13F filer

Maverick Capital

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 934639 SEC filings ↗
13F Value
$11.32B
Positions
179
Top Position
NVDA5.4%
Top 5
24.0%

Latest filing changes

vs Mar 31, 2026
1 GFL Gfl Environmental +165.0%+$233.7M
2 GOOG Alphabet Class C +65.2%+$201.2M
3 NU Nu Hldgs +58.4%+$175.1M
4 AMD Advanced Micro Devices +44.3%+$174.1M
5 PM Philip Morris International +156.9%+$161.0M
Holdings179
# Trend (4Q)
1 NVDA 5.4% $611.6M -3.7% 3.06M 6.4% Common Stock
2 AMD 5.0% $567.2M +44.3% 976.3K 1.6% Common Stock
3 ALAB 4.6% $515.5M +11.7% 1.07M 1.2% Common Stock
4 INTC 4.5% $512.3M +22.5% 3.67M 1.5% Common Stock
5 GOOG 4.5% $509.5M +65.2% 1.44M 2.9% Common Stock
6 AMZN 4.3% $481.7M -12.8% 2.02M 5.6% Common Stock
7 NU 4.2% $475.0M +58.4% 35.55M 3.7% Common Stock
8 META 3.8% $430.4M NEW 764.0K — Common Stock
9 GFL 3.3% $375.3M +165.0% 10.20M 1.9% Common Stock
10 NTRA 3.3% $368.3M +15.8% 1.36M 2.7% Common Stock
11 TSM 3.0% $339.9M -42.5% 711.8K 4.8% ADR
12 DKS 3.0% $334.3M +41.1% 1.47M 2.4% Common Stock
13 MSFT 2.7% $310.5M +14.7% 832.4K 3.1% Common Stock
14 RTX 2.6% $294.2M +13.6% 1.55M 3.0% Common Stock
15 COF 2.5% $277.8M +10.9% 1.38M 2.6% Common Stock
16 RGEN 2.4% $270.8M +30.7% 1.98M 2.1% Common Stock
17 PM 2.3% $263.6M +156.9% 1.46M 1.1% Common Stock
18 V 2.3% $258.1M -6.8% 752.3K 2.8% Common Stock
19 BSX 2.2% $253.4M +41.5% 5.94M 3.0% Common Stock
20 MNST 2.2% $252.8M +6.7% 2.63M 2.1% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing148
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.