.09M0.04%66,985New
116TAPESTRY INC
TPR · 876030107
COM$2.07M0.04%44,021-58.1%
117SMARTSHEET INC
SMARGBP · 83200N103
COM CL A$2.06M0.04%37,265-9.7%
118WINGSTOP INC
WING · 974155103
COM$2.06M0.04%4,956-32.7%
119NEWELL BRANDS INC
NWL · 651229106
COM$2.05M0.04%267,566New
120AIRBNB INC
ABNB · 009066101
COM CL A$2.05M0.04%16,200-94.3%
121LAUDER ESTEE COS INC
EL · 518439104
CL A$2.05M0.04%20,525+651.6%
122ZIFF DAVIS INC
ZD · 48123V102
COM$2.05M0.04%42,039+34.6%
123MIRION TECHNOLOGIES INC
MIR · 60471A101
COM CL A$2.03M0.04%183,427+14.8%
124ERO COPPER CORP
ERO · 296006109
COM$1.97M0.04%88,600New
125EDWARDS LIFESCIENCES CORP
EW · 28176E108
COM$1.95M0.04%29,594New
126CLARIVATE PLC
CLVT · G21810109
ORD SHS$1.93M0.04%271,794-1.7%
127DOCUSIGN INC
DOCU · 256163106
COM$1.92M0.04%30,866+5.1%
128DECKERS OUTDOOR CORP
DECK · 243537107
COM$1.9M0.04%11,946New
129QORVO INC
QRVO · 74736K101
COM$1.89M0.04%18,339+2.5%
130KYNDRYL HLDGS INC
KD · 50155Q100
COMMON STOCK$1.87M0.04%81,525+29.3%
131CONSOL ENERGY INC NEW
CEIXEUR · 20854L108
COM$1.86M0.04%17,783+26.2%
132PINTEREST INC
PINS · 72352L106
CL A$1.85M0.04%57,180+47.6%
133EURONET WORLDWIDE INC
EEFT · 298736109
COM$1.84M0.04%18,549+24.4%
134ALIGHT INC
ALIT · 01626W101
COM CL A$1.83M0.04%247,825New
135MADISON SQUARE GARDEN ENTMT
MDEX · 558256103
COM CL A$1.82M0.04%42,775-2.0%
136LIBERTY BROADBAND CORP
LBRDK · 530307305
COM SER C$1.8M0.04%23,287New
137CARGURUS INC
CARG · 141788109
COM CL A$1.79M0.03%59,748-4.4%
138TOWER SEMICONDUCTOR LTD
TSEM · M87915274
SHS NEW$1.78M0.03%40,134+3.0%
139
DESPEGAR COM CORP
G27358103
ORD SHS$1.78M0.03%143,217+44.7%
140GARRETT MOTION INC
GTX · 366505105
COM$1.76M0.03%215,531+27.5%
141EQUITABLE HLDGS INC
EQH · 29452E101
COM$1.73M0.03%41,100+11.6%
142ELDORADO GOLD CORP NEW
EGO · 284902509
COM$1.73M0.03%99,439+17.1%
143FERROGLOBE PLC
GSM · G33856108
SHS$1.71M0.03%369,540+60.3%
144LA Z BOY INC
LZB · 505336107
COM$1.7M0.03%39,508-53.2%
145TRIMBLE INC
TRMB · 896239100
COM$1.69M0.03%27,283New
146FORTREA HLDGS INC
FTRE · 34965K107
COMMON STOCK$1.69M0.03%84,690New
147ZUMIEZ INC
ZUMZ · 989817101
COM$1.69M0.03%79,439New
148TECHNIPFMC PLC
FTI · G87110105
COM$1.68M0.03%64,139+7.5%
149RAPID7 INC
RPD · 753422104
COM$1.68M0.03%42,093New
150MOHAWK INDS INC
MHK · 608190104
COM$1.66M0.03%10,354-6.1%
151CAESARS ENTERTAINMENT INC NE
CZR · 12769G100
COM$1.65M0.03%39,454New
152BUCKLE INC
BKE · 118440106
COM$1.63M0.03%37,037New
153CHENIERE ENERGY INC
LNG · 16411R208
COM NEW$1.61M0.03%8,979+1.2%
154JETBLUE AWYS CORP
