MAVERICK CAPITAL LTD Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$5.3B
Holdings
405
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (405 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CITCINTAS CORP | 783 | $537.9M | 10.11% | |
| 202 | KEXKIRBY CORP | 5,610 | $534.7M | 10.05% | |
| 203 | RACEFERRARI N V | 1,223 | $533.2M | 10.02% | |
| 204 | FIVNFIVE9 INC | 8,582 | $533.0M | 10.02% | |
| 205 | LPXLOUISIANA PAC CORP | 6,311 | $529.6M | 9.95% | |
| 206 | MATXMATSON INC | 4,659 | $523.7M | 9.84% | |
| 207 | CHHCHOICE HOTELS INTL INC | 4,118 | $520.3M | 9.78% | |
| 208 | HAEHAEMONETICS CORP MASS | 6,074 | $518.4M | 9.74% | |
| 209 | LZBLA Z BOY INC | 13,693 | $515.1M | 9.68% | |
| 210 | OKTAOKTA INC | 4,907 | $513.4M | 9.65% | |
| 211 | EQIXEQUINIX INC | 621 | $512.5M | 9.63% | |
| 212 | TKOTKO GROUP HOLDINGS INC | 5,882 | $508.3M | 9.55% | |
| 213 | AKXANSYS INC | 1,460 | $506.9M | 9.52% | |
| 214 | ENOVENOVIS CORPORATION | 8,092 | $505.3M | 9.50% | |
| 215 | TENBTENABLE HLDGS INC | 10,222 | $505.3M | 9.49% | |
| 216 | BB4AXOS FINANCIAL INC | 9,345 | $505.0M | 9.49% | |
| 217 | A4SAMERIPRISE FINL INC | 1,150 | $504.2M | 9.47% | |
| 218 | JAZZJAZZ PHARMACEUTICALS PLC | 4,187 | $504.2M | 9.47% | |
| 219 | DHTDHT HOLDINGS INC | 43,650 | $502.0M | 9.43% | |
| 220 | HBMHUDBAY MINERALS INC | 71,537 | $500.8M | 9.41% | |
| 221 | PRMPERIMETER SOLUTIONS SA | 67,045 | $497.5M | 9.35% | |
| 222 | GPKGRAPHIC PACKAGING HLDG CO | 16,955 | $494.7M | 9.30% | |
| 223 | MDLZMONDELEZ INTL INC | 7,058 | $494.1M | 9.28% | |
| 224 | MOG/AMOOG INC | 3,073 | $490.6M | 9.22% | |
| 225 | GMS1EURGMS INC | 5,034 | $490.0M | 9.21% | |
| 226 | STEPSTEPSTONE GROUP INC | 13,632 | $487.2M | 9.16% | |
| 227 | TELTE CONNECTIVITY LTD | 3,351 | $486.7M | 9.15% | |
| 228 | CFCF INDS HLDGS INC | 5,841 | $486.0M | 9.13% | |
| 229 | WEXWEX INC | 2,044 | $485.5M | 9.12% | |
| 230 | GGENPACT LIMITED | 14,503 | $477.9M | 8.98% | |
| 231 | MOHMOLINA HEALTHCARE INC | 1,163 | $477.8M | 8.98% | |
| 232 | CARGCARGURUS INC | 20,674 | $477.2M | 8.97% | |
| 233 | MCKMCKESSON CORP | 888 | $476.7M | 8.96% | |
| 234 | T7DTRANSDIGM GROUP INC | 386 | $475.4M | 8.93% | |
| 235 | CNRCANADIAN NATL RY CO | 3,555 | $468.2M | 8.80% | |
| 236 | MNROMONRO INC | 14,794 | $466.6M | 8.77% | |
| 237 | MIRMIRION TECHNOLOGIES INC | 40,774 | $463.6M | 8.71% | |
| 238 | MTDMETTLER TOLEDO INTERNATIONAL | 348 | $463.3M | 8.71% | |
| 239 | STLASTELLANTIS N.V | 16,299 | $461.3M | 8.67% | |
| 240 | KKRKKR & CO INC | 4,550 | $457.6M | 8.60% | |
| 241 | NSPINSPERITY INC | 4,142 | $454.0M | 8.53% | |
| 242 | JPMJPMORGAN CHASE & CO | 2,263 | $453.3M | 8.52% | |
| 243 | WFCWELLS FARGO CO NEW | 7,818 | $453.1M | 8.52% | |
| 244 | XPERXPERI INC | 37,531 | $452.6M | 8.51% | |
| 245 | MBCMASTERBRAND INC | 23,985 | $449.5M | 8.45% | |
| 246 | AXTAAXALTA COATING SYS LTD | 13,043 | $448.5M | 8.43% | |
| 247 | RNGRINGCENTRAL INC | 12,890 | $447.8M | 8.41% | |
| 248 | LAMRLAMAR ADVERTISING CO NEW | 3,743 | $447.0M | 8.40% | |
| 249 | KOCOCA COLA CO | 7,272 | $444.9M | 8.36% | |
| 250 | LBTYALIBERTY GLOBAL LTD | 25,163 | $443.9M | 8.34% | |
| 251 | PLDPROLOGIS INC. | 3,372 | $439.1M | 8.25% | |
| 252 | STTSTATE STR CORP | 5,646 | $436.5M | 8.20% | |
| 253 | REXRREXFORD INDL RLTY INC | 8,670 | $436.1M | 8.20% | |
| 254 | TMOTHERMO FISHER SCIENTIFIC INC | 749 | $435.3M | 8.18% | |
| 255 | LEGLEGGETT & PLATT INC | 22,702 | $434.7M | 8.17% | |
| 256 | PODDINSULET CORP | 2,531 | $433.8M | 8.15% | |
| 257 | CAKECHEESECAKE FACTORY INC | 11,983 | $433.2M | 8.14% | |
| 258 | BILIBILIBILI INC | 38,593 | $432.2M | 8.12% | |
| 259 | DSGDESCARTES SYS GROUP INC | 4,721 | $432.1M | 8.12% | |
| 260 | EQHEQUITABLE HLDGS INC | 11,162 | $424.3M | 7.97% | |
| 261 | NXPINXP SEMICONDUCTORS N V | 1,706 | $422.7M | 7.94% | |
| 262 | IRDMIRIDIUM COMMUNICATIONS INC | 16,149 | $422.5M | 7.94% | |
| 263 | UALUNITED AIRLS HLDGS INC | 8,812 | $421.9M | 7.93% | |
| 264 | ACNACCENTURE PLC IRELAND | 1,217 | $421.8M | 7.93% | |
| 265 | CMPRCIMPRESS PLC | 4,765 | $421.8M | 7.93% | |
| 266 | GEGENERAL ELECTRIC CO | 2,396 | $420.6M | 7.90% | |
| 267 | JBIJANUS INTERNATIONAL GROUP IN | 27,760 | $420.0M | 7.89% | |
| 268 | PEGAPEGASYSTEMS INC | 6,494 | $419.8M | 7.89% | |
| 269 | ITTITT INC | 3,068 | $417.3M | 7.84% | |
| 270 | EPREPR PPTYS | 9,789 | $415.5M | 7.81% | |
| 271 | NVSNNOVARTIS AG | 4,291 | $415.1M | 7.80% | |
| 272 | PAGSPAGSEGURO DIGITAL LTD | 28,878 | $412.4M | 7.75% | |
| 273 | CLVTCLARIVATE PLC | 55,110 | $409.5M | 7.69% | |
| 274 | GRABGRAB HOLDINGS LIMITED | 129,125 | $405.5M | 7.62% | |
| 275 | JXC1ZIFF DAVIS INC | 6,416 | $404.5M | 7.60% | |
| 276 | GTXGARRETT MOTION INC | 39,866 | $396.3M | 7.45% | |
| 277 | OLEDUNIVERSAL DISPLAY CORP | 2,349 | $395.7M | 7.44% | |
| 278 | BSXBOSTON SCIENTIFIC CORP | 5,748 | $393.7M | 7.40% | |
| 279 | MDBMONGODB INC | 1,097 | $393.4M | 7.39% | |
| 280 | WSTWEST PHARMACEUTICAL SVSC INC | 994 | $393.3M | 7.39% | |
| 281 | ELANELANCO ANIMAL HEALTH INC | 23,813 | $387.7M | 7.29% | |
| 282 | FUODOLBY LABORATORIES INC | 4,582 | $383.8M | 7.21% | |
| 283 | GPNGLOBAL PMTS INC | 2,867 | $383.2M | 7.20% | |
| 284 | VACMARRIOTT VACATIONS WORLDWIDE | 3,546 | $382.0M | 7.18% | |
| 285 | ABGCENCORA INC | 1,571 | $381.7M | 7.17% | |
| 286 | JT5MUELLER WTR PRODS INC | 23,685 | $381.1M | 7.16% | |
| 287 | ATKRATKORE INC | 1,994 | $379.6M | 7.13% | |
| 288 | DOCSDOXIMITY INC | 14,066 | $378.5M | 7.11% | |
| 289 | AWMSKYWORKS SOLUTIONS INC | 3,494 | $378.5M | 7.11% | |
| 290 | RMERESMED INC | 1,909 | $378.0M | 7.10% | |
| 291 | HCCWARRIOR MET COAL INC | 6,171 | $374.6M | 7.04% | |
| 292 | LRNSTRIDE INC | 5,932 | $374.0M | 7.03% | |
| 293 | PPGPPG INDS INC | 2,577 | $373.4M | 7.02% | |
| 294 | PLYAPLAYA HOTELS & RESORTS NV | 38,280 | $371.3M | 6.98% | |
| 295 | AYIACUITY BRANDS INC | 1,372 | $368.7M | 6.93% | |
| 296 | CDNSCADENCE DESIGN SYSTEM INC | 1,183 | $368.2M | 6.92% | |
| 297 | CALMCAL MAINE FOODS INC | 6,252 | $367.9M | 6.91% | |
| 298 | TSEMTOWER SEMICONDUCTOR LTD | 10,991 | $367.6M | 6.91% | |
| 299 | DELLDELL TECHNOLOGIES INC | 3,212 | $366.5M | 6.89% | |
| 300 | ACHCACADIA HEALTHCARE COMPANY IN | 4,588 | $363.5M | 6.83% |