JBLU · 477143101
COM$1.61M0.03%245,657+136.1%
155OKTA INC
OKTA · 679295105
CL A$1.61M0.03%21,649+31.5%
156
PLAYA HOTELS & RESORTS NV
N70544106
SHS$1.61M0.03%207,357+24.5%
157UNDER ARMOUR INC
UAA · 904311107
CL A$1.58M0.03%177,369New
158HUBSPOT INC
HUBS · 443573100
COM$1.58M0.03%2,971New
159UNITED STATES STL CORP NEW
UTHR · 912909108
COM$1.57M0.03%44,466New
160WENDYS CO
WEN · 95058W100
COM$1.56M0.03%89,064-49.4%
161ANTERO RESOURCES CORP
AR · 03674X106
COM$1.53M0.03%53,565New
162STONECO LTD
STNE · G85158106
COM CL A$1.53M0.03%136,011+16.8%
163FREEPORT-MCMORAN INC
FCX · 35671D857
CL B$1.51M0.03%30,323New
164VISTA OUTDOOR INC
VSTOEUR · 928377100
COM$1.5M0.03%38,173+4.4%
165
AXALTA COATING SYS LTD
G0750C108
COM$1.47M0.03%40,552+15.3%
166GODADDY INC
GDDY · 380237107
CL A$1.47M0.03%9,358+2.7%
167PENNYMAC FINL SVCS INC NEW
PFSI · 70932M107
COM$1.46M0.03%12,798-0.8%
168TECK RESOURCES LTD
TECK · 878742204
CL B$1.44M0.03%27,481New
169PERRIGO CO PLC
PRGO · G97822103
SHS$1.43M0.03%54,618+16.3%
170LLOYDS BANKING GROUP PLC
LYG · 539439109
SPONSORED ADR$1.4M0.03%450,191New
171NATWEST GROUP PLC
NWG · 639057207
SPONS ADR$1.4M0.03%149,685+8.3%
172SYNCHRONY FINANCIAL
SYF · 87165B103
COM$1.39M0.03%27,880-0.7%
173TEXAS INSTRS INC
TXN · 882508104
COM$1.39M0.03%6,720New
174
CRH PLC
G25508105
ORD$1.37M0.03%14,798New
175CONSTELLIUM SE
CSTM · F21107101
CL A SHS$1.37M0.03%84,355New
176ARCH RESOURCES INC
ARCH1USD · 03940R107
CL A$1.35M0.03%9,795+55.8%
177WEBSTER FINL CORP
WBS · 947890109
COM$1.32M0.03%28,283+4.5%
178LOUISIANA PAC CORP
LPX · 546347105
COM$1.31M0.03%12,189New
179PAGSEGURO DIGITAL LTD
PAGS · G68707101
COM CL A$1.3M0.03%151,045+21.9%
180TENET HEALTHCARE CORP
THC · 88033G407
COM NEW$1.28M0.02%7,714-2.0%
181CARIBOU BIOSCIENCES INC
CRBU · 142038108
COM$1.28M0.02%652,542
182O-I GLASS INC
OI · 67098H104
COM$1.26M0.02%96,318New
183MR COOPER GROUP INC
07WA · 62482R107
COM$1.25M0.02%13,543+3.6%
184TEVA PHARMACEUTICAL INDS LTD
TEVA · 881624209
SPONSORED ADS$1.24M0.02%68,779+5.0%
185LEVI STRAUSS & CO NEW
LEVI · 52736R102
CL A COM STK$1.22M0.02%56,075New
186SPROUTS FMRS MKT INC
SFM · 85208M102
COM$1.22M0.02%11,045-81.0%
187NOMURA HLDGS INC
NMR · 65535H208
SPONSORED ADR$1.22M0.02%233,586New
188S&P GLOBAL INC
SPGI · 78409V104
COM$1.22M0.02%2,356New
189SUNCOR ENERGY INC NEW
SU · 867224107
COM$1.19M0.02%32,183+9.8%
190INTERNATIONAL FLAVORS&FRAGRA
IFF · 459506101
COM$1.18M0.02%11,242+6.1%
191CROWN HLDGS INC
CCK · 228368106
COM$1.18M0.02%12,264New
192COMERICA INC
CMA · 200340107
COM$1.15M0.02%19,202New
193BLOCK H & R INC
HRB · 093671105
COM$1.15M0.02%18,051New
194SIRIUSXM HOLDINGS INC
SIRI · 829933100
COMMON STOCK$1.13M0.02%47,926New
195HILTON WORLDWIDE HLDGS INC
HLT · 43300A203
COM$1.13M0.02%4,904-29.1%
196FORTINET INC
FTNT · 34959E109
COM$1.13M0.02%14,540New
197ALBERTSONS COS INC
ACI · 013091103
COMMON STOCK$1.11M0.02%60,206New
198DXC TECHNOLOGY CO
DXC · 23355L106
COM$1.11M0.02%53,478-14.2%
199CANADIAN PACIFIC KANSAS CITY
CP · 13646K108
COM$1.11M0.02%12,967New
200MATSON INC
MATX · 57686G105
COM$1.09M0.02%7,656+3.6%
201CANADIAN NATL RY CO
CNI · 136375102
COM$1.06M0.02%9,088New
202FIRST HORIZON CORPORATION
FHN · 320517105
COM$1.06M0.02%68,444New
203HESS CORP
HES · 42809H107
COM$1.05M0.02%7,746New
204GENERAL MTRS CO
GM · 37045V100
COM$1.05M0.02%23,428+6.8%
205CALERES INC
CAL · 129500104
COM$1.04M0.02%31,410New
206VICTORIAS SECRET AND CO
VSXY · 926400102
COMMON STOCK$985.98K0.02%38,365New
207WEATHERFORD INTL PLC
WFRD · G48833118
ORD SHS$966.48K0.02%11,381New
208BJS WHSL CLUB HLDGS INC
BJ · 05550J101
COM$961.63K0.02%11,659New
209SHERWIN WILLIAMS CO
SHW · 824348106
COM$930.51K0.02%2,438New
210ALLY FINL INC
ALLY · 02005N100
COM$929.61K0.02%26,120+1.2%
211PAPA JOHNS INTL INC
PZZA · 698813102
COM$926.08K0.02%17,191New
212SLEEP NUMBER CORP
SNBR · 83125X103
COM$924.74K0.02%50,477+150.7%
213WIX COM LTD
WIX · M98068105
SHS$890.01K0.02%5,324New
214NOBLE CORP PLC
NE · G65431127
ORD SHS A$883.8K0.02%24,455New
215HEWLETT PACKARD ENTERPRISE C
HPE · 42824C109
COM$876.49K0.02%42,839-67.7%
216DESIGNER BRANDS INC
DBI · 250565108
CL A$792.16K0.02%107,339-74.2%
217GROUPON INC
GRPN · 399473206
COM NEW$734K0.01%75,051+28.7%
218HOME DEPOT INC
HD · 437076102
COM$634.95K0.01%1,567-88.1%
219TJX COS INC NEW
TJX · 872540109
COM$571.36K0.01%4,861-90.1%
220ETHAN ALLEN INTERIORS INC
ETD · 297602104
COM$500.58K0.01%15,697New
221SKECHERS U S A INC
SKAA · 830566105
CL A$490.93K0.01%7,336-72.9%
222V F CORP
VFC · 918204108
COM$460.19K0.01%23,067New
223KROGER CO
KR · 501044101
COM$415.88K0.01%7,258New
224SIGNET JEWELERS LIMITED
SIG · G81276100
SHS$334.17K0.01%3,240New
225EMERSON ELEC CO
EMR · 291011104
COM$283.93K0.01%2,596-89.9%
226GOODYEAR TIRE & RUBR CO
GT · 382550101
COM$257.49K0.01%29,095New
227BJS RESTAURANTS INC
BJRI · 09180C106
COM$253.81K0.00%7,795New
228COSTCO WHSL CORP NEW
COST · 22160K105
COM$243.79K0.00%275New
229GLOBAL TECHNOLGY ACQSTN CORP
GTLL · G3934N115
*W EXP 99/99/999$30.48K0.00%599,999
Total filing value: $5.13B